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CIK: 0001846310
Total reported value
$477.6M
$477.6M
197 檔
17.9%
During the Q2 2025 filing period, Palumbo Wealth Management LLC (CIK: 0001846310) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $477.6M across 197 reported positions.
During Q2 2025, Palumbo Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.65% | -0.14% | +0.56% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.10% | +0.25% | -0.44% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 4.96% | -1.25% | -2.37% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.61% | -0.08% | +8.25% | |
| 5 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 3.18% | -0.77% | -2.73% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.17% | -0.10% | +31.14% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | +0.48% | +0.29% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 2.63% | -0.41% | -0.58% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | -0.05% | +18.61% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.12% | -0.35% | -0.96% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.92% | +0.18% | +3.17% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.91% | -0.05% | -1.74% | |
| 13 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.82% | -0.49% | -16.20% | |
| 14 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.63% | -0.10% | +9.81% | |
| 15 | ITW | Illinois Tool Works | Stock-Industrials | 1.54% | -0.07% | +1.47% | |
| 16 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.43% | -0.11% | -0.92% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.18% | -15.12% | |
| 18 | ETR | Entergy CORP | Stock-Utilities | 1.26% | -0.19% | -1.89% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.35% | +3.87% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.11% | +3.28% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.07% | -0.21% | +1.57% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.05% | — | -4.09% | |
| 23 | FISV | Fiserv Inc | Stock-Other | 1.01% | — | -0.33% | |
| 24 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.01% | -0.06% | +1421.21% | |
| 25 | ACN | Accenture plc | Stock-Tech | 0.99% | -0.15% | +2.70% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.95% | -0.01% | +0.05% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.93% | +0.06% | NEW | |
| 28 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.92% | -0.31% | +131.08% | |
| 29 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.89% | -0.22% | +1.77% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.14% | +2.96% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.13% | +7.23% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.82% | -0.05% | -0.96% | |
| 33 | MSCI | Msci Inc | Stock-Financials | 0.78% | -0.06% | +2.89% | |
| 34 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.78% | — | -4.55% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.77% | +0.46% | +5.51% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.76% | — | +4.64% | |
| 37 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.76% | — | — | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | -0.01% | +7.27% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.06% | +3.02% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.08% | +6.11% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.64% | -0.01% | +1.89% | |
| 42 | FDS | Factset Research Systems Inc | Stock-Financials | 0.62% | — | -3.08% | |
| 43 | MSTB | Lha Market State Tactical | ETF-Other | 0.60% | -0.02% | -3.88% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | — | -2.63% | |
| 45 | NPCE | Neuropace Inc | Stock-Other | 0.59% | +0.02% | +268.44% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -1.18% | -25.74% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.04% | -7.00% | |
| 48 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.49% | -0.14% | -0.27% | |
| 49 | MNDY | monday.com Ltd. | Stock-Tech | 0.47% | -0.01% | -0.82% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.46% | -0.21% | +4.65% |
According to official SEC Form 13F filings, Palumbo Wealth Management LLC reported a total U.S. public equity portfolio value of $477.6M across 197 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, JPST, GLD) accounted for 17.9% of total reported equity market value during Q2 2025.
During Q2 2025, Palumbo Wealth Management LLC's top holdings by market value included SPY (8.7%)、JPST (6.1%)、GLD (5.0%). The largest single position, SPY, represented 8.7% of total portfolio value.
In Q2 2025, Palumbo Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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