Managed by Peak Planning Group, Llc • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $29.2M |
| 589.2K |
| 0.00% |
| — |
| 6 | B | $26.4M | 52.5K | 0.00% | — |
| 7 | B | $25.3M | 52.9K | 0.00% | — |
| 8 | A AAPL — | $23.7M | 87.2K | 0.00% | — |
| 9 | O OKE — | $23.3M | 469.4K | 0.00% | — |
| 10 | A AAPL — | $21.1M | 83.1K | 0.00% | — |
| 11 | Q QQQ — | $14.6M | 101.0K | 0.00% | — |
| 12 | F FPF — | $14.6M | 213.3K | 0.00% | — |
| 13 | M MSFT — | $13.5M | 27.9K | 0.00% | — |
| 14 | F FPF — | $13.1M | 188.6K | 0.00% | — |
| 15 | Q QQQ — | $12.4M | 89.7K | 0.00% | — |
| 16 | N NVDA — | $10.9M | 58.5K | 0.00% | — |
| 17 | N NVDA — | $10.4M | 59.7K | 0.00% | — |
| 18 | M MSFT — | $10.3M | 27.8K | 0.00% | — |
| 19 | A AMAT — | $8.7M | 25.4K | 0.00% | — |
| 20 | A AMZN — | $8.5M | 37.0K | 0.00% | — |