—

Regent Peak Wealth Advisors LLC

Q2 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    221

  • Value ($000)

    $540,129

  • Date Filed
    07/10/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$91.1M
17 %

246,181

A
AAPL

APPLE INC COM

STOCK
037833100
$31.3M
6 %

108,166

I
IEFA

ISHARES CORE MSCI EAFE ETF

ETF
46432F842
$31.17M
6 %

322,722

D
DGRO

ISHARES CORE DIVIDEND GROWTH ETF

ETF
46434V621
$25.35M
5 %

334,542

K
KRE

STATE STREET SPDR S&P DIVIDEND ETF

ETF
78464A763
$23.37M
4 %

153,565

V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$22.72M
4 %

263,714

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$18.14M
3 %

90,648

I
IWF

ISHARES RUSSELL 1000 GROWTH ETF

ETF
464287614
$17.92M
3 %

144,292

I
IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

ETF
46434G103
$16.71M
3 %

201,722

T
TSLA

TESLA INC COM

STOCK
88160R101
$15.9M
3 %

37,805

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 221