Peck Wealth Management, LLC
123 holdingsFiling period: 2026-03-31Current AUM: $111.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 29.5K | $9.4M | $10.8M | 9.73% | -100 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 29.1K | $7.4M | $9.0M | 8.08% | -382 | 2026-03-31 |
| 3 | JPIE | JPMORGAN INCOME ETF | 83.4K | $3.8M | $3.8M | 3.43% | +5.0K | 2026-03-31 |
| 4 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 54.4K | $3.3M | $3.9M | 3.52% | -7,219 | 2026-03-31 |
| 5 | PPA | INVESCO AEROSPACE & DEFENSE ETF | 20.0K | $3.3M | $3.5M | 3.13% | -24 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORP | 18.4K | $3.2M | $3.7M | 3.32% | -500 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 7.6K | $2.8M | $3.5M | 3.15% | -- | 2026-03-31 |
| 8 | JBND | JPMORGAN ACTIVE BOND ETF | 50.3K | $2.7M | $2.6M | 2.37% | -276 | 2026-03-31 |
| 9 | PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 48.7K | $2.5M | $2.7M | 2.46% | +1.1K | 2026-03-31 |
| 10 | AMZN | AMAZON.COM INC | 11.7K | $2.4M | $3.2M | 2.85% | -100 | 2026-03-31 |
| 11 | IBM | IBM CORP | 9.5K | $2.3M | $2.1M | 1.90% | -300 | 2026-03-31 |
| 12 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF | 29.0K | $2.2M | $2.4M | 2.17% | -5,646 | 2026-03-31 |
| 13 | PWB | INVESCO LARGE CAP GROWTHETF | 16.9K | $2.1M | $2.6M | 2.32% | -424 | 2026-03-31 |
| 14 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | 9.0K | $1.9M | $2.2M | 1.93% | -650 | 2026-03-31 |
| 15 | TSLA | TESLA INC | 5.2K | $1.9M | $1.6M | 1.45% | -- | 2026-03-31 |
| 16 | IEUR | ISHARES CORE MSCI EUROPEETF | 27.1K | $1.9M | $2.1M | 1.86% | -3,460 | 2026-03-31 |
| 17 | PVAL | PUTNAM FOCUSED LARGE CAPVALUE ETF | 40.4K | $1.9M | $2.2M | 1.94% | -650 | 2026-03-31 |
| 18 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 2.8K | $1.8M | $2.1M | 1.88% | -- | 2026-03-31 |
| 19 | SHLD | GLOBAL X DEFENSE TECH ETF | 24.7K | $1.7M | $1.6M | 1.40% | +47 | 2026-03-31 |
| 20 | VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | 27.2K | $1.7M | $1.9M | 1.72% | +3.9K | 2026-03-31 |
| 21 | OUNZ | VANECK MERK GOLD TRUST | 37.3K | $1.7M | $1.4M | 1.30% | -250 | 2026-03-31 |
| 22 | JCPB | JPMORGAN CORE PLUS BOND ETF | 34.7K | $1.6M | $1.6M | 1.44% | +650 | 2026-03-31 |
| 23 | IWB | ISHARES RUSSELL 1000 ETF | 4.2K | $1.5M | $1.7M | 1.52% | -386 | 2026-03-31 |
| 24 | HWM | HOWMET AEROSPACE INC | 6.2K | $1.4M | $1.7M | 1.56% | -1,125 | 2026-03-31 |
| 25 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 3.3K | $1.4M | $1.5M | 1.38% | -130 | 2026-03-31 |
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