Institutional Fund
Peck Wealth Management, LLC
White Plains, NYCIK 21351253 filings on record
Portfolio Value
$99.70M
Q1 2026
Holdings
122
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-5.7%
from $105.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds9.5%
- Apple Inc7.4%
- J P Morgan Exchange Traded F3.9%
- J P Morgan Exchange Traded F3.3%
- Invesco Exchange Traded Fd T3.3%
- Nvidia Corporation3.2%
- Other69.4%
Portfolio Holdings
122 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 29.5K | $9.45M | 9.5% | −100 | Reduced |
| 2 | Apple Inc | 29.1K | $7.40M | 7.4% | −382 | Reduced |
| 3 | J P Morgan Exchange Traded F | 83.4K | $3.84M | 3.9% | +5.0K | Added |
| 4 | J P Morgan Exchange Traded F | 54.4K | $3.34M | 3.3% | −7.2K | Reduced |
| 5 | Invesco Exchange Traded Fd T | 20.0K | $3.31M | 3.3% | −24 | Reduced |
| 6 | Nvidia Corporation | 18.4K | $3.21M | 3.2% | −500 | Reduced |
| 7 | Microsoft Corp | 7.6K | $2.80M | 2.8% | 0 | Held |
| 8 | J P Morgan Exchange Traded F | 50.3K | $2.70M | 2.7% | −276 | Reduced |
| 9 | Global X Fds | 48.7K | $2.48M | 2.5% | +1.1K | Added |
| 10 | Amazon Com Inc | 11.7K | $2.44M | 2.4% | −100 | Reduced |
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