Peck Wealth Management, LLC
CIK 0002135125 · WHITE PLAINS, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
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
Top Holdings
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
9.2%
AAPL
APPLE INC
7.0%
USFR
WISDOMTREE FLOATING RATETREASURY FUND
3.8%
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
3.4%
JPIE
JPMORGAN INCOME ETF
3.2%
PPA
INVESCO AEROSPACE & DEFENSE ETF
3.0%
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
2.8%
PWB
INVESCO LARGE CAP GROWTHETF
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.