Peck Wealth Management, LLC 13F Holdings · Q2 2026
Peck Wealth Management, LLC reported 127 securities worth $118.69M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (9.17%), AAPL (6.96%), USFR (3.84%). Among its top 25 positions this quarter: 1 new, 12 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $10.9M | 9.17% | 29,404 | Trimmed |
| 2 | AAPL | APPLE INC | $8.3M | 6.96% | 28,532 | Trimmed |
| 3 | USFR | WISDOMTREE FLOATING RATETREASURY FUND | $4.6M | 3.84% | 90,481 | Added |
| 4 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $4.0M | 3.41% | 55,982 | Added |
| 5 | JPIE | JPMORGAN INCOME ETF | $3.8M | 3.19% | 82,302 | Trimmed |
| 6 | PPA | INVESCO AEROSPACE & DEFENSE ETF | $3.6M | 3.03% | 20,353 | Added |
| 7 | PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $3.4M | 2.83% | 56,913 | Added |
| 8 | PWB | INVESCO LARGE CAP GROWTHETF | $3.1M | 2.57% | 18,142 | Added |
| 9 | NVDA | NVIDIA CORP | $2.9M | 2.45% | 14,531 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $2.8M | 2.37% | 7,548 | Trimmed |
| 11 | AMZN | AMAZON.COM INC | $2.8M | 2.35% | 11,717 | Hold |
| 12 | IBM | IBM CORP | $2.6M | 2.17% | 9,165 | Trimmed |
| 13 | PVAL | PUTNAM FOCUSED LARGE CAPVALUE ETF | $2.6M | 2.16% | 50,435 | Added |
| 14 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2.5M | 2.09% | 24,605 | Added |
| 15 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF | $2.4M | 2.01% | 28,888 | Trimmed |
| 16 | TSLA | TESLA INC | $2.2M | 1.84% | 5,180 | Hold |
| 17 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $2.1M | 1.80% | 9,006 | Hold |
| 18 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $2.1M | 1.77% | 2,808 | Hold |
| 19 | IEUR | ISHARES CORE MSCI EUROPEETF | $2.0M | 1.71% | 27,045 | Trimmed |
| 20 | HFXI | NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | $2.0M | 1.69% | 52,607 | New |
| 21 | RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $2.0M | 1.67% | 37,045 | Added |
| 22 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $1.9M | 1.63% | 27,229 | Added |
| 23 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.9M | 1.62% | 21,885 | Added |
| 24 | IWB | ISHARES RUSSELL 1000 ETF | $1.8M | 1.48% | 4,291 | Added |
| 25 | JTEK | JPMORGAN U.S. TECH LEADERS ETF | $1.8M | 1.48% | 15,745 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR