Q3 2026 13F · SEC CIK 2135125

Peck Wealth Management, LLC

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $118.2M
Reported positions: 135
Holdings vs S&P 500, 3 yrs: —
Assets under management: $157.4M

Peck Wealth Management, LLC is a wealth manager that reported 135 positions worth $118.2M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Vanguard Index Fds (VTI, 9.3%), Apple Inc (AAPL, 8.0%), Jpmorgan U.s. Quality Factor ETF (JQUA, 3.5%).

Peck Wealth Management, LLC holdings largest 50 of 135 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peck Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	9.3%	9.2%	29,404	+0.0%	$11.0M
AAPLApple Inc	8.0%	7.0%	28,232	-1.1%	$9.4M
JQUAJpmorgan U.s. Quality Factor ETF	3.5%	3.4%	56,744	+1.4%	$4.2M
MINTPimco Enhanced Short Maturity Active Exc	3.3%	2.1%	38,383	+56.0%	$3.9M
MSFTMicrosoft Corp	3.2%	2.4%	7,398	-2.0%	$3.8M
JPIEJpmorgan Income ETF	2.8%	3.2%	72,522	-11.9%	$3.3M
NVDANvidia Corporation	2.8%	2.5%	14,231	-2.1%	$3.3M
PPAInvesco Aerospace & Defense ETF	2.7%	3.0%	20,378	+0.1%	$3.2M
CLOIVaneck Clo ETF	2.6%	1.4%	58,145	+79.6%	$3.1M
PAVEGlobal X U.s. Infrastructure Development	2.5%	2.8%	55,970	-1.7%	$2.9M
AMZNAmazon Com Inc	2.5%	2.4%	11,717	+0.0%	$2.9M
PVALPutnam Focused Large Capvalue ETF	2.3%	2.2%	51,987	+3.1%	$2.7M
PWBInvesco Large Cap Growthetf	2.2%	2.6%	16,262	-10.4%	$2.6M
JIREJpmorgan International Research Enhanced	2.0%	2.0%	28,785	-0.4%	$2.4M
USFRWisdomtree Tr	1.9%	3.8%	44,589	-50.7%	$2.2M
SPYState Str Spdr S&p 500 ETF T	1.8%	1.8%	2,808	+0.0%	$2.1M
VIGVanguard Specialized Funds	1.8%	1.8%	8,881	-1.4%	$2.1M
IBMInternational Business Machs	1.7%	2.2%	9,065	-1.1%	$2.0M
IEURIshares Core Msci Europeetf	1.7%	1.7%	27,045	+0.0%	$2.0M
SPLGSpdr Series Trust	1.7%	1.6%	21,946	+0.3%	$2.0M
VEAVanguard Ftse Developed Markets Index Fu	1.7%	1.6%	27,739	+1.9%	$2.0M
TSLATesla Inc	1.6%	1.8%	5,180	+0.0%	$1.8M
IWBIshares Tr	1.5%	1.5%	4,288	-0.1%	$1.8M
IWFIshares Tr	1.4%	1.4%	12,821	-0.7%	$1.6M
RSPAInvesco S&p 500 Equal Weight Income Adva	1.3%	1.7%	30,228	-18.4%	$1.6M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.3%	1.3%	12,630	-1.6%	$1.6M
IBTIIshares Ibonds Dec 2028 Term Treasury Et	1.3%	—	69,870	—	$1.5M
MOATVaneck Morningstar Wide Moat ETF	1.2%	1.2%	13,219	-0.9%	$1.4M
IVVIshares Tr	1.2%	1.2%	1,811	-1.6%	$1.4M
HWMHowmet Aerospace Inc	1.2%	1.4%	6,032	+0.0%	$1.4M
GOOGAlphabet Inc	1.1%	1.1%	3,846	+0.0%	$1.3M
FTNTFortinet Inc	1.1%	0.9%	7,175	+0.0%	$1.3M
DGRWWisdomtree Tr	1.0%	1.0%	12,406	-1.4%	$1.2M
JTEKJpmorgan U.s. Tech Leaders ETF	1.0%	1.5%	10,925	-30.6%	$1.1M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.9%	0.9%	18,225	-1.2%	$1.1M
JPMJpmorgan Chase & Co	0.9%	0.9%	3,352	+0.0%	$1.1M
SHLDGlobal X Defense Tech ETF	0.8%	0.9%	15,320	-15.2%	$920K
IBTJIshares Ibonds Dec 2029 Term Treasury Et	0.8%	—	42,450	—	$901K
HFXINylim Ftse Internationalequity Currency	0.7%	1.7%	22,858	-56.5%	$850K
IWDIshares Tr	0.7%	0.7%	3,336	+0.0%	$827K
XOMExxonmobil Holdings Corp	0.7%	—	4,916	—	$800K
OUNZVaneck Merk Gold Trust	0.6%	1.2%	18,850	-49.1%	$752K
IBDTIshares Ibonds Dec 2028 Term Corporate E	0.6%	—	29,080	—	$726K
AVGOBroadcom Inc	0.6%	0.7%	2,050	+0.0%	$720K
VVisa Inc	0.6%	0.6%	1,988	-0.7%	$714K
AVDEAvantis International Equity ETF	0.6%	0.6%	7,810	+3.9%	$704K
IJHIshares Tr	0.6%	0.7%	9,730	-6.3%	$700K
JSCPJpmorgan Short Duration Core Plus ETF	0.5%	0.7%	13,336	-18.5%	$613K
VGKVanguard Ftse Europe ETF	0.5%	0.5%	6,994	-3.1%	$607K
MRKMerck & Co Inc	0.5%	—	3,659	—	$532K

What Peck Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$118.2M	135
Q2 2026	$118.7M	127
Q1 2026	$99.7M	122
Q4 2025	$105.7M	129

Questions about Peck Wealth Management, LLC's portfolio

What stocks does Peck Wealth Management, LLC own?

Peck Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 135 positions worth $118.2M. The largest are Vanguard Index Fds (VTI) at 9.3%, Apple Inc (AAPL) at 8.0%, Jpmorgan U.s. Quality Factor ETF (JQUA) at 3.5%, Pimco Enhanced Short Maturity Active Exc (MINT) at 3.3% and Microsoft Corp (MSFT) at 3.2%.

What did Peck Wealth Management, LLC buy last quarter?

In Q3 2026, Peck Wealth Management, LLC added Vaneck Clo ETF (CLOI) (+79.6% shares) and Pimco Enhanced Short Maturity Active Exc (MINT) (+56.0% shares), compared with its Q2 2026 filing.

What did Peck Wealth Management, LLC sell last quarter?

In Q3 2026, Peck Wealth Management, LLC cut from its top 50 Franklin Templeton ETF Tr (FLMI), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 J P Morgan Exchange Traded F (JCPB), cut from its top 50 Goldman Sachs Group Inc (GS), cut from its top 50 T Rowe Price Exchange-Traded (TOUS), Nylim Ftse Internationalequity Currency (HFXI) (-56.5% shares), Wisdomtree Tr (USFR) (-50.7% shares) and Vaneck Merk Gold Trust (OUNZ) (-49.1% shares), compared with its Q2 2026 filing.

When is Peck Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peck Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Peck Wealth Management, LLC manage?

Peck Wealth Management, LLC reported $157.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $118.2M.