Regent Peak Wealth Advisors LLC Options Holdings

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $509 Million
  • Prior Value $428 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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