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Peck Wealth Management, LLC - Portfolio Stock Holdings

Peck Wealth Management, LLC disclosed 139 stock positions in a recent SEC 13F filing. $118,163,707 of stock holdings were filed, with the largest holdings including VTI, AAPL, and JQUA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

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:

Sept. 30, 2026

No. of Stocks:

139

Est. Stock Holding Value:

$118,163,707

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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