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CIK: 0002135125
Total reported value
$118.7M
$118.7M
122 檔
23.0%
As reported in its official Q1 2026 Form 13F filing, Peck Wealth Management, LLC's tracked investment portfolio stood at $118.7M with 122 total positions.
In Q1 2026, Peck Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.48% | -0.31% | -0.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.42% | -0.46% | -1.29% | |
| 3 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.85% | -0.66% | +6.31% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.35% | +0.06% | -11.72% | |
| 5 | PPA | Invesco Aerospace & Defense | ETF-Other | 3.32% | -0.29% | -0.12% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | -0.77% | -2.64% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.81% | -0.44% | — | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.71% | -2.69% | -0.55% | |
| 9 | PAVE | Global X US Infrastructure | ETF-Other | 2.48% | +0.35% | +2.25% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | -0.10% | -0.85% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.30% | -0.13% | -3.07% | |
| 12 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.20% | -0.19% | -16.30% | |
| 13 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 2.14% | +0.43% | -2.44% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.94% | -0.14% | -6.73% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.93% | -0.09% | — | |
| 16 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.91% | -0.20% | -11.32% | |
| 17 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.88% | +0.28% | -1.58% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.83% | -0.06% | — | |
| 19 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.75% | -0.84% | +0.19% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.75% | -0.12% | +16.52% | |
| 21 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.68% | -0.48% | -0.67% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.64% | -1.10% | +1.91% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.48% | — | -8.51% | |
| 24 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.43% | -0.06% | -15.40% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.39% | -0.04% | -3.84% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.39% | +2.45% | — | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.25% | -1.20% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.29% | -0.12% | -8.88% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.23% | +0.06% | -22.30% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.05% | -1.65% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.22% | -4.94% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | — | — | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.11% | -0.10% | -4.55% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.05% | -0.11% | -5.14% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.27% | — | |
| 36 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.78% | -0.08% | +57.88% | |
| 37 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.78% | -0.24% | -44.25% | |
| 38 | AVDE | Avantis International Equity | ETF-Other | 0.73% | -0.16% | — | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.71% | -0.04% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | -0.03% | -8.79% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.01% | — | |
| 42 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.62% | -0.62% | EXIT | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.03% | -5.87% | |
| 44 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.60% | +0.88% | -11.82% | |
| 45 | FTNT | Fortinet Inc | Stock-Tech | 0.59% | +0.34% | — | |
| 46 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.53% | -0.24% | +0.28% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | -0.01% | — | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.48% | -0.09% | -8.12% | |
| 49 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-Large Cap & Growth | 0.47% | +1.20% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | +0.4% | +6.31% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.4% | +16.52% | Add |
| 3 | PPA | Invesco Aerospace & Defense | +0.4% | -0.12% | Trim |
| 4 | PAVE | Global X US Infrastructure | +0.3% | +2.25% | Add |
| 5 | FLMI | Franklin Dynamic Municipal B | +0.3% | +57.88% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | — | Unchanged |
| 7 | JSCP | Jpmorgan Short Duration Core | +0.3% | +121.19% | Add |
| 8 | SHLD | Global X Defense Tech ETF | +0.2% | +0.19% | Add |
| 9 | OUNZ | Vaneck Merk Gold ETF | +0.2% | -0.67% | Trim |
| 10 | JBND | Jpmorgan Active Bond ETF | +0.1% | -0.55% | Trim |
| 11 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +1.91% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.34% | Trim |
| 13 | NYF | Ishares New York Muni Bond E | +0.1% | +59.85% | Add |
| 14 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | -1.58% | Trim |
| 15 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 16 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 17 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 18 | PWB | Invesco Large Cap Growth ETF | +0.1% | -2.44% | Trim |
| 19 | MINT | Pimco Enhanced Short Maturit | +0.1% | +24.80% | Add |
| 20 | IWD | Ishares Russell 1000 Value E | +0.1% | — | Unchanged |
| 21 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 22 | PTRB | Pgim Total Return Bond ETF | +0.1% | +5.01% | Add |
| 23 | FTNT | Fortinet Inc | +0.1% | — | Unchanged |
| 24 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 25 | CVX | Chevron CORP | 0% | — | Unchanged |
| 26 | WMT | Walmart Inc | 0% | -6.96% | Trim |
| 27 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 28 | JMUB | Jpmorgan Municipal ETF | 0% | +0.28% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 30 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 31 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 32 | SLB | Slb LTD | 0% | — | Unchanged |
| 33 | INTC | Intel CORP | 0% | — | Unchanged |
| 34 | T | At&t Inc | 0% | — | Unchanged |
| 35 | TJX | Tjx Companies Inc | 0% | — | Unchanged |
| 36 | KO | Coca-cola Co/the | 0% | -4.31% | Trim |
| 37 | GLW | Corning Inc | 0% | -35.90% | Trim |
| 38 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 39 | HWM | Howmet Aerospace Inc | 0% | -15.40% | Trim |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | -5.14% | Trim |
| 41 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 43 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 44 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 45 | LVHI | Franklin International Low V | 0% | — | Unchanged |
| 46 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 47 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 48 | OPPE | Wisdomtree European Opport | 0% | — | Unchanged |
| 49 | RTX | Rtx CORP | 0% | — | Unchanged |
| 50 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Peck Wealth Management, LLC reported a total U.S. public equity portfolio value of $118.7M across 122 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, JPIE) accounted for 23.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
USFR
市值: $1.4M
Top Position Liquidated / Trimmed
PANW
前期市值: $294.7K
During Q1 2026, Peck Wealth Management, LLC's top holdings by market value included VTI (9.5%)、AAPL (7.4%)、JPIE (3.9%). The largest single position, VTI, represented 9.5% of total portfolio value.
In Q1 2026, Peck Wealth Management, LLC made 70 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 45 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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