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Killana Williams

Palumbo Wealth Management Llc

Assets Managed
$409.804M
Holdings
221
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
1.12%(2Q avg: 15.29%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Palumbo Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Palumbo Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 409.804M in assets, with a quarterly growth rate of 1.12% and a 2-quarter average growth rate of 15.29%. The portfolio is managed by Killana Williams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.2%
7.68%
$31.463M
48,380 shares@ $650.35 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.63%
5.22%
$21.361M
74,283 shares@ $287.56 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.17%
4.53%
$18.53M
43,064 shares@ $430.3 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.98%
4.29%
$17.577M
69,259 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.07%
4.16%
$17.019M
81,716 shares@ $208.28 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 3.91%
3.99%
$16.315M
322,375 shares@ $50.61 avg price
DBC
Invesco Db Commodity Index T
Recent Activity
Decreased -0.01%
3.43%
$14.056M
485,513 shares@ $28.95 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 15.57%
2.8%
$11.444M
65,618 shares@ $174.4 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 141.71%
2.21%
$9.038M
30,726 shares@ $294.16 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.88%
2.12%
$8.669M
23,418 shares@ $370.18 avg price

1-10 of 221