Notify me when Regent Peak Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 192 | $504,307,998 | +$11,556,008 | -$13,214,000 | -$1,657,992 | VTI, IEFA, AAPL, DGRO, BND | 13F-HR | 08 Jan 2026, 11:55 |
| Q3 2025 | 190 | $496,391,238 | +$19,043,734 | -$14,899,602 | +$4,144,132 | VTI, IEFA, AAPL, DGRO, BND | 13F-HR | 16 Oct 2025, 10:57 |
| Q1 2025 | 177 | $421,080,280 | +$17,978,574 | -$20,450,340 | -$2,471,766 | VTI, IEFA, AAPL, BND, DGRO | 13F-HR | 14 Apr 2025, 08:58 |
| Q4 2024 | 180 | $443,157,602 | $0 | $0 | $0 | VTI, IEFA, AAPL, VUG, DGRO | New Holdings | 16 Jan 2025, 15:02 |
| Q4 2024 | 180 | $443,157,602 | +$46,441,637 | -$40,053,970 | +$6,387,667 | VTI, IEFA, AAPL, VUG, DGRO | 13F-HR | 07 Jan 2025, 12:21 |
| Q3 2024 | 179 | $431,151,398 | +$15,690,536 | -$11,428,267 | +$4,262,269 | VTI, AAPL, IEFA, VUG, BND | 13F-HR | 16 Oct 2024, 11:10 |
| Q2 2024 | 163 | $397,415,123 | +$38,357,024 | -$22,999,165 | +$15,357,859 | VTI, AAPL, VUG, IEFA, BND | 13F-HR | 14 Aug 2024, 11:24 |
| Q1 2024 | 170 | $393,510,295 | +$20,023,501 | -$19,175,784 | +$847,717 | VTI, ACN, VUG, AAPL, IEFA | 13F-HR | 01 May 2024, 15:47 |
| Q4 2023 | 168 | $368,569,384 | +$32,436,412 | -$25,599,460 | +$6,836,952 | VTI, AAPL, ACN, ITOT, VUG | 13F-HR | 23 Jan 2024, 11:38 |
| Q3 2023 | 151 | $327,345,372 | +$11,598,183 | -$12,883,925 | -$1,285,742 | VTI, ITOT, AAPL, VUG, SDY | 13F-HR | 03 Nov 2023, 11:38 |
| Q2 2023 | 155 | $343,364,613 | +$6,457,515 | -$15,230,436 | -$8,772,921 | VTI, AAPL, ITOT, ACN, VUG | 13F-HR | 19 Jul 2023, 16:39 |
| Q1 2023 | 161 | $319,026,051 | +$26,748,526 | -$27,289,927 | -$541,401 | VTI, ITOT, AAPL, SDY, ACN | 13F-HR | 24 Apr 2023, 10:19 |
| Q4 2022 | 157 | $305,121,952 | +$26,886,415 | -$24,312,440 | +$2,573,975 | VTI, ITOT, AAPL, VUG, ACN | 13F-HR | 08 Feb 2023, 08:25 |
| Q3 2022 | 148 | $281,975,000 | +$21,050,293 | -$23,545,121 | -$2,494,828 | VTI, ITOT, AAPL, VUG, SR | 13F-HR | 14 Nov 2022, 09:20 |
| Q2 2022 | 155 | $302,695,000 | +$25,855,884 | -$14,528,190 | +$11,327,694 | VTI, ITOT, AAPL, SDY, VUG | 13F-HR | 11 Aug 2022, 10:58 |
| Q1 2022 | 162 | $345,338,000 | +$13,374,460 | -$15,123,293 | -$1,748,833 | VTI, ITOT, AAPL, SDY, VUG | 13F-HR | 03 May 2022, 09:02 |
| Q4 2021 | 167 | $364,787,000 | +$19,496,852 | -$32,146,628 | -$12,649,776 | VTI, ITOT, AAPL, VUG, IWF | 13F-HR | 11 Feb 2022, 11:14 |
| Q3 2021 | 168 | $346,551,000 | +$3,485,504 | -$2,468,085 | +$1,017,419 | VTI, ITOT, AGG, IEFA, AAPL | 13F-HR | 08 Nov 2021, 11:59 |
| Q2 2021 | 168 | $349,187,000 | +$38,578,721 | -$14,218,522 | +$24,360,199 | VTI, ITOT, AGG, AAPL, VUG | 13F-HR | 16 Aug 2021, 11:23 |
| Q1 2021 | 154 | $304,226,000 | +$23,940,228 | -$30,978,981 | -$7,038,753 | VTI, ITOT, AGG, VUG, IEFA | 13F-HR | 28 Apr 2021, 16:47 |
| Q4 2020 | 1,050 | $299,812,000 | +$47,964,823 | -$7,392,113 | +$40,572,710 | VTI, ITOT, AGG, VUG, AAPL | 13F-HR | 12 Feb 2021, 09:03 |
| Q3 2020 | 127 | $235,008,000 | +$22,073,081 | -$13,324,687 | +$8,748,394 | VTI, ITOT, AGG, VUG, AAPL | 13F-HR | 04 Nov 2020, 15:59 |
| Q2 2020 | 120 | $220,578,000 | +$20,435,446 | -$6,232,181 | +$14,203,265 | VTI, ITOT, AGG, VUG, SR | 13F-HR | 05 Aug 2020, 10:04 |
| Q1 2020 | 110 | $179,676,000 | +$29,810,048 | -$36,268,589 | -$6,458,541 | VTI, ITOT, AGG, SR, VUG | 13F-HR | 27 Apr 2020, 10:35 |
| Q4 2019 | 125 | $219,192,000 | $0 | $0 | $0 | VTI, IUSB, ITOT, SR, VUG | 13F-HR | 14 Feb 2020, 14:51 |