Peck Wealth Management

Peck Wealth Management as of March 31, 2026

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