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Peck Wealth Management

Latest statistics and disclosures from Peck Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, AAPL, USFR, JQUA, JPIE, and represent 26.56% of Peck Wealth Management's stock portfolio.
Added to shares of these 10 stocks: USFR, MINT, HFXI, CLOI, RSPA, IWF, JTEK, PVAL, PAVE, SPYM.
Started 7 new stock positions in CLOI, JIVE, ZAP, SCHO, SGOV, HFXI, SPCX.
Reduced shares in these 10 stocks: JBND, JCPB, NVDA, PTRB, SHLD, GLW, VGK, JMUB, AAPL, JPM.
Sold out of its positions in PTRB, RSG.
Peck Wealth Management was a net buyer of stock by $9.1M.
Peck Wealth Management has $119M in assets under management (AUM), dropping by 19.05%.
Central Index Key (CIK): 0002135125

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Portfolio Holdings for Peck Wealth Management

Peck Wealth Management holds 127 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)	9.2	$11M		29k	370.04	View chart
Apple (AAPL)	7.0	$8.3M	-2%	29k	289.36	View chart
Wisdomtree Floating Ratetreasury Fund Etf (USFR)	3.8	$4.6M	+228%	91k	50.35	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	3.4	$4.0M	+2%	56k	72.28	View chart
Jpmorgan Income Etf Etf (JPIE)	3.2	$3.8M		82k	46.05	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	3.0	$3.6M		20k	176.65	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	2.8	$3.4M	+16%	57k	58.92	View chart
Invesco Large Cap Growthetf Etf (PWB)	2.6	$3.1M	+7%	18k	168.46	View chart
NVIDIA Corporation (NVDA)	2.4	$2.9M	-21%	15k	200.09	View chart
Microsoft Corporation (MSFT)	2.4	$2.8M		7.5k	373.02	View chart
Amazon (AMZN)	2.4	$2.8M		12k	238.34	View chart
International Business Machines (IBM)	2.2	$2.6M	-3%	9.2k	281.21	View chart
Putnam Focused Large Capvalue Etf Etf (PVAL)	2.2	$2.6M	+24%	50k	50.95	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	2.1	$2.5M	+951%	25k	100.81	View chart
Jpmorgan International Research Enhanced Equityetf Etf (JIRE)	2.0	$2.4M		29k	82.49	View chart
Tesla Motors (TSLA)	1.8	$2.2M		5.2k	420.60	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Etf (VIG)	1.8	$2.1M		9.0k	236.62	View chart
State Street Spdr S&p 500 Etf Trust Etf (SPY)	1.8	$2.1M		2.8k	746.77	View chart
Ishares Core Msci Europeetf Etf (IEUR)	1.7	$2.0M		27k	75.17	View chart
Nyli Ftse International Equity Currency Neutral Etf Etf (HFXI)	1.7	$2.0M	NEW	53k	38.09	View chart
Invesco S&p 500 Equal Weight Income Advantage Etf Etf (RSPA)	1.7	$2.0M	+299%	37k	53.35	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)	1.6	$1.9M		27k	71.25	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	1.6	$1.9M	+22%	22k	87.88	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.5	$1.8M	+3%	4.3k	409.46	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	1.5	$1.8M	+111%	16k	111.55	View chart
Vaneck Clo Etf Etf (CLOI)	1.4	$1.7M	NEW	32k	52.95	View chart
Howmet Aerospace (HWM)	1.4	$1.6M	-2%	6.0k	268.87	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.4	$1.6M	+296%	13k	124.17	View chart
State Street Spdr Portfolio S&p 500 Growthetf Etf (SPYG)	1.3	$1.5M	+2%	13k	118.99	View chart
Vaneck Merk Gold Trust Etf (OUNZ)	1.2	$1.4M		37k	38.59	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.2	$1.4M		13k	103.96	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$1.4M		1.8k	748.88	View chart
Alphabet Com Cl C (GOOG)	1.1	$1.4M	-2%	3.8k	353.33	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)	1.0	$1.2M		13k	95.62	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.9	$1.1M		19k	60.79	View chart
Fortinet (FTNT)	0.9	$1.1M		7.2k	153.62	View chart
JPMorgan Chase & Co. (JPM)	0.9	$1.1M	-12%	3.4k	327.33	View chart
Global X Defense Tech Etf Etf (SHLD)	0.9	$1.1M	-26%	18k	59.71	View chart
Franklin Dynamic Municipal Bond Etf Etf (FLMI)	0.7	$828k	+4%	33k	25.17	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.7	$809k		3.3k	242.43	View chart
Ishares Core S&p Mid-capetf Etf (IJH)	0.7	$800k		10k	77.11	View chart
Broadcom (AVGO)	0.7	$774k		2.1k	377.75	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.6	$771k	+77%	16k	47.14	View chart
Visa Com Cl A (V)	0.6	$687k		2.0k	343.09	View chart
Exxon Mobil Corporation (XOM)	0.6	$672k		4.9k	136.72	View chart
Avantis International Equity Etf Etf (AVDE)	0.6	$671k	-12%	7.5k	89.20	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.5	$639k	-23%	7.2k	88.54	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.5	$637k	-60%	14k	46.94	View chart
Goldman Sachs (GS)	0.5	$597k		590.00	1011.37	View chart
T. Rowe Price International Equity Etf Etf (TOUS)	0.4	$500k		13k	38.37	View chart
Merck & Co (MRK)	0.4	$470k		3.7k	128.50	View chart
Johnson & Johnson (JNJ)	0.4	$468k		1.8k	253.97	View chart
Caterpillar (CAT)	0.4	$465k		437.00	1064.90	View chart
S&p Global (SPGI)	0.4	$461k		1.1k	407.26	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.4	$454k		2.8k	163.56	View chart
Bank of New York Mellon Corporation (BNY)	0.4	$427k		3.0k	144.61	View chart
Corning Incorporated (GLW)	0.4	$423k	-42%	1.7k	255.46	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$391k		569.00	686.81	View chart
Berkshire Hathaway Com Cl B (BRK.B)	0.3	$350k		700.00	500.39	View chart
Alphabet Com Cl A (GOOGL)	0.3	$348k		974.00	357.37	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.3	$342k	-35%	6.8k	50.66	View chart
Ishares 01 Year Treasurybond Etf Etf (SHV)	0.3	$342k	+199%	3.1k	110.35	View chart
Home Depot (HD)	0.3	$316k		897.00	352.68	View chart
Palantir Technologies Com Cl A (PLTR)	0.3	$315k	+12%	2.7k	116.67	View chart
American Express Company (AXP)	0.3	$304k		900.00	338.25	View chart
Wal-Mart Stores (WMT)	0.3	$303k		2.7k	113.26	View chart
Global X U.s. Electrification Etf Etf (ZAP)	0.3	$303k	NEW	8.8k	34.61	View chart
Pepsi (PEP)	0.2	$293k		2.2k	135.40	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$288k		1.4k	212.74	View chart
General Electric (GE)	0.2	$280k		750.00	373.73	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.2	$274k	-3%	5.1k	53.91	View chart
Intel Corporation (INTC)	0.2	$256k		1.8k	139.63	View chart
Vanguard Utilities Indexfund Etf Shares Etf (VPU)	0.2	$253k		1.3k	195.69	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.2	$251k	NEW	2.5k	100.67	View chart
Cisco Systems (CSCO)	0.2	$235k		2.0k	117.46	View chart
Nyli Mackay Muni Insuredetf Etf (MMIN)	0.2	$220k	+378%	9.1k	24.21	View chart
Ge Vernova (GEV)	0.2	$220k		187.00	1174.86	View chart
TJX Companies (TJX)	0.2	$182k		1.2k	151.50	View chart
Moody's Corporation (MCO)	0.2	$181k	-20%	400.00	452.92	View chart
Coca-Cola Company (KO)	0.1	$168k		2.1k	81.27	View chart
Colgate-Palmolive Company (CL)	0.1	$166k		1.8k	91.68	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$154k		1.1k	137.53	View chart
Invesco Qqq Tr Etf (QQQ)	0.1	$144k		195.00	736.40	View chart
Qualcomm (QCOM)	0.1	$139k		751.00	184.79	View chart
Oracle Corporation (ORCL)	0.1	$130k		884.00	146.55	View chart
Automatic Data Processing (ADP)	0.1	$127k		566.00	223.95	View chart
Nyli Mackay Muni Intermediate Etf Etf (MMIT)	0.1	$124k	+37%	5.1k	24.35	View chart
Costco Wholesale Corporation (COST)	0.1	$121k		129.00	935.47	View chart
Pfizer (PFE)	0.1	$99k	-19%	4.1k	24.08	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$99k		2.0k	50.58	View chart
Procter & Gamble Company (PG)	0.1	$98k		666.00	146.64	View chart
Schwab Short-term U.s. Treasury Etf Etf (SCHO)	0.1	$97k	NEW	4.0k	24.14	View chart
Walt Disney Company (DIS)	0.1	$96k		1.0k	96.25	View chart
Blackrock (BLK)	0.1	$96k		100.00	961.56	View chart
Abbott Laboratories (ABT)	0.1	$95k		1.1k	90.74	View chart
Ameriprise Financial (AMP)	0.1	$92k		200.00	458.76	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$91k		600.00	152.18	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$91k	+7%	1.6k	56.46	View chart
Bank of America Corporation (BAC)	0.1	$80k		1.4k	56.98	View chart
Chevron Corporation (CVX)	0.1	$79k		478.00	165.76	View chart
Space Ex Tech Spacex Com Cl A (SPCX)	0.1	$78k	NEW	455.00	170.86	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$74k	-18%	900.00	82.11	View chart
Mastercard Com Cl A (MA)	0.1	$64k		125.00	513.60	View chart
SLB Ord (SLB)	0.0	$56k		1.2k	46.49	View chart
Nextera Energy (NEE)	0.0	$53k		600.00	87.77	View chart
Thermo Fisher Scientific (TMO)	0.0	$50k		100.00	501.36	View chart
Servicenow (NOW)	0.0	$50k		500.00	99.28	View chart
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)	0.0	$49k		1.2k	40.59	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.0	$49k		2.0k	24.23	View chart
Eastman Chemical Company (EMN)	0.0	$48k		722.00	66.98	View chart
Eli Lilly & Co. (LLY)	0.0	$47k		39.00	1199.44	View chart
Raytheon Technologies Corp (RTX)	0.0	$47k		245.00	189.73	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$44k		194.00	227.06	View chart
At&t (T)	0.0	$39k		1.9k	20.70	View chart
Duke Energy (DUK)	0.0	$38k		300.00	126.58	View chart
State Street Corporation (STT)	0.0	$37k		216.00	169.60	View chart
Eversource Energy (ES)	0.0	$29k		400.00	72.27	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.0	$27k	-99%	496.00	53.54	View chart
3M Company (MMM)	0.0	$24k		150.00	161.91	View chart
Jpmorgan International Value Etf Etf (JIVE)	0.0	$23k	NEW	250.00	91.96	View chart
Gilead Sciences (GILD)	0.0	$21k		165.00	126.34	View chart
Adobe Systems Incorporated (ADBE)	0.0	$21k		100.00	205.02	View chart
Verizon Communications (VZ)	0.0	$20k		471.00	42.34	View chart
Ge Healthcare Technologies I (GEHC)	0.0	$16k		250.00	64.01	View chart
Public Service Enterprise (PEG)	0.0	$12k		150.00	81.16	View chart
Wisdomtree European Opportunities Fund Etf (OPPE)	0.0	$6.9k	-88%	124.00	55.95	View chart
Bondbloxx Bloomberg One Year Target Duration Us Treasury Etf Etf (XONE)	0.0	$4.9k		100.00	49.37	View chart

Past Filings by Peck Wealth Management

SEC 13F filings are viewable for Peck Wealth Management going back to 2026

Peck Wealth Management 2026 Q2 filed July 31, 2026
Peck Wealth Management 2025 Q3 filed May 13, 2026
Peck Wealth Management 2025 Q4 filed May 13, 2026
Peck Wealth Management 2026 Q1 filed May 13, 2026

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