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Peck Wealth Management, LLC - Portfolio Stock Holdings

Peck Wealth Management, LLC disclosed 128 stock positions in a recent SEC 13F filing. $118,020,490 of stock holdings were filed, with the largest holdings including VTI, AAPL, and USFR. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $157,370,960 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

128

Est. Stock Holding Value:

$118,020,490

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Peck Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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