Peck Wealth Management, LLC holds a diversified book of 127 reported positions worth $118.7M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Nyli Ftse Intl Eq Cur NTRL and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2026 would be +1% (+3.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Peck Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +8.5%, a 7.2-point gap that is the cost of the ~31-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Peck Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
33% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Peck Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Swiss Re Ltd | 35 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $236.0M |
| Marest Capital, LLC | 16 / 80 | $181.8M |
| New World Advisors LLC | 36 / 80 | $531.2M |
| MKP Capital Management, L.L.C. | 11 / 80 | $3.3B |
| Kearns & Associates LLC | 16 / 80 | $175.4M |
| New England Professional Planning Group Inc. | 17 / 80 | $218.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Peck Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market Index Fund ETF Shares ETF | $10.9M | 29.4K | 9.2% | ▼−0.2% Reduced · −50 sh | |
| 2 | Apple Inc COM | $8.3M | 28.5K | 7.0% | ▼−2.1% Reduced · −610 sh | |
| 3 | Wisdomtree Floating Ratetreasury Fund ETF | $4.6M | 90.5K | 3.8% | ▲+229% Added · +63K sh | |
| 4 | JPMorgan U.S. Quality Factor ETF ETF | $4.0M | 56.0K | 3.4% | ▲+2.9% Added · +2K sh | |
| 5 | JPMorgan Income ETF ETF | $3.8M | 82.3K | 3.2% | ▼−1.3% Reduced · −1K sh | |
| 6 | Invesco Aerospace & Defense ETF ETF | $3.6M | 20.4K | 3.0% | ▲+1.9% Added · +375 sh | |
| 7 | Global X U.S. Infrastructure Development ETF ETF | $3.4M | 56.9K | 2.8% | ▲+17% Added · +8K sh | |
| 8 | Invesco Large Cap Growthetf ETF | $3.1M | 18.1K | 2.6% | ▲+7.2% Added · +1K sh | |
| 9 | Nvidia Corp COM | $2.9M | 14.5K | 2.4% | ▼−21% Reduced · −4K sh | |
| 10 | Microsoft Corp COM | $2.8M | 7.5K | 2.4% | ▼−0.3% Reduced · −20 sh | |
| 11 | Amazon.com Inc COM | $2.8M | 11.7K | 2.4% | —Held | |
| 12 | Ibm Corp COM | $2.6M | 9.2K | 2.2% | ▼−3.2% Reduced · −300 sh | |
| 13 | Putnam Focused Large Capvalue ETF ETF | $2.6M | 50.4K | 2.2% | ▲+25% Added · +10K sh | |
| 14 | Pimco Enhanced Short Maturity Active Exchange-Traded Fund ETF | $2.5M | 24.6K | 2.1% | ▲11× Added · +22K sh | |
| 15 | JPMorgan International Research Enhanced Equityetf ETF | $2.4M | 28.9K | 2.0% | ▼−0.3% Reduced · −100 sh | |
| 16 | Tesla Inc COM | $2.2M | 5.2K | 1.8% | —Held | |
| 17 | Vanguard Dividend Appreciation Index Fund ETF Shares ETF | $2.1M | 9.0K | 1.8% | —Held | |
| 18 | State Street SPDR S&P 500 ETF Trust ETF | $2.1M | 2.8K | 1.8% | —Held | |
| 19 | Ishares Core Msci Europeetf ETF | $2.0M | 27.0K | 1.7% | ▼−0.2% Reduced · −55 sh | |
| 20 | Nyli Ftse International Equity Currency Neutral ETF ETF | $2.0M | 52.6K | 1.7% | ▲New New position | |
| 21 | Invesco S&P 500 Equal Weight Income Advantage ETF ETF | $2.0M | 37.0K | 1.7% | ▲+299% Added · +28K sh | |
| 22 | Vanguard Ftse Developed Markets Index Fund ETF Shares ETF | $1.9M | 27.2K | 1.6% | ▲+0.1% Added · +23 sh | |
| 23 | State Street SPDR Portfolio S&P 500 ETF ETF | $1.9M | 21.9K | 1.6% | ▲+23% Added · +4K sh | |
| 24 | Ishares Russell 1000 ETF ETF | $1.8M | 4.3K | 1.5% | ▲+3.4% Added · +141 sh | |
| 25 | JPMorgan U.S. Tech Leaders ETF ETF | $1.8M | 15.7K | 1.5% | ▲+111% Added · +8K sh | |
| 26 | Vaneck Clo ETF ETF | $1.7M | 32.4K | 1.4% | ▲New New position | |
| 27 | Howmet Aerospace Inc COM | $1.6M | 6.0K | 1.4% | ▼−2.4% Reduced · −146 sh | |
| 28 | Ishares Russell 1000 Growth ETF ETF | $1.6M | 12.9K | 1.4% | ▲+297% Added · +10K sh | |
| 29 | State Street SPDR Portfolio S&P 500 Growthetf ETF | $1.5M | 12.8K | 1.3% | ▲+2.3% Added · +286 sh | |
| 30 | Vaneck Merk Gold Trust ETF | $1.4M | 37.0K | 1.2% | ▼−0.5% Reduced · −200 sh | |
| 31 | Vaneck Morningstar Wide Moat ETF ETF | $1.4M | 13.3K | 1.2% | —Held | |
| 32 | Ishares Core S&P 500 ETF ETF | $1.4M | 1.8K | 1.2% | ▼−0.3% Reduced · −5 sh | |
| 33 | Alphabet Inc COM CL C | $1.4M | 3.8K | 1.1% | ▼−2.5% Reduced · −100 sh | |
| 34 | Wisdomtree U.S. Quality Dividend Growth Fund ETF | $1.2M | 12.6K | 1.0% | —Held | |
| 35 | State Street SPDR Portfolio S&P 500 Value ETF ETF | $1.1M | 18.4K | 0.9% | —Held | |
| 36 | Fortinet Inc COM | $1.1M | 7.2K | 0.9% | —Held | |
| 37 | JPMorgan Chase & Co COM | $1.1M | 3.4K | 0.9% | ▼−13% Reduced · −500 sh | |
| 38 | Global X Defense Tech ETF ETF | $1.1M | 18.1K | 0.9% | ▼−27% Reduced · −7K sh | |
| 39 | Franklin Dynamic Municipal Bond ETF ETF | $828K | 32.9K | 0.7% | ▲+4.4% Added · +1K sh | |
| 40 | Ishares Russell 1000 Value ETF ETF | $809K | 3.3K | 0.7% | —Held | |
| 41 | Ishares Core S&P Mid-Capetf ETF | $800K | 10.4K | 0.7% | —Held | |
| 42 | Broadcom Inc COM | $774K | 2.0K | 0.7% | —Held | |
| 43 | JPMorgan Short Duration Core Plus ETF ETF | $771K | 16.4K | 0.6% | ▲+78% Added · +7K sh | |
| 44 | Visa Inc COM CL A | $687K | 2.0K | 0.6% | —Held | |
| 45 | Exxon Mobil Corp COM | $672K | 4.9K | 0.6% | —Held | |
| 46 | Avantis International Equity ETF ETF | $671K | 7.5K | 0.6% | ▼−13% Reduced · −1K sh | |
| 47 | Vanguard Ftse Europe ETF ETF | $639K | 7.2K | 0.5% | ▼−24% Reduced · −2K sh | |
| 48 | JPMorgan Core Plus Bond ETF ETF | $637K | 13.6K | 0.5% | ▼−61% Reduced · −21K sh | |
| 49 | Goldman Sachs Group Inc COM | $597K | 590 | 0.5% | ▼−1.7% Reduced · −10 sh | |
| 50 | T. Rowe Price International Equity ETF ETF | $500K | 13.0K | 0.4% | —Held |
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Use Arkolith to show Peck Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.