Portfolio (Quarterly) Guide ↗

Peck Wealth Management, LLC

· CIK 0002135125

13F Portfolio $119M AUM 127 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q3 2025 · All 12 New 18 Added 54 Reduced 19 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PANW	PALO ALTO NETWORKS INC	Technology	1,600	$326K	0.31%	SOLD
2	PTRB	PGIM TOTAL RETURN BOND ETF	—	7,677	$324K	0.31%	SOLD
3	IJT	ISHARES S&P SMLL CAP 600GRTH ETF	—	1,112	$157K	0.15%	SOLD
4	GRPM	INVESCO S&P MIDCAP 400A GARP ETF	—	1,254	$151K	0.14%	SOLD
5	PGR	PROGRESSIVE CORP OH	Financial Services	600	$148K	0.14%	SOLD
6	DBAW	XTRCKR MSCI AL WRLD EX US HDGD ETF	—	2,767	$109K	0.10%	SOLD
7	RSG	REPUBLIC SVCS INC	Industrials	433	$99K	0.10%	SOLD
8	ARES	ARES MGMT CORP	Financial Services	600	$96K	0.09%	SOLD
9	VOT	VANGUARD MID CAP GROWTH ETF	—	300	$88K	0.08%	SOLD
10	MCD	MCDONALDS CORP	Consumer Cyclical	200	$61K	0.06%	SOLD
11	ACN	ACCENTURE PLC IRELAND	Technology	234	$58K	0.06%	SOLD
12	USMV	ISHARES MSCI USA MIN VOLFCTR ETF	—	400	$38K	0.04%	SOLD
13	—	CADENCE BK	—	1,000	$38K	0.04%	SOLD
14	AZO	AUTOZONE INC	Consumer Cyclical	6	$26K	0.03%	SOLD
15	KD	KYNDRYL HLDGS INC	Technology	800	$24K	0.02%	SOLD
16	LOW	LOWES COS INC	Consumer Cyclical	94	$24K	0.02%	SOLD
17	CHKP	CHECK POINT SOFTWARE T	Technology	100	$21K	0.02%	SOLD
18	DOW	DOW INC	Basic Materials	589	$14K	0.01%	SOLD
19	FPE	FIRST TRUST PREFERRED SEC INCOME ETF	—	400	$7K	0.01%	SOLD

Sector Allocation

Technology 48.6%

Financial Services 20.1%

Consumer Cyclical 14.1%

Industrials 6.6%

Healthcare 3.3%

Consumer Defensive 3.0%

Energy 2.1%

Communication Services 1.3%

Utilities 0.9%

Basic Materials 0.1%