Palumbo Wealth Management LLC ETF holdings
Great Neck, NY
Reported $154.4M in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$154.4M
ETFs held
46
Change from prior quarter
+6.1%
With price moves
ETFs as a share of its 13F
32.3%
of $477.6M
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $36.0M | 48,207 | −173 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $20.2M | 399,763 | +77,388 shares |
| GLD | SPDR Gold Shares | $15.6M | 42,380 | −684 shares |
| DBC | Invesco DB Commodity Index Tracking Fund | $12.7M | 475,810 | −9,703 shares |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $9.2M | 91,663 | +31,937 shares |
| QQQ | Invesco QQQ Trust | $8.2M | 11,116 | +240 shares |
| IJR | iShares Core S&P Small-Cap ETF | $7.8M | 52,724 | −656 shares |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | $6.2M | 92,274 | +1,943 shares |
| IBIT | iShares Bitcoin Trust ETF | $4.1M | 124,405 | −1,663 shares |
| XHB | State Street SPDR S&P Homebuilders ETF | $3.2M | 27,687 | No change |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001846310. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Palumbo Wealth Management LLC own?
Palumbo Wealth Management LLC reported 46 ETF positions worth $154.4M in its Form 13F for June 30, 2026. The largest was SPY, at $36.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.