Regent Peak Wealth Advisors LLC has disclosed 179 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $436.00 Mil. The turnover rate is 3%.
In Regent Peak Wealth Advisors LLC's current portfolio as of 2024-09-30, the top 5 holdings are
Vanguard Total Stock Market ETF (VTI), Apple Inc (AAPL), iShares Core MSCI EAFE ETF (IEFA), Vanguard Growth ETF (VUG), Vanguard Total Bond Market ETF (BND), not including call and put options.
Regent Peak Wealth Advisors LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Regent Peak Wealth Advisors LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Regent Peak Wealth Advisors LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Regent Peak Wealth Advisors LLC.