StockDriftsStockDriftsTop 50 Peck Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 9.17% | 29.4K | $10.9M | -0.17%(-50) | $316.05(+20.88%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.96% | 28.5K | $8.3M | -2.09%(-610) | $234.37(+30.85%) | 2026-06-30 | |
| USFR | WISDOMTREE FLOATING RATETREASURY FUND | 3.84% | 90.5K | $4.6M | +228.72%(+62.96K) | $50.34(+0.16%) | 2026-06-30 | |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 3.41% | 56.0K | $4.0M | +2.92%(+1.59K) | $61.61(+21.15%) | 2026-06-30 | |
| JPIE | JPMORGAN INCOME ETF | 3.19% | 82.3K | $3.8M | -1.30%(-1.08K) | $46.35(-1.16%) | 2026-06-30 | |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 3.03% | 20.4K | $3.6M | +1.88%(+375) | $148.93(+23.29%) | 2026-06-30 | |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 2.83% | 56.9K | $3.4M | +16.77%(+8.17K) | $46.94(+25.53%) | 2026-06-30 | |
| PWB | INVESCO LARGE CAP GROWTHETF | 2.57% | 18.1K | $3.1M | +7.23%(+1.22K) | $123.00(+29.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 2.45% | 14.5K | $2.9M | -21.16%(-3.90K) | $172.29(+27.96%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.37% | 7.5K | $2.8M | -0.26%(-20) | $507.68(-0.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.33% |
Peck Wealth Management, LLC reports $118.69M in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are VTI (9.2%), AAPL (7.0%) and USFR (3.8%). The top 20 holdings account for 59.41% of reported assets. Its disclosed equity book has returned +7.05% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peck Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2135125). View Peck Wealth Management, LLC’s 13F filings on SEC