Peck Wealth Management, LLC
Filing Date
Global Rank
#7,191
/ 8,603
▼ 17
· as of Mar 2026
Top Industry
Consumer Electronics
22.5%
3Y Alpha vs SPY
-5.1%
Period ended 3 months ago
Filed May 13, 2026 · 57d
3 quarters · since Sep 2025
Clone Performance
Nov 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.2%
SPY
+11.9%
Annualised alpha
-4.4%
Max drawdown
−11.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.3%
+0.9 pts
Top 5
49.7%
−0.6 pts
Top 10
71.6%
+0.5 pts
HHI
756
Diversified+22
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.2% | $18,320,721 |
| Consumer Cyclical | 13.3% | $4,852,618 |
| Financial Services | 11.6% | $4,220,928 |
| Unclassified | 9.9% | $3,616,816 |
| Industrials | 6.0% | $2,207,610 |
| Healthcare | 3.5% | $1,268,247 |
| Consumer Defensive | 3.3% | $1,203,868 |
| Communication Services | 1.2% | $455,014 |
| Energy | 0.4% | $160,566 |
| Utilities | 0.4% | $134,864 |
| Basic Materials | 0.2% | $55,103 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLW | Corning Inc /Ny | −1,600 | 2,857 | $388,466 | |
| HWM | Howmet Aerospace Inc. | −1,125 | 6,178 | $1,423,781 | |
| ORCL | Oracle Corp | −1,100 | 884 | $130,045 | |
| ABT | Abbott Laboratories | −800 | 1,050 | $107,803 | |
| NVDA | Nvidia Corp | −500 | 18,431 | $3,214,366 | |
| AAPL | Apple Inc. | −382 | 29,142 | $7,395,948 | |
| RSG | Republic Services, Inc. | −300 | 133 | $29,129 | |
| IBM | International Business Machines Corp | −300 | 9,465 | $2,294,221 | |
| ES | Eversource Energy | −297 | 400 | $27,712 | |
| OUNZ | VanEck Merk Gold ETF | −250 | 37,250 | $1,678,112 | |
| JPM | Jpmorgan Chase & Co | −200 | 3,852 | $1,133,104 | |
| WMT | Walmart Inc. | −200 | 2,674 | $332,324 | |
| HD | Home Depot, Inc. | −200 | 897 | $295,014 | |
| GILD | Gilead Sciences, Inc. | −170 | 165 | $22,996 | |
| BAC | Bank Of America Corp /De/ | −150 | 1,400 | $68,250 | |
| EMN | Eastman Chemical Co | −150 | 722 | $55,103 | |
| V | Visa Inc. | −125 | 2,003 | $605,386 | |
| AXP | American Express Co | −122 | 900 | $272,232 | |
| MA | Mastercard Inc | −100 | 125 | $62,457 | |
| SPGI | S&P Global Inc. | −100 | 1,132 | $455,520 | |
| AMZN | Amazon Com Inc | −100 | 11,717 | $2,440,299 | |
| KO | Coca Cola Co | −93 | 2,063 | $156,891 | |
| AMP | Ameriprise Financial Inc | −41 | 200 | $88,880 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
67 positions ·
$36,496,355 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 67 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 29,142 | $7,395,948 | 20.26% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 18,431 | $3,214,366 | 8.81% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 7,568 | $2,801,446 | 7.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,717 | $2,440,299 | 6.69% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 9,465 | $2,294,221 | 6.29% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 5,180 | $1,925,665 | 5.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,808 | $1,826,154 | 5.00% | |
| OUNZ |
VanEck Merk Gold ETF
|
Reduced | 37,250 | $1,678,112 | 4.60% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 6,178 | $1,423,781 | 3.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,852 | $1,133,104 | 3.10% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 2,050 | $634,495 | 1.74% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,003 | $605,386 | 1.66% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 7,175 | $586,341 | 1.61% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 600 | $507,594 | 1.39% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 1,132 | $455,520 | 1.25% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,844 | $450,747 | 1.24% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 3,659 | $440,141 | 1.21% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 2,857 | $388,466 | 1.06% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,400 | $351,072 | 0.96% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 2,954 | $350,433 | 0.96% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 2,162 | $335,736 | 0.92% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 700 | $335,440 | 0.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,674 | $332,324 | 0.91% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 437 | $309,597 | 0.85% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 897 | $295,014 | 0.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 974 | $280,083 | 0.77% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 900 | $272,232 | 0.75% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 500 | $218,125 | 0.60% | |
| GE |
General Electric Co
Industrials
|
Held | 750 | $212,827 | 0.58% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 1,200 | $191,640 | 0.53% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 187 | $163,232 | 0.45% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 2,063 | $156,891 | 0.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 2,000 | $155,180 | 0.43% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 1,809 | $154,181 | 0.42% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 5,119 | $143,741 | 0.39% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 884 | $130,045 | 0.36% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 129 | $128,539 | 0.35% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 566 | $114,999 | 0.32% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 195 | $112,550 | 0.31% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 1,050 | $107,803 | 0.30% | |
| CVX |
Chevron Corp
Energy
|
Held | 478 | $98,898 | 0.27% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 751 | $96,713 | 0.26% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 1,000 | $96,380 | 0.26% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 666 | $96,197 | 0.26% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 100 | $96,171 | 0.26% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Reduced | 200 | $88,880 | 0.24% | |
| INTC |
Intel Corp
Technology
|
Held | 1,832 | $80,846 | 0.22% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 1,400 | $68,250 | 0.19% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 125 | $62,457 | 0.17% | |
| SLB |
Slb Limited/Nv
Energy
|
Held | 1,200 | $61,668 | 0.17% |