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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Regent Peak Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
6,043
Value
$4.51M
% of portfolio
0.8%
Quarters held
21
Since Q1 2021
Holdings of SPY by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,043$4.51M0.8%−2,956−32.8%ReducedHolders
Q1 20268,999$5.85M1.2%−707−7.3%ReducedHolders
Q4 20259,706$6.62M1.3%−3,170−24.6%ReducedHolders
Q3 202512,876$8.58M1.7%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202515,564$8.71M2.1%+4,491+40.6%AddedHolders
Q4 202411,073$6.49M1.5%−704−6.0%ReducedHolders
Q3 202411,777$6.76M1.6%−134−1.1%ReducedHolders
Q2 202411,911$6.48M1.6%−2,510−17.4%ReducedHolders
Q1 202414,421$7.54M1.9%−798−5.2%ReducedHolders
Q4 202315,219$7.23M2.0%−4,174−21.5%ReducedHolders
Q3 202319,393$8.29M2.5%−316−1.6%ReducedHolders
Q2 202319,709$8.74M2.5%+771+4.1%AddedHolders
Q1 202318,938$7.75M2.4%+1,832+10.7%AddedHolders
Q4 202217,106$6.54M2.1%+5,690+49.8%AddedHolders
Q3 202211,416$4.08M1.4%00.0%UnchangedHolders
Q2 202211,416$4.31M1.4%−231−2.0%ReducedHolders
Q1 202211,647$5.26M1.5%+231+2.0%AddedHolders
Q4 202111,416$5.42M1.5%00.0%UnchangedHolders
Q3 202111,416$4.90M1.4%−109−0.9%ReducedHolders
Q2 202111,525$5.05M1.4%+109+1.0%AddedHolders
Q1 202111,416$4.52M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.