Peck Wealth Management, LLC: 13F holdings
CIK 21351252026Q2
| Positions | 127 |
|---|---|
| Reported value | $118.7m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 29,404 | $10.9m | 9.2% |
| AAPL APPLE INC | 28,532 | $8.3m | 7.0% |
| USFR WISDOMTREE FLOATING RATETREASURY FUND | 90,481 | $4.6m | 3.8% |
| JQUA JPMORGAN U.S. QUALITY FACTOR ETF | 55,982 | $4.0m | 3.4% |
| JPIE JPMORGAN INCOME ETF | 82,302 | $3.8m | 3.2% |
| PPA INVESCO AEROSPACE & DEFENSE ETF | 20,353 | $3.6m | 3.0% |
| PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 56,913 | $3.4m | 2.8% |
| PWB INVESCO LARGE CAP GROWTHETF | 18,142 | $3.1m | 2.6% |
| NVDA NVIDIA CORP | 14,531 | $2.9m | 2.4% |
| MSFT MICROSOFT CORP | 7,548 | $2.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2135125")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.