Peck Wealth Management, LLC - Portfolio overview

Peck Wealth Management, LLC has 122 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES, 9.48%
2. AAPL - APPLE INC, 7.42%
3. JPIE - JPMORGAN INCOME ETF, 3.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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