13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002135125
Total reported value
$118.7M
$118.7M
134 檔
24.2%
During the Q3 2025 filing period, Peck Wealth Management, LLC (CIK: 0002135125) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $118.7M across 134 reported positions.
During Q3 2025, Peck Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.28% | -0.31% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.23% | -0.46% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | -0.44% | — | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.71% | +0.06% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.41% | -0.77% | — | |
| 6 | PPA | Invesco Aerospace & Defense | ETF-Other | 3.20% | -0.29% | — | |
| 7 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.87% | -0.66% | — | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 2.63% | -0.13% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.62% | -0.10% | — | |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.35% | -0.19% | — | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.20% | -0.09% | — | |
| 12 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 2.15% | +0.43% | — | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 2.10% | +0.35% | — | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.07% | +0.06% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.00% | -0.14% | — | |
| 16 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.96% | -0.20% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | -0.06% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.75% | -0.04% | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.72% | — | — | |
| 20 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.71% | -0.84% | — | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.58% | -0.12% | — | |
| 22 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.58% | -0.06% | — | |
| 23 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.51% | +0.28% | — | |
| 24 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.47% | -2.69% | — | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | +0.25% | — | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.44% | -0.10% | — | |
| 27 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.41% | -0.48% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.22% | — | |
| 29 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.35% | -0.24% | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | -0.12% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.05% | — | |
| 32 | VPU | Vanguard Utilities ETF | ETF-Other | 1.18% | -0.05% | — | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.10% | -0.11% | — | |
| 34 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.08% | -1.10% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | — | — | |
| 36 | CLOI | Vaneck Clo ETF | ETF-Other | 0.91% | +1.44% | NEW | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | -0.03% | — | |
| 38 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.74% | +0.88% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.03% | — | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.01% | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.65% | -0.04% | — | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 0.62% | +0.34% | — | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.59% | -0.08% | — | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.57% | -0.09% | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.02% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.27% | — | |
| 47 | TOUS | T Rowe Prc International Eq | ETF-Other | 0.47% | -0.03% | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.03% | — | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | -0.01% | — | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.36% | +2.45% | — |
According to official SEC Form 13F filings, Peck Wealth Management, LLC reported a total U.S. public equity portfolio value of $118.7M across 134 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, MSFT) accounted for 24.2% of total reported equity market value during Q3 2025.
During Q3 2025, Peck Wealth Management, LLC's top holdings by market value included VTI (9.3%)、AAPL (7.2%)、MSFT (3.8%). The largest single position, VTI, represented 9.3% of total portfolio value.
In Q3 2025, Peck Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.