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Home > Institutional Investor > Regent Peak Wealth Advisors Llc > Profile

Instuitional Investor - Regent Peak Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Regent Peak Wealth Advisors Llc
Portfolio Value $368,569,384
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 168,491 $39,969,519 10.84%
2.
Apple Inc.
 AAPL 110,988 $21,368,470 5.79%
3.
Accenture Plc
 ACN 54,898 $19,264,257 5.22%
4.
Ishares Trust
 IEF 172,620 $18,164,763 4.92%
5.
Vanguard Index Fds
 57,436 $17,855,589 4.84%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)