Peck Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
White Plains, NY
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$99,698
Net value change ($000)
-6,037 (-5.7%)
New positions
3
Sold out positions
10
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
USFR 1,386 NEW
AVDE 731 NEW
RSPA 464 NEW
FLMI 285 57.5%
VEA 284 19.5%
XOM 242 40.9%
JSCP 238 120.2%
JPIE 210 5.8%
PAVE 198 8.7%
PPA 177 5.6%
Top Reduces (Value $000, Stocks/ETFs)
VPU -920 -78.2%
MSFT -859 -23.5%
VGK -638 -45.0%
AAPL -630 -7.8%
IBM -598 -20.7%
JQUA -558 -14.3%
SPYG -495 -28.7%
VTI -460 -4.6%
TSLA -404 -17.3%
JIRE -397 -15.3%
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