Regent Peak Wealth Advisors LLC Portfolio Holdings

Regent Peak Wealth Advisors LLC

  • $507 Million
  • Q4 2025

Regent Peak Wealth Advisors LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $507 Million distributed in 192 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 $84.3M, Ishares Tr with a value of $39.6M, Apple Inc. with a value of $29.3M, Ishares Core Dividend Growth E with a value of $24.3M, and Vanguard Bd Index Fd Inc Total with a value of $23.2M.

Examining the 13F form we can see an decrease of $1.9M in the current position value, from $509M to 507M.

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 $507 Million
ETFs: $283 Million
Technology: $92.7 Million
Consumer Cyclical: $32.8 Million
Financial Services: $31.6 Million
Communication Services: $17.7 Million
Consumer Defensive: $16.4 Million
Industrials: $12.4 Million
Healthcare: $10.7 Million
Other: $10.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$84.3 Million 16.62% of portfolio
255,627
Q4 2025 Reduced 0.01%
$0
$39.6 Million 7.8% of portfolio
446,163
Q4 2025 Reduced 0.57%
$4.3T
$29.3 Million 5.77% of portfolio
109,440
Q4 2025 Added 0.16%
$0
$24.3 Million 4.79% of portfolio
355,124
Q4 2025 Reduced 0.09%
$0
$23.2 Million 4.58% of portfolio
313,169
Q4 2025 Reduced 1.51%
$0
$22.2 Million 4.37% of portfolio
45,851
Q4 2025 Reduced 0.36%
$0
$18.7 Million 3.68% of portfolio
39,605
Q4 2025 Reduced 1.19%
$465B
$16.1 Million 3.18% of portfolio
86,408
Q4 2025 Reduced 1.9%
$1.29T
$15.2 Million 3.0% of portfolio
37,180
Q4 2025 Added 1.02%
$3.78T
$13.6 Million 2.69% of portfolio
26,857
Q4 2025 Added 0.07%
$152B
$13.6 Million 2.68% of portfolio
56,252
Q4 2025 Added 3.34%
$0
$13.4 Million 2.63% of portfolio
91,226
Q4 2025 Reduced 1.68%
$0
$13.3 Million 2.61% of portfolio
95,924
Q4 2025 Reduced 2.4%
$2.39T
$11.2 Million 2.2% of portfolio
47,622
Q4 2025 Added 1.35%
$306B
$9.44 Million 1.86% of portfolio
133,508
Q4 2025 Reduced 0.06%
$0
$8.54 Million 1.68% of portfolio
45,652
Q4 2025 Reduced 0.1%
$1.65T
$6.64 Million 1.31% of portfolio
24,017
Q4 2025 Added 0.95%
$0
$6.46 Million 1.27% of portfolio
9,706
Q4 2025 Reduced 24.62%
$6.09B
$6.36 Million 1.25% of portfolio
461,664
Q4 2025 Added 0.4%
$662B
$5.43 Million 1.07% of portfolio
10,672
Q4 2025 Added 3.91%
$139B
$5.25 Million 1.03% of portfolio
15,308
Q4 2025 Added 1.34%
$1.74T
$5.18 Million 1.02% of portfolio
18,138
Q4 2025 Reduced 1.84%
$4.57B
$3.83 Million 0.75% of portfolio
43,972
Q4 2025 Reduced 11.8%
$1.37T
$3.26 Million 0.64% of portfolio
5,341
Q4 2025 Added 3.97%
$132B
$3.16 Million 0.62% of portfolio
14,011
Q4 2025 Reduced 18.4%
$971B
$2.82 Million 0.56% of portfolio
2,758
Q4 2025 Added 3.41%
$367B
$2.32 Million 0.46% of portfolio
6,470
Q4 2025 Reduced 3.92%
$881B
$2.21 Million 0.44% of portfolio
7,351
Q4 2025 Reduced 0.39%
$37.5B
$2.18 Million 0.43% of portfolio
37,334
Q4 2025 Reduced 47.09%
$0
$2.13 Million 0.42% of portfolio
3,151
Q4 2025 Reduced 5.46%
$0
$2.07 Million 0.41% of portfolio
7,181
Q4 2025 Added 98.75%
$0
$1.99 Million 0.39% of portfolio
77,261
Q4 2025 Added 0.0%
$0
$1.87 Million 0.37% of portfolio
3,099
Q4 2025 Added 0.39%
$279B
$1.87 Million 0.37% of portfolio
18,138
Q4 2025 Added 0.85%
$0
$1.84 Million 0.36% of portfolio
7,740
Q4 2025 Reduced 1.54%
$593B
$1.8 Million 0.35% of portfolio
8,186
Q4 2025 Added 6.38%
$0
$1.77 Million 0.35% of portfolio
2,345
Q4 2025 Reduced 2.25%
$404B
$1.76 Million 0.35% of portfolio
1,928
Q4 2025 Reduced 2.23%
$169B
$1.74 Million 0.34% of portfolio
2,080
Q4 2025 Added 404.85%
$4.9B
$1.72 Million 0.34% of portfolio
47,182
Q4 2025 Reduced 6.91%
$533B
$1.73 Million 0.34% of portfolio
5,317
Q4 2025 Added 0.68%
$453B
$1.51 Million 0.3% of portfolio
2
Q4 2019 New
$414B
$1.44 Million 0.28% of portfolio
6,134
Q4 2025 Added 5.23%
$98.6B
$1.43 Million 0.28% of portfolio
15,759
Q4 2025 Reduced 23.14%
$346B
$1.42 Million 0.28% of portfolio
9,771
Q4 2025 Reduced 4.47%
$49.1B
$1.38 Million 0.27% of portfolio
12,518
Q4 2025 Added 865.15%
$388B
$1.36 Million 0.27% of portfolio
5,673
Q4 2025 Reduced 10.98%
$328B
$1.18 Million 0.23% of portfolio
3,948
Q4 2025 Added 0.64%
$522B
$1.17 Million 0.23% of portfolio
5,861
Q4 2025 Reduced 0.1%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $507 Million
  • Prior Value $509 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 17 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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