Regent Peak Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$431M
Signature - Title
Carmen Laster - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Regent Peak Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Regent Peak Wealth Advisors LLC reported 179 stock holdings with total value $431M as of Q3 2024. Top holdings included VTI, AAPL, IEFA, VUG, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 179 $431M +$15.7M -$11.4M +$4.26M VTI, AAPL, IEFA, VUG, BND 13F-HR 10/16/2024, 11:10 AM
Q2 2024 163 $397M +$38.4M -$23M +$15.4M VTI, AAPL, VUG, IEFA, BND 13F-HR 8/14/2024, 11:24 AM
Q1 2024 170 $394M +$20M -$19.2M +$848K VTI, ACN, VUG, AAPL, IEFA 13F-HR 5/1/2024, 03:47 PM
Q4 2023 168 $369M +$32.4M -$25.6M +$6.84M VTI, AAPL, ACN, ITOT, VUG 13F-HR 1/23/2024, 11:38 AM
Q3 2023 151 $327M +$11.6M -$12.9M -$1.29M VTI, ITOT, AAPL, VUG, SDY 13F-HR 11/3/2023, 11:38 AM
Q2 2023 155 $343M +$6.46M -$15.2M -$8.77M VTI, AAPL, ITOT, ACN, VUG 13F-HR 7/19/2023, 04:39 PM
Q1 2023 161 $319M +$26.7M -$27.3M -$541K VTI, ITOT, AAPL, SDY, ACN 13F-HR 4/24/2023, 10:19 AM
Q4 2022 157 $305M +$26.9M -$24.3M +$2.57M VTI, ITOT, AAPL, VUG, ACN 13F-HR 2/8/2023, 08:25 AM
Q3 2022 148 $282M +$21.1M -$23.5M -$2.49M VTI, ITOT, AAPL, VUG, SR 13F-HR 11/14/2022, 09:20 AM
Q2 2022 155 $303M +$25.9M -$14.5M +$11.3M VTI, ITOT, AAPL, SDY, VUG 13F-HR 8/11/2022, 10:58 AM
Q1 2022 162 $345M +$13.4M -$15.1M -$1.75M VTI, ITOT, AAPL, SDY, VUG 13F-HR 5/3/2022, 09:02 AM
Q4 2021 167 $365M +$19.5M -$32.1M -$12.6M VTI, ITOT, AAPL, VUG, IWF 13F-HR 2/11/2022, 11:14 AM
Q3 2021 168 $347M +$3.49M -$2.47M +$1.02M VTI, ITOT, AGG, IEFA, AAPL 13F-HR 11/8/2021, 11:59 AM
Q2 2021 168 $349M +$38.6M -$14.2M +$24.4M VTI, ITOT, AGG, AAPL, VUG 13F-HR 8/16/2021, 11:23 AM
Q1 2021 154 $304M +$23.9M -$31M -$7.04M VTI, ITOT, AGG, VUG, IEFA 13F-HR 4/28/2021, 04:47 PM
Q4 2020 1,050 $300M +$48M -$7.39M +$40.6M VTI, ITOT, AGG, VUG, AAPL 13F-HR 2/12/2021, 09:03 AM
Q3 2020 127 $235M +$22.1M -$13.3M +$8.75M VTI, ITOT, AGG, VUG, AAPL 13F-HR 11/4/2020, 03:59 PM
Q2 2020 120 $221M +$20.4M -$6.23M +$14.2M VTI, ITOT, AGG, VUG, SR 13F-HR 8/5/2020, 10:04 AM
Q1 2020 110 $180M +$29.8M -$36.3M -$6.46M VTI, ITOT, AGG, SR, VUG 13F-HR 4/27/2020, 10:35 AM
Q4 2019 125 $219M $0 $0 VTI, IUSB, ITOT, SR, VUG 13F-HR 2/14/2020, 02:51 PM