Peck Wealth Management Q2 2026: Strategic Shifts in Bond ETFs and Growth Assets Observed

As of June 30th, 2026, Peck Wealth Management's portfolio analysis reveals a clear strategic shift during the second quarter. The firm managed its assets totaling $115,812,230 with focused buying and selling activities observed across various sectors.

Focus on Growth ETFs

In Q2 2026, Peck Wealth Management demonstrated a strong preference for growth-oriented investments. The firm significantly increased its position in the Peck Wealth Management portfolio by acquiring substantial shares of several ETFs.

The most notable purchase was the WisdomTree Floating Rate Treasury Fund (USFR), where Peck increased its holdings by a staggering 228.72%. This translates to adding approximately 63,000 additional shares during the quarter. Another significant acquisition involved the JPMorgan U.S. Tech Leaders ETF (JTEK), with an increase of over 111% in allocation.

Additionally, Peck boosted its position in the JPMorgan US Quality Factor ETF (JQUA) by nearly 3%, adding around 1,600 shares to this existing holding. The firm also showed interest in diversifying internationally with a purchase of the NYLI FTSE International Equity Currency Neutral ETF (HFXI), increasing its allocation slightly but strategically.

Strategic Bond Sales

Conversely, Peck's portfolio analysis indicates significant exits from certain fixed-income positions during Q2 2026. The most prominent sale was the JPMorgan Active Bond ETF (JBND), where the allocation plummeted by an astonishing -99%. This suggests a near-complete divestment of this bond fund.

Other notable reductions were observed in the JCPB position, which decreased by approximately 60.87% during the quarter. Peck also trimmed its holdings in the PVAL ETF (Putnam Focused Large Cap Value) and exited positions in other bond-related funds like CLOI and MINT.

Infrastructure Focus

The Global X U.S. Infrastructure Development ETF (PAVE), already holding a significant allocation of 2.83%, saw further strengthening as Peck increased its shares by about 16.77%. This continued focus on infrastructure development aligns with the firm's apparent strategy to bolster exposure in this sector.

High-Growth Technology

The technology-focused holdings also showed activity, although less dramatic than some other areas. Peck maintained its position in NVIDIA (NVDA) by increasing shares slightly despite a significant percentage decrease (-21.16%) from the prior period – likely due to substantial price appreciation.

Meanwhile, Microsoft Corp (MSFT), another tech giant held by Peck, saw an increase of about 0.26% in its allocation during Q2. The firm also added shares to the JPMorgan US Tech Leaders ETF (JTEK) and exited positions like JBND.

Conclusion: Rebalancing Strategy

In summary, Peck Wealth Management's portfolio actions in Q2 2026 reflect a deliberate rebalancing strategy. The firm sold off substantial portions of its bond holdings while simultaneously increasing exposure to floating-rate instruments and growth-oriented ETFs like JQUA.

Key purchases included the WisdomTree Floating Rate Treasury Fund (USFR), JPMorgan US Tech Leaders ETF (JTEK), and International Equity Currency Neutral ETF (HFXI). Significant exits were noted from JCPB, JBND, CLOI, MINT, and other bond positions. This suggests a strategic move towards assets perceived as offering better growth potential in the current market environment.