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CIK: 0001846310
Total reported value
$477.6M
$477.6M
218 檔
22.9%
In Q4 2025, Palumbo Wealth Management LLC's U.S. equity holdings reached a combined market value of $477.6M, distributed across 218 disclosed stock positions.
In Q4 2025, Palumbo Wealth Management LLC displayed an active expansion posture, initiating 60 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 218 total)
| # | 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 | 8.04% | -0.14% | +0.63% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.59% | +0.35% | +59.35% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.65% | -0.10% | +53.01% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.38% | -0.08% | +0.50% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 4.26% | -1.25% | -0.05% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.87% | +0.25% | — | |
| 7 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 2.68% | -0.77% | +3.91% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | +0.48% | +0.40% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | -0.05% | +1.53% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 2.02% | -0.41% | -0.58% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | +0.18% | +1.75% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.72% | -0.18% | +58.10% | |
| 13 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.66% | -0.49% | +2.97% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.64% | +0.02% | — | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.51% | -0.05% | +0.60% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.44% | -0.35% | -0.67% | |
| 17 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.37% | -0.10% | — | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.33% | +0.46% | +15.08% | |
| 19 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.15% | -0.61% | EXIT | |
| 20 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.13% | — | — | |
| 21 | ETR | Entergy CORP | Stock-Utilities | 1.12% | -0.19% | +0.23% | |
| 22 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.11% | -0.11% | +0.45% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.11% | +2.50% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.06% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.14% | +2.12% | |
| 26 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.90% | -0.43% | -21.16% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +1.17% | +1.36% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -0.21% | -6.60% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.21% | +117.35% | |
| 30 | NPCE | Neuropace Inc | Stock-Other | 0.82% | +0.02% | +8.46% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.08% | +0.76% | |
| 32 | MRVL | Marvell Technology Inc | Stock-Tech | 0.79% | +1.44% | +1.35% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | -0.01% | -0.99% | |
| 34 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.70% | — | — | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.70% | -0.01% | +0.20% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.13% | -0.47% | |
| 37 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.68% | -0.22% | +0.95% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.64% | -0.07% | -47.56% | |
| 39 | MSCI | Msci Inc | Stock-Financials | 0.63% | -0.06% | +0.11% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.62% | -0.31% | -64.37% | |
| 41 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.58% | -0.15% | -0.04% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.55% | -0.01% | — | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.54% | -0.15% | -25.16% | |
| 44 | BW | Babcock & Wilcox Enterpr | Stock-Other | 0.47% | -0.91% | +38.09% | |
| 45 | MSTB | Lha Market State Tactical | ETF-Other | 0.46% | -0.02% | — | |
| 46 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.46% | +0.40% | -8.65% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | -0.05% | — | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.42% | +0.26% | +7.55% | |
| 49 | AAP | Advance Auto Parts Inc | Stock-Consumer Disc | 0.39% | — | — | |
| 50 | BFLY | Butterfly Network Inc | Stock-Other | 0.39% | +0.59% | +182.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3.2% | +59.35% | Add |
| 2 | AMZN | Amazon.com Inc | +1.1% | +53.01% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +58.10% | Add |
| 4 | CRM | Salesforce Inc | +0.4% | +117.35% | Add |
| 5 | BFLY | Butterfly Network Inc | +0.3% | +182.94% | Add |
| 6 | BW | Babcock & Wilcox Enterpr | +0.3% | +38.09% | Add |
| 7 | EBS | Emergent Biosolutions Inc | +0.2% | +143.01% | Add |
| 8 | TSLA | Tesla Inc | +0.2% | +86.91% | Add |
| 9 | NUVB | Nuvation Bio Inc | +0.2% | +22.33% | Add |
| 10 | NPCE | Neuropace Inc | +0.2% | +8.46% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +25.48% | Add |
| 12 | NOW | Servicenow Inc | +0.2% | +1030.62% | Add |
| 13 | SIBN | Si-bone Inc | +0.1% | +95.28% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +0.19% | Add |
| 15 | IDYA | Ideaya Biosciences Inc | +0.1% | +60.58% | Add |
| 16 | CDTX | Cidara Therapeutics Inc | +0.1% | +17.71% | Add |
| 17 | TSHA | Taysha Gene Therapies Inc | +0.1% | +13.13% | Add |
| 18 | IMNM | Immunome Inc | +0.1% | +41.81% | Add |
| 19 | DNTH | Dianthus Therapeutics Inc | +0.1% | +125.07% | Add |
| 20 | AMD | Advanced Micro Devices | +0.1% | +1.36% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +17.57% | Add |
| 22 | CDNA | Caredx Inc | 0% | +23.73% | Add |
| 23 | ERAS | Erasca Inc | 0% | +11.93% | Add |
| 24 | ASMB | Assembly Biosciences Inc | 0% | +7.20% | Add |
| 25 | DSGN | Design Therapeutics Inc | 0% | +33.21% | Add |
| 26 | PTGX | Protagonist Therapeutics Inc | 0% | +20.35% | Add |
| 27 | MRK | Merck & Co. Inc. | 0% | +5.03% | Add |
| 28 | BWAY | Brainsway Ltd-adr | 0% | +37.87% | Add |
| 29 | AMAT | Applied Materials Inc | 0% | -0.73% | Trim |
| 30 | XOM | Exxon Mobil CORP | 0% | +0.28% | Add |
| 31 | PHVS | Pharvaris N.V. | 0% | +21.28% | Add |
| 32 | MDB | Mongodb Inc | 0% | +9.34% | Add |
| 33 | BRD1EUR | Mind Medicine Mindmed Inc | 0% | +18.44% | Add |
| 34 | XFOR | X4 Pharmaceuticals Inc | 0% | +18.91% | Add |
| 35 | TWLO | Twilio Inc - A | 0% | +7.88% | Add |
| 36 | RXST | Rxsight Inc | 0% | +28.46% | Add |
| 37 | GE | General Electric | 0% | — | Unchanged |
| 38 | NAUT | Nautilus Biotechnology Inc | 0% | -2.34% | Trim |
| 39 | XMTR | Xometry Inc-a | — | +16.87% | Add |
| 40 | GM | General Motors Co | — | -0.49% | Trim |
| 41 | AMGN | Amgen Inc | — | +6.26% | Add |
| 42 | RTX | Rtx CORP | — | -1.12% | Trim |
| 43 | KO | Coca-cola Co/the | — | +6.56% | Add |
| 44 | MIRM | Mirum Pharmaceuticals Inc | — | +19.80% | Add |
| 45 | BIB | Proshares Ultra Nasd Biotech | — | -68.87% | Trim |
| 46 | PATH | Uipath Inc - Class A | — | +8.02% | Add |
| 47 | UPS | United Parcel Service-cl B | — | +1.41% | Add |
| 48 | TEAM | Atlassian Corp-cl A | — | +26.45% | Add |
| 49 | PLD | Prologis Inc | — | -0.13% | Trim |
| 50 | CAT | Caterpillar Inc | 0% | +0.11% | Add |
According to official SEC Form 13F filings, Palumbo Wealth Management LLC reported a total U.S. public equity portfolio value of $477.6M across 218 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, GOOGL, AMZN) accounted for 22.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
JPST
市值: $15.7M
Top Position Liquidated / Trimmed
SHW
前期市值: $3.0M
During Q4 2025, Palumbo Wealth Management LLC's top holdings by market value included SPY (8.0%)、GOOGL (5.6%)、AMZN (4.7%). The largest single position, SPY, represented 8.0% of total portfolio value.
In Q4 2025, Palumbo Wealth Management LLC made 198 total portfolio adjustments, initiating 60 new buys, adding to 81 positions, trimming 39 holdings, and fully liquidating 18 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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