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Alison Ashley Peck

Peck Wealth Management, Llc

Assets Managed
$99.698M
Holdings
122
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-5.7%(2Q avg: -2.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Peck Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Peck Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 99.698M in assets, with a quarterly growth rate of -5.7% and a 2-quarter average growth rate of -2.32%. The portfolio is managed by Alison Ashley Peck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.33%
9.48%
$9.449M
29,454 shares@ $320.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.29%
7.42%
$7.396M
29,142 shares@ $253.8 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 6.32%
3.86%
$3.841M
83,383 shares@ $46.08 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Decreased -11.71%
3.35%
$3.335M
54,392 shares@ $61.33 avg price
PPA
Invesco Aerospace & Defense
Recent Activity
Decreased -0.11%
3.33%
$3.31M
19,978 shares@ $165.7 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.64%
3.23%
$3.214M
18,431 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
2.81%
$2.801M
7,568 shares@ $370.18 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Decreased -0.54%
2.72%
$2.702M
50,250 shares@ $53.77 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Increased 2.26%
2.49%
$2.476M
48,740 shares@ $50.82 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.84%
2.45%
$2.44M
11,717 shares@ $208.28 avg price

1-10 of 122