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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JMUB JPMORGAN MUNICIPAL ETF 6,760.0 $342K 0.29% +1K +21.5% $50.66 -1.9%
62 SHV ISHARES 01 YEAR TREASURYBOND ETF 3,100.0 $342K 0.29% +3K +1219.2% $110.35 +0.0%
63 HD HOME DEPOT INC Consumer Cyclical 897.0 $316K 0.27% -284.0 -24.1% $352.68 -6.8%
64 PLTR PALANTIR TECHNOLOGIES INC Technology 2,700.0 $315K 0.27% -700.0 -20.6% $116.67 +59.1%
65 AXP AMERICAN EXPRESS CO Financial Services 900.0 $304K 0.26% -122.0 -11.9% $338.25 -1.8%
66 WMT WALMART INC Consumer Defensive 2,674.0 $303K 0.26% -200.0 -7.0% $113.26 -9.3%
67 ZAP GLOBAL X U.S. ELECTRIFICATION ETF 8,750.0 $303K 0.26% NEW $34.61 -7.9%
68 PEP PEPSICO INC Consumer Defensive 2,162.0 $293K 0.25% $135.40 +3.8%
69 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1,353.0 $288K 0.24% -430.0 -24.1% $212.74 +4.2%
70 GE GE AEROSPACE Industrials 750.0 $280K 0.24% $373.73 -8.3%
71 NYF ISHARES NEW YORK MUNI BOND ETF 5,075.0 $274K 0.23% NEW $53.91 -2.1%
72 INTC INTEL CORP Technology 1,832.0 $256K 0.22% $139.63 -35.5%
73 VPU VANGUARD UTILITIES INDEXFUND ETF SHARES 1,293.0 $253K 0.21% -5K -80.1% $195.69 -4.5%
74 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 2,497.0 $251K 0.21% NEW $100.67 -0.0%
75 CSCO CISCO SYS INC Technology 2,000.0 $235K 0.20% $117.46 -4.8%
76 MMIN NYLI MACKAY MUNI INSUREDETF 9,100.0 $220K 0.19% +7K +378.9% $24.21 -2.6%
77 GEV GE VERNOVA INC Utilities 187.0 $220K 0.18% $1174.86 -19.4%
78 TJX TJX COS INC NEW Consumer Cyclical 1,200.0 $182K 0.15% $151.50 -10.9%
79 MCO MOODYS CORP Financial Services 400.0 $181K 0.15% -100.0 -20.0% $452.92 +12.9%
80 KO THE COCA-COLA CO Consumer Defensive 2,063.0 $168K 0.14% -93.0 -4.3% $81.27 +10.3%
Page 4 of 7  ·  127 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%