Peck Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed May 13, 2026), Peck Wealth Management, LLC reported 134 stock positions worth $104.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 9.3% of the portfolio, followed by Apple (AAPL, 7.2%) and Microsoft (MSFT, 3.8%).
- Most Recent 13F
- Q2 2026
- Location
- WHITE PLAINS, NY
- CIK
- 0002135125
- Portfolio Value
- $104.6M (Q3 2025)
- SEC Filing
- 0002135125-26-000001 ↗ filed May 13, 2026
Holdings Value
Holdings 134 stocks · $104.6M
| VTI VG Morningstar TS MKT ETF-US | 9.28% | 29,589 | $9.7M | — |
| AAPL Apple Inc. | 7.23% | 29,724 | $7.6M | — |
| MSFT Microsoft Corp. | 3.78% | 7,638 | $4.0M | — |
| JQUA JPMorgan US Quality Factor | 3.71% | 61,701 | $3.9M | — |
| NVDA Nvidia Corp. | 3.41% | 19,131 | $3.6M | — |
| PPA Invesco Aerospace & Defense | 3.20% | 21,514 | $3.3M | — |
| JPIE JPMorgan Income ETF | 2.87% | 64,665 | $3.0M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.63% | 9,765 | $2.8M | — |
| AMZN Amazon.com Inc. | 2.62% | 12,492 | $2.7M | — |
| JIRE JPMorgan Int Res Enh Eqty | 2.35% | 33,380 | $2.5M | — |
| TSLA Tesla Inc. | 2.20% | 5,180 | $2.3M | — |
| PWB Invesco Large Cap Growth ETF | 2.15% | 17,903 | $2.2M | — |
| PAVE Global X US Infrastructure | 2.10% | 46,142 | $2.2M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.07% | 20,673 | $2.2M | — |
| VIG Vanguard Dividend Apprec ETF | 2.00% | 9,680 | $2.1M | — |
| IEUR iShares Core MSCI Europe ETF | 1.96% | 30,165 | $2.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.79% | 2,808 | $1.9M | — |
| IWF iShares Russell 1000 Growth | 1.75% | 3,915 | $1.8M | — |
| IWB iShares Russell 1000 ETF | 1.72% | 4,911 | $1.8M | — |
| SHLD Global X Defense Tech ETF | 1.71% | 25,418 | $1.8M | — |
| MOAT Vaneck Morningstar Wide Moat | 1.58% | 16,663 | $1.7M | — |
| HWM Howmet Aerospace Inc. | 1.58% | 8,403 | $1.6M | — |
| PVAL Putnam Focused LRG Cap Value | 1.51% | 37,006 | $1.6M | — |
| JBND JPMorgan Active Bond ETF | 1.47% | 28,380 | $1.5M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.45% | 19,409 | $1.5M | — |
| DGRW Wisdomtree U.S. Quality Divi | 1.44% | 16,876 | $1.5M | — |
| OUNZ Vaneck Merk Gold ETF | 1.41% | 39,630 | $1.5M | — |
| JPM JPMorgan Chase & Co. | 1.37% | 4,552 | $1.4M | — |
| VGK Vanguard Ftse Europe ETF | 1.35% | 17,715 | $1.4M | — |
| VEA Vanguard Ftse Developed ETF | 1.33% | 23,157 | $1.4M | — |
| IVV iShares Core S&P 500 ETF | 1.22% | 1,906 | $1.3M | — |
| VPU Vanguard Utilities ETF | 1.18% | 6,503 | $1.2M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.10% | 20,749 | $1.1M | — |
| JCPB JPMorgan Core Plus Bond ETF | 1.08% | 23,784 | $1.1M | — |
| GOOG Alphabet Inc. Class C | 0.92% | 3,946 | $961K | — |
| CLOI Vaneck Clo ETF | 0.91% | 17,878 | $949K | — |
| IJH iShares Core S&P Midcap ETF | 0.80% | 12,780 | $834K | — |
| JTEK JPMorgan US Tech Leaders | 0.74% | 8,430 | $775K | — |
| V Visa Inc. Class A | 0.69% | 2,128 | $726K | — |
| AVGO Broadcom Inc. | 0.65% | 2,060 | $680K | — |
| IWD iShares Russell 1000 Value E | 0.65% | 3,336 | $679K | — |
| FTNT Fortinet Inc. | 0.62% | 7,700 | $647K | — |
| PLTR Palantir Technologies Inc. Class A | 0.59% | 3,400 | $620K | — |
| SPGI S&P Global Inc. | 0.57% | 1,232 | $600K | — |
| ORCL Oracle Corp. | 0.57% | 2,106 | $592K | — |
| XOM Exxon Mobil Corp. | 0.53% | 4,916 | $554K | — |
| TOUS T Rowe PRC International Eq | 0.47% | 14,750 | $496K | — |
| HD Home Depot Inc. | 0.46% | 1,181 | $479K | — |
| GS Goldman Sachs Group Inc. | 0.46% | 600 | $478K | — |
| USFR Wisdomtree Floating Rate Tre | 0.36% | 7,462 | $375K | — |
| GLW Corning Inc. | 0.35% | 4,457 | $366K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 700 | $352K | — |
| IGM iShares Expanded Tech Sector | 0.33% | 2,775 | $350K | — |
| VOO Vanguard S&P 500 ETF | 0.33% | 569 | $348K | — |
| JNJ Johnson & Johnson | 0.33% | 1,844 | $342K | — |
| AXP American Express Co. | 0.32% | 1,022 | $339K | — |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 1,783 | $338K | — |
| PANW Palo Alto Networks Inc. | 0.31% | 1,600 | $326K | — |
| PTRB Pgim Total Return Bond ETF | 0.31% | 7,677 | $324K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.31% | 2,954 | $322K | — |
| MRK Merck & Co. Inc. | 0.29% | 3,659 | $307K | — |
| PEP Pepsico Inc. | 0.29% | 2,162 | $304K | — |
| WMT Walmart Inc. | 0.28% | 2,874 | $296K | — |
| JMUB JPMorgan Municipal ETF | 0.27% | 5,562 | $281K | — |
| JSCP JPMorgan Short Duration Core | 0.25% | 5,450 | $259K | — |
| ABT Abbott Laboratories | 0.24% | 1,850 | $248K | — |
| MCO Moody's Corp. | 0.23% | 500 | $238K | — |
| GOOGL Alphabet Inc. Class A | 0.23% | 974 | $237K | — |
| GE General Electric filed as GE AEROSPACE | 0.22% | 750 | $226K | — |
| CAT Caterpillar Inc. | 0.20% | 437 | $209K | — |
| QCOM Qualcomm Inc. | 0.17% | 1,051 | $175K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 1,200 | $173K | — |
| ADP Automatic Data Processing | 0.16% | 566 | $166K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.15% | 1,112 | $157K | — |
| GRPM Invesco S&P Midcap 400 Garp | 0.14% | 1,254 | $151K | — |
| PGR Progressive Corp. | 0.14% | 600 | $148K | — |
| CL Colgate-Palmolive Co. | 0.14% | 1,809 | $145K | — |
| KO The Coca-Cola Co. | 0.14% | 2,156 | $143K | — |
| CSCO Cisco Systems Inc. | 0.13% | 2,000 | $137K | — |
| IVW iShares S&P 500 Growth ETF | 0.13% | 1,119 | $135K | — |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 275 | $133K | — |
| PFE Pfizer Inc. | 0.12% | 5,119 | $130K | — |
| MA Mastercard Inc. Class A | 0.12% | 225 | $128K | — |
| COST Costco Wholesale Corp. | 0.11% | 129 | $119K | — |
| AMP Ameriprise Financial Inc. | 0.11% | 241 | $118K | — |
| MINT PIMCO Enhanced Short Maturit | 0.11% | 1,175 | $118K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 195 | $117K | — |
| BLK BlackRock Inc. | 0.11% | 100 | $117K | — |
| GEV GE Vernova Inc. | 0.11% | 187 | $115K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 1,000 | $115K | — |
| DBAW Xtrackers MSCI All World Ex | 0.10% | 2,767 | $109K | — |
| PG The Procter & Gamble Co. | 0.10% | 666 | $102K | — |
| RSG Republic Services Inc. | 0.10% | 433 | $99K | — |
| JPST JPMorgan Ultra-Short Income | 0.10% | 1,958 | $99K | — |
| ARES Ares Management Corp. Class A | 0.09% | 600 | $96K | — |
| NOW ServiceNow Inc. | 0.09% | 100 | $92K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.08% | 300 | $88K | — |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 1,497 | $85K | — |
| SDY SS SPDR S&P Dividend ETF | 0.08% | 600 | $84K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 1,550 | $80K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.