Regent Peak Wealth Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Regent Peak Wealth Advisors LLC reported 190 stock positions worth $499.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.8%) and Apple (AAPL, 5.6%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001803329
- Portfolio Value
- $499.2M (Q3 2025)
- SEC Filing
- 0001803329-25-000014 ↗ filed Oct 16, 2025
Holdings Value
Holdings 190 stocks · $499.2M
| VTI VG Morningstar TS MKT ETF-US | 16.81% | 255,659 | $83.9M | — |
| IEFA iShares Core MSCI Eafe ETF | 7.85% | 448,722 | $39.2M | — |
| AAPL Apple Inc. | 5.57% | 109,265 | $27.8M | — |
| DGRO iShares Core Dividend Growth | 4.85% | 355,451 | $24.2M | — |
| BND Vanguard Total Bond Market | 4.74% | 317,974 | $23.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.42% | 46,015 | $22.1M | — |
| IWF iShares Russell 1000 Growth | 3.76% | 40,081 | $18.8M | — |
| NVDA Nvidia Corp. | 3.29% | 88,086 | $16.4M | — |
| TSLA Tesla Inc. | 3.28% | 36,804 | $16.4M | — |
| MSFT Microsoft Corp. | 2.78% | 26,837 | $13.9M | — |
| SDY SS SPDR S&P Dividend ETF | 2.76% | 98,285 | $13.8M | — |
| ITOT iShares Core S&P Total U.S. | 2.71% | 92,788 | $13.5M | — |
| ACN Accenture PLC Class A | 2.69% | 54,435 | $13.4M | — |
| AMZN Amazon.com Inc. | 2.07% | 46,987 | $10.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.72% | 12,876 | $8.6M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.71% | 45,696 | $8.5M | — |
| JAAA Janus Henderson Aaa Clo ETF | 1.68% | 165,174 | $8.4M | — |
| GOOGL Alphabet Inc. Class A | 1.16% | 23,792 | $5.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 10,270 | $5.2M | — |
| AVGO Broadcom Inc. | 1.00% | 15,105 | $5.0M | — |
| GOOG Alphabet Inc. Class C | 0.90% | 18,478 | $4.5M | — |
| PGR Progressive Corp. | 0.85% | 17,171 | $4.2M | — |
| SR Spire Inc. | 0.81% | 49,855 | $4.1M | — |
| DAL Delta Air Lines Inc. | 0.80% | 70,567 | $4.0M | — |
| META Meta Platforms Inc. Class A | 0.76% | 5,137 | $3.8M | — |
| HD Home Depot Inc. | 0.55% | 6,734 | $2.7M | — |
| JPM JPMorgan Chase & Co. | 0.47% | 7,380 | $2.3M | — |
| KO The Coca-Cola Co. | 0.47% | 133,583 | $2.3M | — |
| IVV iShares Core S&P 500 ETF | 0.45% | 3,333 | $2.2M | — |
| ORCL Oracle Corp. | 0.43% | 7,695 | $2.2M | — |
| LLY Eli Lilly & Co. | 0.41% | 2,667 | $2.0M | — |
| SCHB Schwab US Broad Market ETF | 0.40% | 77,259 | $2.0M | — |
| SO The Southern Co. | 0.39% | 20,504 | $1.9M | — |
| IWM iShares Russell 2000 ETF | 0.38% | 7,861 | $1.9M | — |
| UBSI United Bankshares Inc. | 0.38% | 50,682 | $1.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 3,087 | $1.9M | — |
| WMT Walmart Inc. | 0.37% | 17,985 | $1.9M | — |
| COST Costco Wholesale Corp. | 0.37% | 1,972 | $1.8M | — |
| V Visa Inc. Class A | 0.36% | 5,281 | $1.8M | — |
| VGT Vanguard Info Tech ETF | 0.36% | 2,399 | $1.8M | — |
| PG The Procter & Gamble Co. | 0.31% | 10,228 | $1.6M | — |
| NFLX Netflix Inc. | 0.31% | 1,297 | $1.6M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.30% | 2 | $1.5M | — |
| ABBV Abbvie Inc. | 0.27% | 5,829 | $1.3M | — |
| GE General Electric filed as GE AEROSPACE | 0.24% | 3,923 | $1.2M | — |
| APO Apollo Global Management Inc. | 0.24% | 8,841 | $1.2M | — |
| ACT Enact Holdings Inc. | 0.23% | 29,746 | $1.1M | — |
| MA Mastercard Inc. Class A | 0.23% | 1,993 | $1.1M | — |
| XSD SS SPDR S&P Semiconductor | 0.23% | 3,526 | $1.1M | — |
| MCD McDonald's Corp. | 0.22% | 3,685 | $1.1M | — |
| JNJ Johnson & Johnson | 0.22% | 5,867 | $1.1M | — |
| AMD Advanced Micro Devices | 0.21% | 6,373 | $1.0M | — |
| XLK SS Technology Select Sector | 0.20% | 3,613 | $1.0M | — |
| GD General Dynamics Corp. | 0.19% | 2,747 | $937K | — |
| IWD iShares Russell 1000 Value E | 0.18% | 4,421 | $900K | — |
| LIN Linde PLC | 0.17% | 1,819 | $864K | — |
| ADP Automatic Data Processing | 0.16% | 2,679 | $786K | — |
| LMT Lockheed Martin Corp. | 0.16% | 1,553 | $775K | — |
| INTU Intuit Inc. | 0.15% | 1,089 | $744K | — |
| CAT Caterpillar Inc. | 0.15% | 1,558 | $743K | — |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,162 | $712K | — |
| ABT Abbott Laboratories | 0.14% | 5,167 | $692K | — |
| XOM Exxon Mobil Corp. | 0.13% | 5,966 | $673K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 2,366 | $668K | — |
| CEG Constellation Energy | 0.13% | 2,008 | $661K | — |
| HON Honeywell International Inc. | 0.13% | 3,108 | $654K | — |
| CVX Chevron Corp. | 0.13% | 4,202 | $653K | — |
| ITW Illinois Tool Works | 0.13% | 2,468 | $644K | — |
| AZO AutoZone Inc. | 0.13% | 150 | $644K | — |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 3,526 | $643K | — |
| DVY iShares Select Dividend ETF | 0.13% | 4,517 | $642K | — |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 1,318 | $639K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 12,060 | $622K | — |
| ETN Eaton Corp. PLC | 0.12% | 1,650 | $618K | — |
| IBIT iShares Bitcoin Trust ETF | 0.12% | 9,443 | $614K | — |
| GEV GE Vernova Inc. | 0.12% | 970 | $596K | — |
| LOW Lowe's Cos Inc. | 0.12% | 2,354 | $592K | — |
| GS Goldman Sachs Group Inc. | 0.12% | 722 | $575K | — |
| XLV SS Health Care Select Sector | 0.12% | 4,128 | $575K | — |
| CDNS Cadence Design SYS Inc. | 0.11% | 1,633 | $574K | — |
| BLK BlackRock Inc. | 0.11% | 489 | $570K | — |
| NEE Nextera Energy Inc. | 0.11% | 7,364 | $556K | — |
| UNP Union Pacific Corp. | 0.11% | 2,309 | $546K | — |
| AMGN Amgen Inc. | 0.11% | 1,909 | $539K | — |
| CSCO Cisco Systems Inc. | 0.11% | 7,866 | $538K | — |
| MRK Merck & Co. Inc. | 0.11% | 6,357 | $534K | — |
| UNH Unitedhealth Group Inc. | 0.11% | 1,542 | $532K | — |
| XLY SS Consumer Disc Select Sect | 0.11% | 2,219 | $532K | — |
| SPGI S&P Global Inc. | 0.10% | 1,026 | $499K | — |
| TXN Texas Instruments Inc. | 0.10% | 2,692 | $495K | — |
| CRM Salesforce Inc. | 0.10% | 2,074 | $492K | — |
| OWL Blue Owl Capital Inc. | 0.09% | 459,814 | $464K | — |
| WFC Wells Fargo & Co. | 0.09% | 5,477 | $459K | — |
| VONG Vanguard Russell 1000 Growth | 0.09% | 3,773 | $455K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 927 | $455K | — |
| RTX RTX Corp. | 0.09% | 2,692 | $450K | — |
| PEP Pepsico Inc. | 0.09% | 3,207 | $450K | — |
| ADBE Adobe Inc. | 0.09% | 1,276 | $450K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,586 | $443K | — |
| EFA iShares MSCI Eafe ETF | 0.09% | 4,742 | $443K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 3,724 | $426K | — |
| SBUX Starbucks Corp. | 0.09% | 5,014 | $424K | — |
| MU Micron Technology Inc. | 0.08% | 2,507 | $419K | — |
| LRCX Lam Research Corp. | 0.08% | 3,129 | $419K | — |
| AXP American Express Co. | 0.08% | 1,226 | $407K | — |
| PM Philip Morris International | 0.08% | 2,476 | $402K | — |
| CME Cme Group Inc. | 0.08% | 1,481 | $400K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 1,325 | $394K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.08% | 4,370 | $389K | — |
| NOW ServiceNow Inc. | 0.08% | 412 | $379K | — |
| AMAT Applied Materials Inc. | 0.08% | 1,849 | $379K | — |
| C Citigroup Inc. | 0.08% | 3,718 | $377K | — |
| QCOM Qualcomm Inc. | 0.07% | 2,248 | $374K | — |
| NI Nisource Inc. | 0.07% | 8,564 | $371K | — |
| T AT&T Inc. | 0.07% | 13,094 | $370K | — |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 1,693 | $365K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 1,222 | $359K | — |
| DE Deere & Co. | 0.07% | 784 | $358K | — |
| DHR Danaher Corp. | 0.07% | 1,798 | $356K | — |
| MNST Monster Beverage Corp. | 0.07% | 5,207 | $350K | — |
| SPG Simon Property Group Inc. | 0.07% | 1,827 | $343K | — |
| PNC PNC Financial Services Group | 0.07% | 1,706 | $343K | — |
| IEMG iShares Core MSCI Emerging | 0.07% | 5,157 | $340K | — |
| URI United Rentals Inc. | 0.07% | 347 | $331K | — |
| MCK McKesson Corp. | 0.07% | 427 | $330K | — |
| BX Blackstone Inc. | 0.07% | 1,898 | $324K | — |
| ISRG Intuitive Surgical Inc. | 0.06% | 720 | $322K | — |
| VZ Verizon Communications Inc. | 0.06% | 7,290 | $320K | — |
| INTC Intel Corp. | 0.06% | 9,185 | $308K | — |
| WELL Welltower Inc. | 0.06% | 1,717 | $306K | — |
| APD Air Products & Chemicals Inc. | 0.06% | 1,111 | $303K | — |
| TMUS T-Mobile US Inc. | 0.06% | 1,265 | $303K | — |
| BKNG Booking Holdings Inc. | 0.06% | 55 | $297K | — |
| VIS Vanguard Industrials ETF | 0.06% | 1,000 | $296K | — |
| FISV Fiserv Inc. | 0.06% | 2,280 | $294K | — |
| SCHW Schwab (charles) Corp. | 0.06% | 3,078 | $294K | — |
| ANET Arista Networks Inc. | 0.06% | 1,957 | $285K | — |
| GLW Corning Inc. | 0.06% | 3,456 | $283K | — |
| NOC Northrop Grumman Corp. | 0.06% | 456 | $278K | — |
| CSX CSX Corp. | 0.05% | 7,721 | $274K | — |
| IBB iShares Biotechnology ETF | 0.05% | 1,887 | $272K | — |
| L Loews Corp. | 0.05% | 2,713 | $272K | — |
| LNG Cheniere Energy Inc. | 0.05% | 1,158 | $272K | — |
| ET Energy Transfer LP | 0.05% | 15,540 | $267K | — |
| MS Morgan Stanley | 0.05% | 1,667 | $265K | — |
| BA The Boeing Co. | 0.05% | 1,227 | $265K | — |
| MCO Moody's Corp. | 0.05% | 551 | $263K | — |
| NSC Norfolk Southern Corp. | 0.05% | 865 | $260K | — |
| SHW The Sherwin-Williams Co. | 0.05% | 750 | $260K | — |
| IAGG iShares Intl Aggregate Bond | 0.05% | 5,033 | $258K | — |
| ADI Analog Devices Inc. | 0.05% | 1,049 | $258K | — |
| WM Waste Management Inc. | 0.05% | 1,163 | $257K | — |
| ETHA iShares Ethereum Trust ETF | 0.05% | 8,141 | $257K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 1,754 | $254K | — |
| PCAR Paccar Inc. | 0.05% | 2,568 | $253K | — |
| UBER Uber Technologies Inc. | 0.05% | 2,577 | $252K | — |
| GRMN Garmin Ltd. | 0.05% | 1,023 | $252K | — |
| PANW Palo Alto Networks Inc. | 0.05% | 1,236 | $252K | — |
| CB Chubb Ltd. | 0.05% | 884 | $250K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 1,251 | $247K | — |
| KLAC KLA Corp. | 0.05% | 229 | $247K | — |
| MO Altria Group Inc. | 0.05% | 3,655 | $241K | — |
| DLR Digital Realty Trust Inc. | 0.05% | 1,387 | $240K | — |
| PAYX Paychex Inc. | 0.05% | 1,891 | $240K | — |
| ICE Intercontinental Exchange Inc. | 0.05% | 1,411 | $238K | — |
| SKYY First Trust Cloud Computing | 0.05% | 1,763 | $237K | — |
| EXPE Expedia Group Inc. | 0.05% | 1,093 | $234K | — |
| XLF SS Financial Select Sector | 0.05% | 4,333 | $233K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 752 | $233K | — |
| DD Dupont DE Nemours Inc. | 0.05% | 2,954 | $230K | — |
| COF Capital One Financial Corp. | 0.05% | 1,081 | $230K | — |
| APH Amphenol Corp. Class A | 0.05% | 1,853 | $229K | — |
| FDX FedEx Corp. | 0.05% | 967 | $228K | — |
| PAYC Paycom Software Inc. | 0.05% | 1,086 | $226K | — |
| UYG Proshares Ultra Financials | 0.04% | 2,256 | $224K | — |
| DHI D.R. Horton Inc. | 0.04% | 1,311 | $222K | — |
| DASH DoorDash Inc. Class A | 0.04% | 814 | $221K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 18,260 | $218K | — |
| STT State Street Corp. | 0.04% | 1,847 | $214K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 536 | $210K | — |
| MDLZ Mondelez International Inc. Class A | 0.04% | 3,353 | $209K | — |
| SYK Stryker Corp. | 0.04% | 547 | $202K | — |
| SNPS Synopsys Inc. | 0.04% | 409 | $202K | — |
| PR Permian Resources Corp. Class A | 0.03% | 13,253 | $170K | — |
| CFFN Capitol Federal Financial Inc. | 0.02% | 17,325 | $110K | — |
| ATAIBECKLEY INC filed as ATAI LIFE SCIENCES NV | 0.02% | 20,000 | $106K | — |
| BDN Brandywine Realty Trust | 0.01% | 16,726 | $70K | — |
| EPM Evolution Petroleum Corp. | 0.01% | 11,822 | $57K | — |
| ORGO Organogenesis Holdings Inc. | 0.01% | 12,060 | $51K | — |
| TLRY Tilray Brands Inc. | 0.00% | 14,001 | $24K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.
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 |