Long-term investor
Regent Peak Wealth Advisors LLC @regentpeakwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803329).
Record
- Tracked since 2025-03-31 (537 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +20.0% · all +20.0%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 16.9% · long · since 2025-03-31
- AAPL · 5.8% · long · since 2025-03-31
- 46432F842 · 5.8% · long · since 2025-03-31
- 46434V621 · 4.7% · long · since 2025-03-31
- 78464A763 · 4.3% · long · since 2025-03-31
- 922908736 · 4.2% · long · since 2025-03-31
- NVDA · 3.4% · long · since 2025-03-31
- 464287614 · 3.3% · long · since 2025-03-31
- 46434G103 · 3.1% · long · since 2025-03-31
- TSLA · 2.9% · long · since 2025-03-31
- 921937835 · 2.8% · long · since 2025-03-31
- 464287150 · 2.4% · long · since 2025-03-31