Titelia

Holdings of Peck Wealth Management, LLC

110 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.5 % of the equity sleeve

Sector breakdown

  • Technology 19.9 %
  • Consumer discretionary 5.3 %
  • Funds 4.9 %
  • Financials 4.6 %
  • Industrials 2.5 %
  • Communication 1.7 %
  • Health care 1.4 %
  • Consumer staples 1.3 %
  • Energy 0.9 %
  • Utilities 0.1 %
  • Unattributed 57.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US11091.7M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 29,4549.4M $
2Apple Inc 29,1427.4M $
3JPMorgan Income ETF 83,3833.8M $
4INVESCO AEROSPACE & DEFEN 19,9783.3M $
5NVIDIA Corp 18,4313.2M $
6Microsoft Corp 7,5682.8M $
7J P Morgan Exchange Traded Fund Trust 50,2502.7M $
8Global X US Infrastructure Development ETF 48,7402.5M $
9Amazon.com Inc 11,7172.4M $
10International Business Machines Corp. 9,4652.3M $
11JPMorgan International Research Enhanced Equity ETF 28,9882.2M $
12VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 9,0061.9M $
13Tesla Inc 5,1801.9M $
14iShares Core MSCI Europe ETF 27,1001.9M $
15Putnam Focused Large Cap Value ETF 40,4221.9M $
16State Street SPDR S&P 500 ETF Trust 2,8081.8M $
17Global X Funds 24,6641.7M $
18Vanguard FTSE Developed Markets ETF 27,2061.7M $
19VanEck Merk Gold ETF 37,2501.7M $
20Jpmorgan Core Plus Bond Etf 34,6741.6M $
21iShares Trust 4,1501.5M $
22Howmet Aerospace Inc 6,1781.4M $
23iShares Russell 1000 Growth ETF 3,2551.4M $
24WisdomTree Trust 27,5251.4M $
25SPDR Series Trust 17,8631.4M $
26VanEck Morningstar Wide Moat ETF 13,3441.3M $
27SPDR Series Trust 12,5441.2M $
28iShares Core S&P 500 ETF 1,8461.2M $
29JPMorgan Chase & Co 3,8521.1M $
30Alphabet Inc 3,9461.1M $
31WisdomTree Trust 12,5811.1M $
32SPDR Series Trust 18,4501M $
33Exxon Mobil Corp 4,916834K $
34Franklin Templeton ETF Trust 31,505781K $
35Vanguard FTSE Europe ETF 9,450778.9K $
36Avantis International Equity ETF 8,621731.4K $
37iShares Trust 3,336712.8K $
38iShares Core S&P Mid-Cap ETF 10,380701K $
39Broadcom Inc 2,050634.5K $
40PGIM ETF Trust 14,998622.6K $
41Visa Inc 2,003605.4K $
42Fortinet Inc 7,175586.3K $
43Goldman Sachs Group Inc/The 600507.6K $
44S&P Global Inc 1,132481.5K $
45Invesco S&P 500 Equal Weight Income Advantage ETF 9,280464K $
46Johnson & Johnson 1,844450.7K $
47Merck & Co Inc 3,659440.1K $
48Corning Inc 2,857388.5K $
49Palantir Technologies Inc 2,400351.1K $
50Bank of New York Mellon Corp/The 2,954350.4K $
51Vanguard S&P 500 ETF 569340K $
52PepsiCo Inc 2,162335.7K $
53Berkshire Hathaway Inc 700335.4K $
54Walmart Inc 2,674332.3K $
55iShares Expanded Tech Sector ETF 2,776328.9K $
56Caterpillar Inc 437309.6K $
57Home Depot Inc/The 897295K $
58Alphabet Inc 974280.1K $
59American Express Co 900272.2K $
60Vanguard World Fund 1,293256.1K $
61Invesco S&P 500 Equal Weight ETF 1,333255.8K $
62PIMCO Enhanced Short Maturity 2,340235.3K $
63Moody's Corp 500218.1K $
64General Electric Co 750212.8K $
65TJX Cos Inc/The 1,200191.6K $
66GE Vernova Inc 187163.2K $
67Coca-Cola Co/The 2,063156.9K $
68Cisco Systems, Inc. 2,000155.2K $
69Colgate-Palmolive Co 1,809154.2K $
70Pfizer Inc 5,119143.7K $
71Oracle Corp 884130K $
72Costco Wholesale Corp 129128.5K $
73iShares Trust 1,119126.6K $
74Automatic Data Processing Inc 566115K $
75iShares 0-1 Year Treasury Bond ETF 1,035114.3K $
76Invesco QQQ Trust Series 1 195112.6K $
77Abbott Laboratories 1,050107.8K $
78JPMorgan Ultra-Short Income ETF 1,95899.1K $
79Chevron Corp 47898.9K $
80QUALCOMM Inc 75196.7K $
81Walt Disney Co/The 1,00096.4K $
82Procter & Gamble Co/The 66696.2K $
83Blackrock Inc 10096.2K $
84iShares Trust 1,10090.8K $
85Ameriprise Financial Inc 20088.9K $
86State Street SPDR S&P Dividend ETF 60087.6K $
87J P Morgan Exchange Traded Fund Trust 1,50685.3K $
88Intel Corp 1,83280.8K $
89Bank of America Corp 1,40068.3K $
90Mastercard Inc 12562.5K $
91NextEra Energy Inc 60055.7K $
92Eastman Chemical Co 72255.1K $
93AT&T Inc 1,89454.9K $
94ServiceNow Inc 50052.3K $
95Thermo Fisher Scientific Inc 10049.2K $
96Legg Mason ETF Investment Trust 1,20048.6K $
97iShares iBonds Dec 2026 Term C 2,00048.5K $
98RTX Corp 24547.3K $
99iShares Trust 19441K $
100Duke Energy Corp 30039.3K $