Portfolio (Quarterly) Guide ↗

Palumbo Wealth Management LLC

· CIK 0001846310

13F Portfolio $410M AUM 221 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 24 New 92 Added 72 Reduced 21 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	NOK	NOKIA CORP	Technology	18,143	$117K	0.03%	SOLD

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Sector Allocation

Financial Services 32.2%

Technology 20.5%

Healthcare 12.0%

Consumer Cyclical 10.7%

Communication Services 9.2%

Industrials 9.1%

Consumer Defensive 3.0%

Energy 1.5%

Utilities 1.0%

Basic Materials 0.5%