Palumbo Wealth Management LLC
SEC Form 13F institutional filer · CIK 0001846310
13F-HR · 114 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
53.0%
Palumbo Wealth Management LLC — $281M AUM allocation strategy
Palumbo Wealth Management LLC files SEC Form 13F and reports $281M of long US equity value across 114 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.9%, followed by Financials 13.4% and Communication Services 8.9%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Palumbo Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$281M
total across 114 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$UBER +32.8K sh · +$2.33M+$JPM +18K sh · +$4.94M+$NVDA +8.84K sh · +$854K
Biggest trims (shares)
−$AMAT −18.3K sh · +$213K−$WSM −12.4K sh · −$2.16M−$TSCO −9.96K sh · −$712K
Exited to nil (held last quarter, gone now)
$LEN ($1.32M last qtr)$SYK ($212K last qtr)$FOXA ($203K last qtr)$MMM ($203K last qtr)$EXE ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services8.9%—
- Semiconductors6.6%—
- Technology Hardware, Storage & Peripherals6.3%—
- Broadline Retail6.1%—
- Asset Management & Custody Banks6.0%—
- Diversified Banks3.2%—
- Systems Software3.1%—
- Environmental & Facilities Services3.1%—
- Other holdings56.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 74.3K | $21.4M | +1.9K | 7.6% |
| $AAPL | Apple Inc | 69.3K | $17.6M | +3.9K | 6.3% |
| $AMZN | Amazon.com Inc | 81.7K | $17M | +57 | 6.1% |
| $IVZ | Invesco Ltd | 578K | $16.7M | +6.16K | 6.0% |
| $NVDA | NVIDIA Corporation | 65.6K | $11.4M | +8.84K | 4.1% |
| $JPM | JP Morgan Chase & Co | 30.7K | $9.04M | +18K | 3.2% |
| $MSFT | Microsoft Corporation | 23.4K | $8.67M | +1.09K | 3.1% |
| $WM | Waste Management Inc | 37.3K | $8.57M | +75 | 3.0% |
…and 106 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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