Regent Peak Wealth Advisors LLC

Q3 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    190

  • Value ($000)

    $499,183

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0001803329
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$83.90M
17 %

255,659

I
IEFA

ISHARES CORE MSCI EAFE ETF

ETF
46432F842
$39.18M
8 %

448,722

A
AAPL

APPLE INC COM

STOCK
037833100
$27.82M
6 %

109,265

D
DGRO

ISHARES CORE DIVIDEND GROWTH ETF

ETF
46434V621
$24.20M
5 %

355,451

B
BND

VANGUARD TOTAL BOND MARKET ETF

ETF
921937835
$23.65M
5 %

317,974

V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$22.07M
4 %

46,015

I
IWF

ISHARES RUSSELL 1000 GROWTH ETF

ETF
464287614
$18.77M
4 %

40,081

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$16.44M
3 %

88,086

T
TSLA

TESLA INC COM

STOCK
88160R101
$16.37M
3 %

36,804

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$13.90M
3 %

26,837

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