Regent Peak Wealth Advisors LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$445.63M
13F filings
1
Latest filing
Jan 16, 2025

Top 10 holdings

VTI $72.28M
16.22% of AUM
IEFA $28.12M
6.31% of AUM
AAPL $28.01M
6.29% of AUM
VUG $22.21M
4.98% of AUM
DGRO $20.52M
4.61% of AUM
BND $20.15M
4.52% of AUM
ACN $17.59M
3.95% of AUM
IWF $16.13M
3.62% of AUM
TSLA $14.67M
3.29% of AUM
SDY $13.87M
3.11% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Regent Peak Wealth Advisors LLC. Reported assets under management total $445.63M.

View live Regent Peak Wealth Advisors LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Regent Peak Wealth Advisors LLC have under management?
Per Regent Peak Wealth Advisors LLC's most recent SEC Form 13F filing dated Jan 16, 2025, total assets under management are $445.63M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Regent Peak Wealth Advisors LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Regent Peak Wealth Advisors LLC. Filings are due 45 days after quarter-end.
Where does Regent Peak Wealth Advisors LLC's holdings data come from?
Every position shown on this page sources back to Regent Peak Wealth Advisors LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.