Peck Wealth Management, LLC
All 13F Filings
- Location
- White Plains, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 118,692
- 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 |
|---|---|---|---|---|---|
| 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 | 38.07 K | 32.1% | 3.203 K | 0 | 3.203 K |
| ETFs | 80.62 K | 67.9% | 15.8 K | 0 | 15.8 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
118,692
Holdings
127
QoQ value change ($000)
18,994
(19.1%)
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.