Peck Wealth Management, LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of approximately $118.16 million in assets under management as of September 30, 2026. This filing is crucial as it sheds light on the firm's investment strategies and portfolio allocations in a fluctuating market.

Peck Wealth Management, based in White Plains, New York, operates under the Central Index Key (CIK) 0002135125. The firm specializes in wealth management, providing tailored investment solutions to its clients. The company has been active in filing various reports, including a recent 13F-HR on October 29, 2026, and previous filings throughout the year.

What the Filing Says

The filing indicates that Peck Wealth Management holds 135 different securities, with the total value of these holdings amounting to $118,163,714. This diverse portfolio includes significant stakes in major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc., reflecting a strategic approach to investing in technology and consumer sectors.

Impact

This update may influence various stakeholders, including clients, competitors, and industry analysts. Clients may view the firm's diversified holdings as a sign of stability and strategic foresight, while competitors may adjust their own investment strategies in response to Peck's portfolio choices.

What's Next

The filing does not say what happens next.