Regent Peak Wealth Advisors LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationatlanta, GA
- CIK0001803329
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
177 | $423.61 M | VTI, IEFA, AAPL, BND | 13F-HR | Apr 14, 2025 | 000180332925000005 | ||
180 | $445.63 M | VTI, IEFA, AAPL, VUG | NEW HOLDINGS | Jan 16, 2025 | 000180332925000004 | ||
178 | $444.91 M | VTI, IEFA, AAPL, VUG | 13F-HR | Jan 7, 2025 | 000180332925000002 | ||
179 | $435.61 M | VTI, AAPL, IEFA, VUG | 13F-HR | Oct 16, 2024 | 000180332924000007 | ||
163 | $436.75 M | VTI, ITW, AAPL, VUG | 13F-HR | Aug 14, 2024 | 000180332924000003 | ||
170 | $393.51 M | VTI, ACN, VUG, AAPL | 13F-HR | May 1, 2024 | 000117266124001967 | ||
168 | $368.57 M | VTI, AAPL, ACN, ITOT | 13F-HR | Jan 23, 2024 | 000117266124000300 | ||
151 | $327.35 M | VTI, ITOT, AAPL, VUG | 13F-HR | Nov 3, 2023 | 000117266123003602 | ||
155 | $343.37 M | VTI, AAPL, ITOT, ACN | 13F-HR | Jul 19, 2023 | 000117266123002549 | ||
161 | $323.21 M | VTI, ITOT, AAPL, KRE | 13F-HR | Apr 24, 2023 | 000117266123001751 | ||
157 | $305.12 M | VTI, ITOT, AAPL, VUG | 13F-HR | Feb 8, 2023 | 000117266123000514 | ||
147 | $284.17 M | VTI, ITOT, AAPL, VUG | 13F-HR | Nov 14, 2022 | 000160658722002286 | ||
155 | $306.07 M | VTI, ITOT, AAPL, KRE | 13F-HR | Aug 11, 2022 | 000160658722001714 | ||
162 | $348.57 M | VTI, ITOT, AAPL, KRE | 13F-HR | May 3, 2022 | 000160658722000861 | ||
167 | $367.78 M | VTI, ITOT, AAPL, VUG | 13F-HR | Feb 11, 2022 | 000160658722000476 | ||
168 | $349.13 M | VTI, ITOT, AGG, IEFA | 13F-HR | Nov 8, 2021 | 000160658721001534 | ||
168 | $357.78 M | VTI, ITOT, AGG, AAPL | 13F-HR | Aug 16, 2021 | 000160658721001216 | ||
154 | $304.23 M | VTI, ITOT, AGG, VUG | 13F-HR | Apr 28, 2021 | 000160658721000465 | ||
1,168 | $299.96 M | VTI, ITOT, AGG, VUG | 13F-HR | Feb 12, 2021 | 000160658721000302 | ||
127 | $235.01 M | VTI, ITOT, AGG, VUG | 13F-HR | Nov 4, 2020 | 000160658720001204 | ||
120 | $220.58 M | VTI, ITOT, AGG, VUG | 13F-HR | Aug 5, 2020 | 000160658720000822 | ||
110 | $179.68 M | VTI, ITOT, AGG, SPIRE INC | 13F-HR | Apr 27, 2020 | 000160658720000459 | ||
125 | $219.19 M | VTI, IUSB, ITOT, SPIRE INC | 13F-HR | Feb 14, 2020 | 000160658720000321 |