Peck Wealth Management, LLC
All 13F Filings
- Location
- White Plains, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 118,164
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 135 | 118,164 | 13F-HR | Peck Wealth Management, LLC |
| Q2 2026 | 7/31/2026 | 127 | 118,692 | 13F-HR | Peck Wealth Management, LLC |
| Q1 2026 | 5/13/2026 | 122 | 99,698 | 13F-HR | Peck Wealth Management, LLC |
| Q4 2025 | 5/13/2026 | 129 | 105,735 | 13F-HR | Peck Wealth Management, LLC |
| Q3 2025 | 5/13/2026 | 134 | 104,620 | 13F-HR | Peck Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.32 K | 33.3% | 1.252 K | 0 | 1.252 K |
| ETFs | 78.84 K | 66.7% | 0 | 1.784 K | -1.784 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
118,164
Holdings
135
QoQ value change ($000)
-528
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.