Peck Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
White Plains, NY
Holdings as of
12/31/2025
Date filed
5/13/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$105,735
Net value change ($000)
+1,115 (1.1%)
New positions
5
Sold out positions
10
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: 5/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JBND 1,195 77.7%
JPIE 630 21.0%
FLMI 496 NEW
JCPB 480 42.4%
AAPL 457 6.0%
PVAL 291 18.4%
GOOGL 277 28.8%
PTRB 276 85.2%
JMUB 249 88.6%
VTI 199 2.0%
Top Reduces (Value $000, Stocks/ETFs)
CLOI -887 -93.5%
SPYG -438 -20.3%
USFR -375 -100.0%
DGRW -322 -21.5%
MSFT -296 -7.5%
IWF -232 -12.6%
PPA -211 -6.3%
ORCL -205 -34.6%
PLTR -193 -31.1%
SHLD -190 -10.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type