Peck Wealth Management, LLC
Long book
$99.7M
Q1 2026
Positions
122
Top-10 weight
41%
concentration
Last quarter
+12.1%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsPeck Wealth Management, LLC is a wealth-management firm allocating client money, running a $99.7M US long book across 122 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, APPLE INC, JPMORGAN INCOME ETF, JPMORGAN US QUALITY FACTOR, INVESCO AEROSPACE & DEFENSE.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2025
+2.6%
Q4 2025
-3.2%
Q1 2026
+12.1%
Sector allocation
Technology 55%
Industrials 13%
Consumer discretionary 10%
Financials 8%
Services media 4%
Healthcare 4%
Energy 3%
Consumer staples 1%
Long book by quarter
What does Peck Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 29.1K | $7.4M | 7.4% | -1.3% |
| NVDA NVIDIA CORP | Technology | 18.4K | $3.2M | 3.2% | -2.6% |
| MSFT MICROSOFT CORP | Technology | 7.6K | $2.8M | 2.8% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 11.7K | $2.4M | 2.4% | -0.8% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 9.5K | $2.3M | 2.3% | -3.1% |
| TSLA TESLA INC | Industrials | 5.2K | $1.9M | 1.9% | Held |
| HWM HOWMET AEROSPACE INC | Industrials | 6.2K | $1.4M | 1.4% | -15.4% |
| JPM JPMORGAN CHASE & CO | Financials | 3.9K | $1.1M | 1.1% | -4.9% |
| GOOG ALPHABET INC-CL C | Technology | 3.9K | $1.1M | 1.1% | Held |
| XOM EXXON MOBIL CORP | Energy | 4.9K | $834K | 0.8% | Held |
| AVGO BROADCOM INC | Technology | 2.0K | $634K | 0.6% | Held |
| V VISA INC-CLASS A SHARES | Services media | 2.0K | $605K | 0.6% | -5.9% |
| FTNT FORTINET INC | Technology | 7.2K | $586K | 0.6% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 600 | $508K | 0.5% | Held |
| SPGI S&P GLOBAL INC | Services media | 1.1K | $481K | 0.5% | -8.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.8K | $451K | 0.5% | Held |
| MRK MERCK & CO. INC. | Healthcare | 3.7K | $440K | 0.4% | Held |
| GLW CORNING INC | Industrials | 2.9K | $388K | 0.4% | -35.9% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 2.4K | $351K | 0.4% | Held |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 3.0K | $350K | 0.4% | Held |
| PEP PEPSICO INC | Consumer staples | 2.2K | $336K | 0.3% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 700 | $335K | 0.3% | Held |
| WMT WALMART INC | Consumer discretionary | 2.7K | $332K | 0.3% | -7.0% |
| CAT CATERPILLAR INC | Industrials | 437 | $310K | 0.3% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 897 | $295K | 0.3% | -18.2% |
| GOOGL ALPHABET INC-CL A | Technology | 974 | $280K | 0.3% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 900 | $272K | 0.3% | -11.9% |
| MCO MOODY'S CORP | Services media | 500 | $218K | 0.2% | Held |
| GE GENERAL ELECTRIC | Industrials | 750 | $213K | 0.2% | Held |
| TJX TJX COMPANIES INC | Consumer discretionary | 1.2K | $192K | 0.2% | Held |
| GEV GE VERNOVA INC | Industrials | 187 | $163K | 0.2% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 2.1K | $157K | 0.2% | -4.3% |
| CSCO CISCO SYSTEMS INC | Technology | 2.0K | $155K | 0.2% | Held |
| CL COLGATE-PALMOLIVE CO | Other | 1.8K | $154K | 0.2% | Held |
| PFE PFIZER INC | Healthcare | 5.1K | $144K | 0.1% | Held |
| ORCL ORACLE CORP | Technology | 884 | $130K | 0.1% | -55.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 129 | $129K | 0.1% | Held |
| ADP AUTOMATIC DATA PROCESSING | Technology | 566 | $115K | 0.1% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 1.1K | $108K | 0.1% | -43.2% |
| CVX CHEVRON CORP | Energy | 478 | $99K | 0.1% | Held |
| QCOM QUALCOMM INC | Technology | 751 | $97K | 0.1% | Held |
| DIS WALT DISNEY CO/THE | Services media | 1.0K | $96K | 0.1% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 666 | $96K | 0.1% | Held |
| BLK BLACKROCK INC | Financials | 100 | $96K | 0.1% | Held |
| AMP AMERIPRISE FINANCIAL INC | Financials | 200 | $89K | 0.1% | -17.0% |
| INTC INTEL CORP | Technology | 1.8K | $81K | 0.1% | Held |
| BAC BANK OF AMERICA CORP | Financials | 1.4K | $68K | 0.1% | -9.7% |
| MA MASTERCARD INC - A | Services media | 125 | $62K | 0.1% | -44.4% |
| SLB SLB LTD | Energy | 1.2K | $62K | 0.1% | Held |