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Peck Wealth Management, LLC | Tormere

Peck Wealth Management, LLC

Est. AUM

$99.7M

13F long equity, this entity only

Positions

122

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	ETF	$9.4M	29454	9.48%	SOLE
2	APPLE INC	COM	$7.4M	29142	7.42%	SOLE
3	JPMORGAN INCOME ETF	ETF	$3.8M	83383	3.85%	SOLE
4	JPMORGAN U.S. QUALITY FACTOR ETF	ETF	$3.3M	54392	3.35%	SOLE
5	INVESCO AEROSPACE & DEFENSE ETF	ETF	$3.3M	19978	3.32%	SOLE
6	NVIDIA CORP	COM	$3.2M	18431	3.22%	SOLE
7	MICROSOFT CORP	COM	$2.8M	7568	2.81%	SOLE
8	JPMORGAN ACTIVE BOND ETF	ETF	$2.7M	50250	2.71%	SOLE
9	GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF	ETF	$2.5M	48740	2.48%	SOLE
10	AMAZON.COM INC	COM	$2.4M	11717	2.45%	SOLE
11	IBM CORP	COM	$2.3M	9465	2.30%	SOLE
12	JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF	ETF	$2.2M	28988	2.20%	SOLE
13	INVESCO LARGE CAP GROWTHETF	ETF	$2.1M	16919	2.14%	SOLE
14	VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES	ETF	$1.9M	9006	1.94%	SOLE
15	TESLA INC	COM	$1.9M	5180	1.93%	SOLE
16	ISHARES CORE MSCI EUROPEETF	ETF	$1.9M	27100	1.91%	SOLE
17	PUTNAM FOCUSED LARGE CAPVALUE ETF	ETF	$1.9M	40422	1.88%	SOLE
18	STATE STREET SPDR S&P 500 ETF TRUST	ETF	$1.8M	2808	1.83%	SOLE
19	GLOBAL X DEFENSE TECH ETF	ETF	$1.7M	24664	1.75%	SOLE
20	VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES	ETF	$1.7M	27206	1.75%	SOLE
21	VANECK MERK GOLD TRUST	ETF	$1.7M	37250	1.68%	SOLE
22	JPMORGAN CORE PLUS BOND ETF	ETF	$1.6M	34674	1.64%	SOLE
23	ISHARES RUSSELL 1000 ETF	ETF	$1.5M	4150	1.48%	SOLE
24	HOWMET AEROSPACE INC	COM	$1.4M	6178	1.43%	SOLE
25	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$1.4M	3255	1.39%	SOLE
26	WISDOMTREE FLOATING RATETREASURY FUND	ETF	$1.4M	27525	1.39%	SOLE
27	STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$1.4M	17863	1.37%	SOLE
28	VANECK MORNINGSTAR WIDE MOAT ETF	ETF	$1.3M	13344	1.29%	SOLE
29	STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF	ETF	$1.2M	12544	1.23%	SOLE
30	ISHARES CORE S&P 500 ETF	ETF	$1.2M	1846	1.21%	SOLE
31	JPMORGAN CHASE & CO	COM	$1.1M	3852	1.14%	SOLE
32	ALPHABET INC	COM CL C	$1.1M	3946	1.14%	SOLE
33	WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND	ETF	$1.1M	12581	1.11%	SOLE
34	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	ETF	$1.0M	18450	1.05%	SOLE
35	EXXON MOBIL CORP	COM	$834K	4916	0.84%	SOLE
36	FRANKLIN DYNAMIC MUNICIPAL BOND ETF	ETF	$781K	31505	0.78%	SOLE
37	VANGUARD FTSE EUROPE ETF	ETF	$779K	9450	0.78%	SOLE
38	AVANTIS INTERNATIONAL EQUITY ETF	ETF	$731K	8621	0.73%	SOLE
39	ISHARES RUSSELL 1000 VALUE ETF	ETF	$713K	3336	0.72%	SOLE
40	ISHARES CORE S&P MID-CAPETF	ETF	$701K	10380	0.70%	SOLE
41	BROADCOM INC	COM	$634K	2050	0.64%	SOLE
42	PGIM TOTAL RETURN BOND ETF	ETF	$623K	14998	0.62%	SOLE
43	VISA INC	COM CL A	$605K	2003	0.61%	SOLE
44	JPMORGAN U.S. TECH LEADERS ETF	ETF	$593K	7460	0.59%	SOLE
45	FORTINET INC	COM	$586K	7175	0.59%	SOLE
46	JPMORGAN MUNICIPAL ETF	ETF	$526K	10531	0.53%	SOLE
47	GOLDMAN SACHS GROUP INC	COM	$508K	600	0.51%	SOLE
48	S&P GLOBAL INC	COM	$481K	1132	0.48%	SOLE
49	INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF	ETF	$464K	9280	0.47%	SOLE
50	JOHNSON & JOHNSON	COM	$451K	1844	0.45%	SOLE

1–50 of 122

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.