Regent Peak Wealth Advisors LLC Portfolio Holdings

Regent Peak Wealth Advisors LLC

  • $509 Million
  • Q3 2025

Regent Peak Wealth Advisors LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $509 Million distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $83.9M, Ishares Tr with a value of $39.2M, Apple Inc. with a value of $27.8M, Ishares Core Dividend Growth E with a value of $24.2M, and Vanguard Bd Index Fd Inc Total with a value of $23.6M.

Examining the 13F form we can see an increase of $81.7M in the current position value, from $428M to 509M.

Regent Peak Wealth Advisors LLC is based out at Atlanta, GA

Below you can find more details about Regent Peak Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $509 Million
ETFs: $284 Million
Technology: $89.6 Million
Financial Services: $34.8 Million
Consumer Cyclical: $33.4 Million
Communication Services: $17.2 Million
Consumer Defensive: $15.8 Million
Industrials: $14.1 Million
Healthcare: $9.01 Million
Other: $11.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$83.9 Million 16.48% of portfolio
255,659
Q3 2025 Added 1.74%
$0
$39.2 Million 7.69% of portfolio
448,722
Q3 2025 Added 2.35%
$4.32T
$27.8 Million 5.46% of portfolio
109,265
Q3 2025 Reduced 1.98%
$0
$24.2 Million 4.75% of portfolio
355,451
Q3 2025 Added 4.1%
$0
$23.6 Million 4.64% of portfolio
317,974
Q3 2025 Added 5.89%
$0
$22.1 Million 4.33% of portfolio
46,015
Q3 2025 Reduced 1.47%
$0
$18.8 Million 3.69% of portfolio
40,081
Q3 2025 Added 1.72%
$477B
$16.4 Million 3.23% of portfolio
88,086
Q3 2025 Added 7.87%
$1.43T
$16.4 Million 3.21% of portfolio
36,804
Q3 2025 Added 1.36%
$3.96T
$13.9 Million 2.73% of portfolio
26,837
Q3 2025 Reduced 1.08%
$0
$13.8 Million 2.7% of portfolio
98,285
Q3 2025 Added 1.13%
$0
$13.5 Million 2.65% of portfolio
92,788
Q3 2025 Reduced 3.66%
$158B
$13.4 Million 2.64% of portfolio
54,435
Q3 2025 Added 14.02%
$2.31T
$10.3 Million 2.03% of portfolio
46,987
Q3 2025 Added 5.29%
$303B
$8.86 Million 1.74% of portfolio
133,583
Q3 2025 Reduced 0.29%
$0
$8.58 Million 1.68% of portfolio
12,876
Q3 2025 Reduced 17.27%
$0
$8.39 Million 1.65% of portfolio
165,174
Q3 2025 Added 3.03%
$7.47B
$7.78 Million 1.53% of portfolio
459,814
Q3 2025 New
$1.5T
$5.78 Million 1.14% of portfolio
23,792
Q3 2025 Added 0.85%
$646B
$5.16 Million 1.01% of portfolio
10,270
Q3 2025 Added 0.44%
$147B
$4.98 Million 0.98% of portfolio
15,105
Q3 2025 Added 16.71%
$1.64T
$4.5 Million 0.88% of portfolio
18,478
Q3 2025 Added 5.37%
$127B
$4.24 Million 0.83% of portfolio
17,171
Q3 2025 Reduced 7.52%
$4.58B
$4.06 Million 0.8% of portfolio
49,855
Q3 2025 Reduced 44.75%
$38.8B
$4 Million 0.79% of portfolio
70,567
Q3 2025 Reduced 19.17%
$1.65T
$3.77 Million 0.74% of portfolio
5,137
Q3 2025 Added 6.47%
$394B
$2.73 Million 0.54% of portfolio
6,734
Q3 2025 Reduced 3.18%
$892B
$2.33 Million 0.46% of portfolio
7,380
Q3 2025 Added 12.79%
$0
$2.23 Million 0.44% of portfolio
3,333
Q3 2025 Added 0.57%
$759B
$2.16 Million 0.42% of portfolio
7,695
Q3 2025 Reduced 10.7%
$785B
$2.03 Million 0.4% of portfolio
2,667
Q3 2025 Added 0.04%
$0
$1.99 Million 0.39% of portfolio
77,259
Q3 2025 Reduced 10.1%
$104B
$1.94 Million 0.38% of portfolio
20,504
Q3 2025 Added 13.38%
$0
$1.9 Million 0.37% of portfolio
7,861
Q3 2025 Added 1.6%
$4.82B
$1.89 Million 0.37% of portfolio
50,682
Q1 2025 New
$412B
$1.83 Million 0.36% of portfolio
1,972
Q3 2025 Added 6.31%
$284B
$1.85 Million 0.36% of portfolio
17,985
Q3 2025 Added 4.16%
$0
$1.85 Million 0.36% of portfolio
3,087
Q3 2025 Reduced 0.48%
$569B
$1.8 Million 0.35% of portfolio
5,281
Q3 2025 Added 7.16%
$0
$1.79 Million 0.35% of portfolio
2,399
Q3 2025 Reduced 3.65%
$360B
$1.57 Million 0.31% of portfolio
10,228
Q3 2025 Reduced 4.83%
$487B
$1.55 Million 0.31% of portfolio
1,297
Q3 2025 Added 4.85%
$440B
$1.51 Million 0.3% of portfolio
2
Q4 2019 New
$403B
$1.35 Million 0.26% of portfolio
5,829
Q3 2025 Added 1.98%
$342B
$1.18 Million 0.23% of portfolio
3,923
Q3 2025 Added 2.8%
$75.8B
$1.18 Million 0.23% of portfolio
8,841
Q3 2025 Added 96.51%
$228B
$1.12 Million 0.22% of portfolio
3,685
Q3 2025 Reduced 19.63%
$0
$1.13 Million 0.22% of portfolio
3,526
Q3 2025 Added 0.03%
$546B
$1.13 Million 0.22% of portfolio
1,993
Q3 2025 Added 13.56%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $509 Million
  • Prior Value $428 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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