Peck Wealth Management

Peck Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Peck Wealth Management

Peck Wealth Management holds 129 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 9.4 $9.9M 30k 335.27
Apple (AAPL) 7.6 $8.0M 30k 271.86
Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 3.7 $3.9M 62k 63.18
Microsoft Corporation (MSFT) 3.5 $3.7M 7.6k 483.62
Jpmorgan Income Etf Etf (JPIE) 3.4 $3.6M 78k 46.29
NVIDIA Corporation (NVDA) 3.3 $3.5M 19k 186.50
Invesco Aerospace & Defense Etf Etf (PPA) 3.0 $3.1M 20k 156.63
International Business Machines (IBM) 2.7 $2.9M 9.8k 296.21
Jpmorgan Active Bond Etf Etf (JBND) 2.6 $2.7M 51k 54.07
Amazon (AMZN) 2.6 $2.7M 12k 230.82
Jpmorgan Intern Resrch Enh Eqt Etf Etf (JIRE) 2.5 $2.6M 35k 74.88
Tesla Motors (TSLA) 2.2 $2.3M 5.2k 449.72
Global X Us Infra Dvlpmnt Etf Etf (PAVE) 2.2 $2.3M 48k 47.79
Invesco Large Cap Growthetf Etf (PWB) 2.1 $2.2M 17k 127.11
Ishares Core Msci Europeetf Etf (IEUR) 2.1 $2.2M 31k 70.98
Vanguard Dividend Appreciation Etf Etf (VIG) 2.0 $2.1M 9.7k 219.78
Spdr S&p 500 Etf Etf (SPY) 1.8 $1.9M 2.8k 681.92
Putnam Focused Large Capvalue Etf Etf (PVAL) 1.8 $1.9M 41k 45.57
St Strt Spdr Prtl S&p 500 Grw Etf Iv Etf (SPYG) 1.6 $1.7M 16k 106.70
Ishares Russell 1000 Etf Etf (IWB) 1.6 $1.7M 4.5k 373.48
Jpmorgan Core Plus Bond Etf Etf (JCPB) 1.5 $1.6M 34k 47.35
Ishares Russell 1000 Growth Etf Etf (IWF) 1.5 $1.6M 3.4k 473.29
Global X Defense Tech Etf Etf (SHLD) 1.5 $1.6M 25k 64.79
Vaneck Merk Gold Etf Etf (OUNZ) 1.5 $1.6M 38k 41.48
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 1.4 $1.5M 15k 103.56
Howmet Aerospace (HWM) 1.4 $1.5M 7.3k 205.02
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.4 $1.5M 23k 62.47
State Street Spdr Portfls&p 500 Etf Etf (SPYM) 1.4 $1.5M 18k 80.22
Vanguard Ftse Europe Etf Etf (VGK) 1.3 $1.4M 17k 83.61
JPMorgan Chase & Co. (JPM) 1.2 $1.3M 4.1k 322.22
Ishares Core S&p 500 Etf Etf (IVV) 1.2 $1.3M 1.9k 684.81
Alphabet Com Cl C (GOOG) 1.2 $1.2M 3.9k 313.80
Wisdomtree Us Qlt Div Grw Etf Etf (DGRW) 1.1 $1.2M 13k 89.43
Vanguard Utilities Etf Etf (VPU) 1.1 $1.2M 6.4k 185.03
St Strt Spdr Prtfl S&p 500 Vl Etf Iv Etf (SPYV) 1.0 $1.1M 20k 56.81
Jpmorgan U S Tech Leaders Etf Iv Etf (JTEK) 0.7 $762k 8.5k 90.07
Ishares Core S&p Mid Capetf Etf (IJH) 0.7 $751k 11k 66.00
Visa Com Cl A (V) 0.7 $746k 2.1k 350.71
Broadcom (AVGO) 0.7 $710k 2.1k 346.10
Ishares Russell 1000 Value Etf Etf (IWD) 0.7 $702k 3.3k 210.34
S&p Global (SPGI) 0.6 $644k 1.2k 522.59
Pgim Total Return Bond Etf Etf (PTRB) 0.6 $600k 14k 42.04
Exxon Mobil Corporation (XOM) 0.6 $592k 4.9k 120.34
Fortinet (FTNT) 0.5 $570k 7.2k 79.41
Jpmorgan Municipal Etf Etf (JMUB) 0.5 $530k 11k 50.50
Goldman Sachs (GS) 0.5 $527k 600.00 879.00
Franklin Dynamic Municplbond Etf Etf (FLMI) 0.5 $496k 20k 24.87
T Rowe Price Intrnl Equity Etf Etf (TOUS) 0.5 $492k 14k 34.50
Palantir Technologies Com Cl A (PLTR) 0.4 $427k 2.4k 177.75
Corning Incorporated (GLW) 0.4 $390k 4.5k 87.56
Oracle Corporation (ORCL) 0.4 $387k 2.0k 194.91
Merck & Co (MRK) 0.4 $385k 3.7k 105.26
Johnson & Johnson (JNJ) 0.4 $382k 1.8k 206.95
American Express Company (AXP) 0.4 $378k 1.0k 369.95
Home Depot (HD) 0.4 $378k 1.1k 344.10
Ishares Expanded Tech Sector Etf Etf (IGM) 0.3 $359k 2.8k 129.14
Vanguard S&p 500 Etf Etf (VOO) 0.3 $357k 569.00 627.13
Berkshire Hathaway Com Cl B (BRK.B) 0.3 $352k 700.00 502.65
Bank of New York Mellon Corporation (BK) 0.3 $343k 3.0k 116.09
Wal-Mart Stores (WMT) 0.3 $320k 2.9k 111.41
Pepsi (PEP) 0.3 $310k 2.2k 143.52
Alphabet Com Cl A (GOOGL) 0.3 $305k 974.00 313.00
Palo Alto Networks (PANW) 0.3 $295k 1.6k 184.20
Moody's Corporation (MCO) 0.2 $255k 500.00 510.85
Invsc S P 500 Equal Weight Etf Etf (RSP) 0.2 $255k 1.3k 191.53
Caterpillar (CAT) 0.2 $250k 437.00 572.87
Abbott Laboratories (ABT) 0.2 $232k 1.9k 125.29
General Electric (GE) 0.2 $231k 750.00 308.03
Jpmorgan Short Duration Core Plu Etf Etf (JSCP) 0.2 $198k 4.2k 47.55
Pimco Enhanced Shrt Maturty Actv Etf Etf (MINT) 0.2 $188k 1.9k 100.34
TJX Companies (TJX) 0.2 $184k 1.2k 153.61
Ishares New York Muni Bond Etf Etf (NYF) 0.2 $177k 3.3k 53.51
Cisco Systems (CSCO) 0.1 $154k 2.0k 77.03
Coca-Cola Company (KO) 0.1 $151k 2.2k 69.91
Automatic Data Processing (ADP) 0.1 $146k 566.00 257.23
Colgate-Palmolive Company (CL) 0.1 $143k 1.8k 79.02
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $138k 1.1k 123.26
Progressive Corporation (PGR) 0.1 $137k 600.00 227.72
Qualcomm (QCOM) 0.1 $129k 751.00 171.05
Mastercard Com Cl A (MA) 0.1 $128k 225.00 570.88
Pfizer (PFE) 0.1 $128k 5.1k 24.90
Ge Vernova (GEV) 0.1 $122k 187.00 653.57
Invsc Qqq Trust Srs 1 Etf Etf (QQQ) 0.1 $120k 195.00 614.31
Ameriprise Financial (AMP) 0.1 $118k 241.00 490.34
Xtrckr Msci Al Wrld Ex Us Hdgd Etf Etf (DBAW) 0.1 $114k 2.8k 41.22
Ishares 0 1 Year Treasury Bond Etf Etf (SHV) 0.1 $114k 1.0k 110.15
Walt Disney Company (DIS) 0.1 $114k 1.0k 113.77
Costco Wholesale Corporation (COST) 0.1 $111k 129.00 862.34
Blackrock (BLK) 0.1 $107k 100.00 1070.34
Jpmorgan Ultra Short Income Etf Etf (JPST) 0.1 $99k 2.0k 50.60
Procter & Gamble Company (PG) 0.1 $95k 666.00 143.31
Republic Services (RSG) 0.1 $92k 433.00 211.93
Ishares 1-3 Year Treasrybond Etf Etf (SHY) 0.1 $91k 1.1k 82.82
Nyli Mackay Muni Intermediate Etf Etf (MMIT) 0.1 $90k 3.7k 24.33
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $86k 1.5k 57.25
Bank of America Corporation (BAC) 0.1 $85k 1.6k 55.00
Vanguard Mid Cap Growth Etf Etf (VOT) 0.1 $84k 300.00 279.14
State Street Spdr S&p Div Etf Etf (SDY) 0.1 $84k 600.00 139.16
Servicenow (NOW) 0.1 $77k 500.00 153.19
Chevron Corporation (CVX) 0.1 $73k 478.00 152.41
Intel Corporation (INTC) 0.1 $68k 1.8k 36.90
Vaneck Clo Etf Etf (CLOI) 0.1 $62k 1.2k 52.83
Thermo Fisher Scientific (TMO) 0.1 $58k 100.00 579.45
Wisdomtree European Opp Etf Etf (OPPE) 0.1 $58k 1.1k 51.37
Eastman Chemical Company (EMN) 0.1 $56k 872.00 63.83
Ares Mgmt Corp Com Cl A (ARES) 0.0 $49k 300.00 161.63
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.0 $49k 2.0k 24.23
Nextera Energy (NEE) 0.0 $48k 600.00 80.28
At&t (T) 0.0 $47k 1.9k 24.84
Eversource Energy (ES) 0.0 $47k 697.00 67.33
SLB Ord (SLB) 0.0 $46k 1.2k 38.38
Nyli Mackay Muni Insuredetf Etf (MMIN) 0.0 $46k 1.9k 23.94
Raytheon Technologies Corp (RTX) 0.0 $45k 245.00 183.40
Franklin Intl Low Volatility Hig Etf Etf (LVHI) 0.0 $44k 1.2k 36.82
Cadence Bank 0.0 $43k 1.0k 42.84
Eli Lilly & Co. (LLY) 0.0 $42k 39.00 1074.69
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $41k 194.00 212.07
Gilead Sciences (GILD) 0.0 $41k 335.00 122.74
Duke Energy (DUK) 0.0 $35k 300.00 117.21
Adobe Systems Incorporated (ADBE) 0.0 $35k 100.00 349.99
Accenture Plc Ireland Com Cl A (ACN) 0.0 $31k 117.00 268.30
State Street Corporation (STT) 0.0 $28k 216.00 129.01
3M Company (MMM) 0.0 $24k 150.00 160.10
Ge Healthcare Technologies I (GEHC) 0.0 $21k 250.00 82.02
Verizon Communications (VZ) 0.0 $19k 471.00 40.73
Dow (DOW) 0.0 $14k 589.00 23.38
Public Service Enterprise (PEG) 0.0 $12k 150.00 80.30
Nyli Ftse Intrnl Eqt Curntl Etf Etf (HFXI) 0.0 $9.7k 300.00 32.45
Bndblxx Blmbrg 1 Yr Trg Us Tr Etf Etf (XONE) 0.0 $5.0k 100.00 49.54