13F-HR filed by Peck Wealth Management, LLC
Peck Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-05-13, with 129 holding rows worth $105,735,040.
- Accession
- 0002135125-26-000002
- Filer
- CIK 2135125
- Filed
- 2026-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 129 entries on the cover page, a total value of $105,735,040 stated on the cover page (in dollars after the unit check, H1), rows summing to $105,735,040 with VALUE read as dollars as filed, 13F file number 028-26910. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 29,554 | $9,908,501 | dollars as filed | |
| Apple Inc | 037833100 | COM | 29,524 | $8,026,447 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 61,611 | $3,892,582 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,568 | $3,660,036 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 78,433 | $3,630,682 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 18,931 | $3,530,676 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V100 | AEROSPACE DEFN | 20,002 | $3,132,979 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 9,765 | $2,892,491 | dollars as filed | |
| JPMORGAN ACTIVE BOND ETF | 46654Q716 | COM | 50,526 | $2,731,950 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 11,817 | $2,727,600 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q134 | INTRNL RES EQT | 34,634 | $2,593,419 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 5,180 | $2,329,550 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 47,666 | $2,277,975 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V746 | LARGE CAP GROWTH | 17,343 | $2,204,480 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 30,560 | $2,169,122 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 9,656 | $2,122,195 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,808 | $1,914,831 | dollars as filed | |
| PUTNAM ETF TRUST | 746729300 | FOCUSED LAR CAP | 41,072 | $1,871,647 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 16,144 | $1,722,540 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 4,536 | $1,694,090 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q670 | CORE PLUS BD ETF | 34,024 | $1,611,046 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,385 | $1,602,096 | dollars as filed | |
| GLOBAL X FDS | 37960A529 | DEFENSE TECH ETF | 24,617 | $1,594,929 | dollars as filed | |
| VanEck Merk Gold Trust | 921078101 | SHS | 37,500 | $1,555,500 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 14,644 | $1,516,540 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 7,303 | $1,497,287 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 23,349 | $1,458,581 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 18,080 | $1,450,349 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 16,952 | $1,417,368 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,052 | $1,305,635 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,877 | $1,285,385 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,946 | $1,238,255 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 13,181 | $1,178,749 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 6,358 | $1,176,429 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 19,450 | $1,104,964 | dollars as filed | |
| JPMORGAN U.S. TECH LEADERS ETF | 46654Q732 | ETF | 8,460 | $762,015 | dollars as filed | |
| IJH | 464287507 | COM | 11,380 | $751,080 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,128 | $746,311 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,050 | $709,505 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 3,336 | $701,694 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,232 | $643,831 | dollars as filed | |
| PGIM ETF TR | 69344A800 | TOTA RETU BD ETF | 14,283 | $600,438 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,916 | $591,591 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 7,175 | $569,767 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 10,502 | $530,345 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 600 | $527,400 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P868 | FRANKLIN DYN MUN | 19,955 | $496,281 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q834 | INTL EQUITY ETF | 14,258 | $491,915 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,400 | $426,600 | dollars as filed | |
| CORNING INC | 219350105 | COM | 4,457 | $390,275 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,984 | $386,701 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,659 | $385,146 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,844 | $381,616 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,022 | $378,089 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,097 | $377,478 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 2,776 | $358,506 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 569 | $356,837 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 700 | $351,855 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 2,954 | $342,930 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,874 | $320,192 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,162 | $310,290 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 974 | $304,862 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,600 | $294,720 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 500 | $255,425 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,333 | $255,312 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 437 | $250,344 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,850 | $231,786 | dollars as filed | |
| General Electric Company | 369604301 | COM | 750 | $231,022 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q274 | SHORT DURA CORE | 4,167 | $198,149 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 1,875 | $188,138 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,200 | $184,332 | dollars as filed | |
| ISHARES TR | 464288323 | NEW YORK MUN ETF | 3,300 | $176,583 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,000 | $154,060 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,156 | $150,726 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 566 | $145,592 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 1,809 | $142,947 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 1,119 | $137,928 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 600 | $136,632 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 751 | $128,459 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 225 | $128,448 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 5,119 | $127,463 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 187 | $122,218 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 195 | $119,790 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 241 | $118,172 | dollars as filed | |
| DBX ETF TR | 233051820 | XTRACK MSCI ALL | 2,767 | $114,069 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 1,035 | $114,005 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,000 | $113,770 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 129 | $111,242 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 100 | $107,034 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 1,958 | $99,074 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 666 | $95,444 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 433 | $91,766 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 1,100 | $91,102 | dollars as filed | |
| NEW YORK LIFE INVTS ACTIVE E | 45409F827 | NYLI MACKAY MUN | 3,700 | $90,021 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 1,501 | $85,938 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 1,550 | $85,250 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 300 | $83,742 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 600 | $83,496 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 500 | $76,595 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 478 | $72,852 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,832 | $67,601 | dollars as filed | |
| VANECK ETF TRUST | 92189H748 | CLO ETF | 1,167 | $61,647 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 100 | $57,945 | dollars as filed | |
| WISDOMTREE TR | 97717x552 | EUROP OPPOR FD | 1,123 | $57,692 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 872 | $55,660 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 300 | $48,489 | dollars as filed | |
| iShares iBonds Dec 2026 Term Corporate ETF | 46435GAA0 | SHS | 2,000 | $48,460 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 600 | $48,168 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 1,894 | $47,047 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 697 | $46,929 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 1,200 | $46,056 | dollars as filed | |
| NEW YORK LIFE INVTS ACTIVE E | 45409F843 | MACK MU INSD ETF | 1,900 | $45,486 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 245 | $44,933 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 1,200 | $44,184 | dollars as filed | |
| CADENCE BANK | 12740C103 | COM | 1,000 | $42,840 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 39 | $41,913 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 194 | $41,142 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 335 | $41,118 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 300 | $35,163 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 100 | $34,999 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 117 | $31,391 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 216 | $27,866 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 150 | $24,015 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 250 | $20,505 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 471 | $19,184 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 589 | $13,771 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 150 | $12,045 | dollars as filed | |
| NEW YORK LIFE INVESTMENTS ET | 45409B560 | FTSE INTL EQTY C | 300 | $9,735 | dollars as filed | |
| Bondbloxx Bloomberg 1 Year Target Duration US Treasury | 09789C861 | ETF | 100 | $4,954 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002135125-26-000002 | this filing | 2026-05-13 | acceptance time not in the bulk data set |