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Peak shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Peak (DOC) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $315k 15k 21.40
2025-06-30 $179k 10k 17.51

More positions owned by Total Wealth Planning & Management

Micron Technology (MU)
Apple (AAPL)
Microsoft Corporation Put Option (MSFT)
Amazon (AMZN)
Abbvie (ABBV)
Cheniere Energy Com New (LNG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
FactSet Research Systems (FDS)
Kulicke and Soffa Industries (KLIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Home Depot (HD)
Verizon Communications Put Option (VZ)

View all positions for Total Wealth Planning & Management

Top funds holding Peak

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Jpmorgan Chase & Co
Hanna Zanoni
Geode Capital Management
Invesco
Principal Financial Group
Bank of New York Mellon
Morgan Stanley
Charles Schwab Investment Management
Sixth Street Partners Management Company
Goldman Sachs Group
Bank of America Corporation

View all funds holding Peak