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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, JPIE, JQUA, PPA, and represent 27.41% of Peck Wealth Management's stock portfolio.
Added to shares of these 10 stocks: USFR, AVDE, RSPA, FLMI, VEA, JSCP, JPIE, NYF, PAVE, MINT.
Started 3 new stock positions in AVDE, USFR, RSPA.
Reduced shares in these 10 stocks: VPU, VGK, JQUA, JIRE, SPYG, PANW, HWM, IEUR, GLW, ORCL.
Sold out of its positions in ARES, Cadence Bank, DBAW, DOW, HFXI, PANW, PGR, CLOI, VOT, ACN.
Peck Wealth Management was a net seller of stock by $-2.5M.
Peck Wealth Management has $100M in assets under management (AUM), dropping by -5.71%.
Central Index Key (CIK): 0002135125

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Portfolio Holdings for Peck Wealth Management

Peck Wealth Management holds 122 positions in its portfolio as reported in the March 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)	9.5	$9.4M		30k	320.81	View chart
Apple (AAPL)	7.4	$7.4M		29k	253.79	View chart
Jpmorgan Income Etf Etf (JPIE)	3.9	$3.8M	+6%	83k	46.07	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	3.3	$3.3M	-11%	54k	61.32	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	3.3	$3.3M		20k	165.70	View chart
NVIDIA Corporation (NVDA)	3.2	$3.2M	-2%	18k	174.40	View chart
Microsoft Corporation (MSFT)	2.8	$2.8M		7.6k	370.17	View chart
Jpmorgan Active Bond Etf Etf (JBND)	2.7	$2.7M		50k	53.77	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	2.5	$2.5M	+2%	49k	50.81	View chart
Amazon (AMZN)	2.4	$2.4M		12k	208.27	View chart
International Business Machines (IBM)	2.3	$2.3M	-3%	9.5k	242.39	View chart
Jpmorgan International Research Enhanced Equityetf Etf (JIRE)	2.2	$2.2M	-16%	29k	75.74	View chart
Invesco Large Cap Growthetf Etf (PWB)	2.1	$2.1M	-2%	17k	125.93	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Etf (VIG)	1.9	$1.9M	-6%	9.0k	215.06	View chart
Tesla Motors (TSLA)	1.9	$1.9M		5.2k	371.75	View chart
Ishares Core Msci Europeetf Etf (IEUR)	1.9	$1.9M	-11%	27k	70.27	View chart
Putnam Focused Large Capvalue Etf Etf (PVAL)	1.9	$1.9M		40k	46.40	View chart
State Street Spdr S&p 500 Etf Trust Etf (SPY)	1.8	$1.8M		2.8k	650.34	View chart
Global X Defense Tech Etf Etf (SHLD)	1.8	$1.7M		25k	70.84	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)	1.7	$1.7M	+16%	27k	64.08	View chart
Vaneck Merk Gold Trust Etf (OUNZ)	1.7	$1.7M		37k	45.05	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	1.6	$1.6M		35k	47.08	View chart
Ishares Russell 1000 Etf Etf (IWB)	1.5	$1.5M	-8%	4.2k	356.57	View chart
Howmet Aerospace (HWM)	1.4	$1.4M	-15%	6.2k	230.48	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.4	$1.4M	-3%	3.3k	426.40	View chart
Wisdomtree Floating Ratetreasury Fund Etf (USFR)	1.4	$1.4M	NEW	28k	50.34	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	1.4	$1.4M		18k	76.54	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.3	$1.3M	-8%	13k	96.70	View chart
State Street Spdr Portfolio S&p 500 Growthetf Etf (SPYG)	1.2	$1.2M	-22%	13k	97.91	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$1.2M		1.8k	653.20	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.1M	-4%	3.9k	294.16	View chart
Alphabet Com Cl C (GOOG)	1.1	$1.1M		3.9k	286.86	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)	1.1	$1.1M	-4%	13k	87.84	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.0	$1.0M	-5%	19k	56.58	View chart
Exxon Mobil Corporation (XOM)	0.8	$834k		4.9k	169.66	View chart
Franklin Dynamic Municipal Bond Etf Etf (FLMI)	0.8	$781k	+57%	32k	24.79	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.8	$779k	-44%	9.5k	82.43	View chart
Avantis International Equity Etf Etf (AVDE)	0.7	$731k	NEW	8.6k	84.84	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.7	$713k		3.3k	213.67	View chart
Ishares Core S&p Mid-capetf Etf (IJH)	0.7	$701k	-8%	10k	67.53	View chart
Broadcom (AVGO)	0.6	$635k		2.1k	309.51	View chart
Pgim Total Return Bond Etf Etf (PTRB)	0.6	$623k	+5%	15k	41.51	View chart
Visa Com Cl A (V)	0.6	$605k	-5%	2.0k	302.24	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.6	$593k	-11%	7.5k	79.54	View chart
Fortinet (FTNT)	0.6	$586k		7.2k	81.72	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.5	$526k		11k	49.99	View chart
Goldman Sachs (GS)	0.5	$508k		600.00	845.99	View chart
S&p Global (SPGI)	0.5	$482k	-8%	1.1k	425.34	View chart
Invesco S&p 500 Equal Weight Income Advantage Etf Etf (RSPA)	0.5	$464k	NEW	9.3k	49.99	View chart
Johnson & Johnson (JNJ)	0.5	$451k		1.8k	244.44	View chart
T. Rowe Price International Equity Etf Etf (TOUS)	0.5	$450k	-8%	13k	34.54	View chart
Merck & Co (MRK)	0.4	$440k		3.7k	120.29	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.4	$436k	+121%	9.2k	47.30	View chart
Corning Incorporated (GLW)	0.4	$389k	-35%	2.9k	135.98	View chart
Palantir Technologies Com Cl A (PLTR)	0.4	$351k		2.4k	146.28	View chart
Bank of New York Mellon Corporation (BK)	0.4	$350k		3.0k	118.63	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$340k		569.00	597.55	View chart
Pepsi (PEP)	0.3	$336k		2.2k	155.29	View chart
Berkshire Hathaway Com Cl B (BRK.B)	0.3	$335k		700.00	479.20	View chart
Wal-Mart Stores (WMT)	0.3	$332k	-6%	2.7k	124.28	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.3	$329k		2.8k	118.50	View chart
Caterpillar (CAT)	0.3	$310k		437.00	708.46	View chart
Home Depot (HD)	0.3	$295k	-18%	897.00	328.89	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.3	$280k	+59%	5.3k	53.12	View chart
Alphabet Com Cl A (GOOGL)	0.3	$280k		974.00	287.56	View chart
American Express Company (AXP)	0.3	$272k	-11%	900.00	302.48	View chart
Vanguard Utilities Indexfund Etf Shares Etf (VPU)	0.3	$256k	-79%	1.3k	198.10	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$256k		1.3k	191.89	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.2	$235k	+24%	2.3k	100.57	View chart
Moody's Corporation (MCO)	0.2	$218k		500.00	436.25	View chart
General Electric (GE)	0.2	$213k		750.00	283.77	View chart
TJX Companies (TJX)	0.2	$192k		1.2k	159.70	View chart
Ge Vernova (GEV)	0.2	$163k		187.00	872.90	View chart
Coca-Cola Company (KO)	0.2	$157k	-4%	2.1k	76.05	View chart
Cisco Systems (CSCO)	0.2	$155k		2.0k	77.59	View chart
Colgate-Palmolive Company (CL)	0.2	$154k		1.8k	85.23	View chart
Pfizer (PFE)	0.1	$144k		5.1k	28.08	View chart
Oracle Corporation (ORCL)	0.1	$130k	-55%	884.00	147.11	View chart
Costco Wholesale Corporation (COST)	0.1	$129k		129.00	996.43	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$127k		1.1k	113.11	View chart
Automatic Data Processing (ADP)	0.1	$115k		566.00	203.18	View chart
Ishares 01 Year Treasurybond Etf Etf (SHV)	0.1	$114k		1.0k	110.39	View chart
Invesco Qqq Tr Etf (QQQ)	0.1	$113k		195.00	577.18	View chart
Abbott Laboratories (ABT)	0.1	$108k	-43%	1.1k	102.67	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$99k		2.0k	50.62	View chart
Chevron Corporation (CVX)	0.1	$99k		478.00	206.90	View chart
Qualcomm (QCOM)	0.1	$97k		751.00	128.78	View chart
Walt Disney Company (DIS)	0.1	$96k		1.0k	96.38	View chart
Procter & Gamble Company (PG)	0.1	$96k		666.00	144.44	View chart
Blackrock (BLK)	0.1	$96k		100.00	961.71	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$91k		1.1k	82.57	View chart
Nyli Mackay Muni Intermediate Etf Etf (MMIT)	0.1	$89k		3.7k	24.10	View chart
Ameriprise Financial (AMP)	0.1	$89k	-17%	200.00	444.40	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.1	$88k		600.00	145.94	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$85k		1.5k	56.67	View chart
Intel Corporation (INTC)	0.1	$81k		1.8k	44.13	View chart
Bank of America Corporation (BAC)	0.1	$68k	-9%	1.4k	48.75	View chart
Mastercard Com Cl A (MA)	0.1	$63k	-44%	125.00	499.66	View chart
SLB Ord (SLB)	0.1	$62k		1.2k	51.39	View chart
Wisdomtree European Opportunities Fund Etf (OPPE)	0.1	$60k		1.1k	53.73	View chart
Nextera Energy (NEE)	0.1	$56k		600.00	92.88	View chart
Eastman Chemical Company (EMN)	0.1	$55k	-17%	722.00	76.32	View chart
At&t (T)	0.1	$55k		1.9k	28.99	View chart
Servicenow (NOW)	0.1	$52k		500.00	104.55	View chart
Thermo Fisher Scientific (TMO)	0.0	$49k		100.00	491.53	View chart
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)	0.0	$49k		1.2k	40.54	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.0	$49k		2.0k	24.24	View chart
Raytheon Technologies Corp (RTX)	0.0	$47k		245.00	192.90	View chart
Nyli Mackay Muni Insuredetf Etf (MMIN)	0.0	$45k		1.9k	23.71	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$41k		194.00	211.15	View chart
Duke Energy (DUK)	0.0	$39k		300.00	130.94	View chart
Eli Lilly & Co. (LLY)	0.0	$36k		39.00	919.77	View chart
Republic Services (RSG)	0.0	$29k	-69%	133.00	219.02	View chart
Eversource Energy (ES)	0.0	$28k	-42%	400.00	69.28	View chart
State Street Corporation (STT)	0.0	$27k		216.00	126.56	View chart
Adobe Systems Incorporated (ADBE)	0.0	$24k		100.00	243.08	View chart
Verizon Communications (VZ)	0.0	$24k		471.00	50.20	View chart
Gilead Sciences (GILD)	0.0	$23k	-50%	165.00	139.37	View chart
3M Company (MMM)	0.0	$22k		150.00	145.23	View chart
Ge Healthcare Technologies I (GEHC)	0.0	$18k		250.00	71.18	View chart
Public Service Enterprise (PEG)	0.0	$12k		150.00	80.95	View chart
Bondbloxx Bloomberg One Year Target Duration Us Treasury Etf Etf (XONE)	0.0	$5.0k		100.00	49.52	View chart

Past Filings by Peck Wealth Management

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