0001846310-23-000001.txt : 20230213 0001846310-23-000001.hdr.sgml : 20230213 20230213102945 ACCESSION NUMBER: 0001846310-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Palumbo Wealth Management LLC CENTRAL INDEX KEY: 0001846310 IRS NUMBER: 844342936 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21248 FILM NUMBER: 23615468 BUSINESS ADDRESS: STREET 1: 1010 NORTHERN BOULEVARD STREET 2: SUITE 310 CITY: GREAT NECK STATE: NY ZIP: 11021 BUSINESS PHONE: (516) 629-7536 MAIL ADDRESS: STREET 1: 1010 NORTHERN BOULEVARD STREET 2: SUITE 310 CITY: GREAT NECK STATE: NY ZIP: 11021 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001846310 XXXXXXXX 12-31-2022 12-31-2022 Palumbo Wealth Management LLC

1010 NORTHERN BOULEVARD SUITE 310 GREAT NECK NY 11021

13F HOLDINGS REPORT 028-21248 N KILLANA P. WILLIAMS (516) 629-7073 KILLANA P. WILLIAMS EAST NORRITON NY 02-13-2023 0 82 125766106 false INFORMATION TABLE 2 20221231pwmq413F.xml ISHARES TR 20 YR TR BD ETF 464287432 12741610 127979 SH SOLE 0 0 127979 ISHARES TR 7-10 YR TRSY BD 464287440 11424689 119281 SH SOLE 0 0 119281 SPDR GOLD TR GOLD SHS 78463V107 8484714 50016 SH SOLE 0 0 50016 ETF SER SOLUTIONS LHA MKT ST TACTL 26922B105 7430759 302063 SH SOLE 0 0 302063 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 7401604 300268 SH SOLE 0 0 300268 ISHARES TR TIPS BD ETF 464287176 6745789 63376 SH SOLE 0 0 63376 SPDR S&P 500 ETF TR TR UNIT 78462F103 6742563 17631 SH SOLE 0 0 17631 SPROTT PHYSICAL GOLD TR UNIT 85207H104 4331178 307176 SH SOLE 0 0 307176 APPLE INC COM 037833100 3548394 27310 SH SOLE 0 0 27310 MICROSOFT CORP COM 594918104 3007444 12540 SH SOLE 0 0 12540 ISHARES TR MSCI EAFE ETF 464287465 2648038 40342 SH SOLE 0 0 40342 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2382280 24149 SH SOLE 0 0 24149 JPMORGAN CHASE & CO COM 46625H100 1693372 12628 SH SOLE 0 0 12628 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 1594149 107859 SH SOLE 0 0 107859 PROCTER AND GAMBLE CO COM 742718109 1581104 10432 SH SOLE 0 0 10432 ISHARES TR CORE S&P SCP ETF 464287804 1495095 15798 SH SOLE 0 0 15798 CATERPILLAR INC COM 149123101 1466898 6123 SH SOLE 0 0 6123 MERCK & CO INC COM 58933Y105 1430932 12897 SH SOLE 0 0 12897 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 1318444 45071 SH SOLE 0 0 45071 MCDONALDS CORP COM 580135101 1232819 4678 SH SOLE 0 0 4678 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1226889 20980 SH SOLE 0 0 20980 PFIZER INC COM 717081103 1189018 23205 SH SOLE 0 0 23205 EATON CORP PLC SHS G29183103 1184162 7545 SH SOLE 0 0 7545 ISHARES TR MSCI EMG MKT ETF 464287234 1145004 30211 SH SOLE 0 0 30211 PAYCHEX INC COM 704326107 1143375 9894 SH SOLE 0 0 9894 CONSOLIDATED EDISON INC COM 209115104 1140080 11962 SH SOLE 0 0 11962 WASTE MGMT INC DEL COM 94106L109 1114589 7105 SH SOLE 0 0 7105 COCA COLA CO COM 191216100 1058027 16633 SH SOLE 0 0 16633 LYONDELLBASELL INDUSTRIES N SHS - 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