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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
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FORTINET INC 7,175.0 $1.1M 0.93% -525.0 -6.8% $153.62
22 JPM JPMORGAN CHASE & CO Financial Services 3,352.0 $1.1M 0.92% -1K -26.4% $327.33 +8.2%
23 SHLD GLOBAL X DEFENSE TECH ETF 18,063.0 $1.1M 0.91% -7K -28.9% $59.71 +11.8%
24 IJH ISHARES CORE S&P MID-CAPETF 10,380.0 $800K 0.67% -2K -18.8% $77.11 -0.6%
25 V VISA INC Financial Services 2,003.0 $687K 0.58% -125.0 -5.9% $343.09 +10.9%
26 VGK VANGUARD FTSE EUROPE ETF 7,221.0 $639K 0.54% -10K -59.2% $88.54 +4.2%
27 JCPB JPMORGAN CORE PLUS BOND ETF 13,568.0 $637K 0.54% -10K -43.0% $46.94 -1.2%
28 GS GOLDMAN SACHS GROUP INC Financial Services 590.0 $597K 0.50% -10.0 -1.7% $1011.37 +2.5%
29 TOUS T. ROWE PRICE INTERNATIONAL EQUITY ETF 13,038.0 $500K 0.42% -2K -11.6% $38.37 +3.7%
30 SPGI S&P GLOBAL INC Financial Services 1,132.0 $461K 0.39% -100.0 -8.1% $407.26 +7.2%
31 GLW CORNING INC Technology 1,657.0 $423K 0.36% -3K -62.8% $255.46 -40.7%
32 HD HOME DEPOT INC Consumer Cyclical 897.0 $316K 0.27% -284.0 -24.1% $352.68 -6.8%
33 PLTR PALANTIR TECHNOLOGIES INC Technology 2,700.0 $315K 0.27% -700.0 -20.6% $116.67 +59.3%
34 AXP AMERICAN EXPRESS CO Financial Services 900.0 $304K 0.26% -122.0 -11.9% $338.25 -1.7%
35 WMT WALMART INC Consumer Defensive 2,674.0 $303K 0.26% -200.0 -7.0% $113.26 -9.3%
36 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1,353.0 $288K 0.24% -430.0 -24.1% $212.74 +4.1%
37 VPU VANGUARD UTILITIES INDEXFUND ETF SHARES 1,293.0 $253K 0.21% -5K -80.1% $195.69 -4.5%
38 MCO MOODYS CORP Financial Services 400.0 $181K 0.15% -100.0 -20.0% $452.92 +12.7%
39 KO THE COCA-COLA CO Consumer Defensive 2,063.0 $168K 0.14% -93.0 -4.3% $81.27 +10.3%
40 QCOM QUALCOMM INC Technology 751.0 $139K 0.12% -300.0 -28.5% $184.79 -11.0%
Page 2 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%