Regent Peak Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
177
- Value ($000)
$423,614
- Date Filed04/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $69.06M | 16 % | 251,292 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $33.17M | 8 % | 438,408 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $24.76M | 6 % | 111,467 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $22.06M | 5 % | 300,279 | ||
DGRO ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $21.09M | 5 % | 341,452 | ||
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $17.32M | 4 % | 46,702 | ||
ACN ACCENTURE PLC IRELAND SHS CLASS A | STOCK | G1151C101 | $14.90M | 4 % | 47,743 | ||
IWF ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $14.23M | 3 % | 39,405 | ||
KRE SPDR S&P DIVIDEND ETF | ETF | 78464A763 | $13.19M | 3 % | 97,187 | ||
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 464287150 | $11.75M | 3 % | 96,312 |
Rows Per Page
10
- 10
- 50
- 100