Regent Peak Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Regent Peak Wealth Advisors LLC reported 198 stock positions worth $490.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 16.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 5.9%) and Apple (AAPL, 5.6%). Compared with Q4 2025, it opened 21 new positions, sold out of 15, added to 106 and reduced 61. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +3653%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001803329
- Portfolio Value
- $490.3M (Q1 2026)
- SEC Filing
- 0001803329-26-000004 ↗ filed Apr 14, 2026
Holdings Value
Holdings 198 stocks · $490.3M
| VTI VG Morningstar TS MKT ETF-US | 15.99% | 244,405 | $78.4M | Reduce -4.4% |
| IEFA iShares Core MSCI Eafe ETF | 5.87% | 317,799 | $28.8M | Reduce -28.8% |
| AAPL Apple Inc. | 5.58% | 107,858 | $27.4M | Reduce -1.4% |
| BND Vanguard Total Bond Market | 5.05% | 336,345 | $24.8M | Add +7.4% |
| DGRO iShares Core Dividend Growth | 4.71% | 328,953 | $23.1M | Reduce -7.4% |
| SDY SS SPDR S&P Dividend ETF | 4.53% | 152,147 | $22.2M | Add +58.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.95% | 44,392 | $19.4M | Reduce -3.2% |
| NVDA Nvidia Corp. | 3.15% | 88,642 | $15.5M | Add +2.6% |
| IWF iShares Russell 1000 Growth | 3.13% | 35,984 | $15.3M | Reduce -9.1% |
| TSLA Tesla Inc. | 2.84% | 37,511 | $13.9M | Add +0.9% |
| IEMG iShares Core MSCI Emerging | 2.75% | 193,560 | $13.5M | Add +3653.3% |
| ACN Accenture PLC Class A | 2.72% | 67,169 | $13.3M | Add +19.4% |
| ITOT iShares Core S&P Total U.S. | 2.42% | 83,436 | $11.9M | Reduce -8.5% |
| MSFT Microsoft Corp. | 2.11% | 27,949 | $10.3M | Add +4.1% |
| AMZN Amazon.com Inc. | 2.05% | 48,154 | $10.0M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.77% | 44,312 | $8.7M | Reduce -2.9% |
| JAAA Janus Henderson Aaa Clo ETF | 1.71% | 166,029 | $8.4M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 1.43% | 24,449 | $7.0M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 8,999 | $5.9M | Reduce -7.3% |
| GOOG Alphabet Inc. Class C | 1.13% | 19,365 | $5.6M | Add +6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.07% | 10,906 | $5.2M | Add +2.2% |
| AVGO Broadcom Inc. | 1.02% | 16,096 | $5.0M | Add +5.2% |
| SR Spire Inc. | 0.72% | 38,853 | $3.5M | Reduce -11.6% |
| META Meta Platforms Inc. Class A | 0.64% | 5,518 | $3.2M | Add +3.3% |
| KO The Coca-Cola Co. | 0.57% | 135,723 | $2.8M | Add +1.7% |
| IBIT iShares Bitcoin Trust ETF | 0.55% | 70,663 | $2.7M | Add +15.6% |
| LLY Eli Lilly & Co. | 0.54% | 2,875 | $2.6M | Add +4.2% |
| PGR Progressive Corp. | 0.50% | 12,338 | $2.4M | Reduce -11.9% |
| WMT Walmart Inc. | 0.47% | 18,489 | $2.3M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.45% | 7,583 | $2.2M | Add +3.2% |
| IVV iShares Core S&P 500 ETF | 0.45% | 3,409 | $2.2M | Add +8.2% |
| DAL Delta Air Lines Inc. | 0.43% | 31,523 | $2.1M | Reduce -15.6% |
| HD Home Depot Inc. | 0.42% | 6,306 | $2.1M | Reduce -2.5% |
| SCHB Schwab US Broad Market ETF | 0.40% | 77,692 | $2.0M | Add +0.6% |
| IWM iShares Russell 2000 ETF | 0.39% | 7,690 | $1.9M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 3,262 | $1.9M | Add +5.3% |
| ACT Enact Holdings Inc. | 0.38% | 45,330 | $1.8M | Add +52.3% |
| COST Costco Wholesale Corp. | 0.37% | 1,844 | $1.8M | Reduce -4.4% |
| UBSI United Bankshares Inc. | 0.37% | 43,590 | $1.8M | Reduce -7.6% |
| VGT Vanguard Info Tech ETF | 0.33% | 2,322 | $1.6M | Reduce -1.0% |
| V Visa Inc. Class A | 0.32% | 5,213 | $1.6M | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.31% | 6,222 | $1.5M | Add +6.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.29% | 2 | $1.4M | No change |
| XOM Exxon Mobil Corp. | 0.29% | 8,287 | $1.4M | Add +7.3% |
| PG The Procter & Gamble Co. | 0.28% | 9,559 | $1.4M | Reduce -2.2% |
| ABBV Abbvie Inc. | 0.28% | 6,330 | $1.4M | Add +3.2% |
| SO The Southern Co. | 0.26% | 13,280 | $1.3M | Reduce -15.7% |
| NFLX Netflix Inc. | 0.25% | 12,760 | $1.2M | Add +1.9% |
| ORCL Oracle Corp. | 0.25% | 8,172 | $1.2M | Reduce -0.2% |
| AMD Advanced Micro Devices | 0.24% | 5,872 | $1.2M | Add +3.5% |
| CAT Caterpillar Inc. | 0.24% | 1,654 | $1.2M | Add +3.6% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 4,043 | $1.1M | Add +2.4% |
| MCD McDonald's Corp. | 0.23% | 3,617 | $1.1M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 0.21% | 2,070 | $1.0M | Add +2.1% |
| XLK SS Technology Select Sector | 0.20% | 7,277 | $967K | Add +1.3% |
| XSD SS SPDR S&P Semiconductor | 0.20% | 2,937 | $958K | Reduce -16.3% |
| IWD iShares Russell 1000 Value E | 0.19% | 4,421 | $945K | No change |
| CVX Chevron Corp. | 0.19% | 4,533 | $938K | Add +8.2% |
| MU Micron Technology Inc. | 0.19% | 2,747 | $928K | Add +7.6% |
| GD General Dynamics Corp. | 0.19% | 2,699 | $926K | Reduce -3.2% |
| LMT Lockheed Martin Corp. | 0.18% | 1,448 | $875K | Add +0.8% |
| GEV GE Vernova Inc. | 0.18% | 997 | $870K | Reduce -5.6% |
| MRK Merck & Co. Inc. | 0.18% | 7,189 | $865K | Add +3.3% |
| LRCX Lam Research Corp. | 0.14% | 3,325 | $710K | Add +0.9% |
| HON Honeywell International Inc. | 0.14% | 3,084 | $697K | Add +8.3% |
| CSCO Cisco Systems Inc. | 0.14% | 8,822 | $685K | Add +3.1% |
| LIN Linde PLC | 0.14% | 1,372 | $680K | Reduce -15.8% |
| NEE Nextera Energy Inc. | 0.14% | 7,269 | $675K | Add +2.0% |
| GS Goldman Sachs Group Inc. | 0.14% | 783 | $662K | Add +6.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 13,509 | $659K | Add +7.2% |
| AMAT Applied Materials Inc. | 0.13% | 1,904 | $651K | Add +1.8% |
| SLV iShares Silver Trust | 0.13% | 9,408 | $641K | New |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,025 | $612K | Reduce -6.3% |
| AMGN Amgen Inc. | 0.12% | 1,692 | $595K | Add +0.4% |
| ETN Eaton Corp. PLC | 0.12% | 1,658 | $593K | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 2,411 | $584K | Add +1.3% |
| LOW Lowe's Cos Inc. | 0.12% | 2,452 | $579K | Add +2.5% |
| ITW Illinois Tool Works | 0.12% | 2,223 | $579K | Reduce -10.9% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 3,923 | $574K | Add +3.4% |
| CEG Constellation Energy | 0.12% | 2,041 | $570K | Add +0.9% |
| RTX RTX Corp. | 0.11% | 2,794 | $539K | Add +2.3% |
| TXN Texas Instruments Inc. | 0.11% | 2,756 | $535K | Add +3.1% |
| IAU iShares Gold Trust | 0.11% | 6,067 | $535K | Add +44.5% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 1,080 | $531K | Reduce -17.2% |
| APO Apollo Global Management Inc. | 0.11% | 4,672 | $521K | Add +0.5% |
| XLV SS Health Care Select Sector | 0.10% | 3,377 | $495K | Reduce -12.2% |
| AZO AutoZone Inc. | 0.10% | 146 | $493K | Reduce -2.0% |
| DE Deere & Co. | 0.10% | 864 | $487K | Add +0.2% |
| INTC Intel Corp. | 0.10% | 10,985 | $485K | Reduce -0.2% |
| BLK BlackRock Inc. | 0.10% | 501 | $482K | Add +1.4% |
| UNP Union Pacific Corp. | 0.10% | 1,977 | $480K | Reduce -1.4% |
| OWL Blue Owl Capital Inc. | 0.10% | 462,186 | $479K | Add +0.1% |
| C Citigroup Inc. | 0.10% | 4,221 | $479K | Add +8.5% |
| GLW Corning Inc. | 0.10% | 3,499 | $476K | Add +1.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.10% | 11,164 | $475K | New |
| DVY iShares Select Dividend ETF | 0.09% | 3,073 | $465K | Reduce -17.8% |
| EFA iShares MSCI Eafe ETF | 0.09% | 4,742 | $461K | No change |
| CDNS Cadence Design SYS Inc. | 0.09% | 1,655 | $460K | Add +1.0% |
| WFC Wells Fargo & Co. | 0.09% | 5,762 | $459K | Add +4.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,308 | $442K | Reduce -8.2% |
Portfolio Sells Q4 2025 → Q1 2026
| IEFA iShares Core MSCI Eafe ETF | Reduce -28.8% | 5.87% | −2.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.4% | 15.99% | −0.91 |
| IWF iShares Russell 1000 Growth | Reduce -9.1% | 3.13% | −0.57 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.2% | 3.95% | −0.46 |
| AAPL Apple Inc. | Reduce -1.4% | 5.58% | −0.28 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.5% | 2.42% | −0.25 |
| DGRO iShares Core Dividend Growth | Reduce -7.4% | 4.71% | −0.15 |
| PGR Progressive Corp. | Reduce -11.9% | 0.50% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.3% | 1.19% | −0.11 |
| DAL Delta Air Lines Inc. | Reduce -15.6% | 0.43% | −0.08 |
| ORCL Oracle Corp. | Reduce -0.2% | 0.25% | −0.07 |
| CRM Salesforce Inc. | Reduce -43.3% | 0.05% | −0.07 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| INTU Intuit Inc. | Reduce -8.5% | 0.09% | −0.06 |
| ABT Abbott Laboratories | Reduce -30.6% | 0.08% | −0.05 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.05 |
| ADP Automatic Data Processing | Reduce -22.1% | 0.09% | −0.05 |
| V Visa Inc. Class A | Reduce -2.0% | 0.32% | −0.05 |
| ADBE Adobe Inc. | Reduce -31.1% | 0.04% | −0.04 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.04 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.04 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.04 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.04 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.04 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −0.04 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.04 |
| UYG Proshares Ultra Financials | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.2% | 0.11% | −0.04 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.04 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.04 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.04 |
| PEP Pepsico Inc. | Reduce -46.7% | 0.05% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -15.7% | 0.05% | −0.03 |
| XSD SS SPDR S&P Semiconductor | Reduce -16.3% | 0.20% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -13.0% | 0.07% | −0.03 |
| EXPE Expedia Group Inc. | Reduce -13.9% | 0.05% | −0.02 |
| NOW ServiceNow Inc. | Reduce -0.6% | 0.04% | −0.02 |
| SPGI S&P Global Inc. | Reduce -1.8% | 0.09% | −0.02 |
| AXP American Express Co. | Reduce -5.6% | 0.07% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -9.1% | 0.05% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -1.0% | 0.33% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -12.2% | 0.10% | −0.02 |
| HD Home Depot Inc. | Reduce -2.5% | 0.42% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -1.8% | 0.07% | −0.01 |
| ORGO Organogenesis Holdings Inc. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -4.8% | 0.07% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -13.9% | 0.05% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -6.3% | 0.12% | −0.01 |
| SO The Southern Co. | Reduce -15.7% | 0.26% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IEMG iShares Core MSCI Emerging | Add +3653.3% | 2.75% | +2.69 |
| SDY SS SPDR S&P Dividend ETF | Add +58.6% | 4.53% | +1.90 |
| BND Vanguard Total Bond Market | Add +7.4% | 5.05% | +0.48 |
| ACT Enact Holdings Inc. | Add +52.3% | 0.38% | +0.14 |
| SLV iShares Silver Trust | New | 0.13% | +0.13 |
| XOM Exxon Mobil Corp. | Add +7.3% | 0.29% | +0.10 |
| CGDV Cap Group Dividend Value | New | 0.10% | +0.10 |
| KO The Coca-Cola Co. | Add +1.7% | 0.57% | +0.09 |
| JAAA Janus Henderson Aaa Clo ETF | Add +2.6% | 1.71% | +0.09 |
| OUNZ Vaneck Merk Gold ETF | New | 0.08% | +0.08 |
| SNDK Sandisk Corp. | New | 0.08% | +0.08 |
| CGUS Cap Group Core Equity | New | 0.07% | +0.07 |
| JNJ Johnson & Johnson | Add +6.2% | 0.31% | +0.07 |
| WMT Walmart Inc. | Add +1.9% | 0.47% | +0.07 |
| FITB Fifth Third Bancorp | New | 0.07% | +0.07 |
| CVX Chevron Corp. | Add +8.2% | 0.19% | +0.07 |
| WDC Western Digital Corp. | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +3.6% | 0.24% | +0.06 |
| CAVA Cava Group Inc. | New | 0.05% | +0.05 |
| ACGL Arch Capital Group Ltd. | New | 0.05% | +0.05 |
| COP Conocophillips | New | 0.05% | +0.05 |
| KEYS Keysight Technologies Inc. | New | 0.05% | +0.05 |
| EBAY eBay Inc. | New | 0.05% | +0.05 |
| CMCSA Comcast Corp. Class A | New | 0.05% | +0.05 |
| CF CF Industries Holdings Inc. | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +7.6% | 0.19% | +0.05 |
| HWM Howmet Aerospace Inc. | New | 0.05% | +0.05 |
| MPC Marathon Petroleum Corp. | New | 0.04% | +0.04 |
| ATO Atmos Energy Corp. | New | 0.04% | +0.04 |
| BNDC NT Core Bond ETF | New | 0.04% | +0.04 |
| IAU iShares Gold Trust | Add +44.5% | 0.11% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.04% | +0.04 |
| LMT Lockheed Martin Corp. | Add +0.8% | 0.18% | +0.04 |
| APD Air Products & Chemicals Inc. | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | Add +1.8% | 0.13% | +0.04 |
| GLW Corning Inc. | Add +1.1% | 0.10% | +0.04 |
| LRCX Lam Research Corp. | Add +0.9% | 0.14% | +0.03 |
| HON Honeywell International Inc. | Add +8.3% | 0.14% | +0.03 |
| MRK Merck & Co. Inc. | Add +3.3% | 0.18% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +8.2% | 0.45% | +0.03 |
| NEE Nextera Energy Inc. | Add +2.0% | 0.14% | +0.02 |
| DE Deere & Co. | Add +0.2% | 0.10% | +0.02 |
| NFLX Netflix Inc. | Add +1.9% | 0.25% | +0.02 |
| TXN Texas Instruments Inc. | Add +3.1% | 0.11% | +0.02 |
| ETN Eaton Corp. PLC | Add +0.7% | 0.12% | +0.02 |
| T AT&T Inc. | Add +4.1% | 0.08% | +0.02 |
| VZ Verizon Communications Inc. | Add +10.4% | 0.06% | +0.02 |
| ADI Analog Devices Inc. | Add +5.2% | 0.07% | +0.02 |
| FDX FedEx Corp. | Add +0.5% | 0.07% | +0.02 |
| ATAI Ataibeckley Inc. | New | 0.01% | +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 |