Regent Peak Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 8, 2026), Regent Peak Wealth Advisors LLC reported 192 stock positions worth $507.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.9% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 7.9%) and Apple (AAPL, 5.9%). Compared with Q3 2025, it opened 17 new positions, sold out of 15, added to 85 and reduced 77. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +547%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001803329
- Portfolio Value
- $507.2M (Q4 2025)
- SEC Filing
- 0001803329-26-000002 ↗ filed Jan 8, 2026
Holdings Value
Holdings 192 stocks · $507.2M
| VTI VG Morningstar TS MKT ETF-US | 16.90% | 255,627 | $85.7M | Reduce -0.0% |
| IEFA iShares Core MSCI Eafe ETF | 7.87% | 446,163 | $39.9M | Reduce -0.6% |
| AAPL Apple Inc. | 5.87% | 109,440 | $29.8M | Add +0.2% |
| DGRO iShares Core Dividend Growth | 4.86% | 355,124 | $24.7M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 4.57% | 313,169 | $23.2M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.41% | 45,851 | $22.4M | Reduce -0.4% |
| IWF iShares Russell 1000 Growth | 3.70% | 39,605 | $18.7M | Reduce -1.2% |
| TSLA Tesla Inc. | 3.30% | 37,180 | $16.7M | Add +1.0% |
| NVDA Nvidia Corp. | 3.18% | 86,408 | $16.1M | Reduce -1.9% |
| ACN Accenture PLC Class A | 2.98% | 56,252 | $15.1M | Add +3.3% |
| ITOT iShares Core S&P Total U.S. | 2.67% | 91,226 | $13.6M | Reduce -1.7% |
| SDY SS SPDR S&P Dividend ETF | 2.63% | 95,924 | $13.3M | Reduce -2.4% |
| MSFT Microsoft Corp. | 2.56% | 26,857 | $13.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.17% | 47,622 | $11.0M | Add +1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.72% | 45,652 | $8.7M | Reduce -0.1% |
| JAAA Janus Henderson Aaa Clo ETF | 1.61% | 161,757 | $8.2M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 1.48% | 24,017 | $7.5M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 9,706 | $6.6M | Reduce -24.6% |
| GOOG Alphabet Inc. Class C | 1.12% | 18,138 | $5.7M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.06% | 10,672 | $5.4M | Add +3.9% |
| AVGO Broadcom Inc. | 1.04% | 15,308 | $5.3M | Add +1.3% |
| SR Spire Inc. | 0.72% | 43,972 | $3.6M | Reduce -11.8% |
| META Meta Platforms Inc. Class A | 0.69% | 5,341 | $3.5M | Add +4.0% |
| PGR Progressive Corp. | 0.63% | 14,011 | $3.2M | Reduce -18.4% |
| IBIT iShares Bitcoin Trust ETF | 0.60% | 61,112 | $3.0M | Add +547.2% |
| LLY Eli Lilly & Co. | 0.58% | 2,758 | $3.0M | Add +3.4% |
| DAL Delta Air Lines Inc. | 0.51% | 37,334 | $2.6M | Reduce -47.1% |
| KO The Coca-Cola Co. | 0.48% | 133,508 | $2.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.47% | 7,351 | $2.4M | Reduce -0.4% |
| HD Home Depot Inc. | 0.44% | 6,470 | $2.2M | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.43% | 3,151 | $2.2M | Reduce -5.5% |
| SCHB Schwab US Broad Market ETF | 0.40% | 77,261 | $2.0M | Add +0.0% |
| WMT Walmart Inc. | 0.40% | 18,138 | $2.0M | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.38% | 7,740 | $1.9M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 3,099 | $1.9M | Add +0.4% |
| V Visa Inc. Class A | 0.37% | 5,317 | $1.9M | Add +0.7% |
| UBSI United Bankshares Inc. | 0.36% | 47,182 | $1.8M | Reduce -6.9% |
| VGT Vanguard Info Tech ETF | 0.35% | 2,345 | $1.8M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 0.33% | 1,928 | $1.7M | Reduce -2.2% |
| ORCL Oracle Corp. | 0.31% | 8,186 | $1.6M | Add +6.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.30% | 2 | $1.5M | No change |
| ABBV Abbvie Inc. | 0.28% | 6,134 | $1.4M | Add +5.2% |
| PG The Procter & Gamble Co. | 0.28% | 9,771 | $1.4M | Reduce -4.5% |
| SO The Southern Co. | 0.27% | 15,759 | $1.4M | Reduce -23.1% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 3,948 | $1.2M | Add +0.6% |
| AMD Advanced Micro Devices | 0.24% | 5,673 | $1.2M | Reduce -11.0% |
| JNJ Johnson & Johnson | 0.24% | 5,861 | $1.2M | Reduce -0.1% |
| ACT Enact Holdings Inc. | 0.23% | 29,768 | $1.2M | Add +0.1% |
| NFLX Netflix Inc. | 0.23% | 12,518 | $1.2M | Reduce -3.5% |
| MA Mastercard Inc. Class A | 0.23% | 2,027 | $1.2M | Add +1.7% |
| XSD SS SPDR S&P Semiconductor | 0.22% | 3,507 | $1.1M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.22% | 3,687 | $1.1M | Add +0.1% |
| XLK SS Technology Select Sector | 0.20% | 7,181 | $1.0M | Reduce -0.6% |
| GD General Dynamics Corp. | 0.18% | 2,787 | $938K | Add +1.5% |
| IWD iShares Russell 1000 Value E | 0.18% | 4,421 | $930K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 7,722 | $929K | Add +29.4% |
| CAT Caterpillar Inc. | 0.18% | 1,597 | $915K | Add +2.5% |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 1,305 | $756K | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.14% | 6,957 | $732K | Add +9.4% |
| INTU Intuit Inc. | 0.14% | 1,104 | $732K | Add +1.4% |
| MU Micron Technology Inc. | 0.14% | 2,552 | $728K | Add +1.8% |
| CEG Constellation Energy | 0.14% | 2,023 | $715K | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 2,380 | $705K | Add +0.6% |
| LMT Lockheed Martin Corp. | 0.14% | 1,437 | $695K | Reduce -7.5% |
| LIN Linde PLC | 0.14% | 1,629 | $695K | Reduce -10.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 12,608 | $693K | Add +4.5% |
| GEV GE Vernova Inc. | 0.14% | 1,056 | $690K | Add +8.9% |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,094 | $686K | Reduce -5.8% |
| ADP Automatic Data Processing | 0.13% | 2,634 | $678K | Reduce -1.7% |
| ABT Abbott Laboratories | 0.13% | 5,393 | $676K | Add +4.4% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 3,793 | $674K | Add +7.6% |
| APO Apollo Global Management Inc. | 0.13% | 4,647 | $673K | Reduce -47.4% |
| CSCO Cisco Systems Inc. | 0.13% | 8,559 | $659K | Add +8.8% |
| GS Goldman Sachs Group Inc. | 0.13% | 735 | $646K | Add +1.8% |
| CVX Chevron Corp. | 0.13% | 4,188 | $638K | Reduce -0.3% |
| ITW Illinois Tool Works | 0.12% | 2,496 | $615K | Add +1.1% |
| XLV SS Health Care Select Sector | 0.12% | 3,846 | $595K | Reduce -6.8% |
| LOW Lowe's Cos Inc. | 0.11% | 2,392 | $577K | Add +1.6% |
| CRM Salesforce Inc. | 0.11% | 2,163 | $573K | Add +4.3% |
| NEE Nextera Energy Inc. | 0.11% | 7,129 | $572K | Reduce -3.2% |
| LRCX Lam Research Corp. | 0.11% | 3,294 | $564K | Add +5.3% |
| HON Honeywell International Inc. | 0.11% | 2,849 | $556K | Reduce -8.3% |
| AMGN Amgen Inc. | 0.11% | 1,685 | $552K | Reduce -11.7% |
| SPGI S&P Global Inc. | 0.11% | 1,037 | $542K | Add +1.1% |
| BLK BlackRock Inc. | 0.10% | 494 | $529K | Add +1.0% |
| DVY iShares Select Dividend ETF | 0.10% | 3,740 | $528K | Reduce -17.2% |
| ETN Eaton Corp. PLC | 0.10% | 1,647 | $525K | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.10% | 5,539 | $516K | Add +1.1% |
| CDNS Cadence Design SYS Inc. | 0.10% | 1,638 | $512K | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.10% | 1,535 | $507K | Reduce -0.5% |
| AZO AutoZone Inc. | 0.10% | 149 | $505K | Reduce -0.7% |
| RTX RTX Corp. | 0.10% | 2,730 | $501K | Add +1.4% |
| OWL Blue Owl Capital Inc. | 0.10% | 461,664 | $491K | Add +0.4% |
| AMAT Applied Materials Inc. | 0.09% | 1,870 | $481K | Add +1.1% |
| XLY SS Consumer Disc Select Sect | 0.09% | 3,946 | $471K | Reduce -11.1% |
| TXN Texas Instruments Inc. | 0.09% | 2,674 | $464K | Reduce -0.7% |
| UNP Union Pacific Corp. | 0.09% | 2,004 | $464K | Reduce -13.2% |
| AXP American Express Co. | 0.09% | 1,242 | $459K | Add +1.3% |
| VONG Vanguard Russell 1000 Growth | 0.09% | 3,773 | $459K | No change |
| PEP Pepsico Inc. | 0.09% | 3,182 | $457K | Reduce -0.8% |
Portfolio Sells Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -24.6% | 1.30% | −0.41 |
| DAL Delta Air Lines Inc. | Reduce -47.1% | 0.51% | −0.29 |
| PGR Progressive Corp. | Reduce -18.4% | 0.63% | −0.22 |
| BND Vanguard Total Bond Market | Reduce -1.5% | 4.57% | −0.16 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.4% | 2.63% | −0.13 |
| SO The Southern Co. | Reduce -23.1% | 0.27% | −0.12 |
| NVDA Nvidia Corp. | Reduce -1.9% | 3.18% | −0.12 |
| HD Home Depot Inc. | Reduce -3.9% | 0.44% | −0.11 |
| APO Apollo Global Management Inc. | Reduce -47.4% | 0.13% | −0.10 |
| SR Spire Inc. | Reduce -11.8% | 0.72% | −0.10 |
| NFLX Netflix Inc. | Reduce -3.5% | 0.23% | −0.08 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -2.1% | 1.61% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 3.70% | −0.07 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.06 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.06 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.05 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.05 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.04 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.04 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.04 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -4.5% | 0.28% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -2.2% | 0.33% | −0.04 |
| LIN Linde PLC | Reduce -10.4% | 0.14% | −0.04 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.7% | 2.67% | −0.03 |
| AZO AutoZone Inc. | Reduce -0.7% | 0.10% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -17.2% | 0.10% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -31.6% | 0.04% | −0.02 |
| ADP Automatic Data Processing | Reduce -1.7% | 0.13% | −0.02 |
| CFFN Capitol Federal Financial Inc. | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Reduce -8.3% | 0.11% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -5.5% | 0.43% | −0.02 |
| ATAIBECKLEY INC | Sold out | 0.00% | −0.02 |
| UBSI United Bankshares Inc. | Reduce -6.9% | 0.36% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -0.2% | 0.10% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -7.5% | 0.14% | −0.02 |
| UNP Union Pacific Corp. | Reduce -13.2% | 0.09% | −0.02 |
| SBUX Starbucks Corp. | Reduce -17.0% | 0.07% | −0.02 |
| BDN Brandywine Realty Trust | Sold out | 0.00% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -11.1% | 0.09% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -8.9% | 0.08% | −0.01 |
| BA The Boeing Co. | Reduce -23.8% | 0.04% | −0.01 |
| EPM Evolution Petroleum Corp. | Sold out | 0.00% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.4% | 4.41% | −0.01 |
| LNG Cheniere Energy Inc. | Reduce -1.3% | 0.04% | −0.01 |
| T AT&T Inc. | Reduce -1.1% | 0.06% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -2.3% | 0.35% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -7.2% | 0.04% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IBIT iShares Bitcoin Trust ETF | Add +547.2% | 0.60% | +0.48 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 1.48% | +0.32 |
| AAPL Apple Inc. | Add +0.2% | 5.87% | +0.29 |
| ACN Accenture PLC Class A | Add +3.3% | 2.98% | +0.29 |
| LLY Eli Lilly & Co. | Add +3.4% | 0.58% | +0.18 |
| AMZN Amazon.com Inc. | Add +1.4% | 2.17% | +0.10 |
| IAU iShares Gold Trust | New | 0.07% | +0.07 |
| MU Micron Technology Inc. | Add +1.8% | 0.14% | +0.06 |
| APP AppLovin Corp. Class A | New | 0.05% | +0.05 |
| TGT Target Corp. | New | 0.05% | +0.05 |
| GM General Motors Co. | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | Add +29.4% | 0.18% | +0.05 |
| AVGO Broadcom Inc. | Add +1.3% | 1.04% | +0.05 |
| FCX Freeport-McMoran Inc. | New | 0.04% | +0.04 |
| BSX Boston Scientific Corp. | New | 0.04% | +0.04 |
| HCA HCA Healthcare Inc. | New | 0.04% | +0.04 |
| ADSK Autodesk Inc. | New | 0.04% | +0.04 |
| CMA Comerica Inc. | New | 0.04% | +0.04 |
| ZM Zoom Communications Inc. | New | 0.04% | +0.04 |
| JCI Johnson Controls Internation | New | 0.04% | +0.04 |
| GILD Gilead Sciences Inc. | New | 0.04% | +0.04 |
| CMI Cummins Inc. | New | 0.04% | +0.04 |
| PRU Prudential Financial Inc. | New | 0.04% | +0.04 |
| CL Colgate-Palmolive Co. | New | 0.04% | +0.04 |
| HII Huntington Ingalls Industrie | New | 0.04% | +0.04 |
| CCL Carnival Corp. | New | 0.04% | +0.04 |
| MRK Merck & Co. Inc. | Add +9.4% | 0.14% | +0.04 |
| CAT Caterpillar Inc. | Add +2.5% | 0.18% | +0.03 |
| LRCX Lam Research Corp. | Add +5.3% | 0.11% | +0.03 |
| WMT Walmart Inc. | Add +0.8% | 0.40% | +0.03 |
| EXPE Expedia Group Inc. | Add +15.9% | 0.07% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.9% | 1.06% | +0.02 |
| CSCO Cisco Systems Inc. | Add +8.8% | 0.13% | +0.02 |
| ETHA iShares Ethereum Trust ETF | Add +101.7% | 0.07% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +5.6% | 0.08% | +0.02 |
| AMAT Applied Materials Inc. | Add +1.1% | 0.09% | +0.02 |
| INTC Intel Corp. | Add +19.9% | 0.08% | +0.02 |
| TSLA Tesla Inc. | Add +1.0% | 3.30% | +0.02 |
| GEV GE Vernova Inc. | Add +8.9% | 0.14% | +0.02 |
| MNST Monster Beverage Corp. | Add +7.6% | 0.08% | +0.01 |
| CRM Salesforce Inc. | Add +4.3% | 0.11% | +0.01 |
| C Citigroup Inc. | Add +4.6% | 0.09% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.8% | 0.13% | +0.01 |
| BAC Bank of America Corp. | Add +4.5% | 0.14% | +0.01 |
| DHR Danaher Corp. | Add +1.7% | 0.08% | +0.01 |
| BKNG Booking Holdings Inc. | Add +20.0% | 0.07% | +0.01 |
| WFC Wells Fargo & Co. | Add +1.1% | 0.10% | +0.01 |
| FDX FedEx Corp. | Add +0.3% | 0.06% | +0.01 |
| AXP American Express Co. | Add +1.3% | 0.09% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +5.8% | 0.05% | +0.01 |
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 |