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PWM
Peck Wealth Management Portfolio holdings
AUM
$119M
1-Year Est. Return
22.51%
This Fund
S&P 500
This Quarter
Est. Return
+8.94%
1 Year Est. Return
+22.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$99.9M
Cap. Flow
% of AUM
95.53%
Top 10 Holdings %
Top 10 Hldgs %
41.09%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$9.35M |
| 2 |
Apple
AAPL
|
+$6.71M |
| 3 |
Microsoft
MSFT
|
+$3.9M |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$3.79M |
| 5 |
NVIDIA
NVDA
|
+$3.33M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.88% |
| 2 | Consumer Discretionary | 5.55% |
| 3 | Financials | 5.03% |
| 4 | Industrials | 2.26% |
| 5 | Communication Services | 1.33% |
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Peck Wealth Management's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for Peck Wealth Management, which disclosed 134 positions worth $105M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is Vanguard Morningstar Total Stock Market ETF: 29,589 shares worth $9.71M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Consumer Discretionary and Financials.
- Peck Wealth Management's largest Q3 2025 buy was Vanguard Morningstar Total Stock Market ETF: 29,589 shares worth $9.71M.
- Peck Wealth Management's ten largest holdings make up 41% of its $105M portfolio in Q3 2025.
- Peck Wealth Management disclosed 134 positions in Q3 2025, its first 13F filing on record.
Based on Peck Wealth Management's 13F filing for Q3 2025, filed 13 May 2026.