Peck Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
White Plains, NY
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$118,692
Net value change ($000)
+18,994 (19.1%)
New positions
7
Sold out positions
2
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 3,170 228.7%
MINT 2,245 955.3%
HFXI 2,004 NEW
CLOI 1,714 NEW
RSPA 1,512 325.9%
VTI 1,432 15.2%
JTEK 1,163 196.1%
PWB 925 43.4%
PAVE 877 35.4%
AAPL 860 11.6%
Top Reduces (Value $000, Stocks/ETFs)
JBND -2,675 -99.0%
JCPB -995 -61.0%
SHLD -668 -38.2%
PTRB -623 -100.0%
NVDA -306 -9.5%
OUNZ -248 -14.8%
JMUB -184 -35.0%
XOM -162 -19.4%
VGK -140 -18.0%
AVDE -60 -8.2%
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