Rgt Wealth Advisors is an investment fund managing more than $623 million ran by Heather Pesikoff. There are currently 58 companies in Mrs. Pesikoff’s portfolio. The largest investments include Ishares Inc and World Gold Tr, together worth $297 million.
Limited to 30 biggest holdings
$623 million Assets Under Management (AUM)
As of 1st November 2022, Rgt Wealth Advisors’s top holding is 2,013,696 shares of Ishares Inc currently worth over $177 million and making up 28.3% of the portfolio value.In addition, the fund holds 3,640,212 shares of World Gold Tr worth $120 million. The third-largest holding is Ishares Tr worth $95 million and the next is Ishares Tr worth $138 million, with 1,302,197 shares owned.
Currently, Rgt Wealth Advisors's portfolio is worth at least $623 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Rgt Wealth Advisors
The Rgt Wealth Advisors office and employees reside in Dallas, Texas. According to the last 13-F report filed with the SEC, Heather Pesikoff serves as the Chief Compliance Officer at Rgt Wealth Advisors.
