RGT Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2022 - Nov 8, 2022
Value $
$627M
Signature - Title
Heather M. Pesikoff - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by RGT Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RGT Wealth Advisors, LLC reported 114 stock holdings with total value $627M as of Q3 2022. Top holdings included ACWV, GLDM, IEF, IJS, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 114 $627M +$117M -$45.1M +$72.2M ACWV, GLDM, IEF, IJS, SPYG 13F-HR 11/8/2022, 12:09 PM
Q2 2022 122 $595M +$72.5M -$36.8M +$35.7M ACWV, GLDM, IJS, IVV, SPYG 13F-HR 7/12/2022, 06:38 PM
Q1 2022 112 $629M +$181M -$188M -$7.05M ACWV, GLDM, IJS, SPYG, ITOT 13F-HR 5/5/2022, 01:35 PM
Q4 2021 334 $655M +$125M -$5.5M +$119M ACWV, GLDM, IJS, SPYG, IEMG 13F-HR 2/11/2022, 02:46 PM
Q3 2021 53 $506M +$16.7M -$60.5M -$43.9M ACWV, GLDM, IJS, SPYG, GLD 13F-HR 10/18/2021, 06:27 PM
Q2 2021 55 $557M +$23.5M -$7.75M +$15.7M ACWV, GLDM, IJS, TPYP, SPYG 13F-HR 8/13/2021, 10:22 AM
Q1 2021 59 $512M +$28.5M -$10.3M +$18.2M ACWV, GLDM, IJS, TPYP, SPYG 13F-HR 5/13/2021, 08:31 AM
Q4 2020 70 $477M +$86.9M -$6.07M +$80.8M ACWV, GLDM, IJS, TPYP, SPYG 13F-HR 2/11/2021, 02:12 PM
Q3 2020 40 $395M +$81.6M -$41.5M +$40.1M ACWV, GLDM, IJS, TPYP, GLD 13F-HR 11/12/2020, 02:15 PM
Q2 2020 43 $347M +$180M -$5.53M +$174M ACWV, GLDM, TPYP, EFV, GLD 13F-HR 8/14/2020, 10:07 AM
Q1 2020 29 $156M +$132M -$3.32M +$129M ACWV, GLD, AAPL, COST, HD 13F-HR 5/14/2020, 03:25 PM
Q4 2019 31 $33.2M +$1.85M -$4.83M -$2.98M GLD, AAPL, HD, UA, COST 13F-HR 2/14/2020, 12:03 PM
Q3 2019 36 $34.4M +$3.11M -$1.61M +$1.51M GLD, HD, AAPL, COST, UA 13F-HR 11/14/2019, 11:55 AM
Q2 2019 32 $31.7M +$15.7M -$2.75M +$13M GLD, HD, UA, AAPL, COST 13F-HR 8/12/2019, 05:23 PM
Q1 2019 18 $17.4M +$2.02M -$2.51M -$487K GLD, UA, IAU, AAPL, BRKB 13F-HR 5/14/2019, 04:50 PM
Q4 2018 17 $16.8M +$487K -$11.3M -$10.8M GLD, UA, BRKB, IAU, XOM 13F-HR 2/14/2019, 10:59 AM
Q3 2018 42 $29.6M +$5.22M -$7.55M -$2.33M GLD, AAPL, UA, BRKB, IAU 13F-HR 11/14/2018, 11:55 AM
Q2 2018 42 $31.1M +$642K -$177M -$177M RSPP, GLD, AAPL, UA, IAU 13F-HR 8/14/2018, 02:47 PM
Q1 2018 104 $208M +$30.3M -$5.5M +$24.8M RSPP, ENLC, GLD, VBTX, PG 13F-HR 5/15/2018, 12:25 PM
Q4 2017 99 $187M +$38.6M -$7.15M +$31.5M RSPP, ENLC, GLD, VBTX, PG 13F-HR 2/14/2018, 01:09 PM
Q3 2017 93 $150M +$8.01M -$7.95M +$55.1K ENLC, GLD, VBTX, PG, ENLK 13F-HR 11/14/2017, 01:31 PM
Q2 2017 91 $146M +$18.2M -$14.8M +$3.39M ENLC, GLD, VBTX, ENLK, PG 13F-HR 8/14/2017, 03:49 PM
Q1 2017 101 $147M +$15.4M -$53.6M -$38.1M ENLC, GLD, VBTX, ENLK, PG 13F-HR 5/12/2017, 11:03 AM
Q4 2016 122 $178M +$22.6M -$12.2M +$10.4M ENLC, GLD, ENLK, IYR, LTXB Restatement 2/13/2017, 10:55 AM
Q3 2016 118 $160M $0 $0 ENLC, GLD, ENLK, PG, LTXB Restatement 2/13/2017, 10:52 AM