Peck Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$99.7M
Q ending 2026-03-31
Prior quarter
$105.7M
Q ending 2025-12-31
Change
-5.7% QoQ
Positions
122
reported holdings
Largest positions
Top 100 of 122 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Total Stock Market Index | VTI | Shares | $9.4M | 29K |
| Apple Inc | AAPL | Shares | $7.4M | 29K |
| Jpmorgan Income Etf | JPIE | Shares | $3.8M | 83K |
| Jpmorgan U.S. Quality Factor Etf | JQUA | Shares | $3.3M | 54K |
| Invesco Aerospace & Defense Etf | PPA | Shares | $3.3M | 20K |
| Nvidia Corp | NVDA | Shares | $3.2M | 18K |
| Microsoft Corp | MSFT | Shares | $2.8M | 8K |
| Jpmorgan Active Bond Etf | JBND | Shares | $2.7M | 50K |
| Global X U.S. Infrastructure Devel | PAVE | Shares | $2.5M | 49K |
| Amazon.Com Inc | AMZN | Shares | $2.4M | 12K |
| Ibm Corp | IBM | Shares | $2.3M | 9K |
| Jpmorgan International Research En | JIRE | Shares | $2.2M | 29K |
| Invesco Large Cap Growthetf | PWB | Shares | $2.1M | 17K |
| Vanguard Dividend Appreciation Ind | VIG | Shares | $1.9M | 9K |
| Tesla Inc | TSLA | Shares | $1.9M | 5K |
| Ishares Core Msci Europeetf | IEUR | Shares | $1.9M | 27K |
| Putnam Focused Large Capvalue Etf | PVAL | Shares | $1.9M | 40K |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $1.8M | 3K |
| Global X Defense Tech Etf | SHLD | Shares | $1.7M | 25K |
| Vanguard Ftse Developed Markets In | VEA | Shares | $1.7M | 27K |
| Vaneck Merk Gold Trust | OUNZ | Shares | $1.7M | 37K |
| Jpmorgan Core Plus Bond Etf | JCPB | Shares | $1.6M | 35K |
| Ishares Russell 1000 Etf | IWB | Shares | $1.5M | 4K |
| Howmet Aerospace Inc | HWM | Shares | $1.4M | 6K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $1.4M | 3K |
| Wisdomtree Floating Ratetreasury F | USFR | Shares | $1.4M | 28K |
| State Street Spdr Portfolio S&P 50 | SPYM | Shares | $1.4M | 18K |
| Vaneck Morningstar Wide Moat Etf | MOAT | Shares | $1.3M | 13K |
| State Street Spdr Portfolio S&P 50 | SPYG | Shares | $1.2M | 13K |
| Ishares Core S&P 500 Etf | IVV | Shares | $1.2M | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $1.1M | 4K |
| Alphabet Inc | GOOG | Shares | $1.1M | 4K |
| Wisdomtree U.S. Quality Dividend G | DGRW | Shares | $1.1M | 13K |
| State Street Spdr Portfolio S&P 50 | SPYV | Shares | $1.0M | 18K |
| Exxon Mobil Corp | XOM | Shares | $834K | 5K |
| Franklin Dynamic Municipal Bond Et | FLMI | Shares | $781K | 32K |
| Vanguard Ftse Europe Etf | VGK | Shares | $779K | 9K |
| Avantis International Equity Etf | AVDE | Shares | $731K | 9K |
| Ishares Russell 1000 Value Etf | IWD | Shares | $713K | 3K |
| Ishares Core S&P Mid-Capetf | IJH | Shares | $701K | 10K |
| Broadcom Inc | AVGO | Shares | $634K | 2K |
| Pgim Total Return Bond Etf | PTRB | Shares | $623K | 15K |
| Visa Inc | V | Shares | $605K | 2K |
| Jpmorgan U.S. Tech Leaders Etf | JTEK | Shares | $593K | 7K |
| Fortinet Inc | FTNT | Shares | $586K | 7K |
| Jpmorgan Municipal Etf | JMUB | Shares | $526K | 11K |
| Goldman Sachs Group Inc | GS | Shares | $508K | 600 |
| S&P Global Inc | SPGI | Shares | $481K | 1K |
| Invesco S&P 500 Equal Weight Incom | RSPA | Shares | $464K | 9K |
| Johnson & Johnson | JNJ | Shares | $451K | 2K |
| T. Rowe Price International Equity | TOUS | Shares | $450K | 13K |
| Merck & Co. Inc. | MRK | Shares | $440K | 4K |
| Jpmorgan Short Duration Core Plus | JSCP | Shares | $436K | 9K |
| Corning Inc | GLW | Shares | $388K | 3K |
| Palantir Technologies Inc | PLTR | Shares | $351K | 2K |
| Bank New York Mellon Cor | BNY | Shares | $350K | 3K |
| Vanguard S&P 500 Etf | VOO | Shares | $340K | 569 |
| Pepsico Inc | PEP | Shares | $336K | 2K |
| Berkshire Hathaway | BRK/B | Shares | $335K | 700 |
| Walmart Inc | WMT | Shares | $332K | 3K |
| Ishares Expanded Tech Sector Etf | IGM | Shares | $329K | 3K |
| Caterpillar Inc | CAT | Shares | $310K | 437 |
| Home Depot Inc | HD | Shares | $295K | 897 |
| Ishares New York Muni Bond Etf | NYF | Shares | $280K | 5K |
| Alphabet Inc | GOOGL | Shares | $280K | 974 |
| American Express Co | AXP | Shares | $272K | 900 |
| Vanguard Utilities Indexfund Etf S | VPU | Shares | $256K | 1K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $256K | 1K |
| Pimco Enhanced Short Maturity Acti | MINT | Shares | $235K | 2K |
| Moodys Corp | MCO | Shares | $218K | 500 |
| Ge Aerospace | GE | Shares | $213K | 750 |
| Tjx Cos Inc New | TJX | Shares | $192K | 1K |
| Ge Vernova Inc | GEV | Shares | $163K | 187 |
| The Coca-Cola Co | KO | Shares | $157K | 2K |
| Cisco Sys Inc | CSCO | Shares | $155K | 2K |
| Colgate Palmolive Co | CL | Shares | $154K | 2K |
| Pfizer Inc | PFE | Shares | $144K | 5K |
| Oracle Corp | ORCL | Shares | $130K | 884 |
| Costco Whsl Corp New | COST | Shares | $129K | 129 |
| Ishares S&P 500 Growth Etf | IVW | Shares | $127K | 1K |
| Automatic Data Processin | ADP | Shares | $115K | 566 |
| Ishares 01 Year Treasurybond Etf | SHV | Shares | $114K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $113K | 195 |
| Abbott Labs | ABT | Shares | $108K | 1K |
| Jpmorgan Ultra-Short Income Etf | JPST | Shares | $99K | 2K |
| Chevron Corp New | CVX | Shares | $99K | 478 |
| Qualcomm Inc | QCOM | Shares | $97K | 751 |
| Disney Walt Co | DIS | Shares | $96K | 1K |
| Procter & Gamble Co | PG | Shares | $96K | 666 |
| Blackrock Inc New | BLK | Shares | $96K | 100 |
| Ishares 1-3 Year Treasury Bond Etf | SHY | Shares | $91K | 1K |
| Nyli Mackay Muni Intermediate Etf | MMIT | Shares | $89K | 4K |
| Ameriprise Finl Inc | AMP | Shares | $89K | 200 |
| State Street Spdr S&P Dividend Etf | SDY | Shares | $88K | 600 |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $85K | 2K |
| Intel Corp | INTC | Shares | $81K | 2K |
| Bank Of America Corp | BAC | Shares | $68K | 1K |
| Mastercard Inc | MA | Shares | $62K | 125 |
| Slb Limited | SLB | Shares | $62K | 1K |
| Wisdomtree European Opportunities | OPPE | Shares | $60K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.