Regent Peak Wealth Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    atlanta, GA
  • CIK
    0001803329
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

180

$445.63M
VTI, IEFA, AAPL, VUG
NEW HOLDINGS
Jan 16, 2025
000180332925000004

178

$444.91M
VTI, IEFA, AAPL, VUG
13F-HR
Jan 7, 2025
000180332925000002

179

$435.61M
VTI, AAPL, IEFA, VUG
13F-HR
Oct 16, 2024
000180332924000007

163

$436.75M
VTI, ITW, AAPL, VUG
13F-HR
Aug 14, 2024
000180332924000003

170

$393.51M
VTI, ACN, VUG, AAPL
13F-HR
May 1, 2024
000117266124001967

168

$368.57M
VTI, AAPL, ACN, ITOT
13F-HR
Jan 23, 2024
000117266124000300

151

$327.35M
VTI, ITOT, AAPL, VUG
13F-HR
Nov 3, 2023
000117266123003602

155

$343.37M
VTI, AAPL, ITOT, ACN
13F-HR
Jul 19, 2023
000117266123002549

161

$323.21M
VTI, ITOT, AAPL, KRE
13F-HR
Apr 24, 2023
000117266123001751

157

$305.12M
VTI, ITOT, AAPL, VUG
13F-HR
Feb 8, 2023
000117266123000514

147

$284.17M
VTI, ITOT, AAPL, VUG
13F-HR
Nov 14, 2022
000160658722002286

155

$306.07M
VTI, ITOT, AAPL, KRE
13F-HR
Aug 11, 2022
000160658722001714

162

$348.57M
VTI, ITOT, AAPL, KRE
13F-HR
May 3, 2022
000160658722000861

167

$367.78M
VTI, ITOT, AAPL, VUG
13F-HR
Feb 11, 2022
000160658722000476

168

$349.13M
VTI, ITOT, AGG, IEFA
13F-HR
Nov 8, 2021
000160658721001534

168

$357.78M
VTI, ITOT, AGG, AAPL
13F-HR
Aug 16, 2021
000160658721001216

154

$304.23M
VTI, ITOT, AGG, VUG
13F-HR
Apr 28, 2021
000160658721000465

1,168

$299.96M
VTI, ITOT, AGG, VUG
13F-HR
Feb 12, 2021
000160658721000302

127

$235.01M
VTI, ITOT, AGG, VUG
13F-HR
Nov 4, 2020
000160658720001204

120

$220.58M
VTI, ITOT, AGG, VUG
13F-HR
Aug 5, 2020
000160658720000822

110

$179.68M
VTI, ITOT, AGG, SPIRE INC
13F-HR
Apr 27, 2020
000160658720000459

125

$219.19M
VTI, IUSB, ITOT, SPIRE INC
13F-HR
Feb 14, 2020
000160658720000321
Regent Peak Wealth Advisors Llc 13F Filings