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Peck Wealth Management, LLC

Q4 2025 Holdings

Filed 2026-05-13 | 129 holdings | $105.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ETF(VTI)ETF922908769$9.9M29,5549.4%
Apple Inc(AAPL)COM037833100$8.0M29,5247.6%
JPMorgan U.S. Quality Factor ETF(JQUA)ETF46641Q761$3.9M61,6113.7%
Microsoft Corp(MSFT)COM594918104$3.7M7,5683.5%
JPMorgan Income ETF(JPIE)ETF46641Q159$3.6M78,4333.4%
Nvidia Corp(NVDA)COM67066G104$3.5M18,9313.3%
Invesco Aerospace & Defense ETF(PPA)ETF46137V100$3.1M20,0023.0%
IBM Corp(IBM)COM459200101$2.9M9,7652.7%
JPMorgan Active Bond ETF(JBND)ETF46654Q716$2.7M50,5262.6%
Amazon.com Inc(AMZN)COM023135106$2.7M11,8172.6%
JPMorgan Intern Resrch ENH EQT ETF(JIRE)ETF46641Q134$2.6M34,6342.5%
Tesla Inc(TSLA)COM88160R101$2.3M5,1802.2%
Global X US Infra Dvlpmnt ETF(PAVE)ETF37954Y673$2.3M47,6662.2%
Invesco Large Cap Growthetf(PWB)ETF46137V746$2.2M17,3432.1%
Ishares Core Msci Europeetf(IEUR)ETF46434V738$2.2M30,5602.1%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$2.1M9,6562.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$1.9M2,8081.8%
Putnam Focused Large Capvalue ETF(PVAL)ETF746729300$1.9M41,0721.8%
ST Strt Spdr Prtl S&P 500 GRW ETF IV(SPYG)ETF78464A409$1.7M16,1441.6%
Ishares Russell 1000 ETF(IWB)ETF464287622$1.7M4,5361.6%
JPMorgan Core Plus Bond ETF(JCPB)ETF46641Q670$1.6M34,0241.5%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$1.6M3,3851.5%
Global X Defense Tech ETF(SHLD)ETF37960A529$1.6M24,6171.5%
Vaneck Merk Gold ETF(OUNZ)ETF921078101$1.6M37,5001.5%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$1.5M14,6441.4%
Howmet Aerospace Inc(HWM)COM443201108$1.5M7,3031.4%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$1.5M23,3491.4%
State Street Spdr Portfls&p 500 ETF(SPYM)ETF78464A854$1.5M18,0801.4%
Vanguard Ftse Europe ETF(VGK)ETF922042874$1.4M16,9521.3%
JPMorgan Chase & Co(JPM)COM46625H100$1.3M4,0521.2%
Ishares Core S&P 500 ETF(IVV)ETF464287200$1.3M1,8771.2%
Alphabet Inc(GOOG)COM CL C02079K107$1.2M3,9461.2%
Wisdomtree US QLT DIV GRW ETF(DGRW)ETF97717X669$1.2M13,1811.1%
Vanguard Utilities ETF(VPU)ETF92204A876$1.2M6,3581.1%
ST Strt Spdr Prtfl S&P 500 VL ETF IV(SPYV)ETF78464A508$1.1M19,4501.0%
JPMorgan U S Tech Leaders ETF IV(JTEK)ETF46654Q732$762.0K8,4600.7%
Ishares Core S&P Mid Capetf(IJH)ETF464287507$751.1K11,3800.7%
Visa Inc(V)COM CL A92826C839$746.3K2,1280.7%
Broadcom Inc(AVGO)COM11135F101$709.5K2,0500.7%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$701.7K3,3360.7%
S&P Global Inc(SPGI)COM78409V104$643.8K1,2320.6%
Pgim Total Return Bond ETF(PTRB)ETF69344A800$600.4K14,2830.6%
Exxon Mobil Corp(XOM)COM30231G102$591.6K4,9160.6%
Fortinet Inc(FTNT)COM34959E109$569.8K7,1750.5%
JPMorgan Municipal ETF(JMUB)ETF46641Q647$530.3K10,5020.5%
Goldman Sachs Group Inc(GS)COM38141G104$527.4K6000.5%
Franklin Dynamic Municplbond ETF(FLMI)ETF35473P868$496.3K19,9550.5%
T Rowe Price Intrnl Equity ETF(TOUS)ETF87283Q834$491.9K14,2580.5%
Palantir Technologies Inc(PLTR)COM CL A69608A108$426.6K2,4000.4%
Corning Inc(GLW)COM219350105$390.3K4,4570.4%
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