DOSSIER · 13F-HR · Q2 2026

Peck Wealth Management, LLC

$119M in tracked AUM across 127 positions as of Q2 2026.

PW
CIK 0002135125 · last filed Jun 30, 2026
Total AUM
$119M
as of Q2 2026
Holdings
127
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Peck Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
$11M29K9.2%
02
AAPL
APPLE INC
$8M29K7.0%
03
USFR
WISDOMTREE FLOATING RATETREASURY FUND
$5M90K3.8%
04
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
$4M56K3.4%
05
JPIE
JPMORGAN INCOME ETF
$4M82K3.2%
06
PPA
INVESCO AEROSPACE & DEFENSE ETF
$4M20K3.0%
07
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$3M57K2.8%
08
PWB
INVESCO LARGE CAP GROWTHETF
$3M18K2.6%
09
NVDA
NVIDIA CORP
$3M15K2.4%
10
MSFT
MICROSOFT CORP
$3M8K2.4%

Filing history

2026Q2Jun 30
$119M 19.1%
127 positionsView →
2026Q1Mar 31
$100M 5.7%
122 positionsView →
2025Q4Dec 31
$106M 1.1%
129 positionsView →
2025Q3Sep 30
$105M
134 positionsView →