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Peak shares owned by Clear Wave Wealth Management

Quarter-by-quarter ownership of Peak (DOC) shares owned by Clear Wave Wealth Management from 13F filings

Historical chart of Clear Wave Wealth Management investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Clear Wave Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Clear Wave Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $167k 10k 16.43

More positions owned by Clear Wave Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Call Put Option
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core Div Grwth (DGRO)
Jpmorgan Chase & Co Call Put Option
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Usa Min Vol (USMV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clear Wave Wealth Management

Top funds holding Peak

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Hanna Zanoni
Geode Capital Management
Invesco
Principal Financial Group
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation
Charles Schwab Investment Management
Dimensional Fund Advisors
FMR

View all funds holding Peak