Peck Wealth Management, LLC Top Holdings and 13F Report (2026)

About Peck Wealth Management, LLC

Investment Activity

Peck Wealth Management, LLC has $118.69 million in total holdings as of June 30, 2026.
Peck Wealth Management, LLC owns shares of 127 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 13.62% of the portfolio was purchased this quarter.
About 5.93% of the portfolio was sold this quarter.
This quarter, Peck Wealth Management, LLC has purchased 122 new stocks and bought additional shares in 22 stocks.
Peck Wealth Management, LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $10,880,668
Apple: $8,256,076
WisdomTree Floating Rate Treasury Fund: $4,555,718
JPMorgan U.S. Quality Factor ETF: $4,046,382
JPMorgan Income ETF: $3,789,988

Largest New Holdings this Quarter

45409B560 - NYLI FTSE International Equity Currency Neutral ETF: $2,003,801 Holding
92189H748 - VanEck CLO ETF: $1,714,256 Holding
37960A370 - GLOBAL X U.S. ELECTRIFICATION ETF: $302,838 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $251,373 Holding
808524862 - Schwab Short-Term U.S. Treasury ETF: $96,560 Holding

Largest Purchases this Quarter

WisdomTree Floating Rate Treasury Fund: 62,956 shares (about $3.17M)
PIMCO Enhanced Short Maturity Exchange-Traded Fund: 22,265 shares (about $2.24M)
NYLI FTSE International Equity Currency Neutral ETF: 52,607 shares (about $2.00M)
VanEck CLO ETF: 32,375 shares (about $1.71M)
INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF: 27,765 shares (about $1.48M)

Largest Sales this Quarter

JPMORGAN ACTIVE BOND ETF: 49,754 shares (about $2.66M)
JPMorgan Core Plus Bond ETF: 21,106 shares (about $990.71K)
NVIDIA: 3,900 shares (about $780.37K)
GLOBAL X DEFENSE TECH ETF: 6,601 shares (about $394.14K)
Corning: 1,200 shares (about $306.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$10,880,668	$18,502 â–¼	-0.2%	29,404	9.2%	ETF
AAPL Apple	$8,256,076	$176,511 â–¼	-2.1%	28,532	7.0%	Technology
USFR WisdomTree Floating Rate Treasury Fund	$4,555,718	$3,169,834 â–²	228.7%	90,481	3.8%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$4,046,382	$114,925 â–²	2.9%	55,982	3.4%	ETF
JPIE JPMorgan Income ETF	$3,789,988	$49,780 â–¼	-1.3%	82,302	3.2%	ETF
PPA Invesco Aerospace & Defense ETF	$3,595,326	$66,243 â–²	1.9%	20,353	3.0%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$3,353,319	$481,554 â–²	16.8%	56,913	2.8%	ETF
PWB Invesco Large Cap Growth ETF	$3,056,217	$206,028 â–²	7.2%	18,142	2.6%	ETF
NVDA NVIDIA	$2,907,560	$780,365 â–¼	-21.2%	14,531	2.4%	Technology
MSFT Microsoft	$2,815,555	$7,460 â–¼	-0.3%	7,548	2.4%	Technology
AMZN Amazon.com	$2,792,630		0.0%	11,717	2.4%	Consumer Discretionary
IBM International Business Machines	$2,577,290	$84,363 â–¼	-3.2%	9,165	2.2%	Technology
PVAL Putnam Focused Large Cap Value ETF	$2,569,674	$510,164 â–²	24.8%	50,435	2.2%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$2,480,430	$2,244,535 â–²	951.5%	24,605	2.1%	ETF
JIRE JPMorgan International Research Enhanced Equity ETF	$2,382,936	$8,249 â–¼	-0.3%	28,888	2.0%	ETF
TSLA Tesla	$2,178,708		0.0%	5,180	1.8%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$2,130,999		0.0%	9,006	1.8%	ETF
SPY SPDR S&P 500 ETF Trust	$2,096,930		0.0%	2,808	1.8%	ETF
IEUR iShares Core MSCI Europe ETF	$2,032,991	$4,134 â–¼	-0.2%	27,045	1.7%	ETF
HFXI NYLI FTSE International Equity Currency Neutral ETF	$2,003,801	$2,003,801 â–²	New Holding	52,607	1.7%	ETF
INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF	$1,976,351	$1,481,263 â–²	299.2%	37,045	1.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,940,097	$1,639 â–²	0.1%	27,229	1.6%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,923,214	$353,446 â–²	22.5%	21,885	1.6%	ETF
IWB iShares Russell 1000 ETF	$1,757,007	$57,734 â–²	3.4%	4,291	1.5%	ETF
JPMORGAN U.S. TECH LEADERS ETF	$1,756,380	$924,205 â–²	111.1%	15,745	1.5%	ETF
CLOI VanEck CLO ETF	$1,714,256	$1,714,256 â–²	New Holding	32,375	1.4%	ETF
HWM Howmet Aerospace	$1,621,798	$39,254 â–¼	-2.4%	6,032	1.4%	Industrials
IWF iShares Russell 1000 Growth ETF	$1,603,892	$1,199,722 â–²	296.8%	12,917	1.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,526,597	$34,030 â–²	2.3%	12,830	1.3%	ETF
OUNZ VanEck Merk Gold ETF	$1,429,760	$7,718 â–¼	-0.5%	37,050	1.2%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$1,387,249		0.0%	13,344	1.2%	ETF
IVV iShares Core S&P 500 ETF	$1,378,691	$3,744 â–¼	-0.3%	1,841	1.2%	ETF
GOOG Alphabet	$1,358,907	$35,333 â–¼	-2.5%	3,846	1.1%	Communication Services
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,202,983		0.0%	12,581	1.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$1,121,585		0.0%	18,450	0.9%	ETF
FTNT Fortinet	$1,102,224		0.0%	7,175	0.9%	Technology
JPM JPMorgan Chase & Co.	$1,097,210	$163,665 â–¼	-13.0%	3,352	0.9%	Finance
GLOBAL X DEFENSE TECH ETF	$1,078,524	$394,139 â–¼	-26.8%	18,063	0.9%	ETF
FLMI Franklin Dynamic Municipal Bond ETF	$828,219	$35,238 â–²	4.4%	32,905	0.7%	ETF
IWD iShares Russell 1000 Value ETF	$808,746		0.0%	3,336	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$800,402		0.0%	10,380	0.7%	ETF
AVGO Broadcom	$774,388		0.0%	2,050	0.7%	Technology
JSCP JPMorgan Short Duration Core Plus ETF	$771,365	$336,842 â–²	77.5%	16,362	0.6%	ETF
V Visa	$687,209		0.0%	2,003	0.6%	Finance
XOM ExxonMobil	$672,116		0.0%	4,916	0.6%	Energy
AVDE Avantis International Equity ETF	$670,804	$98,212 â–¼	-12.8%	7,520	0.6%	ETF
VGK Vanguard FTSE Europe ETF	$639,346	$197,355 â–¼	-23.6%	7,221	0.5%	ETF
JCPB JPMorgan Core Plus Bond ETF	$636,878	$990,710 â–¼	-60.9%	13,568	0.5%	ETF
GS The Goldman Sachs Group	$596,708	$10,114 â–¼	-1.7%	590	0.5%	Finance
TOUS T. Rowe Price International Equity ETF	$500,252		0.0%	13,038	0.4%	ETF
MRK Merck & Co., Inc.	$470,182		0.0%	3,659	0.4%	Healthcare
JNJ Johnson & Johnson	$468,321		0.0%	1,844	0.4%	Healthcare
CAT Caterpillar	$465,361		0.0%	437	0.4%	Industrials
SPGI S&P Global	$461,018		0.0%	1,132	0.4%	Finance
IGM iShares Expanded Tech Sector ETF	$454,049		0.0%	2,776	0.4%	ETF
BANK NEW YORK MELLON COR	$427,178		0.0%	2,954	0.4%	COM
GLW Corning	$423,305	$306,558 â–¼	-42.0%	1,657	0.4%	Technology
VOO Vanguard S&P 500 ETF	$390,795		0.0%	569	0.3%	ETF
BRK.B Berkshire Hathaway	$350,273		0.0%	700	0.3%	Finance
GOOGL Alphabet	$348,078		0.0%	974	0.3%	Communication Services
JMUB JPMorgan Municipal ETF	$342,428	$191,020 â–¼	-35.8%	6,760	0.3%	ETF
SHV iShares Short Treasury Bond ETF	$342,085	$227,873 â–²	199.5%	3,100	0.3%	ETF
HD Home Depot	$316,354		0.0%	897	0.3%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$315,009	$35,001 â–²	12.5%	2,700	0.3%	COM CL A
AXP American Express	$304,425		0.0%	900	0.3%	Finance
WALMART INC	$302,857		0.0%	2,674	0.3%	COM
GLOBAL X U.S. ELECTRIFICATION ETF	$302,838	$302,838 â–²	New Holding	8,750	0.3%	ETF
PEP PepsiCo	$292,735		0.0%	2,162	0.2%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$287,836	$4,255 â–²	1.5%	1,353	0.2%	ETF
GE GE Aerospace	$280,298		0.0%	750	0.2%	Industrials
NYF iShares New York Muni Bond ETF	$273,568	$10,781 â–¼	-3.8%	5,075	0.2%	ETF
INTC Intel	$255,802		0.0%	1,832	0.2%	Technology
VPU Vanguard Utilities ETF	$253,025		0.0%	1,293	0.2%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$251,373	$251,373 â–²	New Holding	2,497	0.2%	ETF
CSCO Cisco Systems	$234,920		0.0%	2,000	0.2%	Technology
MMIN NYLI MacKay Municipal Insured ETF	$220,311	$174,312 â–²	378.9%	9,100	0.2%	ETF
GE VERNOVA INC	$219,699		0.0%	187	0.2%	COM
TJX TJX Companies	$181,800		0.0%	1,200	0.2%	Consumer Discretionary
MCO Moody's	$181,168	$45,292 â–¼	-20.0%	400	0.2%	Finance
KO CocaCola	$167,660		0.0%	2,063	0.1%	Consumer Staples
CL Colgate-Palmolive	$165,849		0.0%	1,809	0.1%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$153,896		0.0%	1,119	0.1%	ETF
QQQ Invesco QQQ	$143,598		0.0%	195	0.1%	ETF
QCOM Qualcomm	$138,777		0.0%	751	0.1%	Technology
ORCL Oracle	$129,550		0.0%	884	0.1%	Technology
ADP Automatic Data Processing	$126,756		0.0%	566	0.1%	Industrials
MMIT NYLI MacKay Shields Municipal Intermediate ETF	$124,185	$34,090 â–²	37.8%	5,100	0.1%	ETF
COST Costco Wholesale	$120,676		0.0%	129	0.1%	Consumer Staples
PFE Pfizer	$99,186	$24,080 â–¼	-19.5%	4,119	0.1%	Healthcare
JPST JPMorgan Ultra-Short Income ETF	$99,035		0.0%	1,958	0.1%	ETF
PG Procter & Gamble	$97,662		0.0%	666	0.1%	Consumer Staples
SCHO Schwab Short-Term U.S. Treasury ETF	$96,560	$96,560 â–²	New Holding	4,000	0.1%	ETF
DIS Walt Disney	$96,250		0.0%	1,000	0.1%	Communication Services
BLACKROCK INC NEW	$96,156		0.0%	100	0.1%	COM
ABT Abbott Laboratories	$95,277		0.0%	1,050	0.1%	Healthcare
AMP Ameriprise Financial	$91,752		0.0%	200	0.1%	Finance
SDY SPDR S&P Dividend ETF	$91,308		0.0%	600	0.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$91,021	$5,985 â–²	7.0%	1,612	0.1%	ETF
BAC Bank of America	$79,772		0.0%	1,400	0.1%	Finance
CVX Chevron	$79,233		0.0%	478	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Peck Wealth Management, LLC Top Holdings and 13F Report (2026)

About Peck Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Peck Wealth Management, LLC Top Holdings and 13F Report (2026)

About Peck Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeck Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools