Regent Peak Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
192
- Value ($000)
$507,242
- Date Filed01/08/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $85.7M | 17 % | 255,627 | ||
ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $39.91M | 8 % | 446,163 | ||
APPLE INC COM | STOCK | 037833100 | $29.75M | 6 % | 109,440 | ||
ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $24.65M | 5 % | 355,124 | ||
VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $23.2M | 5 % | 313,169 | ||
VANGUARD GROWTH ETF | ETF | 922908736 | $22.37M | 4 % | 45,851 | ||
ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $18.75M | 4 % | 39,605 | ||
TESLA INC COM | STOCK | 88160R101 | $16.72M | 3 % | 37,180 | ||
NVIDIA CORPORATION COM | STOCK | 67066G104 | $16.12M | 3 % | 86,408 | ||
ACCENTURE PLC IRELAND SHS CLASS A | STOCK | G1151C101 | $15.09M | 3 % | 56,252 |
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