• 13F History

RGT Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2022 - Nov 8, 2022
Value $
$627M
Signature - Title
Heather M. Pesikoff - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by RGT Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RGT Wealth Advisors, LLC reported 114 stock holdings with total value $627M as of Q3 2022. Top holdings included ACWV, GLDM, IEF, IJS, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2022 114 $627M +$117M -$37.9M +$79.4M ACWV, GLDM, IEF, IJS, SPYG 13F-HR 11/8/2022, 11:09 AM
Q2 2022 121 $595M +$72.5M -$31.3M +$41.2M ACWV, GLDM, IJS, IVV, SPYG 13F-HR 7/12/2022, 06:38 PM
Q1 2022 112 $629M +$181M -$32.2M +$149M ACWV, GLDM, IJS, SPYG, ITOT 13F-HR 5/5/2022, 01:35 PM
Q4 2021 314 $655M +$125M -$5.5M +$119M ACWV, GLDMXXXX, IJS, SPYG, IEMG 13F-HR 2/11/2022, 01:46 PM
Q3 2021 53 $506M +$16.7M -$60.5M -$43.9M ACWV, GLDMXXXX, IJS, SPYG, GLD 13F-HR 10/18/2021, 06:27 PM
Q2 2021 55 $557M +$23.5M -$7.75M +$15.7M ACWV, GLDMXXXX, IJS, TPYP, SPYG 13F-HR 8/13/2021, 10:22 AM
Q1 2021 59 $512M +$28.5M -$10.3M +$18.2M ACWV, GLDMXXXX, IJS, TPYP, SPYG 13F-HR 5/13/2021, 08:31 AM
Q4 2020 70 $477M +$86.9M -$3.14M +$83.7M ACWV, GLDMXXXX, IJS, TPYP, SPYG 13F-HR 2/11/2021, 01:12 PM
Q3 2020 40 $395M +$81.6M -$948K +$80.7M ACWV, GLDMXXXX, IJS, TPYP, GLD 13F-HR 11/12/2020, 01:15 PM
Q2 2020 43 $347M +$180M -$4.29M +$175M ACWV, GLDMXXXX, TPYP, EFV, GLD 13F-HR 8/14/2020, 10:07 AM
Q1 2020 29 $156M +$132M -$847K +$131M ACWV, GLD, AAPL, COST, HD 13F-HR 5/14/2020, 03:25 PM
Q4 2019 31 $33.2M +$1.85M -$2.35M -$502K GLD, AAPL, HD, UA, COST 13F-HR 2/14/2020, 11:03 AM
Q3 2019 36 $34.4M +$3.11M -$744K +$2.37M GLD, HD, AAPL, COST, UA 13F-HR 11/14/2019, 10:55 AM
Q2 2019 32 $31.7M +$15.7M -$1.67M +$14M GLD, HD, UA, AAPL, COST 13F-HR 8/12/2019, 05:23 PM
Q1 2019 18 $17.4M +$2.02M -$682K +$1.34M GLD, UA, IAUXXXX, AAPL, BRKB 13F-HR 5/14/2019, 04:50 PM
Q4 2018 17 $16.8M +$487K -$1.62M -$1.14M GLD, UA, BRKB, IAUXXXX, XOM 13F-HR 2/14/2019, 09:59 AM
Q3 2018 42 $29.6M +$5.22M -$419K +$4.8M GLD, AAPL, UA, BRKB, IAUXXXX 13F-HR 11/14/2018, 10:55 AM
Q2 2018 42 $31.1M +$642K -$87.8M -$87.1M RSPP, GLD, AAPL, UA, IAUXXXX 13F-HR 8/14/2018, 02:47 PM
Q1 2018 104 $208M +$30.3M -$3.41M +$26.9M RSPP, ENLC, GLD, VBTX, PG 13F-HR 5/15/2018, 12:25 PM
Q4 2017 99 $187M +$38.6M -$4.47M +$34.1M RSPP, ENLC, GLD, VBTX, PG 13F-HR 2/14/2018, 12:09 PM
Q3 2017 91 $150M +$8.01M -$5.76M +$2.25M ENLC, GLD, VBTX, PG, ENLK 13F-HR 11/14/2017, 12:31 PM
Q2 2017 91 $146M +$18.2M -$4.31M +$13.8M ENLC, GLD, VBTX, ENLK, PG 13F-HR 8/14/2017, 03:49 PM
Q1 2017 100 $147M +$15.4M -$28M -$12.6M ENLC, GLD, VBTX, ENLK, PG 13F-HR 5/12/2017, 11:03 AM
Q4 2016 122 $178M +$22.6M -$7.88M +$14.7M ENLC, GLD, ENLK, IYR, LTXB Restatement 2/13/2017, 09:55 AM
Q3 2016 117 $160M ENLC, GLD, ENLK, PG, LTXB Restatement 2/13/2017, 09:52 AM