Peck Wealth Management

Peck Wealth Management as of June 30, 2026

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