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 ETFs Only

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%
$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%
$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%
$0
$8.54 Million 1.68% of portfolio
45,652
Q4 2025 Reduced 0.1%
$0
$8.19 Million 1.61% of portfolio
161,757
Q4 2025 Reduced 2.07%
$0
$6.46 Million 1.27% of portfolio
9,706
Q4 2025 Reduced 24.62%
$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%
$0
$1.84 Million 0.36% of portfolio
7,740
Q4 2025 Reduced 1.54%
$0
$1.09 Million 0.21% of portfolio
3,507
Q4 2025 Reduced 0.54%
$0
$911,000 0.18% of portfolio
3,946
Q4 2025 Added 77.83%
$0
$905,000 0.18% of portfolio
4,421
Q3 2025 Reduced 6.06%
$0
$675,000 0.13% of portfolio
1,094
Q4 2025 Reduced 5.85%
$0
$583,000 0.11% of portfolio
3,846
Q4 2025 Reduced 6.83%
$0
$525,000 0.1% of portfolio
3,740
Q4 2025 Reduced 17.2%
$0
$457,000 0.09% of portfolio
3,773
Q4 2023 Added 0.19%
$0
$451,000 0.09% of portfolio
4,742
Q3 2025 Reduced 4.22%
$0
$378,000 0.07% of portfolio
4,257
Q4 2025 Reduced 2.59%
$0
$350,000 0.07% of portfolio
1,223
Q4 2025 Added 0.08%
$0
$377,000 0.07% of portfolio
1,295
Q4 2025 Reduced 2.26%
$0
$309,000 0.06% of portfolio
1,887
Q1 2025 Reduced 5.89%
$0
$301,000 0.06% of portfolio
1,653
Q4 2025 Reduced 2.36%
$0
$292,000 0.06% of portfolio
1,000
Q4 2023 New
$65.3B
$323,000 0.06% of portfolio
4,199
Q4 2025 New
$0
$259,000 0.05% of portfolio
5,033
Q1 2025 New
$0
$276,000 0.05% of portfolio
5,157
Q3 2025 Reduced 0.12%
$0
$210,000 0.04% of portfolio
2,256
Q1 2025 New
$0
$214,000 0.04% of portfolio
1,623
Q4 2025 Reduced 7.94%
$0
$227,000 0.04% of portfolio
4,333
Q4 2024 New

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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