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PWM

Palumbo Wealth Management Portfolio holdings

AUM $478M
1-Year Est. Return 50.95%
This Fund
S&P 500
This Quarter Est. Return
+23.61%
1 Year Est. Return
+50.95%
3 Year Est. Return
+115.15%
5 Year Est. Return
+128.51%
10 Year Est. Return
–
AUM
$478M
AUM Growth
+$67.8M
Cap. Flow
+$10.1M
Cap. Flow %
2.11%
Top 10 Hldgs %
39.2%
Holding
251
New
30
Increased
100
Reduced
93
Closed
14
Avg Time Held
7.5 quarters
Top 10 Avg Time Held
10.4 quarters
Top 20 Avg Time Held
10.1 quarters

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$4.01M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.91M
3
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.21M
4
CARL icon
Carlsmed
CARL
+$2.81M
5
PLTR icon
Palantir
PLTR
+$1.36M

Top Sells

Rank Stock Value
1
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.67M
2
BW icon
Babcock & Wilcox
BW
+$3.93M
3
WSM icon
Williams-Sonoma
WSM
+$2.49M
4
BE icon
Bloom Energy
BE
+$1.05M
5
NKE icon
Nike
NKE
+$1.03M

Sector Composition

Rank Sector Weight
1 Miscellaneous 33.67%
2 Technology 20.62%
3 Healthcare 11.43%
4 Financials 7.8%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
EVMN icon
251
Evommune Inc
EVMN
$213M
– –
-29,931
Closed -$688K –
7 8 9 10
11

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CWA
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BIA
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EFA
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SAM
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RH
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GCM
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Palumbo Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Palumbo Wealth Management held 251 positions worth $478M, up 17% from $410M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Palumbo Wealth Management's Q2 2026 filing shows 30 new, 100 increased, 93 reduced and 14 closed positions. Its largest new stake was Carlsmed: 267,298 shares worth $2.77M. The largest sale was iShares 1-3 Year Treasury Bond ETF, an estimated $4.67M.

By sector, the portfolio is most concentrated in Miscellaneous at 34% of assets, down from 37% a quarter earlier, followed by Technology and Healthcare.

  • Palumbo Wealth Management's largest Q2 2026 buy was Carlsmed: 267,298 shares worth $2.77M.
  • Palumbo Wealth Management added most to Microsoft in Q2 2026, an estimated $4.01M increase.
  • Palumbo Wealth Management's biggest Q2 2026 reduction was iShares 1-3 Year Treasury Bond ETF, cutting an estimated $4.67M.
  • Palumbo Wealth Management fully exited Williams-Sonoma in Q2 2026, selling an estimated $2.49M.
  • Palumbo Wealth Management's ten largest holdings make up 39% of its $478M portfolio in Q2 2026.
  • Palumbo Wealth Management opened 30 new positions and closed 14 in Q2 2026.
  • Palumbo Wealth Management's portfolio value rose 17% quarter-over-quarter to $478M.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.