Notify me when Palumbo Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 218 | $405,289,044 | +$100,946,373 | -$30,182,657 | +$70,763,716 | SPY, GOOGL, AMZN, AAPL, GLD | 13F-HR | 21 Jan 2026, 14:21 |
| Q3 2025 | 179 | $310,407,258 | +$56,604,744 | -$73,492,028 | -$16,887,284 | SPY, GLD, AAPL, AMZN, DBC | 13F-HR | 10 Nov 2025, 15:36 |
| Q2 2025 | 197 | $322,890,359 | +$27,014,750 | -$15,880,705 | +$11,134,045 | SPY, JPST, GLD, AAPL, DBC | 13F-HR | 15 Jul 2025, 15:37 |
| Q1 2025 | 187 | $299,171,959 | +$40,829,299 | -$8,955,284 | +$31,874,015 | SPY, JPST, GLD, AAPL, DBC | 13F-HR | 22 Apr 2025, 17:13 |
| Q4 2024 | 175 | $267,840,258 | +$60,310,977 | -$48,050,958 | +$12,260,019 | SPY, JPST, GLD, AAPL, DBC | 13F-HR | 30 Jan 2025, 15:06 |
| Q3 2024 | 160 | $257,186,335 | +$9,538,202 | -$4,097,927 | +$5,440,275 | SPY, GLD, TLT, DBC, AAPL | 13F-HR | 28 Oct 2024, 08:40 |
| Q2 2024 | 151 | $236,665,451 | +$23,778,926 | -$9,261,866 | +$14,517,060 | SPY, GLD, TLT, DBC, AAPL | 13F-HR | 02 Aug 2024, 06:09 |
| Q1 2024 | 140 | $223,343,772 | +$23,394,757 | -$7,172,709 | +$16,222,048 | SPY, GLD, DBC, TLT, IEF | 13F-HR | 15 Apr 2024, 12:50 |
| Q4 2023 | 123 | $195,657,751 | +$19,766,642 | -$21,312,079 | -$1,545,437 | SPY, GLD, DBC, TLT, IEF | 13F-HR | 22 Jan 2024, 09:13 |
| Q3 2023 | 116 | $181,795,404 | +$38,659,974 | -$13,415,353 | +$25,244,621 | SPY, TLT, DBC, IEF, GLD | 13F-HR | 16 Oct 2023, 09:47 |
| Q2 2023 | 105 | $163,499,951 | +$23,317,248 | -$15,173,158 | +$8,144,090 | TLT, IEF, SPY, DBC, GLD | 13F-HR | 26 Jul 2023, 13:22 |
| Q1 2023 | 92 | $150,354,950 | +$21,611,948 | -$3,191,336 | +$18,420,612 | TLT, IEF, SPY, GLD, MSTB | 13F-HR | 04 May 2023, 16:40 |
| Q4 2022 | 82 | $125,766,106 | +$14,081,000 | -$12,112,478 | +$1,968,522 | TLT, IEF, GLD, MSTB, DBC | 13F-HR | 13 Feb 2023, 10:29 |
| Q3 2022 | 78 | $118,148,000 | +$10,563,844 | -$9,057,801 | +$1,506,043 | IEF, GLD, MSTB, TIP, TLT | 13F-HR | 14 Nov 2022, 17:20 |
| Q2 2022 | 81 | $125,963,000 | +$15,115,150 | -$26,885,082 | -$11,769,932 | IEF, TLT, GLD, TIP, MSTB | 13F-HR | 12 Aug 2022, 11:47 |
| Q1 2022 | 86 | $155,569,000 | +$28,504,789 | -$26,361,722 | +$2,143,067 | MTUM, TIP, GLD, IEF, MSTB | 13F-HR | 10 May 2022, 10:27 |
| Q4 2021 | 89 | $159,688,000 | +$25,965,019 | -$22,361,901 | +$3,603,118 | MINT, IEF, MTUM, TIP, GLD | 13F-HR | 16 Feb 2022, 17:11 |
| Q3 2021 | 96 | $151,696,000 | +$19,184,985 | -$14,684,991 | +$4,499,994 | IEF, PDBC, SPY, MTUM, GLD | 13F-HR | 12 Nov 2021, 15:40 |
| Q2 2021 | 96 | $149,011,000 | +$19,279,357 | -$11,658,057 | +$7,621,300 | PDBC, IEF, MTUM, TIP, GLD | 13F-HR | 16 Aug 2021, 15:34 |
| Q1 2021 | 98 | $132,659,000 | +$25,145,094 | -$17,666,017 | +$7,479,077 | IEF, SPY, MTUM, TIP, TLT | 13F-HR | 17 May 2021, 16:02 |
| Q4 2020 | 89 | $123,870,000 | $0 | $0 | $0 | SPY, MINT, IEF, MTUM, GLD | 13F-HR | 17 May 2021, 15:59 |