Peck Wealth Management, LLC

CIK 0002135125 · WHITE PLAINS, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Peck Wealth Management, LLC reported 127 positions worth $118.7M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VTI (9.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$118.7M
2026 Q2
Positions
127
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.8%
Est. Net Flow (Q)
2026 Q2
10 / 127 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESSH$10.9M9.17%29,404
2AAPLAPPLE INCSH$8.3M6.96%28,532
3USFRWISDOMTREE FLOATING RATETREASURY FUNDSH$4.6M3.84%90,481
4JQUAJPMORGAN U.S. QUALITY FACTOR ETFSH$4.0M3.41%55,982
5JPIEJPMORGAN INCOME ETFSH$3.8M3.19%82,302
6PPAINVESCO AEROSPACE & DEFENSE ETFSH$3.6M3.03%20,353
7PAVEGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFSH$3.4M2.83%56,913
8PWBINVESCO LARGE CAP GROWTHETFSH$3.1M2.58%18,142
9NVDANVIDIA CORPSH$2.9M2.45%14,531
10MSFTMICROSOFT CORPSH$2.8M2.37%7,548

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Peck Wealth Management, LLC hold as of Q2 2026?

Peck Wealth Management, LLC reported 127 positions worth $118.7M in its Q2 2026 13F filing. Largest positions: VTI (9.2%), AAPL (7.0%), USFR (3.8%), JQUA (3.4%) and JPIE (3.2%).

What did Peck Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Peck Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.