Peck Wealth Management, LLC
WHITE PLAINS, NY · CIK 2135125 · 13F filing filed 2026-05-13
SEC-registered investment adviser since 2012 · limited liability company
- Assets managed$157.4m
- Staff2 · 2 in investment roles
- Main clients (by assets)High net worth individuals 97%, Individuals 3%
- Websitepeckwealth.com
- Form ADV · 2026-09-21SEC adviser record
$104.6m
reported value
134positions
41.1%in top 10
—no comparable previous quarter
Holdings, Q3 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| VANGUARD INDEX FDS VTI | $9.7m9.28% | First filing |
| APPLE INC AAPL | $7.6m7.23% | First filing |
| MICROSOFT CORP MSFT | $4.0m3.78% | First filing |
| J P MORGAN EXCHANGE TRADED F JQUA | $3.9m3.71% | First filing |
| NVIDIA CORPORATION NVDA | $3.6m3.41% | First filing |
| INVESCO EXCHANGE TRADED FD T PPA | $3.3m3.20% | First filing |
| J P MORGAN EXCHANGE TRADED F JPIE | $3.0m2.87% | First filing |
| INTERNATIONAL BUSINESS MACHS IBM | $2.8m2.63% | First filing |
| AMAZON COM INC AMZN | $2.7m2.62% | First filing |
| J P MORGAN EXCHANGE TRADED F JIRE | $2.5m2.35% | First filing |
| TESLA INC TSLA | $2.3m2.20% | First filing |
| INVESCO EXCHANGE TRADED FD T PWB | $2.2m2.15% | First filing |
| GLOBAL X FDS PAVE | $2.2m2.10% | First filing |
| SPDR SERIES TRUST SPYG | $2.2m2.07% | First filing |
| VANGUARD SPECIALIZED FUNDS VIG | $2.1m2.00% | First filing |
| ISHARES TR IEUR | $2.1m1.96% | First filing |
| SPDR S&P 500 ETF TR SPY | $1.9m1.79% | First filing |
| ISHARES TR IWF | $1.8m1.75% | First filing |
| ISHARES TR IWB | $1.8m1.72% | First filing |
| GLOBAL X FDS SHLD | $1.8m1.71% | First filing |
| VANECK ETF TRUST MOAT | $1.7m1.58% | First filing |
| HOWMET AEROSPACE INC HWM | $1.6m1.58% | First filing |
| PUTNAM ETF TRUST PVAL | $1.6m1.51% | First filing |
| J P MORGAN EXCHANGE TRADED F JBND | $1.5m1.47% | First filing |
| SPDR SERIES TRUST SPYM | $1.5m1.45% | First filing |
| WISDOMTREE TR DGRW | $1.5m1.44% | First filing |
| VANECK MERK GOLD ETF OUNZ | $1.5m1.41% | First filing |
| JPMORGAN CHASE & CO JPM | $1.4m1.37% | First filing |
| VANGUARD INTL EQUITY INDEX F VGK | $1.4m1.35% | First filing |
| VANGUARD TAX-MANAGED FDS VEA | $1.4m1.33% | First filing |
| ISHARES TR IVV | $1.3m1.22% | First filing |
| VANGUARD WORLD FD VPU | $1.2m1.18% | First filing |
| SPDR SERIES TRUST SPYV | $1.1m1.10% | First filing |
| J P MORGAN EXCHANGE TRADED F JCPB | $1.1m1.08% | First filing |
| ALPHABET INC GOOG | $961.0k0.92% | First filing |
| VANECK ETF TRUST CLOI | $949.3k0.91% | First filing |
| ISHARES TR IJH | $834.0k0.80% | First filing |
| J P MORGAN EXCHANGE TRADED F JTEK | $775.3k0.74% | First filing |
| VISA INC V | $726.5k0.69% | First filing |
| BROADCOM INC AVGO | $679.6k0.65% | First filing |
| ISHARES TR IWD | $679.2k0.65% | First filing |
| FORTINET INC FTNT | $647.4k0.62% | First filing |
| PALANTIR TECHNOLOGIES INC PLTR | $620.2k0.59% | First filing |
| S&P GLOBAL INC SPGI | $599.6k0.57% | First filing |
| ORACLE CORP ORCL | $592.3k0.57% | First filing |
| EXXON MOBIL CORP XOM | $554.3k0.53% | First filing |
| T ROWE PRICE ETF INC TOUS | $495.9k0.47% | First filing |
| HOME DEPOT INC HD | $478.5k0.46% | First filing |
| GOLDMAN SACHS GROUP INC GS | $477.8k0.46% | First filing |
| WISDOMTREE TR USFR | $375.1k0.36% | First filing |
| CORNING INC GLW | $365.6k0.35% | First filing |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $351.9k0.34% | First filing |
| ISHARES TR IGM | $349.5k0.33% | First filing |
| VANGUARD INDEX FDS VOO | $348.4k0.33% | First filing |
| JOHNSON & JOHNSON JNJ | $341.9k0.33% | First filing |
| AMERICAN EXPRESS CO AXP | $339.5k0.32% | First filing |
| INVESCO EXCHANGE TRADED FD T RSP | $338.2k0.32% | First filing |
| PALO ALTO NETWORKS INC PANW | $325.8k0.31% | First filing |
| PGIM ETF TR PTRB | $324.0k0.31% | First filing |
| BANK NEW YORK MELLON CORP BNY | $321.9k0.31% | First filing |
| MERCK & CO INC MRK | $307.1k0.29% | First filing |
| PEPSICO INC PEP | $303.6k0.29% | First filing |
| WALMART INC WMT | $296.2k0.28% | First filing |
| J P MORGAN EXCHANGE TRADED F JMUB | $280.7k0.27% | First filing |
| J P MORGAN EXCHANGE TRADED F JSCP | $259.5k0.25% | First filing |
| ABBOTT LABS ABT | $247.8k0.24% | First filing |
| MOODYS CORP MCO | $238.2k0.23% | First filing |
| ALPHABET INC GOOGL | $236.8k0.23% | First filing |
| GE AEROSPACE GE | $225.6k0.22% | First filing |
| CATERPILLAR INC CAT | $208.5k0.20% | First filing |
| QUALCOMM INC QCOM | $174.8k0.17% | First filing |
| TJX COS INC NEW TJX | $173.4k0.17% | First filing |
| AUTOMATIC DATA PROCESSING IN ADP | $166.1k0.16% | First filing |
| ISHARES TR IJT | $157.3k0.15% | First filing |
| INVESCO EXCHANGE TRADED FD T GRPM | $151.3k0.14% | First filing |
| PROGRESSIVE CORP PGR | $148.2k0.14% | First filing |
| COLGATE PALMOLIVE CO CL | $144.6k0.14% | First filing |
| COCA COLA CO KO | $143.0k0.14% | First filing |
| CISCO SYS INC CSCO | $136.8k0.13% | First filing |
| ISHARES TR IVW | $135.1k0.13% | First filing |
| THERMO FISHER SCIENTIFIC INC TMO | $133.4k0.13% | First filing |
| PFIZER INC PFE | $130.4k0.12% | First filing |
| MASTERCARD INCORPORATED MA | $128.0k0.12% | First filing |
| COSTCO WHSL CORP NEW COST | $119.4k0.11% | First filing |
| AMERIPRISE FINL INC AMP | $118.4k0.11% | First filing |
| PIMCO ETF TR MINT | $118.3k0.11% | First filing |
| INVESCO QQQ TR QQQ | $117.1k0.11% | First filing |
| BLACKROCK INC BLK | $116.6k0.11% | First filing |
| GE VERNOVA INC GEV | $115.0k0.11% | First filing |
| DISNEY WALT CO DIS | $114.5k0.11% | First filing |
| DBX ETF TR DBAW | $109.0k0.10% | First filing |
| PROCTER AND GAMBLE CO PG | $102.3k0.10% | First filing |
| REPUBLIC SVCS INC RSG | $99.4k0.09% | First filing |
| J P MORGAN EXCHANGE TRADED F JPST | $99.3k0.09% | First filing |
| ARES MANAGEMENT CORPORATION ARES | $95.9k0.09% | First filing |
| SERVICENOW INC NOW | $92.0k0.09% | First filing |
| VANGUARD INDEX FDS VOT | $88.1k0.08% | First filing |
| J P MORGAN EXCHANGE TRADED F JEPI | $85.5k0.08% | First filing |
| SPDR SER TR SDY | $84.0k0.08% | First filing |
| BANK AMERICA CORP BAC | $80.0k0.08% | First filing |