Regent Peak Wealth Advisors LLC

CIK

1803329

Location

ATLANTA, GA

Portfolio Value

Small $548,244,930

Diversification

Diversified

Filing Date

Global Rank

#3,608 / 8,793 ▲ 281 · as of Jun 2026

Top Industry

Semiconductors 14.6%

Period ended 3 months ago

Filed Jul 10, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

198 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.8%

−1.2 pts

Top 5

56.7%

+8.8 pts

Top 10

69.3%

+5.6 pts

HHI

1,046

Diversified+241

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	55.7%	$305,281,192	23
Technology	18.7%	$102,754,549	42
Consumer Cyclical	6.4%	$34,880,969	17
Financial Services	4.9%	$27,048,494	31
Communication Services	3.7%	$20,071,748	8
Consumer Defensive	3.5%	$18,943,056	10
Industrials	2.9%	$15,855,928	29
Healthcare	2.3%	$12,344,745	18
Utilities	1.2%	$6,306,053	6
Energy	0.4%	$1,972,225	6
Basic Materials	0.3%	$1,500,181	4
Real Estate	0.2%	$1,285,790	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+224,168	561,698	$125,146,269
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+121,744	1,109,844	$110,965,766
EDV	Vanguard World Funds Extended Duration ETF	+15,785	19,107	$2,524,528
SO	Southern Co	+7,280	20,560	$1,967,797
ACN	Accenture plc	+7,018	74,187	$9,231,830
KO	Coca Cola Co	+4,552	140,275	$11,400,149
KLAC	Kla Corp	+2,052	2,280	$687,898
NVDA	Nvidia Corp	+2,006	90,648	$18,137,758
INTC	Intel Corp	+1,513	12,498	$1,745,095
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,418	156,502	$25,201,327
BKNG	Booking Holdings Inc.	+1,295	1,355	$241,515
AMZN	Amazon Com Inc	+940	49,094	$11,701,063
IAU	Ishares Gold Trust	+831	6,898	$520,867
SBUX	Starbucks Corp	+809	4,714	$481,723
BAC	Bank Of America Corp /De/	+564	14,073	$801,879
SLV	iShares Silver Trust	+559	9,967	$532,935
PG	PROCTER & GAMBLE Co	+509	10,068	$1,476,371
PEP	Pepsico Inc	+456	2,151	$291,245
BA	Boeing Co	+431	1,625	$351,763
CVX	Chevron Corp	+350	4,883	$809,406
C	Citigroup Inc	+346	4,567	$639,197
VZ	Verizon Communications Inc	+329	5,834	$247,011
WMT	Walmart Inc.	+311	18,800	$2,129,288
AAPL	Apple Inc.	+308	108,166	$31,298,913
TSLA	Tesla, Inc.	+294	37,805	$15,900,783
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	−126,876	209,469	$15,377,119
ACT	Enact Holdings, Inc.	−22,990	22,340	$1,021,161
DAL	Delta Air Lines, Inc.	−13,481	18,042	$1,689,813
SR	Spire Inc	−5,852	33,001	$2,577,048
IBIT	iShares Bitcoin Trust ETF	−4,386	66,277	$2,206,361
SPY	Spdr S&P 500 ETF Trust	−2,956	6,043	$4,512,731
UBSI	United Bankshares Inc/Wv	−2,945	40,645	$1,862,760
FNDA	Schwab Fundamental U.S. Small Company ETF	−1,992	75,700	$2,192,272
GOOGL	Alphabet Inc.	−1,813	42,001	$14,935,334
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−1,739	12,861	$2,063,015
ETHA	iShares Ethereum Trust ETF	−1,603	22,460	$0
BRK-B	Berkshire Hathaway Inc	−1,167	9,741	$6,370,998
ABT	Abbott Laboratories	−973	2,768	$251,168
T	At&T Inc.	−648	12,840	$265,788
PGR	Progressive Corp/Oh/	−567	11,771	$2,571,374
ORCL	Oracle Corp	−455	7,717	$1,130,926
JA	Janus Henderson AA-A CLO ETF	−364	165,665	$8,364,425
MCD	Mcdonalds Corp	−359	3,258	$880,669
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−340	968	$462,287
GD	General Dynamics Corp	−295	2,404	$851,592
DIS	Walt Disney Co	−243	3,378	$325,132
WDC	Western Digital Corp	−242	824	$526,305
CME	Cme Group Inc.	−231	1,256	$277,362
DHR	Danaher Corp /De/	−211	1,740	$331,435
LOW	Lowes Companies Inc	−187	2,265	$499,409
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	2,136	$636,293
PANW	Palo Alto Networks Inc	1,080	$368,301
STX	Seagate Technology Holdings plc	367	$354,155
DELL	Dell Technologies Inc.	775	$334,381
TXG	10x Genomics, Inc.	8,421	$322,861
VPG	Vishay Precision Group, Inc.	2,051	$307,465
ABNB	Airbnb, Inc.	1,983	$283,767
DHI	Horton D R Inc /De/	1,735	$282,596
TER	Teradyne, Inc	554	$268,047
GVA	Granite Construction Inc	1,602	$253,244
CVS	CVS HEALTH Corp	2,446	$253,038
ORLY	O Reilly Automotive Inc	2,729	$251,313
MAS	Masco Corp /De/	2,870	$233,531
EMR	Emerson Electric Co	1,616	$231,330
JBHT	Hunt J B Transport Services Inc	795	$230,096
CL	Colgate Palmolive Co	2,499	$229,108
HODL	VanEck Bitcoin ETF	13,762	$228,586
EQIX	Equinix Inc	215	$224,113
Q	Qnity Electronics, Inc.	1,339	$218,672
PRU	Prudential Financial Inc	1,989	$214,672
MOG-A	Moog Inc.	496	$210,224
UCTT	Ultra Clean Holdings, Inc.	1,468	$209,322
AFL	Aflac Inc	1,775	$208,118
DDOG	Datadog, Inc.	793	$206,465
CPRT	Copart Inc	7,322	$206,407
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	8,287	$1,405,972
HON	Honeywell International Inc	3,084	$697,076
HII	Huntington Ingalls Industries, Inc.	630	$239,337
CMCSA	Comcast Corp	8,209	$235,680
CF	CF Industries Holdings, Inc.	1,749	$227,090
ICE	Intercontinental Exchange, Inc.	1,437	$226,011
HCA	HCA Healthcare, Inc.	472	$223,369
SHW	Sherwin Williams Co	690	$221,179
NOW	ServiceNow, Inc.	2,067	$216,104
BNDC	FlexShares Core Select Bond Fund	9,640	$214,383
UBER	Uber Technologies, Inc	2,806	$201,835
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

198 tracked positions · $548,244,930 total · filing declares 221 positions · $540,128,695 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 198 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	561,698	+224,168	$125,146,269	+36.6%	22.83%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,109,844	+121,744	$110,965,766	—	20.24%
AAPL	Apple Inc. Technology	Added	108,166	+308	$31,298,913	+14.3%	5.71%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	156,502	+1,418	$25,201,327	+8.8%	4.60%
NVDA	Nvidia Corp Technology	Added	90,648	+2,006	$18,137,758	+17.3%	3.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	37,805	+294	$15,900,783	+14.0%	2.90%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	209,469	-126,876	$15,377,119	−37.9%	2.80%
GOOGL	Alphabet Inc. Communication Services	Reduced	42,001	-1,813	$14,935,334	+18.7%	2.72%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,094	+940	$11,701,063	+16.7%	2.13%
KO	Coca Cola Co Consumer Defensive	Added	140,275	+4,552	$11,400,149	+10.4%	2.08%
MSFT	Microsoft Corp Technology	Added	28,225	+276	$10,528,489	+1.8%	1.92%
ACN	Accenture plc Technology	Added	74,187	+7,018	$9,231,830	−30.7%	1.68%
JA	Janus Henderson AA-A CLO ETF	Reduced	165,665	-364	$8,364,425	+0.0%	1.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,741	-1,167	$6,370,998	−4.4%	1.16%
AVGO	Broadcom Inc. Technology	Added	16,174	+78	$6,109,728	+22.6%	1.11%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,043	-2,956	$4,512,731	−22.9%	0.82%
LLY	ELI LILLY & Co Healthcare	Added	2,995	+120	$3,592,293	+35.8%	0.66%
AMD	Advanced Micro Devices Inc Technology	Added	5,938	+66	$3,449,443	+188.8%	0.63%
MU	Micron Technology Inc Technology	Added	2,748	+1	$3,171,988	+241.8%	0.58%
META	Meta Platforms, Inc. Communication Services	Reduced	5,486	-32	$3,090,208	−2.1%	0.56%
SR	Spire Inc Utilities	Reduced	33,001	-5,852	$2,577,048	−26.7%	0.47%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	11,771	-567	$2,571,374	+5.1%	0.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,828	+245	$2,562,339	+14.9%	0.47%
EDV	Vanguard World Funds Extended Duration ETF	Added	19,107	+15,785	$2,524,528	+390.5%	0.46%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,166	-96	$2,331,442	+23.8%	0.43%
IBIT	iShares Bitcoin Trust ETF	Reduced	66,277	-4,386	$2,206,361	−18.7%	0.40%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,249	-57	$2,203,897	+6.3%	0.40%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	75,700	-1,992	$2,192,272	+12.4%	0.40%
WMT	Walmart Inc. Consumer Defensive	Added	18,800	+311	$2,129,288	−7.3%	0.39%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	12,861	-1,739	$2,063,015	+9.0%	0.38%
SO	Southern Co Utilities	Added	20,560	+7,280	$1,967,797	+53.5%	0.36%
UBSI	United Bankshares Inc/Wv Financial Services	Reduced	40,645	-2,945	$1,862,760	+3.2%	0.34%
V	Visa Inc. Financial Services	Added	5,336	+123	$1,830,728	+16.2%	0.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,913	+69	$1,789,554	−2.6%	0.33%
CAT	Caterpillar Inc Industrials	Added	1,672	+18	$1,780,512	+51.9%	0.32%
INTC	Intel Corp Technology	Added	12,498	+1,513	$1,745,095	+260.0%	0.32%
DAL	Delta Air Lines, Inc. Industrials	Reduced	18,042	-13,481	$1,689,813	−19.4%	0.31%
ABBV	AbbVie Inc. Healthcare	Added	6,538	+208	$1,645,222	+19.5%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	6,475	+253	$1,644,455	+8.1%	0.30%
GE	General Electric Co Industrials	Added	4,064	+21	$1,518,838	+32.4%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,068	+509	$1,476,371	+6.9%	0.27%
AMAT	Applied Materials Inc /De Technology	Added	2,002	+98	$1,447,446	+122.4%	0.26%
SNDK	Sandisk Corp Technology	Added	635	+18	$1,443,818	+268.3%	0.26%
LRCX	Lam Research Corp Technology	Added	3,331	+6	$1,443,422	+103.2%	0.26%
GEV	GE Vernova Inc. Industrials	Added	1,100	+103	$1,292,346	+48.5%	0.24%
ORCL	Oracle Corp Technology	Reduced	7,717	-455	$1,130,926	−5.9%	0.21%
CSCO	Cisco Systems, Inc. Technology	Added	9,031	+209	$1,060,781	+55.0%	0.19%
MA	Mastercard Inc Financial Services	Reduced	2,042	-28	$1,048,771	+1.4%	0.19%
ACT	Enact Holdings, Inc. Financial Services	Reduced	22,340	-22,990	$1,021,161	−44.8%	0.19%
MRK	Merck & Co., Inc. Healthcare	Added	7,297	+108	$937,664	+8.4%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.