2026 Q1 Portfolio Activity
In 2026 Q1, Peck Wealth Management, LLC maintained a portfolio of 134 distinct positions.
Position History
hover any row below to update
Loading…
Total Positions
134
Quarter
2026 Q1
Top Holding
VTI (9.3%)
Top 10 Concentration
41.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 134
Peck Wealth Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL ...
|
ETF | 9.28% | — |
#1
Prev: #—
|
9.2 |
—
|
29,589 | — |
NEW
|
29,589 | $9,710,069 |
$320.81
+13.1%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
AAPL
APPLE INC
|
Technology | 7.23% | — |
#2
Prev: #—
|
7.9 |
—
|
29,724 | — |
NEW
|
29,724 | $7,568,672 |
$253.56
+18.4%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 3.78% | — |
#3
Prev: #—
|
6.0 |
—
|
7,638 | — |
NEW
|
7,638 | $3,956,102 |
$370.17
+14.0%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
JQUA
JPMORGAN U.S. Q...
|
ETF | 3.71% | — |
#4
Prev: #—
|
5.5 |
—
|
61,701 | — |
NEW
|
61,701 | $3,881,594 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORP
|
Technology | 3.41% | — |
#5
Prev: #—
|
5.4 |
—
|
19,131 | — |
NEW
|
19,131 | $3,569,506 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PPA
INVESCO AEROSPA...
|
ETF | 3.20% | — |
#6
Prev: #—
|
4.8 |
—
|
21,514 | — |
NEW
|
21,514 | $3,344,359 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPIE
JPMORGAN INCOME...
|
ETF | 2.87% | — |
#7
Prev: #—
|
4.6 |
—
|
64,665 | — |
NEW
|
64,665 | $3,001,092 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IBM
IBM CORP
|
Technology | 2.63% | — |
#8
Prev: #—
|
4.6 |
—
|
9,765 | — |
NEW
|
9,765 | $2,755,292 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.62% | — |
#9
Prev: #—
|
4.5 |
—
|
12,492 | — |
NEW
|
12,492 | $2,742,868 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JIRE
JPMORGAN INTERN...
|
ETF | 2.35% | — |
#10
Prev: #—
|
4.4 |
—
|
33,380 | — |
NEW
|
33,380 | $2,454,765 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.20% | — |
#11
Prev: #—
|
4.4 |
—
|
5,180 | — |
NEW
|
5,180 | $2,303,650 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PWB
INVESCO LARGE C...
|
ETF | 2.15% | — |
#12
Prev: #—
|
4.4 |
—
|
17,903 | — |
NEW
|
17,903 | $2,245,406 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PAVE
GLOBAL X US INF...
|
ETF | 2.10% | — |
#13
Prev: #—
|
4.3 |
—
|
46,142 | — |
NEW
|
46,142 | $2,197,760 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPYG
SPDR S&P 500 GR...
|
ETF | 2.07% | — |
#14
Prev: #—
|
4.3 |
—
|
20,673 | — |
NEW
|
20,673 | $2,160,566 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 2.00% | — |
#15
Prev: #—
|
4.3 |
—
|
9,680 | — |
NEW
|
9,680 | $2,088,847 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IEUR
ISHARES CORE MS...
|
ETF | 1.96% | — |
#16
Prev: #—
|
4.3 |
—
|
30,165 | — |
NEW
|
30,165 | $2,054,839 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.79% | — |
#17
Prev: #—
|
4.2 |
—
|
2,808 | — |
NEW
|
2,808 | $1,870,633 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 1.75% | — |
#18
Prev: #—
|
4.2 |
—
|
3,915 | — |
NEW
|
3,915 | $1,833,736 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWB
ISHARES RUSSELL...
|
ETF | 1.72% | — |
#19
Prev: #—
|
4.2 |
—
|
4,911 | — |
NEW
|
4,911 | $1,794,762 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SHLD
GLOBAL X DEFENS...
|
ETF | 1.71% | — |
#20
Prev: #—
|
4.2 |
—
|
25,418 | — |
NEW
|
25,418 | $1,785,367 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MOAT
VANECK MORNINGS...
|
ETF | 1.58% | — |
#21
Prev: #—
|
4.1 |
—
|
16,663 | — |
NEW
|
16,663 | $1,651,439 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HWM
HOWMET AEROSPAC...
|
Industrials | 1.58% | — |
#22
Prev: #—
|
4.1 |
—
|
8,403 | — |
NEW
|
8,403 | $1,648,847 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PVAL
PUTNAM FOCUSED ...
|
ETF | 1.51% | — |
#23
Prev: #—
|
4.1 |
—
|
37,006 | — |
NEW
|
37,006 | $1,580,899 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JBND
JPMORGAN ACTIVE...
|
ETF | 1.47% | — |
#24
Prev: #—
|
4.1 |
—
|
28,380 | — |
NEW
|
28,380 | $1,537,068 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPLG
SPDR PORTFOLIO ...
|
ETF | 1.45% | — |
#25
Prev: #—
|
4.1 |
—
|
19,409 | — |
NEW
|
19,409 | $1,520,498 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DGRW
WISDOMTREE US Q...
|
ETF | 1.44% | — |
#26
Prev: #—
|
4.1 |
—
|
16,876 | — |
NEW
|
16,876 | $1,501,306 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
OUNZ
VANECK MERK GOL...
|
ETF | 1.41% | — |
#27
Prev: #—
|
4.1 |
—
|
39,630 | — |
NEW
|
39,630 | $1,473,840 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.37% | — |
#28
Prev: #—
|
4.0 |
—
|
4,552 | — |
NEW
|
4,552 | $1,435,837 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VGK
VANGUARD FTSE E...
|
ETF | 1.35% | — |
#29
Prev: #—
|
4.0 |
—
|
17,715 | — |
NEW
|
17,715 | $1,413,629 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 1.33% | — |
#30
Prev: #—
|
4.0 |
—
|
23,157 | — |
NEW
|
23,157 | $1,387,575 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 1.22% | — |
#31
Prev: #—
|
4.0 |
—
|
1,906 | — |
NEW
|
1,906 | $1,275,568 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VPU
VANGUARD UTILIT...
|
ETF | 1.18% | — |
#32
Prev: #—
|
4.0 |
—
|
6,503 | — |
NEW
|
6,503 | $1,231,660 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPYV
SPDR S&P 500 VA...
|
ETF | 1.10% | — |
#33
Prev: #—
|
3.9 |
—
|
20,749 | — |
NEW
|
20,749 | $1,148,015 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JCPB
JPMORGAN CORE P...
|
ETF | 1.08% | — |
#34
Prev: #—
|
3.9 |
—
|
23,784 | — |
NEW
|
23,784 | $1,130,949 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.92% | — |
#35
Prev: #—
|
3.9 |
—
|
3,946 | — |
NEW
|
3,946 | $961,048 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CLOI
VANECK CLO ETF
|
ETF | 0.91% | — |
#36
Prev: #—
|
3.9 |
—
|
17,878 | — |
NEW
|
17,878 | $949,326 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJH
ISHARES CORE S&...
|
ETF | 0.80% | — |
#37
Prev: #—
|
3.8 |
—
|
12,780 | — |
NEW
|
12,780 | $834,023 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JTEK
JPMORGAN U S TE...
|
ETF | 0.74% | — |
#38
Prev: #—
|
3.8 |
—
|
8,430 | — |
NEW
|
8,430 | $775,307 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC
|
Financial Services | 0.69% | — |
#39
Prev: #—
|
3.8 |
—
|
2,128 | — |
NEW
|
2,128 | $726,457 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.65% | — |
#40
Prev: #—
|
3.8 |
—
|
2,060 | — |
NEW
|
2,060 | $679,615 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWD
ISHARES RUSSELL...
|
ETF | 0.65% | — |
#41
Prev: #—
|
3.8 |
—
|
3,336 | — |
NEW
|
3,336 | $679,176 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FTNT
FORTINET INC
|
Technology | 0.62% | — |
#42
Prev: #—
|
3.7 |
—
|
7,700 | — |
NEW
|
7,700 | $647,416 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.59% | — |
#43
Prev: #—
|
3.7 |
—
|
3,400 | — |
NEW
|
3,400 | $620,228 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.57% | — |
#44
Prev: #—
|
3.7 |
—
|
1,232 | — |
NEW
|
1,232 | $599,627 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.57% | — |
#45
Prev: #—
|
3.7 |
—
|
2,106 | — |
NEW
|
2,106 | $592,291 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.53% | — |
#46
Prev: #—
|
3.7 |
—
|
4,916 | — |
NEW
|
4,916 | $554,279 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TOUS
T ROWE PRICE IN...
|
ETF | 0.47% | — |
#47
Prev: #—
|
3.7 |
—
|
14,750 | — |
NEW
|
14,750 | $495,895 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.46% | — |
#48
Prev: #—
|
3.7 |
—
|
1,181 | — |
NEW
|
1,181 | $478,529 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.46% | — |
#49
Prev: #—
|
3.7 |
—
|
600 | — |
NEW
|
600 | $477,810 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
USFR
WISDOMTREE FLOA...
|
ETF | 0.36% | — |
#50
Prev: #—
|
3.6 |
—
|
7,462 | — |
NEW
|
7,462 | $375,099 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 134 holdings