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Peck Wealth Management, LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$99.7M

Reporting period: 2026-03-31 · Number of holdings: 122

Peck Wealth Management, LLC disclosed 122 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $99.7M and a quarterly turnover rate of 15.9%.

Personality snowflake

Concentration
11.71
Portfolio Stability
15.89
Momentum/Contrarian
100
Sector conviction
95.89
Diversification
100
Sizing Uniformity
83.89

Recent moves

  • Trim VPU

    -79.7%　-$920.3K

  • Trim MSFT

    0.0%　-$858.6K

  • Trim VGK

    -44.3%　-$638.4K

  • Trim IBM

    -3.1%　-$598.3K

  • Add JPIE

    +6.3%　$210.8K

  • Trim SPYG

    -22.3%　-$494.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other9.48%+0.11%-0.34%
2AAPLApple INCStock-Tech7.42%-0.17%-1.29%
3JPIEJpmorgan Income ETFETF-Other3.85%+0.42%+6.31%
4JQUAJpmorgan US Quality FactorETF-Other3.35%-0.33%-11.72%
5PPAInvesco Aerospace & DefenseETF-Other3.32%+0.36%-0.12%
6NVDANvidia CORPStock-Tech3.22%-0.12%-2.64%
7MSFTMicrosoft CORPStock-Tech2.81%-0.65%—
8JBNDJpmorgan Active Bond ETFETF-Other2.71%—-0.55%
9PAVEGlobal X US InfrastructureETF-Other2.48%+0.33%+2.25%
10AMZNAmazon.com INCStock-Consumer Disc2.45%-0.13%-0.85%
11IBMIntl Business Machines CORPStock-Tech2.30%-0.44%-3.07%
12JIREJpmorgan Int Res Enh EqtyETF-Other2.20%-0.25%-16.30%
13PWBInvesco Large Cap Growth ETFETF-Large Cap & Growth2.14%+0.06%-2.44%
14VIGVanguard Dividend Apprec ETFETF-Other1.94%-0.07%-6.73%
15TSLATesla INCStock-Consumer Disc1.93%-0.27%—
16IEURIshares Core Msci Europe ETFETF-Other1.91%-0.14%-11.32%
17PVALPutnam Focused Lrg Cap ValueETF-Other1.88%—-1.58%
18SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.83%+0.02%—
19SHLDGlobal X Defense Tech ETFETF-Tech1.75%+0.24%+0.19%
20VEAVanguard Ftse Developed ETFETF-Other1.75%+0.37%+16.52%
21OUNZVaneck Merk Gold ETFETF-Commodities1.68%+0.21%-0.67%
22JCPBJpmorgan Core Plus Bond ETFETF-Other1.64%—+1.91%
23IWBIshares Russell 1000 ETFETF-Other1.48%-0.12%-8.51%
24HWMHowmet Aerospace INCStock-Industrials1.43%—-15.40%
25IWFIshares Russell 1000 GrowthETF-Other1.39%-0.13%-3.84%
26USFRWisdomtree Floating Rate TreETF-Other1.39%+1.39%NEW
27SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth1.37%—-1.20%
28MOATVaneck Morningstar Wide MoatETF-Other1.29%-0.14%-8.88%
29SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth1.23%-0.40%-22.30%
30IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.21%-0.01%-1.65%
31JPMJpmorgan Chase & CoStock-Financials1.14%-0.09%-4.94%
32GOOGAlphabet Inc-cl CStock-Comm Services1.14%-0.03%—
33DGRWWisdomtree U.s. Quality DiviETF-Other1.11%—-4.55%
34SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth1.05%—-5.14%
35XOMExxon Mobil CORPStock-Energy0.84%+0.28%—
36FLMIFranklin Dynamic Municipal BETF-Other0.78%+0.31%+57.88%
37VGKVanguard Ftse Europe ETFETF-Other0.78%-0.56%-44.25%
38AVDEAvantis International EquityETF-Other0.73%+0.73%NEW
39IWDIshares Russell 1000 Value EETF-Other0.71%——
40IJHIshares Core S&p Midcap ETFETF-Other0.70%—-8.79%
41AVGOBroadcom INCStock-Tech0.64%-0.03%—
42PTRBPgim Total Return Bond ETFETF-Other0.62%—+5.01%
43VVisa Inc-class A SharesStock-Financials0.61%-0.10%-5.87%
44JTEKJpmorgan US Tech LeadersETF-Tech0.60%-0.12%-11.82%
45FTNTFortinet INCStock-Tech0.59%——
46JMUBJpmorgan Municipal ETFETF-Other0.53%—+0.28%
47GSGoldman Sachs Group INCStock-Financials0.51%——
48SPGIS&p Global INCStock-Financials0.48%-0.13%-8.12%
49RSPAInvesco S&p 500 Ew Income AdETF-Large Cap & Growth0.47%+0.47%NEW
50JNJJohnson & JohnsonStock-Healthcare0.45%——
1–50 of 122

Holding changes this quarter

Peck Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: Wisdomtree Floating Rate Tre (USFR); New buy: Avantis International Equity (AVDE); New buy: Invesco S&p 500 Ew Income Ad (RSPA); Sold out: Palo Alto Networks INC (PANW); Sold out: Progressive CORP (PGR).

Position changes disclosed by Peck Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1JPIEJpmorgan Income ETF+0.4%+6.31%Add
2VEAVanguard Ftse Developed ETF+0.4%+16.52%Add
3PPAInvesco Aerospace & Defense+0.4%-0.12%Trim
4PAVEGlobal X US Infrastructure+0.3%+2.25%Add
5FLMIFranklin Dynamic Municipal B+0.3%+57.88%Add
6XOMExxon Mobil CORP+0.3%—Unchanged
7JSCPJpmorgan Short Duration Core+0.3%+121.19%Add
8SHLDGlobal X Defense Tech ETF+0.2%+0.19%Add
9OUNZVaneck Merk Gold ETF+0.2%-0.67%Trim
10VTIVanguard Total Stock Mkt ETF+0.1%-0.34%Trim
11NYFIshares New York Muni Bond E+0.1%+59.85%Add
12PWBInvesco Large Cap Growth ETF+0.1%-2.44%Trim
13SPYSs Spdr S&p 500 ETF Trust-us0%—Unchanged
14SPYMSte Str Spdr Pt S&p 500 ETF—-1.20%Trim
15DGRWWisdomtree U.s. Quality Divi—-4.55%Trim
16IVVIshares Core S&p 500 ETF0%-1.65%Trim
17GOOGAlphabet Inc-cl C0%—Unchanged
18AVGOBroadcom INC0%—Unchanged
19PLTRPalantir Technologies Inc-a-0.1%—Unchanged
20HDHome Depot INC-0.1%-18.23%Trim
21VIGVanguard Dividend Apprec ETF-0.1%-6.73%Trim
22JPMJpmorgan Chase & Co-0.1%-4.94%Trim
23AXPAmerican Express Co-0.1%-11.94%Trim
24VVisa Inc-class A Shares-0.1%-5.87%Trim
25ABTAbbott Laboratories-0.1%-43.24%Trim
26NVDANvidia CORP-0.1%-2.64%Trim
27IWBIshares Russell 1000 ETF-0.1%-8.51%Trim
28JTEKJpmorgan US Tech Leaders-0.1%-11.82%Trim
29AMZNAmazon.com INC-0.1%-0.85%Trim
30IWFIshares Russell 1000 Growth-0.1%-3.84%Trim
31SPGIS&p Global INC-0.1%-8.12%Trim
32IEURIshares Core Msci Europe ETF-0.1%-11.32%Trim
33MOATVaneck Morningstar Wide Moat-0.1%-8.88%Trim
34AAPLApple INC-0.2%-1.29%Trim
35ORCLOracle CORP-0.2%-55.44%Trim
36JIREJpmorgan Int Res Enh Eqty-0.3%-16.30%Trim
37TSLATesla INC-0.3%—Unchanged
38JQUAJpmorgan US Quality Factor-0.3%-11.72%Trim
39SPYGSs Spdr P S&p 500 Growth ETF-0.4%-22.30%Trim
40IBMIntl Business Machines CORP-0.4%-3.07%Trim
41VGKVanguard Ftse Europe ETF-0.6%-44.25%Trim
42MSFTMicrosoft CORP-0.7%—Unchanged
43VPUVanguard Utilities ETF-0.9%-79.66%Trim
44USFRWisdomtree Floating Rate Tre—NEWNew buy
45AVDEAvantis International Equity—NEWNew buy
46RSPAInvesco S&p 500 Ew Income Ad—NEWNew buy
47PANWPalo Alto Networks INC—EXITSold out
48PGRProgressive CORP—EXITSold out
49DBAWXtrackers Msci All World Ex—EXITSold out
50VOTVanguard Mid-cap Growth ETF—EXITSold out

FAQ

What is Peck Wealth Management, LLC and what type of investor is it?
Peck Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $99.7M, spread across 122 disclosed positions.
What are Peck Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Peck Wealth Management, LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $9.4M (9.5%) 2. Apple INC (AAPL) — $7.4M (7.4%) 3. Jpmorgan Income ETF (JPIE) — $3.8M (3.9%) 4. Jpmorgan US Quality Factor (JQUA) — $3.3M (3.4%) 5. Invesco Aerospace & Defense (PPA) — $3.3M (3.3%)
What changes did Peck Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Peck Wealth Management, LLC made 43 notable position adjustments: 3 new positions were initiated, 7 existing holdings were added to, 29 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Wisdomtree Floating Rate Tre (USFR); New buy: Avantis International Equity (AVDE); New buy: Invesco S&p 500 Ew Income Ad (RSPA); Sold out: Palo Alto Networks INC (PANW); Sold out: Progressive CORP (PGR)
What sectors does Peck Wealth Management, LLC focus on?
Peck Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 52.5% • Consumer Discretionary: 13.9% • Financials: 12.2% • Industrials: 6.3% • Communication Services: 4.5% • Health Care: 3.6%