$358 Million is the total value of Regent Peak Wealth Advisors LLC's 168 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PCY | Exit | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFemrng mkt svrg | $0 | – | -7,480 | -100.0% | -0.07% | – |
| MTB | Exit | M & T BK CORP COM | $0 | – | -1,365 | -100.0% | -0.07% | – |
| KMB | Exit | KIMBERLY-CLARK CORP COM | $0 | – | -1,832 | -100.0% | -0.08% | – |
| XLF | Exit | FINANCIAL SELECT SECTOR SPDR FUNDsbi int-finl | $0 | – | -7,706 | -100.0% | -0.09% | – |
| GE | Exit | GENERAL ELECTRIC CO COM | $0 | – | -23,572 | -100.0% | -0.10% | – |
| IAU | Exit | ISHARES COMEX GOLD TRUSTishares | $0 | – | -461,804 | -100.0% | -2.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 16 | Q3 2023 | 11.1% |
| ISHARES TR | 16 | Q3 2023 | 8.1% |
| APPLE INC COM | 16 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 5.2% |
| SPIRE INC COM | 16 | Q3 2023 | 6.2% |
| ISHARES TR | 16 | Q3 2023 | 4.7% |
| SPDR S&P DIVIDEND ETF | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 4.6% |
| VANGUARD VALUE INDEX FUND | 16 | Q3 2023 | 3.7% |
| ACCENTURE PLC IRELAND SHS CLASS A | 16 | Q3 2023 | 5.2% |
View Regent Peak Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-11 |
View Regent Peak Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.