Long-term investor
Peck Wealth Management, LLC @peckwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002135125).
Record
- Tracked since 2026-03-31 (274 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months +8.6% · 1 year n/a · all +8.6%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 9.2% · long · since 2026-03-31
- AAPL · 7.0% · long · since 2026-03-31
- USFR · 3.8% · long · since 2026-03-31
- JQUA · 3.4% · long · since 2026-03-31
- JPIE · 3.2% · long · since 2026-03-31
- PPA · 3.0% · long · since 2026-03-31
- PAVE · 2.8% · long · since 2026-03-31
- PWB · 2.6% · long · since 2026-03-31
- NVDA · 2.4% · long · since 2026-03-31
- MSFT · 2.4% · long · since 2026-03-31
- AMZN · 2.4% · long · since 2026-03-31
- IBM · 2.2% · long · since 2026-03-31