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Manager record

Peck Wealth Management, LLC

White Plains, NY · CIK 2135125 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$118.69MReported 13F valueQ2 2026 · as filed
127Holdings listed
+19.1%vs prior quartervalue change includes market moves
4Quarters on record
Jul 31Latest filed
Reported 13F value by quarter, Q3 2025 to Q2 2026Q3 2025: $104.6M$104.6MQ3 2025134 holdingsQ4 2025: $105.7M$105.7MQ4 2025129 holdingsQ1 2026: $99.7M$99.7MQ1 2026122 holdingsQ2 2026: $118.7M$118.7MQ2 2026127 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 31 2026 13F-HR · period Q2 2026

$118.69M · 127 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$99.70M · 122 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q4 2025

$105.74M · 129 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q3 2025

$104.62M · 134 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 31, 2026 · Change methodology