Peck Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$3.17M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$2.24M |
| 3 |
NYLI FTSE International Equity Currency Neutral ETF
HFXI
|
+$1.93M |
| 4 |
VanEck CLO ETF
CLOI
|
+$1.71M |
| 5 |
RSPA
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
|
+$1.45M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Active Bond ETF
JBND
|
+$2.66M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$990K |
| 3 |
NVIDIA
NVDA
|
+$802K |
| 4 |
PGIM Total Return Bond ETF
PTRB
|
+$623K |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$439K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.96% |
| 2 | Consumer Discretionary | 4.61% |
| 3 | Financials | 3.77% |
| 4 | Industrials | 2.3% |
| 5 | Communication Services | 1.57% |
Similar funds
Peck Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Peck Wealth Management held 129 positions worth $119M, up 19% from $99.7M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Peck Wealth Management deployed $7.66M of net new capital in Q2 2026, opening 7 new positions and adding to 21 existing holdings. Its largest new stake was NYLI FTSE International Equity Currency Neutral ETF: 52,607 shares worth $2M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was JPMorgan Active Bond ETF, an estimated $2.66M trimmed.
- Peck Wealth Management's largest Q2 2026 buy was NYLI FTSE International Equity Currency Neutral ETF: 52,607 shares worth $2M.
- Peck Wealth Management added most to WisdomTree Floating Rate Treasury Fund in Q2 2026, an estimated $3.17M increase.
- Peck Wealth Management's biggest Q2 2026 reduction was JPMorgan Active Bond ETF, cutting an estimated $2.66M.
- Peck Wealth Management fully exited PGIM Total Return Bond ETF in Q2 2026, selling an estimated $623K.
- Peck Wealth Management's ten largest holdings make up 40% of its $119M portfolio in Q2 2026.
- Peck Wealth Management opened 7 new positions and closed 2 in Q2 2026.
- Peck Wealth Management's portfolio value rose 19% quarter-over-quarter to $119M.
Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.