account_balance
Investment manager · 13F filer · SEC CIK 2135125
Peck Wealth Management, LLC
Reported value$118Mas of Sep 30, 2026
Positions135 12 new, 4 sold out
Top 10 weight40.6%VTI alone is 9%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Morningstar Total Stock Market ETF
9.3%
AAPLApple Inc.
8.0%
JQUAJPMorgan U.S. Quality Factor ETF
3.5%
MINTPimco Enhanced Short Maturity Active Exchange-Traded Fund
3.3%Added +56%
MSFTMicrosoft Corp
3.2%
JPIEJPMorgan Income ETF
2.8%Trimmed −12%
NVDANVIDIA Corp
2.8%Trimmed −2%
PPAInvesco Aerospace & Defense ETF
2.7%
CLOIVaneck Clo ETF
2.6%Added +80%
PAVEGlobal X U.S. Infrastructure Development ETF
2.5%
AMZNAmazon.com Inc
2.5%
PVALPutnam Focused Large Capvalue ETF
2.3%Added +3%
VTIVanguard Morningstar Total Stock Market ETF
9.3%
AAPLApple Inc.
8.0%
JQUAJPMorgan U.S. Quality Factor ETF
3.5%
MINTPimco Enhanced Short Maturity Active Exchange-Traded Fund
3.3%+56%
MSFTMicrosoft Corp
3.2%
JPIEJPMorgan Income ETF
2.8%
NVDANVIDIA Corp
2.8%
PPAInvesco Aerospace & Defense ETF
2.7%
CLOIVaneck Clo ETF
2.6%
PAVE2.5%
AMZN2.5%PVAL2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Morningstar Total Stock Market ETF 9.3% Held
AAPL Apple Inc. 8.0% HeldJQUA JPMorgan U.S. Quality Factor ETF 3.5% Held
MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund 3.3% Added +56%
MSFT Microsoft Corp 3.2% HeldJPIE JPMorgan Income ETF 2.8% Trimmed −12%
NVDA NVIDIA Corp 2.8% Trimmed −2%PPA Invesco Aerospace & Defense ETF 2.7% Held
CLOI Vaneck Clo ETF 2.6% Added +80%
PAVE Global X U.S. Infrastructure Development ETF 2.5% Held
AMZN Amazon.com Inc 2.5% HeldPVAL Putnam Focused Large Capvalue ETF 2.3% Added +3%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IBTI $1.53M
- IBTJ $901K
- IBDT $726K
- IBDS $463K
arrow_upwardAdded
- OPPE +4562%
- CLOI +80%
- MINT +56%
- SHV +34%
arrow_downwardTrimmed
- HFXI −57%
- USFR −51%
- OUNZ −49%
- JTEK −31%
remove_circleSold out
- FLMI $828K
- ZAP $303K
- MMIT $124K
- JBND $26.6K
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