Investor
Peck Wealth Management, LLC
CIK 0002135125 · filed 2026-05-13 · SEC filing
13F book
$99.7M
Positions
122
3 new · 10 sold
Largest name
9.5%
Vanguard Index Fds
Est. mark
−$3.51M
Price effect on 119 names still held. Flow −$2.53M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 29.5K | $9.45M | 9.5% | −$425.9K | Cut−$459.4K |
| Apple Inc. | AAPL | 29.1K | $7.4M | 7.4% | −$526.6K | Cut−$630.5K |
| J P Morgan Exchange Traded F | — | 83.4K | $3.84M | 3.9% | −$17.3K | Added$210.8K |
| J P Morgan Exchange Traded F | — | 54.4K | $3.34M | 3.3% | −$101.2K | Cut−$557.3K |
| Invesco Exchange Traded Fd T | — | 20K | $3.31M | 3.3% | $181.1K | Cut$177.3K |
| Nvidia Corp | NVDA | 18.4K | $3.21M | 3.2% | −$223K | Cut−$316.3K |
| Microsoft Corp | MSFT | 7.57K | $2.8M | 2.8% | −$858.6K | Held |
| J P Morgan Exchange Traded F | — | 50.3K | $2.7M | 2.7% | −$15.1K | Cut−$30K |
| Global X Fds | — | 48.7K | $2.48M | 2.5% | $143.9K | Added$198.5K |
| Amazon Com Inc | AMZN | 11.7K | $2.44M | 2.4% | −$264.2K | Cut−$287.3K |
| International Business Machs | — | 9.46K | $2.29M | 2.3% | −$509.4K | Cut−$598.3K |
| J P Morgan Exchange Traded F | — | 29K | $2.2M | 2.2% | $24.9K | Cut−$397.9K |
| Invesco Exchange Traded Fd T | — | 16.9K | $2.13M | 2.1% | −$20K | Cut−$73.9K |
| Vanguard Specialized Funds | — | 9.01K | $1.94M | 1.9% | −$42.5K | Cut−$185.4K |
| Tesla, Inc. | TSLA | 5.18K | $1.93M | 1.9% | −$403.9K | Held |
| Ishares Tr | — | 27.1K | $1.9M | 1.9% | −$19.2K | Cut−$264.8K |
| Putnam Etf Trust | — | 40.4K | $1.88M | 1.9% | $33.6K | Cut$3.93K |
| Spdr S&P 500 Etf Tr | — | 2.81K | $1.83M | 1.8% | −$88.7K | Held |
| Global X Fds | — | 24.7K | $1.75M | 1.8% | $149K | Added$152.3K |
| Vanguard Tax-Managed Fds | — | 27.2K | $1.74M | 1.7% | $37.6K | Added$284.8K |
| Vaneck Merk Gold Etf | OUNZ | 37.3K | $1.68M | 1.7% | $133K | Cut$122.6K |
| J P Morgan Exchange Traded F | — | 34.7K | $1.63M | 1.6% | −$9.2K | Added$21.4K |
| Ishares Tr | — | 4.15K | $1.48M | 1.5% | −$70.2K | Cut−$214.3K |
| Howmet Aerospace Inc. | HWM | 6.18K | $1.42M | 1.4% | $157.2K | Cut−$73.4K |
| Ishares Tr | — | 3.25K | $1.39M | 1.4% | −$152.6K | Cut−$214.2K |
| Wisdomtree Tr | — | 27.5K | $1.39M | 1.4% | — | New |
| Spdr Series Trust | — | 17.9K | $1.37M | 1.4% | −$65.7K | Cut−$83.1K |
| Vaneck Etf Trust | — | 13.3K | $1.29M | 1.3% | −$91.5K | Cut−$226.2K |
| Spdr Series Trust | — | 12.5K | $1.23M | 1.2% | −$110.2K | Cut−$494.3K |
| Ishares Tr | — | 1.85K | $1.21M | 1.2% | −$58.3K | Cut−$79.6K |
| Jpmorgan Chase & Co. | — | 3.85K | $1.13M | 1.1% | −$108.1K | Cut−$172.5K |
| Alphabet Inc | — | 3.95K | $1.13M | 1.1% | −$106.3K | Held |
| Wisdomtree Tr | — | 12.6K | $1.11M | 1.1% | −$20K | Cut−$73.7K |
| Spdr Series Trust | — | 18.4K | $1.04M | 1.0% | −$4.24K | Cut−$61.1K |
| Exxon Mobil Corp | — | 4.92K | $834K | 0.8% | $242.5K | Held |
| Franklin Templeton Etf Tr | — | 31.5K | $781K | 0.8% | −$1.6K | Added$284.7K |
| Vanguard Intl Equity Index F | — | 9.45K | $778.9K | 0.8% | −$11.2K | Cut−$638.4K |
| American Centy Etf Tr | — | 8.62K | $731.4K | 0.7% | — | New |
| Ishares Tr | — | 3.34K | $712.8K | 0.7% | $11.1K | Held |
| Ishares Tr | — | 10.4K | $701K | 0.7% | $15.9K | Cut−$50.1K |
| Broadcom Inc. | AVGO | 2.05K | $634.5K | 0.6% | −$75K | Held |
| Pgim Etf Tr | — | 15K | $622.6K | 0.6% | −$7.54K | Added$22.1K |
| Visa Inc. | V | 2K | $605.4K | 0.6% | −$97.1K | Cut−$140.9K |
| J P Morgan Exchange Traded F | — | 7.46K | $593.4K | 0.6% | −$78.6K | Cut−$168.6K |
| Fortinet, Inc. | FTNT | 7.17K | $586.3K | 0.6% | $16.6K | Held |
| J P Morgan Exchange Traded F | — | 10.5K | $526.4K | 0.5% | −$5.36K | Added−$3.91K |
| Goldman Sachs Group Inc | — | 600 | $507.6K | 0.5% | −$19.8K | Held |
| S&P Global Inc. | SPGI | 1.13K | $481.5K | 0.5% | −$110.1K | Cut−$162.3K |
| Invesco Actively Managed Exc | — | 9.28K | $464K | 0.5% | — | New |
| Johnson & Johnson | JNJ | 1.84K | $450.7K | 0.5% | $69.1K | Held |
| T Rowe Price Etf Inc | — | 13K | $450.3K | 0.5% | $494 | Cut−$41.6K |
| Merck & Co., Inc. | MRK | 3.66K | $440.1K | 0.4% | $55K | Held |
| J P Morgan Exchange Traded F | — | 9.22K | $435.9K | 0.4% | −$1.06K | Added$237.8K |
| Corning Inc | — | 2.86K | $388.5K | 0.4% | $138.3K | Cut−$1.78K |
| Palantir Technologies Inc. | PLTR | 2.4K | $351.1K | 0.4% | −$75.5K | Held |
| Bank New York Mellon Corp | — | 2.95K | $350.4K | 0.4% | $7.5K | Held |
| Vanguard Index Fds | — | 569 | $340K | 0.3% | −$16.8K | Held |
| Pepsico Inc | PEP | 2.16K | $335.7K | 0.3% | $25.4K | Held |
| Berkshire Hathaway Inc Del | — | 700 | $335.4K | 0.3% | −$16.4K | Held |
| Walmart Inc. | WMT | 2.67K | $332.3K | 0.3% | $34.4K | Cut$12.1K |
| Ishares Tr | — | 2.78K | $328.9K | 0.3% | −$29.6K | Held |
| Caterpillar Inc | CAT | 437 | $309.6K | 0.3% | $59.3K | Held |
| Home Depot, Inc. | HD | 897 | $295K | 0.3% | −$13.6K | Cut−$82.5K |
| Ishares Tr | — | 5.28K | $280.2K | 0.3% | −$1.29K | Added$103.6K |
| Alphabet Inc | — | 974 | $280.1K | 0.3% | −$24.8K | Held |
| American Express Co | AXP | 900 | $272.2K | 0.3% | −$60.7K | Cut−$105.9K |
| Vanguard World Fd | — | 1.29K | $256.1K | 0.3% | $16.9K | Cut−$920.3K |
| Invesco Exchange Traded Fd T | — | 1.33K | $255.8K | 0.3% | $479 | Held |
| Pimco Etf Tr | — | 2.34K | $235.3K | 0.2% | $431 | Added$47.2K |
| Moodys Corp | — | 500 | $218.1K | 0.2% | −$37.3K | Held |
| Ge Aerospace | — | 750 | $212.8K | 0.2% | −$18.2K | Held |
| Tjx Cos Inc New | — | 1.2K | $191.6K | 0.2% | $7.31K | Held |
| GE Vernova Inc. | GEV | 187 | $163.2K | 0.2% | $41K | Held |
| Coca Cola Co | KO | 2.06K | $156.9K | 0.2% | $12.7K | Cut$6.17K |
| Cisco Sys Inc | — | 2K | $155.2K | 0.2% | $1.12K | Held |
| Colgate Palmolive Co | CL | 1.81K | $154.2K | 0.2% | $11.2K | Held |
| Pfizer Inc | PFE | 5.12K | $143.7K | 0.1% | $16.3K | Held |
| Oracle Corp | — | 884 | $130K | 0.1% | −$42.3K | Cut−$256.7K |
| Costco Whsl Corp New | — | 129 | $128.5K | 0.1% | $17.3K | Held |
| Ishares Tr | — | 1.12K | $126.6K | 0.1% | −$11.4K | Held |
| Automatic Data Processing In | — | 566 | $115K | 0.1% | −$30.6K | Held |
| Ishares Tr | — | 1.03K | $114.3K | 0.1% | $249 | Held |
| Invesco Qqq Tr | — | 195 | $112.5K | 0.1% | −$7.24K | Held |
| Abbott Labs | ABT | 1.05K | $107.8K | 0.1% | −$23.8K | Cut−$124K |
| J P Morgan Exchange Traded F | — | 1.96K | $99.1K | 0.1% | $39 | Held |
| Chevron Corp New | CVX | 478 | $98.9K | 0.1% | $26K | Held |
| Qualcomm Inc | — | 751 | $96.7K | 0.1% | −$31.7K | Held |
| Disney Walt Co | — | 1K | $96.4K | 0.1% | −$17.4K | Held |
| Procter And Gamble Co | PG | 666 | $96.2K | 0.1% | $753 | Held |
| BlackRock, Inc. | BLK | 100 | $96.2K | 0.1% | −$10.9K | Held |
| Ishares Tr | — | 1.1K | $90.8K | 0.1% | −$275 | Held |
| New York Life Invts Active E | — | 3.7K | $89.2K | 0.1% | −$833 | Held |
| Ameriprise Finl Inc | — | 200 | $88.9K | 0.1% | −$9.19K | Cut−$29.3K |
| Spdr Series Trust | — | 600 | $87.6K | 0.1% | $4.07K | Held |
| J P Morgan Exchange Traded F | — | 1.51K | $85.3K | 0.1% | −$877 | Added−$594 |
| Intel Corp | INTC | 1.83K | $80.8K | 0.1% | $13.2K | Held |
| Bank America Corp | — | 1.4K | $68.3K | 0.1% | −$8.75K | Cut−$17K |
| Mastercard Inc | MA | 125 | $62.5K | 0.1% | −$8.9K | Cut−$66K |
| Slb Limited/Nv | SLB | 1.2K | $61.7K | 0.1% | $15.6K | Held |
| Wisdomtree Tr | — | 1.12K | $60.3K | 0.1% | $2.64K | Held |
| Nextera Energy Inc | — | 600 | $55.7K | 0.1% | $7.56K | Held |
| Eastman Chem Co | — | 722 | $55.1K | 0.1% | $9.02K | Cut−$557 |
| At&T Inc | — | 1.89K | $54.9K | 0.1% | $7.86K | Held |
| ServiceNow, Inc. | NOW | 500 | $52.3K | 0.1% | −$24.3K | Held |
| Thermo Fisher Scientific Inc. | TMO | 100 | $49.2K | 0.0% | −$8.79K | Held |
| Legg Mason Etf Invt | — | 1.2K | $48.6K | 0.0% | $4.46K | Held |
| Ishares Tr | — | 2K | $48.5K | 0.0% | $20 | Held |
| RTX Corp | RTX | 245 | $47.3K | 0.0% | $2.33K | Held |
| New York Life Invts Active E | — | 1.9K | $45K | 0.0% | −$437 | Held |
| Ishares Tr | — | 194 | $41K | 0.0% | −$179 | Held |
| Duke Energy Corp New | — | 300 | $39.3K | 0.0% | $4.12K | Held |
| Eli Lilly & Co | LLY | 39 | $35.9K | 0.0% | −$6.04K | Held |
| Republic Svcs Inc | — | 133 | $29.1K | 0.0% | $943 | Cut−$62.6K |
| Eversource Energy | ES | 400 | $27.7K | 0.0% | $780 | Cut−$19.2K |
| State Str Corp | — | 216 | $27.3K | 0.0% | −$529 | Held |
| Adobe Inc. | ADBE | 100 | $24.3K | 0.0% | −$10.7K | Held |
| Verizon Communications Inc | VZ | 471 | $23.6K | 0.0% | $4.46K | Held |
| Gilead Sciences, Inc. | GILD | 165 | $23K | 0.0% | $2.74K | Cut−$18.1K |
| 3M CO | MMM | 150 | $21.8K | 0.0% | −$2.23K | Held |
| Ge Healthcare Technologies I | — | 250 | $17.8K | 0.0% | −$2.71K | Held |
| Public Svc Enterprise Grp In | — | 150 | $12.1K | 0.0% | $97 | Held |
| Bondbloxx Etf Trust | — | 100 | $4.95K | 0.0% | −$2 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.