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Palumbo Wealth Management LLC

Q2 2025 · 13F-HR

Palumbo Wealth Management LLCholdings as filed

Filed 2025-07-15 · accession 0001951757-25-000827

$322.9M
Reported value
197
Positions
2025-06-30
Period end
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The Brief · Palumbo Wealth Management LLC · Q2 2025

AI · grounded in 13F

Palumbo Wealth Management LLC established a new position in SPY valued at $27.9M. The fund also initiated new stakes in JPST for $19.7M and GLD for $16.0M. Additional new positions include AAPL at $11.7M, DBC at $10.3M, and AMZN at $10.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$27.9M8.65%45,185CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$19.7M6.10%388,328CommonNONE
78463V107GLDSPDR GOLD TR$16.0M4.96%52,561CommonNONE
037833100AAPLAPPLE INC$11.7M3.61%56,798CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$10.3M3.18%470,474CommonNONE
023135106AMZNAMAZON COM INC$10.2M3.17%46,647CommonNONE
594918104MSFTMICROSOFT CORP$10.0M3.09%20,081CommonNONE
94106L109WMWASTE MGMT INC DEL$8.5M2.63%37,118CommonNONE
67066G104NVDANVIDIA CORPORATION$7.8M2.41%49,300CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$6.9M2.12%6,924CommonNONE
46090E103QQQINVESCO QQQ TR$6.2M1.92%11,213CommonNONE
92826C839VVISA INC$6.2M1.91%17,369CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$5.9M1.82%232,141CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$5.3M1.63%83,999CommonNONE
452308109ITWILLINOIS TOOL WKS INC$5.0M1.54%20,065CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$4.6M1.43%25,617CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.3M1.32%8,766CommonNONE
29364G103ETRENTERGY CORP NEW$4.1M1.26%48,942CommonNONE
02079K305GOOGLALPHABET INC$3.8M1.19%21,728CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.5M1.08%11,998CommonNONE
580135101MCDMCDONALDS CORP$3.4M1.07%11,804CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$3.4M1.05%81,941CommonNONE
337738108FISVFISERV INC$3.3M1.01%18,896CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.2M1.01%36,007CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.2M0.99%10,731CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.1M0.95%10,441CommonNONE
824348106SHWSHERWIN WILLIAMS CO$3.0M0.93%8,779CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$3.0M0.92%48,770CommonNONE
892356106TSCOTRACTOR SUPPLY CO$2.9M0.89%54,489CommonNONE
478160104JNJJOHNSON & JOHNSON$2.8M0.86%18,253CommonNONE
30303M102METAMETA PLATFORMS INC$2.6M0.82%3,587CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.6M0.82%19,547CommonNONE
55354G100MSCIMSCI INC$2.5M0.78%4,384CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$2.5M0.78%26,216CommonNONE
72201R833MINTPIMCO ETF TR$2.5M0.77%24,700CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.5M0.76%68,823CommonNONE
78464A888XHBSPDR SERIES TRUST$2.5M0.76%24,900CommonNONE
060505104BACBANK AMERICA CORP$2.4M0.74%50,680CommonNONE
02079K107GOOGALPHABET INC$2.2M0.69%12,501CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.2M0.67%5,363CommonNONE
464287101OEFISHARES TR$2.1M0.64%6,746CommonNONE
303075105FDSFACTSET RESH SYS INC$2.0M0.62%4,473CommonNONE
26922B105MSTBETF SER SOLUTIONS$1.9M0.60%52,215CommonNONE
254687106DISDISNEY WALT CO$1.9M0.59%15,300CommonNONE
641288105NPCENEUROPACE INC$1.9M0.59%169,890CommonNONE
464287457SHYISHARES TR$1.7M0.54%20,851CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.6M0.50%10,037CommonNONE
674599105OXYOCCIDENTAL PETE CORP$1.6M0.49%38,016CommonNONE
M7S64H106MNDYMONDAY COM LTD$1.5M0.47%4,827CommonNONE
79466L302CRMSALESFORCE INC$1.5M0.46%5,474CommonNONE
94106B101WCNWASTE CONNECTIONS INC$1.5M0.46%7,957CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.5M0.45%2,847CommonNONE
92790A504JOETVIRTUS ETF TR II$1.4M0.45%35,231CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.44%9,934CommonNONE
00724F101ADBEADOBE INC$1.4M0.42%3,535CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$1.4M0.42%42,462CommonNONE
78409V104SPGIS&P GLOBAL INC$1.3M0.41%2,481CommonNONE
35137L204FOXFOX CORP$1.3M0.39%24,329CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.39%2,705CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1.2M0.38%94,126CommonNONE
G29183103ETNEATON CORP PLC$1.1M0.35%3,206CommonNONE
464287465EFAISHARES TR$1.1M0.35%12,676CommonNONE
654106103NKENIKE INC$1.0M0.33%14,777CommonNONE
69374H816PALCPACER FDS TR$1.0M0.32%21,035CommonNONE
149123101CATCATERPILLAR INC$1.0M0.31%2,617CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$982,2870.30%15,279CommonNONE
002824100ABTABBOTT LABS$974,3480.30%7,164CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$948,9380.29%3,563CommonNONE
464287721IYWISHARES TR$901,0040.28%5,200CommonNONE
032095101APHAMPHENOL CORP NEW$898,2730.28%9,096CommonNONE
03945R102ACHRARCHER AVIATION INC$887,0640.27%81,757CommonNONE
038222105AMATAPPLIED MATLS INC$861,2090.27%4,704CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$842,5100.26%3,812CommonNONE
532457108LLYELI LILLY & CO$773,7490.24%993CommonNONE
438516106HONHONEYWELL INTL INC$741,5450.23%3,184CommonNONE
81762P102NOWSERVICENOW INC$727,8810.23%708CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$693,5650.21%18,354CommonNONE
922908769VTIVANGUARD INDEX FDS$693,0240.21%2,280CommonNONE
02156V109OKLOOKLO INC$683,6380.21%12,210CommonNONE
46432F396MTUMISHARES TR$682,4690.21%2,840CommonNONE
437076102HDHOME DEPOT INC$673,0680.21%1,836CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$664,6970.21%4,876CommonNONE
74347R107SSOPROSHARES TR$637,5800.20%6,525CommonNONE
18915M107NETCLOUDFLARE INC$625,2860.19%3,193CommonNONE
125523100CITHE CIGNA GROUP$622,9370.19%1,884CommonNONE
640268306NKTRNEKTAR THERAPEUTICS$614,2690.19%23,772CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$612,5210.19%2,818CommonNONE
931142103WMTWALMART INC$608,6020.19%6,224CommonNONE
64110L106NFLXNETFLIX INC$598,5920.19%447CommonNONE
825704109SIBNSI-BONE INC$576,8150.18%30,649CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$573,3130.18%7,081CommonNONE
37954Y293MLPXGLOBAL X FDS$569,0790.18%9,082CommonNONE
36168Q104GFLGFL ENVIRONMENTAL INC$553,3760.17%10,983CommonNONE
11135F101AVGOBROADCOM INC$553,0870.17%2,006CommonNONE
09260D107BXBLACKSTONE INC$543,3680.17%3,633CommonNONE
67059N108NTNXNUTANIX INC$538,9790.17%7,051CommonNONE
833445109SNOWSNOWFLAKE INC$533,9110.17%2,386CommonNONE
80810D103SDGRSCHRODINGER INC$533,5430.17%26,518CommonNONE
30231G102XOMEXXON MOBIL CORP$509,9560.16%4,731CommonNONE
922908363VOOVANGUARD INDEX FDS$500,2950.15%881CommonNONE
04335A105ARVNARVINAS INC$492,0750.15%66,858CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$477,7060.15%5,675CommonNONE
98138H101WDAYWORKDAY INC$476,8800.15%1,987CommonNONE
98423F109XMTRXOMETRY INC$476,5750.15%14,104CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$476,1440.15%5,614CommonNONE
68622P109ORICORIC PHARMACEUTICALS INC$474,8480.15%46,783CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$474,6400.15%15,306CommonNONE
166764100CVXCHEVRON CORP NEW$471,6290.15%3,294CommonNONE
G54950103LINLINDE PLC$467,9230.14%997CommonNONE
91913Y100VLOVALERO ENERGY CORP$467,3790.14%3,477CommonNONE
704326107PAYXPAYCHEX INC$466,9630.14%3,210CommonNONE
30068X103XGNEXAGEN INC$460,7640.14%66,012CommonNONE
74168J101PRMEPRIME MEDICINE INC$452,8950.14%183,358CommonNONE
88160R101TSLATESLA INC$448,5360.14%1,412CommonNONE
09290D101BLKBLACKROCK INC$442,2050.14%421CommonNONE
19761L706RECSCOLUMBIA ETF TR I$438,3900.14%11,916CommonNONE
08659B102BBNXBETA BIONICS INC$430,6710.13%29,579CommonNONE
65339F101NEENEXTERA ENERGY INC$427,3110.13%6,155CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$418,4670.13%2,045CommonNONE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$416,1840.13%7,530CommonNONE
031162100AMGNAMGEN INC$402,0880.12%1,440CommonNONE
191216100KOCOCA COLA CO$400,6320.12%5,663CommonNONE
98980G102ZSZSCALER INC$397,7620.12%1,267CommonNONE
842587107SOSOUTHERN CO$393,9150.12%4,290CommonNONE
093712107BEBLOOM ENERGY CORP$384,5380.12%16,076CommonNONE
56400P706MNKDMANNKIND CORP$379,3790.12%101,438CommonNONE
744320102PRUPRUDENTIAL FINL INC$373,3020.12%3,475CommonNONE
37637K108GTLBGITLAB INC$358,8960.11%7,956CommonNONE
00206R102TAT&T INC$358,3340.11%12,382CommonNONE
75513E101RTXRTX CORPORATION$357,2430.11%2,447CommonNONE
86280R803SSUSSTRATEGY SHS$354,0940.11%7,874CommonNONE
464288414MUBISHARES TR$349,5080.11%3,345CommonNONE
045396207ASMBASSEMBLY BIOSCIENCES INC$338,2470.10%18,667CommonNONE
58933Y105MRKMERCK & CO INC$336,1290.10%4,246CommonNONE
45166A102IDYAIDEAYA BIOSCIENCES INC$331,7380.10%15,782CommonNONE
464287234EEMISHARES TR$331,4840.10%6,872CommonNONE
464287804IJRISHARES TR$329,1060.10%3,011CommonNONE
82657M105SGHTSIGHT SCIENCES INC$327,9390.10%79,404CommonNONE
695156109PKGPACKAGING CORP AMER$322,4970.10%1,711CommonNONE
988498101YUMYUM BRANDS INC$321,5390.10%2,170CommonNONE
75734B100RDDTREDDIT INC$317,8540.10%2,111CommonNONE
209115104EDCONSOLIDATED EDISON INC$317,6880.10%3,166CommonNONE
747525103QCOMQUALCOMM INC$314,2300.10%1,973CommonNONE
855244109SBUXSTARBUCKS CORP$302,5400.09%3,302CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$295,9450.09%2,932CommonNONE
N14506104ESTCELASTIC N V$286,3850.09%3,396CommonNONE
604749101MIRMMIRUM PHARMACEUTICALS INC$285,1880.09%5,604CommonNONE
369604301GEGE AEROSPACE$283,9100.09%1,103CommonNONE
427746102HRTXHERON THERAPEUTICS INC$274,1370.08%132,433CommonNONE
37045V100GMGENERAL MTRS CO$273,9640.08%5,567CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$264,3130.08%3,237CommonNONE
G3855L106GHRSGH RESEARCH PLC$263,9260.08%21,651CommonNONE
00973Y108AKROAKERO THERAPEUTICS INC$261,9980.08%4,910CommonNONE
17275R102CSCOCISCO SYS INC$260,0060.08%3,748CommonNONE
77543R102ROKUROKU INC$256,6390.08%2,920CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$256,2960.08%2,747CommonNONE
N69605108PHVSPHARVARIS N V$256,0630.08%14,549CommonNONE
049468101TEAMATLASSIAN CORPORATION$253,4570.08%1,248CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$247,4930.08%803CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$245,2100.08%5,667CommonNONE
882508104TXNTEXAS INSTRS INC$242,4440.08%1,168CommonNONE
863667101SYKSTRYKER CORPORATION$238,6980.07%603CommonNONE
278865100ECLECOLAB INC$236,2990.07%877CommonNONE
247361702DALDELTA AIR LINES INC DEL$235,6220.07%4,791CommonNONE
461202103INTUINTUIT$233,9270.07%297CommonNONE
23804L103DDOGDATADOG INC$230,7790.07%1,718CommonNONE
36828A101GEVGE VERNOVA INC$228,7360.07%432CommonNONE
636180101NFGNATIONAL FUEL GAS CO$227,7240.07%2,688CommonNONE
52886X107LXEOLEXEO THERAPEUTICS INC$226,3390.07%56,303CommonNONE
92189F106GDXVANECK ETF TRUST$226,2010.07%4,345CommonNONE
81578P106SEERSEER INC$225,5050.07%105,376CommonNONE
872540109TJXTJX COS INC NEW$224,6290.07%1,819CommonNONE
038923108ABRARBOR REALTY TRUST INC$224,2710.07%20,960CommonNONE
88579Y101MMM3M CO$224,0600.07%1,472CommonNONE
67080N101NUVBNUVATION BIO INC$221,6490.07%113,666CommonNONE
799566104SANASANA BIOTECHNOLOGY INC$221,3840.07%81,093CommonNONE
464287226AGGISHARES TR$216,2560.07%2,180CommonNONE
74767V109QSQUANTUMSCAPE CORP$215,0400.07%32,000CommonNONE
92189F676SMHVANECK ETF TRUST$211,5530.07%759CommonNONE
26922A289UFOXETF SER SOLUTIONS$211,0400.07%4,000CommonNONE
90138F102TWLOTWILIO INC$208,4280.06%1,676CommonNONE
74340W103PLDPROLOGIS INC.$207,8490.06%1,977CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$204,1260.06%934CommonNONE
25056L103DSGNDESIGN THERAPEUTICS INC$204,0710.06%60,555CommonNONE
90364P105PATHUIPATH INC$203,9170.06%15,931CommonNONE
124155102BFLYBUTTERFLY NETWORK INC$173,8400.05%86,920CommonNONE
10501L106BWAYBRAINSWAY LTD$160,9170.05%12,237CommonNONE
60255C885BRD1EURMIND MEDICINE MINDMED INC$156,0400.05%24,043CommonNONE
29479A108ERASERASCA INC$152,9920.05%120,466CommonNONE
68621F102ORGOORGANOGENESIS HLDGS INC$150,2800.05%41,060CommonNONE
268158201DVAXDYNAVAX TECHNOLOGIES CORP$149,4450.05%15,065CommonNONE
00439U104GRCEGRACE THERAPEUTICS INC$144,1670.04%48,541CommonNONE
230031106CGEMCULLINAN THERAPEUTICS INC$128,0710.04%17,008CommonNONE
602496101MDXGMIMEDX GROUP INC$112,6380.03%18,435CommonNONE
28623U101ELEVATION ONCOLOGY INC$108,4150.03%295,328CommonNONE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$58,3580.02%27,270CommonNONE
63909J108NAUTNAUTILUS BIOTECHNOLOGY INC$30,2010.01%41,661CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.