Peck Wealth Management, LLC

CIK

2135125

Location

WHITE PLAINS, NY

Portfolio Value

Small $116,122,928

Diversification

Diversified

Filing Date

Global Rank

#8,074 / 8,794 ▼ 91 · as of Jun 2026

Top Industry

Consumer Electronics 21.7%

Period ended 3 months ago

Filed Jul 31, 2026 · 2mo

4 quarters · since Sep 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

12.0%

−5.3 pts

Top 5

43.5%

−4.1 pts

Top 10

61.7%

−2.4 pts

HHI

523

Diversified−127

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.2%	$78,053,171	24
Technology	17.3%	$20,127,181	15
Consumer Cyclical	4.7%	$5,469,490	4
Financial Services	3.9%	$4,473,701	13
Industrials	2.4%	$2,735,629	7
Communication Services	1.6%	$1,862,382	4
Healthcare	1.1%	$1,266,724	8
Consumer Defensive	1.0%	$1,147,437	6
Energy	0.7%	$807,136	3
Utilities	0.1%	$131,718	4
Basic Materials	0.0%	$48,359	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+61,957	103,186	$5,765,633
HFXI	NYLI FTSE International Equity Currency Neutral ETF	+61,207	66,807	$2,348,296
AFK	VanEck Africa Index ETF	+32,375	45,719	$3,101,498
DVVY	Invesco Diversified Dividend Opportunities ETF	+27,765	37,045	$1,976,350
BILZ	PIMCO Ultra Short Government Active ETF	+22,265	24,605	$2,480,430
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+13,905	77,471	$10,023,344
AGNG	Global X Funds Global X Aging Population ETF	+10,322	83,726	$4,734,691
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+4,308	53,765	$4,662,777
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,618	39,848	$6,939,435
BUYZ	Franklin Disruptive Commerce ETF	+1,400	32,905	$828,218
PLTR	Palantir Technologies Inc.	+300	2,700	$315,009
VEA	Vanguard FTSE Developed Markets ETF	+23	27,229	$1,940,066
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−58,436	223,923	$13,966,021
NVDA	Nvidia Corp	−3,900	14,531	$2,907,507
VEU	Vanguard FTSE All-World Ex-US ETF	−2,229	7,221	$639,347
GLW	Corning Inc /Ny	−1,200	1,657	$423,247
ACSG	American Century Small Cap Growth Insights ETF	−1,101	7,520	$670,784
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
GOOGL	Alphabet Inc.	−100	4,820	$1,706,985
VB	Vanguard Morningstar Small-Cap ETF	−50	29,973	$11,271,450
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

2 positions

Ticker	Company	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	4,000	$96,560
SPCX	Space Exploration Technologies Corp	455	$77,741
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
AAAD	PGIM AAA CLO Aggregate Duration ETF	14,998	$622,566
RSG	Republic Services, Inc.	133	$29,129
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 tracked positions · $116,122,928 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 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	223,923	-58,436	$13,966,021	−9.6%	12.03%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	29,973	-50	$11,271,450	+15.1%	9.71%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	77,471	+13,905	$10,023,344	—	8.63%
AAPL	Apple Inc. Technology	Reduced	28,532	-610	$8,256,019	+11.6%	7.11%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	39,848	+1,618	$6,939,435	+21.8%	5.98%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	103,186	+61,957	$5,765,633	+126.0%	4.97%
AGNG	Global X Funds Global X Aging Population ETF	Added	83,726	+10,322	$4,734,691	+12.1%	4.08%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	53,765	+4,308	$4,662,777	+25.1%	4.02%
AFK	VanEck Africa Index ETF	Added	45,719	+32,375	$3,101,498	+140.4%	2.67%
NVDA	Nvidia Corp Technology	Reduced	14,531	-3,900	$2,907,507	−9.5%	2.50%
MSFT	Microsoft Corp Technology	Reduced	7,548	-20	$2,815,554	+0.5%	2.42%
AMZN	Amazon Com Inc Consumer Cyclical	Held	11,717	0	$2,792,629	+14.4%	2.40%
IBM	International Business Machines Corp Technology	Reduced	9,165	-300	$2,577,289	+12.3%	2.22%
BILZ	PIMCO Ultra Short Government Active ETF	Added	24,605	+22,265	$2,480,430	+954.0%	2.14%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Added	66,807	+61,207	$2,348,296	+1649.4%	2.02%
TSLA	Tesla, Inc. Consumer Cyclical	Held	5,180	0	$2,178,708	+13.1%	1.88%
VIG	Vanguard Dividend Appreciation ETF	Held	9,006	0	$2,130,999	+10.0%	1.84%
SPY	Spdr S&P 500 ETF Trust	Held	2,808	0	$2,096,930	+14.8%	1.81%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	37,045	+27,765	$1,976,350	+326.0%	1.70%
VEA	Vanguard FTSE Developed Markets ETF	Added	27,229	+23	$1,940,066	+11.3%	1.67%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,820	-100	$1,706,985	+20.9%	1.47%
HWM	Howmet Aerospace Inc. Industrials	Reduced	6,032	-146	$1,621,763	+13.9%	1.40%
OUNZ	VanEck Merk Gold ETF	Reduced	37,050	-200	$1,429,759	−14.8%	1.23%
FTNT	Fortinet, Inc. Technology	Held	7,175	0	$1,102,223	+88.0%	0.95%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,352	-500	$1,097,210	−3.2%	0.94%
BUYZ	Franklin Disruptive Commerce ETF	Added	32,905	+1,400	$828,218	+6.0%	0.71%
AVGO	Broadcom Inc. Technology	Held	2,050	0	$774,387	+22.0%	0.67%
V	Visa Inc. Financial Services	Held	2,003	0	$687,209	+13.5%	0.59%
XOM	ExxonMobil Holdings Corp Energy	Held	4,916	0	$672,115	−19.4%	0.58%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	7,520	-1,101	$670,784	−8.3%	0.58%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	7,221	-2,229	$639,347	−17.9%	0.55%
GS	Goldman Sachs Group Inc Financial Services	Reduced	590	-10	$596,708	+17.6%	0.51%
TACN	T. Rowe Price Active Core International Equity ETF	Held	13,038	0	$500,268	+11.1%	0.43%
MRK	Merck & Co., Inc. Healthcare	Held	3,659	0	$470,181	+6.8%	0.40%
JNJ	Johnson & Johnson Healthcare	Held	1,844	0	$468,320	+3.9%	0.40%
CAT	Caterpillar Inc Industrials	Held	437	0	$465,361	+50.3%	0.40%
SPGI	S&P Global Inc. Financial Services	Held	1,132	0	$461,018	−4.3%	0.40%
BNY	Bank of New York Mellon Corp Financial Services	Held	2,954	0	$427,177	+21.9%	0.37%
GLW	Corning Inc /Ny Technology	Reduced	1,657	-1,200	$423,247	+9.0%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	700	0	$350,273	+4.4%	0.30%
HD	Home Depot, Inc. Consumer Cyclical	Held	897	0	$316,353	+7.2%	0.27%
PLTR	Palantir Technologies Inc. Technology	Added	2,700	+300	$315,009	−10.3%	0.27%
AXP	American Express Co Financial Services	Held	900	0	$304,425	+11.8%	0.26%
WMT	Walmart Inc. Consumer Defensive	Held	2,674	0	$302,857	−8.9%	0.26%
PEP	Pepsico Inc Consumer Defensive	Held	2,162	0	$292,734	−12.8%	0.25%
GE	General Electric Co Industrials	Held	750	0	$280,297	+31.7%	0.24%
INTC	Intel Corp Technology	Held	1,832	0	$255,802	+216.4%	0.22%
EDV	Vanguard World Funds Extended Duration ETF	Held	1,293	0	$253,078	−1.2%	0.22%
CSCO	Cisco Systems, Inc. Technology	Held	2,000	0	$234,920	+51.4%	0.20%
GEV	GE Vernova Inc. Industrials	Held	187	0	$219,698	+34.6%	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.