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Palumbo Wealth Management LLC

Q3 2025 13F Holdings

  • Location
    great neck, NY
  • Num holdings

    179

  • Value ($000)

    $313,093

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001846310
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$31.65M
10 %

47,513

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$15.5M
5 %

43,599

A
AAPL

APPLE INC

COM
037833100
$15.34M
5 %

65,027

A
AMZN

AMAZON COM INC

COM
023135106
$11.06M
4 %

53,369

D
DBC

INVESCO DB COMMDY INDX TRCK

UNIT
46138B103
$10.53M
3 %

467,295

M
MSFT

MICROSOFT CORP

COM
594918104
$10.27M
3 %

22,242

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$9.23M
3 %

142,047

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.98M
3 %

55,924

W
WM

WASTE MGMT INC DEL

COM
94106L109
$8.24M
3 %

37,433

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.47M
2 %

45,424

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