Regent Peak Wealth Advisors LLC
•CIK: 1803329•Filing: Q4 2025
**Regent Peak Wealth Advisors LLC** manages $507M across a diversified portfolio of 192 positions. The strategy exhibits significant allocations to broad market exposure, notably VTI at $85.7M, alongside international diversification via IEFA ($39.9M). Core holdings include technology leaders like AAPL ($29.8M) and NVDA ($16.1M), balanced by defensive allocations in DGRO ($24.7M) and BND ($23.2M). This structure suggests a mandate balancing growth potential with established income and stability pillars.
Total AUM
$507.2M
QoQ Performance
+1.6%
Positions
192
Top 10 Concentration
57.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IEFA
AAPL
VTI16.9%
IEFA7.9%
AAPL5.9%
DGRO4.9%
BND4.6%
VUG4.4%
IWF3.7%
TSLA3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.4%
Technology20.5%
Consumer7.2%
Financial2.1%
ETF1.9%
Healthcare1.9%
Industrial1.1%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW17 new positions
↑88 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022