Regent Peak Wealth Advisors LLC
Q1 2026 13F Holdings
- Locationatlanta, GA
- Num holdings
198
- Value ($000)
$490,319
- Date Filed 04/14/2026
- Form type13F-HR
- CIK 0001803329
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $78.41M | 16 % | 244,405 | ||
ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $28.77M | 6 % | 317,799 | ||
APPLE INC COM | STOCK | 037833100 | $27.37M | 6 % | 107,858 | ||
VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $24.77M | 5 % | 336,345 | ||
ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $23.09M | 5 % | 328,953 | ||
STATE STREET SPDR S&P DIVIDEND ETF | ETF | 78464A763 | $22.2M | 5 % | 152,147 | ||
VANGUARD GROWTH ETF | ETF | 922908736 | $19.39M | 4 % | 44,392 | ||
NVIDIA CORPORATION COM | STOCK | 67066G104 | $15.46M | 3 % | 88,642 | ||
ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $15.34M | 3 % | 35,984 | ||
TESLA INC COM | STOCK | 88160R101 | $13.94M | 3 % | 37,511 |
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