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CIK: 0002135125
Total reported value
$118.7M
$118.7M
129 檔
24.5%
According to the latest 13F quarterly dataset, Peck Wealth Management, LLC managed an equity portfolio of $118.7M at the end of Q4 2025, spanning 129 distinct U.S. exchange-listed positions.
In Q4 2025, Peck Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, JQUA) accounted for 24.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
FLMI
市值: $496.3K
Top Position Liquidated / Trimmed
USFR
前期市值: $375.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.37% | -0.31% | -0.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.59% | -0.46% | -0.67% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.68% | +0.06% | -0.15% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | -0.44% | -0.92% | |
| 5 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.43% | -0.66% | +21.29% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.34% | -0.77% | -1.05% | |
| 7 | PPA | Invesco Aerospace & Defense | ETF-Other | 2.96% | -0.29% | -7.03% | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 2.74% | -0.13% | — | |
| 9 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.58% | -2.69% | +78.03% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | -0.10% | -5.40% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.45% | -0.19% | +3.76% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.20% | -0.09% | — | |
| 13 | PAVE | Global X US Infrastructure | ETF-Other | 2.15% | +0.35% | +3.30% | |
| 14 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 2.08% | +0.43% | -3.13% | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.05% | -0.20% | +1.31% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.01% | -0.14% | -0.25% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | -0.06% | — | |
| 18 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.77% | +0.28% | +10.99% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.63% | +0.06% | -21.91% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.60% | — | -7.64% | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.52% | -1.10% | +43.05% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.52% | -0.04% | -13.54% | |
| 23 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.51% | -0.84% | -3.15% | |
| 24 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.47% | -0.48% | -5.37% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.43% | -0.12% | -12.12% | |
| 26 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.42% | -0.06% | -13.09% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.38% | -0.12% | +0.83% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.25% | -6.85% | |
| 29 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.34% | -0.24% | -4.31% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.22% | -10.98% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.05% | -1.52% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | — | — | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.11% | -0.10% | -21.89% | |
| 34 | VPU | Vanguard Utilities ETF | ETF-Other | 1.11% | -0.05% | -2.23% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.05% | -0.11% | -6.26% | |
| 36 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.72% | +0.88% | +0.36% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.71% | -0.03% | -10.95% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.03% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.01% | -0.49% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | -0.04% | — | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.61% | -0.09% | — | |
| 42 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.57% | -0.62% | EXIT | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.27% | — | |
| 44 | FTNT | Fortinet Inc | Stock-Tech | 0.54% | +0.34% | -6.82% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.50% | -0.24% | +88.82% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | -0.01% | — | |
| 47 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.47% | -0.08% | — | |
| 48 | TOUS | T Rowe Prc International Eq | ETF-Other | 0.47% | -0.03% | -3.34% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.08% | -29.41% | |
| 50 | GLW | Corning Inc | Stock-Tech | 0.37% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBND | Jpmorgan Active Bond ETF | +1.1% | +78.03% | Add |
| 2 | JPIE | Jpmorgan Income ETF | +0.6% | +21.29% | Add |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | +0.4% | +43.05% | Add |
| 4 | AAPL | Apple Inc | +0.4% | -0.67% | Trim |
| 5 | PVAL | Putnam Focused Lrg Cap Value | +0.3% | +10.99% | Add |
| 6 | PTRB | Pgim Total Return Bond ETF | +0.3% | +86.05% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | — | Unchanged |
| 8 | JMUB | Jpmorgan Municipal ETF | +0.2% | +88.82% | Add |
| 9 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +3.76% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.12% | Trim |
| 12 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +1.31% | Add |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +340.43% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 15 | MINT | Pimco Enhanced Short Maturit | +0.1% | +59.57% | Add |
| 16 | OUNZ | Vaneck Merk Gold ETF | +0.1% | -5.37% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 18 | PAVE | Global X US Infrastructure | +0.1% | +3.30% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.83% | Add |
| 20 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 21 | SPGI | S&p Global Inc | 0% | — | Unchanged |
| 22 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 23 | AXP | American Express Co | 0% | — | Unchanged |
| 24 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 25 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 27 | AVGO | Broadcom Inc | 0% | -0.49% | Trim |
| 28 | GLW | Corning Inc | 0% | — | Unchanged |
| 29 | WMT | Walmart Inc | 0% | — | Unchanged |
| 30 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 31 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 32 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.25% | Trim |
| 33 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 34 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 35 | MCO | Moody's CORP | 0% | — | Unchanged |
| 36 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 37 | IGM | Ishares Expanded Tech Sector | 0% | +0.04% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 39 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 40 | DBAW | Xtrackers Msci All World Ex | 0% | — | Unchanged |
| 41 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 42 | TSLA | Tesla Inc | — | — | Unchanged |
| 43 | TJX | Tjx Companies Inc | — | — | Unchanged |
| 44 | IVV | Ishares Core S&p 500 ETF | — | -1.52% | Trim |
| 45 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 46 | KO | Coca-cola Co/the | — | — | Unchanged |
| 47 | PEP | Pepsico Inc | — | — | Unchanged |
| 48 | INTC | Intel CORP | — | — | Unchanged |
| 49 | GE | General Electric | — | — | Unchanged |
| 50 | CADE | Cadence Bank | — | — | Unchanged |
According to official SEC Form 13F filings, Peck Wealth Management, LLC reported a total U.S. public equity portfolio value of $118.7M across 129 disclosed positions in Q4 2025.
During Q4 2025, Peck Wealth Management, LLC's top holdings by market value included VTI (9.4%)、AAPL (7.6%)、JQUA (3.7%). The largest single position, VTI, represented 9.4% of total portfolio value.
In Q4 2025, Peck Wealth Management, LLC made 70 total portfolio adjustments, initiating 5 new buys, adding to 16 positions, trimming 39 holdings, and fully liquidating 10 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.
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