Long-term investor
Palumbo Wealth Management LLC @palumbowealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846310).
Record
- Tracked since 2025-06-30 (434 days), 279 trades recorded
- Returns: week n/a · month n/a · 90 days +6.3% · 6 months +6.8% · 1 year +8.1% · all +8.1%
- Max drawdown -3.0% · Sharpe 0.35 · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 7.5% · long · since 2025-06-30
- GOOGL · 5.6% · long · since 2025-06-30
- JPST · 4.2% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- AMZN · 4.1% · long · since 2025-06-30
- GLD · 3.3% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- DBC · 2.7% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- MRVL · 2.3% · long · since 2025-09-30
- JPM · 2.1% · long · since 2025-06-30
- AMD · 2.0% · long · since 2025-06-30