Peck Wealth Management, LLC

CIK

2135125

Location

WHITE PLAINS, NY

Portfolio Value

Micro $40,381,137

Diversification

Diversified

Filing Date

Global Rank

#7,184 / 8,517 ▲ 327

Top Industry

Consumer Electronics 22.5%

3Y Alpha vs SPY

-3.1%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

4 quarters · since Sep 2025

Clone Performance

Nov 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+12.8%

SPY

+15.5%

Annualised alpha

-3.9%

Max drawdown

−10.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 4 quarters. Past performance does not predict future results.

Portfolio Concentration

68 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.4%

+2.9 pts

Top 5

47.9%

+4.9 pts

Top 10

68.8%

+4.2 pts

HHI

733

Diversified+114

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	49.8%	$20,127,181	15
Consumer Cyclical	13.5%	$5,469,490	4
Financial Services	11.1%	$4,473,701	13
Unclassified	9.1%	$3,670,287	3
Industrials	6.8%	$2,735,629	7
Healthcare	3.1%	$1,266,724	8
Consumer Defensive	2.8%	$1,147,437	6
Energy	2.0%	$807,136	3
Communication Services	1.2%	$503,475	4
Utilities	0.3%	$131,718	4
Basic Materials	0.1%	$48,359	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
PLTR	Palantir Technologies Inc.	+300	2,700	$315,009
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−3,946	974	$348,078
NVDA	Nvidia Corp	−3,900	14,531	$2,907,507
GLW	Corning Inc /Ny	−1,200	1,657	$423,247
PFE	Pfizer Inc	−1,000	4,119	$99,185
AAPL	Apple Inc.	−610	28,532	$8,256,019
JPM	Jpmorgan Chase & Co	−500	3,352	$1,097,210
IBM	International Business Machines Corp	−300	9,165	$2,577,289
OUNZ	VanEck Merk Gold ETF	−200	37,050	$1,429,759
HWM	Howmet Aerospace Inc.	−146	6,032	$1,621,763
MCO	Moodys Corp /De/	−100	400	$181,168
MSFT	Microsoft Corp	−20	7,548	$2,815,554
GS	Goldman Sachs Group Inc	−10	590	$596,708
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SPCX	Space Exploration Technologies Corp	455	$77,741
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	9,006	$1,936,830
VEA	Vanguard FTSE Developed Markets ETF	27,206	$1,743,360
RSG	Republic Services, Inc.	133	$29,129
XONE	BondBloxx Bloomberg One Year Target Duration US Treasury ETF	100	$4,952
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $40,381,137 total · filing declares 127 positions · $118,692,401 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	28,532	-610	$8,256,019	+11.6%	20.45%
NVDA	Nvidia Corp Technology	Reduced	14,531	-3,900	$2,907,507	−9.5%	7.20%
MSFT	Microsoft Corp Technology	Reduced	7,548	-20	$2,815,554	+0.5%	6.97%
AMZN	Amazon Com Inc Consumer Cyclical	Held	11,717	0	$2,792,629	+14.4%	6.92%
IBM	International Business Machines Corp Technology	Reduced	9,165	-300	$2,577,289	+12.3%	6.38%
TSLA	Tesla, Inc. Consumer Cyclical	Held	5,180	0	$2,178,708	+13.1%	5.40%
SPY	Spdr S&P 500 ETF Trust	Held	2,808	0	$2,096,930	+14.8%	5.19%
HWM	Howmet Aerospace Inc. Industrials	Reduced	6,032	-146	$1,621,763	+13.9%	4.02%
OUNZ	VanEck Merk Gold ETF	Reduced	37,050	-200	$1,429,759	−14.8%	3.54%
FTNT	Fortinet, Inc. Technology	Held	7,175	0	$1,102,223	+88.0%	2.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,352	-500	$1,097,210	−3.2%	2.72%
AVGO	Broadcom Inc. Technology	Held	2,050	0	$774,387	+22.0%	1.92%
V	Visa Inc. Financial Services	Held	2,003	0	$687,209	+13.5%	1.70%
XOM	ExxonMobil Holdings Corp Energy	Held	4,916	0	$672,115	−19.4%	1.66%
GS	Goldman Sachs Group Inc Financial Services	Reduced	590	-10	$596,708	+17.6%	1.48%
MRK	Merck & Co., Inc. Healthcare	Held	3,659	0	$470,181	+6.8%	1.16%
JNJ	Johnson & Johnson Healthcare	Held	1,844	0	$468,320	+3.9%	1.16%
CAT	Caterpillar Inc Industrials	Held	437	0	$465,361	+50.3%	1.15%
SPGI	S&P Global Inc. Financial Services	Held	1,132	0	$461,018	−4.3%	1.14%
BNY	Bank of New York Mellon Corp Financial Services	Held	2,954	0	$427,177	+21.9%	1.06%
GLW	Corning Inc /Ny Technology	Reduced	1,657	-1,200	$423,247	+9.0%	1.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	700	0	$350,273	+4.4%	0.87%
GOOGL	Alphabet Inc. Communication Services	Reduced	974	-3,946	$348,078	−75.3%	0.86%
HD	Home Depot, Inc. Consumer Cyclical	Held	897	0	$316,353	+7.2%	0.78%
PLTR	Palantir Technologies Inc. Technology	Added	2,700	+300	$315,009	−10.3%	0.78%
AXP	American Express Co Financial Services	Held	900	0	$304,425	+11.8%	0.75%
WMT	Walmart Inc. Consumer Defensive	Held	2,674	0	$302,857	−8.9%	0.75%
PEP	Pepsico Inc Consumer Defensive	Held	2,162	0	$292,734	−12.8%	0.72%
GE	General Electric Co Industrials	Held	750	0	$280,297	+31.7%	0.69%
INTC	Intel Corp Technology	Held	1,832	0	$255,802	+216.4%	0.63%
CSCO	Cisco Systems, Inc. Technology	Held	2,000	0	$234,920	+51.4%	0.58%
GEV	GE Vernova Inc. Industrials	Held	187	0	$219,698	+34.6%	0.54%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	1,200	0	$181,800	−5.1%	0.45%
MCO	Moodys Corp /De/ Financial Services	Reduced	400	-100	$181,168	−16.9%	0.45%
KO	Coca Cola Co Consumer Defensive	Held	2,063	0	$167,660	+6.9%	0.42%
CL	Colgate Palmolive Co Consumer Defensive	Held	1,809	0	$165,849	+7.6%	0.41%
QQQ	Invesco Qqq Trust, Series 1	Held	195	0	$143,598	+27.6%	0.36%
QCOM	Qualcomm Inc/De Technology	Held	751	0	$138,777	+43.5%	0.34%
ORCL	Oracle Corp Technology	Held	884	0	$129,550	−0.4%	0.32%
ADP	Automatic Data Processing Inc Technology	Held	566	0	$126,755	+10.2%	0.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	129	0	$120,675	−6.1%	0.30%
PFE	Pfizer Inc Healthcare	Reduced	4,119	-1,000	$99,185	−31.0%	0.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	666	0	$97,662	+1.5%	0.24%
DIS	Walt Disney Co Communication Services	Held	1,000	0	$96,250	−0.1%	0.24%
BLK	BlackRock, Inc. Financial Services	Held	100	0	$96,156	−0.0%	0.24%
ABT	Abbott Laboratories Healthcare	Held	1,050	0	$95,277	−11.6%	0.24%
AMP	Ameriprise Financial Inc Financial Services	Held	200	0	$91,752	+3.2%	0.23%
BAC	Bank Of America Corp /De/ Financial Services	Held	1,400	0	$79,772	+16.9%	0.20%
CVX	Chevron Corp Energy	Held	478	0	$79,233	−19.9%	0.20%
SPCX	Space Exploration Technologies Corp Industrials	NEW	455	NEW	$77,741	NEW	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.