Entity type
Company
Filer Snapshot
RGT Wealth Advisors, LLC
CIK 0001689872. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
27
Latest filing
08 Nov 2022
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q3 2022. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$627.21M
114 holdings for Q3 2022
Open portfolioLargest parsed holding
ACWV
$175.1M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 08 Nov 2022 for CIK 0001689872.
- SEC ownership summary
-
Filing-family value signals
Bars compare filing families separately; they should not be added together as one total.
Latest 13F portfolio$627.21MQuarterly institutional portfolio holdings.
Latest reported 13F value
$627.21M
Market value reported in the latest parsed Form 13F portfolio.
Largest 13F symbols
ACWV, GLDM, IEF, IJS
Largest visible symbols from the latest parsed Form 13F information table.
Form 13F holdings
Largest symbols from the latest parsed Form 13F information table.
ACWV GLDM IEF IJS SPYG IVV IWO GLD+12 more
EFV IWD PBT UA ITOT EFG VTIP IWM HD COST IAU SPDWHow to read filing-family values
- Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
- Use the linked research paths to verify each signal against the original SEC filing.
- Business address
- 5950 Sherry Lane, Suite 600, Dallas, TX, 75225
- State of incorporation
- DE
- Fiscal year-end
- 31 December
- Former SEC names
- RGT Capital Management, Ltd. (to 14 Nov 2018)
SEC ownership signals
1 signal
Filer identity
1 identity field
SEC record
3 source fields
Filer intelligence
What SEC filings say about RGT Wealth Advisors, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $627.21M across 114 reported holdings for Q3 2022.
- Largest parsed 13F holding: ACWV at $175.1M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
81%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$508.34M
Compared with $627.21M total 13F value.
Top 5 net change
+$108.11M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: IEF ยท Largest trim: IVV
ACWV
GLDM
IEF
IJS
SPYG
Other holdings
Latest update
What changed recently for RGT Wealth Advisors, LLC
Latest 13F period: Q3 2022. Open the source-backed page to inspect the fresh filing or facts context.
Update date
08 Nov 2022
Page type
Filer profile
Latest period
Q3 2022
Institutional portfolio context was refreshed from a 13F filing filed on 08 Nov 2022.
Benchmark Context
Benchmark context for this company
RGT Wealth Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q3 2022. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001689872 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
27
First seen
01 Dec 2016
Latest filing
08 Nov 2022
Entity
Company
Observed form types
13F-HR
13F-HR/A
Latest Filings
Showing the latest 12 of 27 SEC filings for RGT Wealth Advisors, LLC.
13F-HR
13F-HR filing
- Filing date
- 08 Nov 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Jul 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 May 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Feb 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 19 Oct 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Aug 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 May 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Feb 2021
- Reporting date
- 31 Dec 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Nov 2020
- Reporting date
- 30 Sep 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Aug 2020
- Reporting date
- 30 Jun 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 May 2020
- Reporting date
- 31 Mar 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Feb 2020
- Reporting date
- 31 Dec 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing