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Peck Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2135125 · latest 13F-HR filed 2026-05-13

Backtest portfolio

Peck Wealth Management, LLC manages $99.7M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (9.48%), AAPL (7.42%), JPIE (3.85%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 10, added to 28, and trimmed 55.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$99.7M

Long-equity book

Holdings

122

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+3 / −10 / ↑28 / ↓55

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES$284.8K +19.5%
  • FRANKLIN DYNAMIC MUNICIPAL BOND ETF$284.7K +57.4%
  • EXXON MOBIL CORP$242.5K +41.0%
  • JPMORGAN SHORT DURATION CORE PLUS ETF$237.8K +120.0%
  • JPMORGAN INCOME ETF$210.8K +5.8%
Show all 28 →

Top Trims

  • VANGUARD UTILITIES INDEXFUND ETF SHARES-$920.3K -78.2%
  • MICROSOFT CORP-$858.6K -23.5%
  • VANGUARD FTSE EUROPE ETF-$638.4K -45.0%
  • APPLE INC-$630.5K -7.9%
  • IBM CORP-$598.3K -20.7%
Show all 55 →

New Positions

  • WISDOMTREE FLOATING RATETREASURY FUND$1.4M
  • AVANTIS INTERNATIONAL EQUITY ETF$731.4K
  • INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF$464.0K
Show all 3 →

Exited Positions

  • PALO ALTO NETWORKS INC$294.7K
  • PROGRESSIVE CORP OH$136.6K
  • XTRCKR MSCI AL WRLD EX US HDGD ETF$114.1K
  • VANGUARD MID CAP GROWTH ETF$83.7K
  • VANECK CLO ETF$61.6K
Show all 10 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES VTI 922908769 $9.4M 9.48% 29,454 SH
2 APPLE INC AAPL 037833100 $7.4M 7.42% 29,142 SH
3 JPMORGAN INCOME ETF JPIE 46641Q159 $3.8M 3.85% 83,383 SH
4 JPMORGAN U.S. QUALITY FACTOR ETF JQUA 46641Q761 $3.3M 3.35% 54,392 SH
5 INVESCO AEROSPACE & DEFENSE ETF PPA 46137V100 $3.3M 3.32% 19,978 SH
6 NVIDIA CORP NVDA 67066G104 $3.2M 3.22% 18,431 SH
7 MICROSOFT CORP MSFT 594918104 $2.8M 2.81% 7,568 SH
8 JPMORGAN ACTIVE BOND ETF JBND 46654Q716 $2.7M 2.71% 50,250 SH
9 GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF PAVE 37954Y673 $2.5M 2.48% 48,740 SH
10 AMAZON.COM INC AMZN 023135106 $2.4M 2.45% 11,717 SH
11 IBM CORP IBM 459200101 $2.3M 2.30% 9,465 SH
12 JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF JIRE 46641Q134 $2.2M 2.20% 28,988 SH
13 INVESCO LARGE CAP GROWTHETF PWB 46137V746 $2.1M 2.14% 16,919 SH
14 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES VIG 921908844 $1.9M 1.94% 9,006 SH
15 TESLA INC TSLA 88160R101 $1.9M 1.93% 5,180 SH
16 ISHARES CORE MSCI EUROPEETF IEUR 46434V738 $1.9M 1.91% 27,100 SH
17 PUTNAM FOCUSED LARGE CAPVALUE ETF PVAL 746729300 $1.9M 1.88% 40,422 SH
18 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $1.8M 1.83% 2,808 SH
19 GLOBAL X DEFENSE TECH ETF SHLD 37960A529 $1.7M 1.75% 24,664 SH
20 VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES VEA 921943858 $1.7M 1.75% 27,206 SH
21 VANECK MERK GOLD TRUST OUNZ 921078101 $1.7M 1.68% 37,250 SH
22 JPMORGAN CORE PLUS BOND ETF JCPB 46641Q670 $1.6M 1.64% 34,674 SH
23 ISHARES RUSSELL 1000 ETF IWB 464287622 $1.5M 1.48% 4,150 SH
24 HOWMET AEROSPACE INC HWM 443201108 $1.4M 1.43% 6,178 SH
25 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $1.4M 1.39% 3,255 SH
26 WISDOMTREE FLOATING RATETREASURY FUND USFR 97717Y527 $1.4M 1.39% 27,525 SH
27 STATE STREET SPDR PORTFOLIO S&P 500 ETF SPYM 78464A854 $1.4M 1.37% 17,863 SH
28 VANECK MORNINGSTAR WIDE MOAT ETF MOAT 92189F643 $1.3M 1.29% 13,344 SH
29 STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF SPYG 78464A409 $1.2M 1.23% 12,544 SH
30 ISHARES CORE S&P 500 ETF IVV 464287200 $1.2M 1.21% 1,846 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $1.1M 1.14% 3,852 SH
32 ALPHABET INC GOOG 02079K107 $1.1M 1.14% 3,946 SH
33 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND DGRW 97717X669 $1.1M 1.11% 12,581 SH
34 STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF SPYV 78464A508 $1.0M 1.05% 18,450 SH
35 EXXON MOBIL CORP XOM 30231G102 $834.0K 0.84% 4,916 SH
36 FRANKLIN DYNAMIC MUNICIPAL BOND ETF FLMI 35473P868 $781.0K 0.78% 31,505 SH
37 VANGUARD FTSE EUROPE ETF VGK 922042874 $778.9K 0.78% 9,450 SH
38 AVANTIS INTERNATIONAL EQUITY ETF AVDE 025072703 $731.4K 0.73% 8,621 SH
39 ISHARES RUSSELL 1000 VALUE ETF IWD 464287598 $712.8K 0.71% 3,336 SH
40 ISHARES CORE S&P MID-CAPETF IJH 464287507 $701.0K 0.70% 10,380 SH
41 BROADCOM INC AVGO 11135F101 $634.5K 0.64% 2,050 SH
42 PGIM TOTAL RETURN BOND ETF PAAA 69344A800 $622.6K 0.62% 14,998 SH
43 VISA INC V 92826C839 $605.4K 0.61% 2,003 SH
44 JPMORGAN U.S. TECH LEADERS ETF JTEK 46654Q732 $593.4K 0.60% 7,460 SH
45 FORTINET INC FTNT 34959E109 $586.3K 0.59% 7,175 SH
46 JPMORGAN MUNICIPAL ETF JMUB 46641Q647 $526.4K 0.53% 10,531 SH
47 GOLDMAN SACHS GROUP INC GS 38141G104 $507.6K 0.51% 600 SH
48 S&P GLOBAL INC SPGI 78409V104 $481.5K 0.48% 1,132 SH
49 INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF RSPA 46090A697 $464.0K 0.47% 9,280 SH
50 JOHNSON & JOHNSON JNJ 478160104 $450.7K 0.45% 1,844 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $99.7M 122 0002135125-26-000003
2025-12-31 2026-05-13 $105.7M 129 0002135125-26-000002