Regent Peak Wealth Advisors LLC 13F Holdings

CIK 0001803329 · Atlanta, GA

As of Sep 30, 2025, Regent Peak Wealth Advisors LLC reported 190 positions worth $499.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—255,659$83.9M16.81%
ISHARES CORE MSCI EAFE ETFIEFA—448,722$39.2M7.85%
APPLE INCAAPLTechnology109,265$27.8M5.57%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—355,451$24.2M4.85%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—317,974$23.6M4.74%
VANGUARD GROWTH INDEX FUNDVUG—46,015$22.1M4.42%
ISHARES RUSSELL 1000 GROWTH ETFIWF—40,081 8.8M3.76%
NVIDIA CORPNVDATechnology88,086 6.4M3.29%
TESLA INCTSLAConsumer Cyclical36,804 6.4M3.28%
MICROSOFT CORPMSFTTechnology26,837 3.9M2.78%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETFSDY—98,285 3.8M2.76%
ISHARES CORE S&P TOTAL US STOCK MARKET ETFITOT—92,788 3.5M2.71%
ACCENTURE PLCACNTechnology54,435 3.4M2.69%
AMAZON.COM INCAMZNEquity46,987 0.3M2.07%
SPDR S&P 500 ETF TRUSTSPY—12,876$8.6M1.72%
VANGUARD VALUE INDEX FUNDVTV—45,696$8.5M1.71%
JANUS HENDERSON AAA CLO ETFJAAA—165,174$8.4M1.68%
ALPHABET INCGOOGLEquity23,792$5.8M1.16%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services10,270$5.2M1.03%
BROADCOM INCAVGOTechnology15,105$5.0M1.00%
ALPHABET INCGOOGEquity18,478$4.5M0.90%
PROGRESSIVE CORPPGRFinancial Services17,171$4.2M0.85%
SPIRE INCSRUtilities49,855$4.1M0.81%
DELTA AIR LINES INCDALIndustrials70,567$4.0M0.80%
META PLATFORMS INCMETACommunication Services5,137$3.8M0.76%