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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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