Regent Peak Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Regent Peak Wealth Advisors LLC reported 177 stock positions worth $423.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.3% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.8%) and Apple (AAPL, 5.8%). Compared with Q4 2024, it opened 13 new positions, sold out of 16, added to 43 and reduced 108. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +10%) and the biggest sale Tesla (TSLA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001803329
- Portfolio Value
- $423.6M (Q1 2025)
- SEC Filing
- 0001803329-25-000005 ↗ filed Apr 14, 2025
Holdings Value
Holdings 177 stocks · $423.6M
| VTI VG Morningstar TS MKT ETF-US | 16.30% | 251,292 | $69.1M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 7.83% | 438,408 | $33.2M | Add +9.6% |
| AAPL Apple Inc. | 5.84% | 111,467 | $24.8M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 5.21% | 300,279 | $22.1M | Add +7.2% |
| DGRO iShares Core Dividend Growth | 4.98% | 341,452 | $21.1M | Add +2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.09% | 46,702 | $17.3M | Reduce -13.7% |
| ACN Accenture PLC Class A | 3.52% | 47,743 | $14.9M | Reduce -4.5% |
| IWF iShares Russell 1000 Growth | 3.36% | 39,405 | $14.2M | Reduce -1.9% |
| SDY SS SPDR S&P Dividend ETF | 3.11% | 97,187 | $13.2M | Reduce -7.5% |
| ITOT iShares Core S&P Total U.S. | 2.77% | 96,312 | $11.8M | Reduce -4.1% |
| MSFT Microsoft Corp. | 2.40% | 27,129 | $10.2M | Reduce -6.9% |
| TSLA Tesla Inc. | 2.22% | 36,309 | $9.4M | Reduce -0.0% |
| NVDA Nvidia Corp. | 2.09% | 81,659 | $8.9M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.06% | 15,564 | $8.7M | Add +40.6% |
| AMZN Amazon.com Inc. | 2.00% | 44,625 | $8.5M | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.97% | 48,418 | $8.4M | Reduce -14.3% |
| JAAA Janus Henderson Aaa Clo ETF | 1.92% | 160,318 | $8.1M | Add +25.6% |
| SR Spire Inc. | 1.67% | 90,243 | $7.1M | Reduce -35.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 10,225 | $5.4M | Add +0.3% |
| PGR Progressive Corp. | 1.24% | 18,568 | $5.3M | Reduce -0.1% |
| DAL Delta Air Lines Inc. | 0.90% | 87,300 | $3.8M | New |
| GOOGL Alphabet Inc. Class A | 0.86% | 23,591 | $3.6M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.66% | 4,825 | $2.8M | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 0.65% | 17,536 | $2.7M | Reduce -0.4% |
| HD Home Depot Inc. | 0.60% | 6,955 | $2.5M | Reduce -4.0% |
| KO The Coca-Cola Co. | 0.60% | 133,977 | $2.5M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.52% | 2,666 | $2.2M | Add +4.1% |
| AVGO Broadcom Inc. | 0.51% | 12,942 | $2.2M | Reduce -2.8% |
| IVV iShares Core S&P 500 ETF | 0.44% | 3,314 | $1.9M | Add +0.3% |
| SCHB Schwab US Broad Market ETF | 0.44% | 85,936 | $1.9M | Reduce -2.3% |
| PG The Procter & Gamble Co. | 0.43% | 10,747 | $1.8M | Reduce -2.9% |
| UBSI United Bankshares Inc. | 0.41% | 50,682 | $1.8M | New |
| COST Costco Wholesale Corp. | 0.41% | 1,855 | $1.8M | Add +1.8% |
| V Visa Inc. Class A | 0.41% | 4,928 | $1.7M | Add +0.0% |
| SO The Southern Co. | 0.39% | 18,085 | $1.7M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.38% | 6,543 | $1.6M | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.38% | 2 | $1.6M | No change |
| IWM iShares Russell 2000 ETF | 0.36% | 7,737 | $1.5M | Reduce -23.7% |
| WMT Walmart Inc. | 0.36% | 17,266 | $1.5M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 3,102 | $1.5M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.34% | 4,585 | $1.4M | Reduce -15.8% |
| VGT Vanguard Info Tech ETF | 0.32% | 2,490 | $1.4M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.28% | 8,617 | $1.2M | Reduce -8.7% |
| ABBV Abbvie Inc. | 0.28% | 5,716 | $1.2M | Add +1.0% |
| NFLX Netflix Inc. | 0.27% | 1,237 | $1.2M | Reduce -6.2% |
| UNH Unitedhealth Group Inc. | 0.25% | 2,028 | $1.1M | Reduce -10.6% |
| ADP Automatic Data Processing | 0.24% | 3,272 | $1000K | Reduce -10.4% |
| JNJ Johnson & Johnson | 0.23% | 5,883 | $976K | Reduce -9.1% |
| MA Mastercard Inc. Class A | 0.23% | 1,755 | $962K | Reduce -2.3% |
| ACT Enact Holdings Inc. | 0.22% | 27,342 | $950K | No change |
| IWD iShares Russell 1000 Value E | 0.21% | 4,706 | $885K | No change |
| LIN Linde PLC | 0.20% | 1,827 | $851K | Reduce -0.2% |
| HON Honeywell International Inc. | 0.20% | 3,975 | $842K | Reduce -2.5% |
| GD General Dynamics Corp. | 0.19% | 2,968 | $809K | Reduce -11.6% |
| DVY iShares Select Dividend ETF | 0.19% | 5,936 | $797K | Reduce -25.9% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 3,816 | $764K | Reduce -6.0% |
| XLK SS Technology Select Sector | 0.18% | 3,608 | $745K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.17% | 6,093 | $725K | Add +6.3% |
| XSD SS SPDR S&P Semiconductor | 0.17% | 3,525 | $708K | No change |
| LMT Lockheed Martin Corp. | 0.17% | 1,581 | $706K | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.16% | 7,689 | $690K | Reduce -20.7% |
| ITW Illinois Tool Works | 0.16% | 2,778 | $689K | Reduce -12.1% |
| AMGN Amgen Inc. | 0.16% | 2,201 | $686K | Reduce -21.1% |
| UNP Union Pacific Corp. | 0.16% | 2,879 | $680K | Reduce -9.9% |
| CVX Chevron Corp. | 0.16% | 4,059 | $679K | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 1,337 | $665K | Reduce -2.5% |
| INTU Intuit Inc. | 0.16% | 1,077 | $662K | Reduce -11.2% |
| ABT Abbott Laboratories | 0.15% | 4,866 | $645K | Reduce -0.1% |
| CRM Salesforce Inc. | 0.15% | 2,390 | $641K | Reduce -2.3% |
| APO Apollo Global Management Inc. | 0.15% | 4,499 | $616K | Add +2.7% |
| XLV SS Health Care Select Sector | 0.14% | 4,122 | $602K | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,162 | $597K | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.14% | 5,707 | $586K | Add +34.3% |
| PEP Pepsico Inc. | 0.14% | 3,817 | $572K | Reduce -18.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 2,293 | $570K | Add +0.8% |
| AZO AutoZone Inc. | 0.13% | 149 | $568K | Reduce -1.3% |
| SBUX Starbucks Corp. | 0.13% | 5,538 | $543K | Reduce -16.0% |
| SPGI S&P Global Inc. | 0.12% | 1,027 | $522K | Reduce -0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 3,115 | $517K | Reduce -25.0% |
| FISV Fiserv Inc. | 0.12% | 2,329 | $514K | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.12% | 1,549 | $511K | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 11,975 | $500K | Add +0.0% |
| NEE Nextera Energy Inc. | 0.12% | 7,041 | $499K | Reduce -0.4% |
| TXN Texas Instruments Inc. | 0.12% | 2,764 | $497K | Reduce -2.6% |
| ADBE Adobe Inc. | 0.12% | 1,292 | $496K | Add +5.1% |
| CSCO Cisco Systems Inc. | 0.11% | 7,784 | $480K | Add +2.9% |
| BLK BlackRock Inc. | 0.11% | 486 | $460K | Add +1.0% |
| APD Air Products & Chemicals Inc. | 0.11% | 1,521 | $449K | Reduce -30.9% |
| LOW Lowe's Cos Inc. | 0.10% | 1,883 | $439K | Add +1.4% |
| XLY SS Consumer Disc Select Sect | 0.10% | 2,223 | $439K | No change |
| ETN Eaton Corp. PLC | 0.10% | 1,576 | $428K | Reduce -1.8% |
| CEG Constellation Energy | 0.10% | 2,036 | $411K | Add +5.4% |
| CDNS Cadence Design SYS Inc. | 0.10% | 1,613 | $410K | Reduce -6.8% |
| EFA iShares MSCI Eafe ETF | 0.10% | 4,951 | $405K | Reduce -69.0% |
| WFC Wells Fargo & Co. | 0.09% | 5,502 | $395K | Add +1.9% |
| RTX RTX Corp. | 0.09% | 2,887 | $382K | Reduce -14.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.09% | 4,777 | $381K | No change |
| DHR Danaher Corp. | 0.09% | 1,860 | $381K | Reduce -9.2% |
| GS Goldman Sachs Group Inc. | 0.09% | 697 | $381K | Add +2.5% |
| PM Philip Morris International | 0.09% | 2,357 | $374K | Add +2.4% |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -0.0% | 2.22% | −1.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.7% | 4.09% | −0.90 |
| SR Spire Inc. | Reduce -35.4% | 1.67% | −0.46 |
| AAPL Apple Inc. | Reduce -0.3% | 5.84% | −0.44 |
| ACN Accenture PLC Class A | Reduce -4.5% | 3.52% | −0.43 |
| NVDA Nvidia Corp. | Reduce -0.2% | 2.09% | −0.38 |
| MSFT Microsoft Corp. | Reduce -6.9% | 2.40% | −0.35 |
| IWF iShares Russell 1000 Growth | Reduce -1.9% | 3.36% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 2.00% | −0.22 |
| AVGO Broadcom Inc. | Reduce -2.8% | 0.51% | −0.18 |
| EFA iShares MSCI Eafe ETF | Reduce -69.0% | 0.10% | −0.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -14.3% | 1.97% | −0.17 |
| IWM iShares Russell 2000 ETF | Reduce -23.7% | 0.36% | −0.14 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.1% | 2.77% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.65% | −0.11 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.08 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.08 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| ORCL Oracle Corp. | Reduce -8.7% | 0.28% | −0.07 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -25.0% | 0.12% | −0.06 |
| TGT Target Corp. | Sold out | 0.00% | −0.06 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -20.7% | 0.16% | −0.05 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.05 |
| INFY Infosys Ltd.-SP ADR | Reduce -35.4% | 0.07% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -25.9% | 0.19% | −0.05 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.05 |
| INTC Intel Corp. | Sold out | 0.00% | −0.05 |
| KMPR Kemper Corp. | Reduce -49.9% | 0.05% | −0.05 |
| MS Morgan Stanley | Sold out | 0.00% | −0.05 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.05 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -30.9% | 0.11% | −0.04 |
| CRM Salesforce Inc. | Reduce -2.3% | 0.15% | −0.03 |
| HD Home Depot Inc. | Reduce -4.0% | 0.60% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -0.6% | 0.32% | −0.03 |
| PEP Pepsico Inc. | Reduce -18.5% | 0.14% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -35.9% | 0.06% | −0.02 |
| NOW ServiceNow Inc. | Reduce -1.0% | 0.07% | −0.02 |
| CDNS Cadence Design SYS Inc. | Reduce -6.8% | 0.10% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -1.8% | 0.10% | −0.02 |
| BGS B&G Foods Inc. | Sold out | 0.00% | −0.02 |
| ITW Illinois Tool Works | Reduce -12.1% | 0.16% | −0.02 |
| MCD McDonald's Corp. | Reduce -15.8% | 0.34% | −0.02 |
| DHR Danaher Corp. | Reduce -9.2% | 0.09% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 0.34% | −0.02 |
| INTU Intuit Inc. | Reduce -11.2% | 0.16% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Add +9.6% | 7.83% | +1.52 |
| DAL Delta Air Lines Inc. | New | 0.90% | +0.90 |
| BND Vanguard Total Bond Market | Add +7.2% | 5.21% | +0.68 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +40.6% | 2.06% | +0.60 |
| JAAA Janus Henderson Aaa Clo ETF | Add +25.6% | 1.92% | +0.47 |
| UBSI United Bankshares Inc. | New | 0.41% | +0.41 |
| DGRO iShares Core Dividend Growth | Add +2.1% | 4.98% | +0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 1.29% | +0.25 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 16.30% | +0.08 |
| LLY Eli Lilly & Co. | Add +4.1% | 0.52% | +0.08 |
| ACGL Arch Capital Group Ltd. | New | 0.07% | +0.07 |
| IEMG iShares Core MSCI Emerging | New | 0.07% | +0.07 |
| IAGG iShares Intl Aggregate Bond | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +0.0% | 0.41% | +0.06 |
| ABBV Abbvie Inc. | Add +1.0% | 0.28% | +0.06 |
| LNG Cheniere Energy Inc. | New | 0.05% | +0.05 |
| AMT American Tower Corp. | New | 0.05% | +0.05 |
| MO Altria Group Inc. | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| BA The Boeing Co. | New | 0.05% | +0.05 |
| UYG Proshares Ultra Financials | New | 0.05% | +0.05 |
| GRMN Garmin Ltd. | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +1.8% | 0.41% | +0.04 |
| XOM Exxon Mobil Corp. | Add +6.3% | 0.17% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.38% | +0.03 |
| PM Philip Morris International | Add +2.4% | 0.09% | +0.03 |
| AMD Advanced Micro Devices | Add +34.3% | 0.14% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.8% | 0.13% | +0.02 |
| WBA Walgreens Boots Alliance Inc. | Add +24.3% | 0.04% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +3.1% | 0.07% | +0.02 |
| MNST Monster Beverage Corp. | Add +13.4% | 0.06% | +0.02 |
| XLV SS Health Care Select Sector | Add +0.2% | 0.14% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.9% | 0.11% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +1.8% | 0.06% | +0.01 |
| PAYX Paychex Inc. | Add +0.3% | 0.07% | +0.01 |
| WFC Wells Fargo & Co. | Add +1.9% | 0.09% | +0.01 |
| QCOM Qualcomm Inc. | Add +5.0% | 0.08% | +0.01 |
| ATAIBECKLEY INC | New | 0.01% | +0.01 |
| PAYC Paycom Software Inc. | Add +0.4% | 0.06% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +4.6% | 0.07% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.1% | 0.05% | +0.00 |
| F Ford Motor Co. | Add +2.1% | 0.04% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.44% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +2.5% | 0.09% | +0.00 |
| URI United Rentals Inc. | Add +11.8% | 0.05% | +0.00 |
| BKNG Booking Holdings Inc. | Add +5.6% | 0.06% | +0.00 |
| LOW Lowe's Cos Inc. | Add +1.4% | 0.10% | +0.00 |
| BAC Bank of America Corp. | Add +0.0% | 0.12% | −0.00 |
| CEG Constellation Energy | Add +5.4% | 0.10% | −0.00 |
| PNC PNC Financial Services Group | Add +2.1% | 0.07% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 221 | $540.1M | VTI, AAPL, IEFA, DGRO, SDY |
| Q1 2026 | 198 | $490.3M | VTI, IEFA, AAPL, BND, DGRO |
| Q4 2025 | 192 | $507.2M | VTI, IEFA, AAPL, DGRO, BND |
| Q3 2025 | 190 | $499.2M | VTI, IEFA, AAPL, DGRO, BND |
| Q1 2025 | 177 | $423.6M | VTI, IEFA, AAPL, BND, DGRO |
| Q4 2024Amended | 180 | $445.6M | VTI, IEFA, AAPL, VUG, DGRO |
| Q3 2024 | 179 | $435.6M | VTI, AAPL, IEFA, VUG, BND |
| Q2 2024 | 163 | $436.8M | VTI, ITW, AAPL, VUG, IEFA |
| Q1 2024 | 170 | $393.5M | VTI, ACN, VUG, AAPL, IEFA |