Regent Peak Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
190
- Value ($000)
$499,183
- Date Filed10/16/2025
- Form type13F-HR
- CIK0001803329
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $83.90 M | 17 % | 255,659 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $39.18 M | 8 % | 448,722 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $27.82 M | 6 % | 109,265 | ||
DGRO ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $24.20 M | 5 % | 355,451 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $23.65 M | 5 % | 317,974 | ||
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $22.07 M | 4 % | 46,015 | ||
IWF ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $18.77 M | 4 % | 40,081 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $16.44 M | 3 % | 88,086 | ||
TSLA TESLA INC COM | STOCK | 88160R101 | $16.37 M | 3 % | 36,804 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $13.90 M | 3 % | 26,837 |
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