Peck Wealth Management, LLC

CIK 0002135125 • 4 13F filings • May 13, 2026 – Jul 31, 2026

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Filer information

Filed by: Peck Wealth Management, LLC, President
Address: 83 HILLAIR CIRCLE, WHITE PLAINS, NY, 10605
Phone: 9146302324
AUM: $105.7M

AUM over time

$118.7M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $105.7M129 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$24K	0.0%Prev: 0.0%	150 SH	Increased
ABBOTT LABS	COM	$232K	0.2%Prev: 0.2%	1,850 SH	Decreased
ACCENTURE PLC IRELAND	COM CL A	$31K	0.0%Prev: 0.1%	117 SH	Decreased-117 SH
ADOBE INC	COM	$35K	0.0%Prev: 0.0%	100 SH	Decreased
ALPHABET INC	COM CL A	$305K	0.3%Prev: 0.2%	974 SH	Increased
ALPHABET INC	COM CL C	$1.2M	1.2%Prev: 0.9%	3,946 SH	Increased
AMAZON.COM INC	COM	$2.7M	2.6%Prev: 2.6%	11,817 SH	Decreased-675 SH
AMERICAN EXPRESS CO	COM	$378K	0.4%Prev: 0.3%	1,022 SH	Increased
AMERIPRISE FINL INC	COM	$118K	0.1%Prev: 0.1%	241 SH	Decreased
APPLE INC	COM	$8.0M	7.6%Prev: 7.2%	29,524 SH	Increased-200 SH
ARES MGMT CORP	COM CL A	$48K	0.0%Prev: 0.1%	300 SH	Decreased-300 SH
AT&T INC	COM	$47K	0.0%Prev: 0.1%	1,894 SH	Decreased
AUTOMATIC DATA PROCESSIN	COM	$146K	0.1%Prev: 0.2%	566 SH	Decreased
BANK NEW YORK MELLON COR	COM	$343K	0.3%Prev: 0.3%	2,954 SH	Increased
BANK OF AMERICA CORP	COM	$85K	0.1%Prev: 0.1%	1,550 SH	Increased
BERKSHIRE HATHAWAY	COM CL B	$352K	0.3%Prev: 0.3%	700 SH	Decreased
BLACKROCK INC NEW	COM	$107K	0.1%Prev: 0.1%	100 SH	Decreased
BNDBLXX BLMBRG 1 YR TRG US TR ETF	ETF	$5K	0.0%Prev: 0.0%	100 SH	Decreased
BROADCOM INC	COM	$710K	0.7%Prev: 0.6%	2,050 SH	Increased-10 SH
CADENCE BK	COM	$43K	0.0%Prev: 0.0%	1,000 SH	Increased
CATERPILLAR INC	COM	$250K	0.2%Prev: 0.2%	437 SH	Increased
CHEVRON CORP NEW	COM	$73K	0.1%Prev: 0.1%	478 SH	Decreased
CISCO SYS INC	COM	$154K	0.1%Prev: 0.1%	2,000 SH	Increased
COLGATE PALMOLIVE CO	COM	$143K	0.1%Prev: 0.1%	1,809 SH	Decreased
CORNING INC	COM	$390K	0.4%Prev: 0.3%	4,457 SH	Increased
COSTCO WHSL CORP NEW	COM	$111K	0.1%Prev: 0.1%	129 SH	Decreased
DISNEY WALT CO	COM	$114K	0.1%Prev: 0.1%	1,000 SH	Decreased
DOW INC	COM	$14K	0.0%Prev: 0.0%	589 SH	Increased
DUKE ENERGY CORP NEW	COM	$35K	0.0%Prev: 0.0%	300 SH	Decreased
EASTMAN CHEM CO	COM	$56K	0.1%Prev: 0.1%	872 SH	Increased
ELI LILLY AND CO	COM	$42K	0.0%Prev: 0.0%	39 SH	Increased
EVERSOURCE ENERGY	COM	$47K	0.0%Prev: 0.0%	697 SH	Decreased
EXXON MOBIL CORP	COM	$592K	0.6%Prev: 0.5%	4,916 SH	Increased
FORTINET INC	COM	$570K	0.5%Prev: 0.6%	7,175 SH	Decreased-525 SH
FRANKLIN DYNAMIC MUNICPLBOND ETF	ETF	$496K	0.5%	19,955 SH	New
FRANKLIN INTL LOW VOLATILITY HIG ETF	ETF	$44K	0.0%	1,200 SH	New
GE AEROSPACE	COM	$231K	0.2%Prev: 0.2%	750 SH	Increased
GE HEALTHCARE TECHNOLOGI	COM	$21K	0.0%Prev: 0.0%	250 SH	Increased
GE VERNOVA INC	COM	$122K	0.1%Prev: 0.1%	187 SH	Increased
GILEAD SCIENCES INC	COM	$41K	0.0%Prev: 0.0%	335 SH	Increased
GLOBAL X DEFENSE TECH ETF	ETF	$1.6M	1.5%Prev: 1.7%	24,617 SH	Decreased-801 SH
GLOBAL X US INFRA DVLPMNT ETF	ETF	$2.3M	2.2%Prev: 2.1%	47,666 SH	Increased+1,524 SH
GOLDMAN SACHS GROUP INC	COM	$527K	0.5%Prev: 0.5%	600 SH	Increased
HOME DEPOT INC	COM	$377K	0.4%Prev: 0.5%	1,097 SH	Decreased-84 SH
HOWMET AEROSPACE INC	COM	$1.5M	1.4%Prev: 1.6%	7,303 SH	Decreased-1,100 SH
IBM CORP	COM	$2.9M	2.7%Prev: 2.6%	9,765 SH	Increased
INTEL CORP	COM	$68K	0.1%Prev: 0.1%	1,832 SH	Increased
INVESCO AEROSPACE & DEFENSE ETF	ETF	$3.1M	3.0%Prev: 3.2%	20,002 SH	Decreased-1,512 SH
INVESCO LARGE CAP GROWTHETF	ETF	$2.2M	2.1%Prev: 2.1%	17,343 SH	Decreased-560 SH
INVSC QQQ TRUST SRS 1 ETF	ETF	$120K	0.1%Prev: 0.1%	195 SH	Increased
INVSC S P 500 EQUAL WEIGHT ETF	ETF	$255K	0.2%Prev: 0.3%	1,333 SH	Decreased-450 SH
ISHARES 0 1 YEAR TREASURY BOND ETF	ETF	$114K	0.1%	1,035 SH	New
ISHARES 1-3 YEAR TREASRYBOND ETF	ETF	$91K	0.1%	1,100 SH	New
ISHARES CORE MSCI EUROPEETF	ETF	$2.2M	2.1%Prev: 2.0%	30,560 SH	Increased+395 SH
ISHARES CORE S&P 500 ETF	ETF	$1.3M	1.2%Prev: 1.2%	1,877 SH	Increased-29 SH
ISHARES CORE S&P MID CAPETF	ETF	$751K	0.7%Prev: 0.8%	11,380 SH	Decreased-1,400 SH
ISHARES EXPANDED TECH SECTOR ETF	ETF	$359K	0.3%Prev: 0.3%	2,776 SH	Increased+1 SH
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF	ETF	$48K	0.0%	2,000 SH	New
ISHARES NEW YORK MUNI BOND ETF	ETF	$177K	0.2%	3,300 SH	New
ISHARES RUSSELL 1000 ETF	ETF	$1.7M	1.6%Prev: 1.7%	4,536 SH	Decreased-375 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$1.6M	1.5%Prev: 1.8%	3,385 SH	Decreased-530 SH
ISHARES RUSSELL 1000 VALUE ETF	ETF	$702K	0.7%Prev: 0.6%	3,336 SH	Increased
ISHARES S&P 500 GROWTH ETF	ETF	$138K	0.1%Prev: 0.1%	1,119 SH	Increased
ISHARES S&P 500 VALUE ETF	ETF	$41K	0.0%Prev: 0.0%	194 SH	Increased
JOHNSON & JOHNSON	COM	$382K	0.4%Prev: 0.3%	1,844 SH	Increased
JPMORGAN ACTIVE BOND ETF	ETF	$2.7M	2.6%Prev: 1.5%	50,526 SH	Increased+22,146 SH
JPMORGAN CHASE & CO	COM	$1.3M	1.2%Prev: 1.4%	4,052 SH	Decreased-500 SH
JPMORGAN CORE PLUS BOND ETF	ETF	$1.6M	1.5%Prev: 1.1%	34,024 SH	Increased+10,240 SH
JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$86K	0.1%Prev: 0.1%	1,501 SH	Increased+4 SH
JPMORGAN INCOME ETF	ETF	$3.6M	3.4%Prev: 2.9%	78,433 SH	Increased+13,768 SH
JPMORGAN INTERN RESRCH ENH EQT ETF	ETF	$2.6M	2.5%Prev: 2.3%	34,634 SH	Increased+1,254 SH
JPMORGAN MUNICIPAL ETF	ETF	$530K	0.5%Prev: 0.3%	10,502 SH	Increased+4,940 SH
JPMORGAN SHORT DURATION CORE PLU ETF	ETF	$198K	0.2%Prev: 0.2%	4,167 SH	Decreased-1,283 SH
JPMORGAN U S TECH LEADERS ETF IV	ETF	$762K	0.7%Prev: 0.7%	8,460 SH	Decreased+30 SH
JPMORGAN U.S. QUALITY FACTOR ETF	ETF	$3.9M	3.7%Prev: 3.7%	61,611 SH	Increased-90 SH
JPMORGAN ULTRA SHORT INCOME ETF	ETF	$99K	0.1%Prev: 0.1%	1,958 SH	Decreased
MASTERCARD INC	COM CL A	$128K	0.1%Prev: 0.1%	225 SH	Increased
MERCK & CO. INC.	COM	$385K	0.4%Prev: 0.3%	3,659 SH	Increased
MICROSOFT CORP	COM	$3.7M	3.5%Prev: 3.8%	7,568 SH	Decreased-70 SH
MOODYS CORP	COM	$255K	0.2%Prev: 0.2%	500 SH	Increased
NEXTERA ENERGY INC	COM	$48K	0.0%Prev: 0.0%	600 SH	Increased
NVIDIA CORP	COM	$3.5M	3.3%Prev: 3.4%	18,931 SH	Decreased-200 SH
NYLI FTSE INTRNL EQT CURNTL ETF	ETF	$10K	0.0%Prev: 0.0%	300 SH	Increased
NYLI MACKAY MUNI INSUREDETF	ETF	$45K	0.0%Prev: 0.0%	1,900 SH	Increased
NYLI MACKAY MUNI INTERMEDIATE ETF	ETF	$90K	0.1%	3,700 SH	New
ORACLE CORP	COM	$387K	0.4%Prev: 0.6%	1,984 SH	Decreased-122 SH
PALANTIR TECHNOLOGIES INC	COM CL A	$427K	0.4%Prev: 0.6%	2,400 SH	Decreased-1,000 SH
PALO ALTO NETWORKS INC	COM	$295K	0.3%Prev: 0.3%	1,600 SH	Decreased
PEPSICO INC	COM	$310K	0.3%Prev: 0.3%	2,162 SH	Increased
PFIZER INC	COM	$127K	0.1%Prev: 0.1%	5,119 SH	Decreased
PGIM TOTAL RETURN BOND ETF	ETF	$600K	0.6%Prev: 0.3%	14,283 SH	Increased+6,606 SH
PIMCO ENHANCED SHRT MATURTY ACTV ETF	ETF	$188K	0.2%Prev: 0.1%	1,875 SH	Increased+700 SH
PROCTER & GAMBLE CO	COM	$95K	0.1%Prev: 0.1%	666 SH	Decreased
PROGRESSIVE CORP OH	COM	$137K	0.1%Prev: 0.1%	600 SH	Decreased
PUBLIC SVC ENTERPRISE GR	COM	$12K	0.0%Prev: 0.0%	150 SH	Decreased-50 SH
PUTNAM FOCUSED LARGE CAPVALUE ETF	ETF	$1.9M	1.8%Prev: 1.5%	41,072 SH	Increased+4,066 SH
QUALCOMM INC	COM	$128K	0.1%Prev: 0.2%	751 SH	Decreased-300 SH
REPUBLIC SVCS INC	COM	$92K	0.1%Prev: 0.1%	433 SH	Decreased
RTX CORP	COM	$45K	0.0%Prev: 0.0%	245 SH	Increased
S&P GLOBAL INC	COM	$644K	0.6%Prev: 0.6%	1,232 SH	Increased
SERVICENOW INC	COM	$77K	0.1%Prev: 0.1%	500 SH	Decreased+400 SH
SLB LIMITED	ORD	$46K	0.0%	1,200 SH	New
SPDR S&P 500 ETF	ETF	$1.9M	1.8%Prev: 1.8%	2,808 SH	Increased
ST STRT SPDR PRTFL S&P 500 VL ETF IV	ETF	$1.1M	1.0%	19,450 SH	New
ST STRT SPDR PRTL S&P 500 GRW ETF IV	ETF	$1.7M	1.6%	16,144 SH	New
STATE STR CORP	COM	$28K	0.0%Prev: 0.0%	216 SH	Decreased-216 SH
STATE STREET SPDR PORTFLS&P 500 ETF	ETF	$1.5M	1.4%	18,080 SH	New
STATE STREET SPDR S&P DIV ETF	ETF	$83K	0.1%	600 SH	New
T ROWE PRICE INTRNL EQUITY ETF	ETF	$492K	0.5%Prev: 0.5%	14,258 SH	Decreased-492 SH
TESLA INC	COM	$2.3M	2.2%Prev: 2.2%	5,180 SH	Increased
THE COCA-COLA CO	COM	$151K	0.1%Prev: 0.1%	2,156 SH	Increased
THERMO FISHER SCIENTIFIC	COM	$58K	0.1%Prev: 0.1%	100 SH	Decreased-175 SH
TJX COS INC NEW	COM	$184K	0.2%Prev: 0.2%	1,200 SH	Increased
VANECK CLO ETF	ETF	$62K	0.1%Prev: 0.9%	1,167 SH	Decreased-16,711 SH
VANECK MERK GOLD ETF	ETF	$1.6M	1.5%Prev: 1.4%	37,500 SH	Increased-2,130 SH
VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$1.5M	1.4%Prev: 1.6%	14,644 SH	Decreased-2,019 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$2.1M	2.0%Prev: 2.0%	9,656 SH	Increased-24 SH
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$1.5M	1.4%Prev: 1.3%	23,349 SH	Increased+192 SH
VANGUARD FTSE EUROPE ETF	ETF	$1.4M	1.3%Prev: 1.4%	16,952 SH	Increased-763 SH
VANGUARD MID CAP GROWTH ETF	ETF	$84K	0.1%Prev: 0.1%	300 SH	Decreased
VANGUARD S&P 500 ETF	ETF	$357K	0.3%Prev: 0.3%	569 SH	Increased
VANGUARD TOTAL STOCK MARKET ETF	ETF	$9.9M	9.4%Prev: 9.3%	29,554 SH	Increased-35 SH
VANGUARD UTILITIES ETF	ETF	$1.2M	1.1%Prev: 1.2%	6,358 SH	Decreased-145 SH
VERIZON COMMUNICATIONS I	COM	$19K	0.0%Prev: 0.0%	471 SH	Decreased
VISA INC	COM CL A	$746K	0.7%Prev: 0.7%	2,128 SH	Increased
WALMART INC	COM	$320K	0.3%Prev: 0.3%	2,874 SH	Increased
WISDOMTREE EUROPEAN OPP ETF	ETF	$58K	0.1%Prev: 0.1%	1,123 SH	Increased
WISDOMTREE US QLT DIV GRW ETF	ETF	$1.2M	1.1%Prev: 1.4%	13,181 SH	Decreased-3,695 SH
XTRCKR MSCI AL WRLD EX US HDGD ETF	ETF	$114K	0.1%Prev: 0.1%	2,767 SH	Increased

Sold (vs prior filing)

AUTOZONE INC — $26K
CHECK POINT SOFTWARE T — $21K
FIRST TRUST PREFERRED SEC INCOME ETF — $7K
INVESCO S&P MIDCAP 400A GARP ETF — $151K
ISHARES IBONDS DEC 2026 TERM CORPORA — $49K
ISHARES MSCI USA MIN VOLFCTR ETF — $38K
ISHARES S&P SMLL CAP 600GRTH ETF — $157K
ISHARES SHORT TREASURY BOND ETF — $26K
KYNDRYL HLDGS INC — $24K
LOWES COS INC — $24K
MCDONALDS CORP — $61K
SCHLUMBERGER LTD — $41K
SPDR PORTFOLIO S&P 500 ETF — $1.5M
SPDR S&P 500 GROWTH ETF — $2.2M
SPDR S&P 500 VALUE ETF — $1.1M
SPDR S&P DIVIDEND ETF — $84K
WISDOMTREE FLOATING RATETREASRY ETF — $375K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
May 13, 2026	Q4 2025	13F-HR	0002135125-26-000002	$105.7M	View
May 13, 2026	Q3 2025	13F-HR	0002135125-26-000001	$104.6M	View
Jul 31, 2026	Q2 2026