Regent Peak Wealth Advisors LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $410 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $48.8M, Apple Inc. with a value of $23M, Vanguard Growth ETF with a value of $20.1M, Ishares Tr with a value of $18.6M, and Vanguard Bd Index Fd Inc Total with a value of $18.2M.
Examining the 13F form we can see an increase of $17.7M in the current position value, from $393M to 410M.
Regent Peak Wealth Advisors LLC is based out at Atlanta, GA
Below you can find more details about Regent Peak Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$410 Million
ETFs: $192 Million
Technology: $82.4 Million
Consumer Cyclical: $29.1 Million
Healthcare: $21.9 Million
Industrials: $19.9 Million
Consumer Defensive: $18.6 Million
Financial Services: $17.8 Million
Communication Services: $12.3 Million
Other: $16 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions