Institutional Fund
Regent Peak Wealth Advisors LLC
Atlanta, GACIK 18033294 filings on record
Portfolio Value
$490.32M
Q1 2026
Holdings
198
Reported positions
New Buys
21
Opened this quarter
QoQ Change
-3.3%
from $507.24M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds16.0%
- Ishares Tr5.9%
- Apple Inc5.6%
- Vanguard Bd Index Fds5.1%
- Ishares Tr4.7%
- Spdr Series Trust4.5%
- Other58.3%
Portfolio Holdings
198 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 244.4K | $78.41M | 16.0% | −11.2K | Reduced |
| 2 | Ishares Tr | 317.8K | $28.77M | 5.9% | −128.4K | Reduced |
| 3 | Apple Inc | 107.9K | $27.37M | 5.6% | −1.6K | Reduced |
| 4 | Vanguard Bd Index Fds | 336.3K | $24.77M | 5.1% | +23.2K | Added |
| 5 | Ishares Tr | 329.0K | $23.09M | 4.7% | −26.2K | Reduced |
| 6 | Spdr Series Trust | 152.1K | $22.20M | 4.5% | +56.2K | Added |
| 7 | Vanguard Index Fds | 44.4K | $19.39M | 4.0% | −1.5K | Reduced |
| 8 | Nvidia Corporation | 88.6K | $15.46M | 3.2% | +2.2K | Added |
| 9 | Ishares Tr | 36.0K | $15.34M | 3.1% | −3.6K | Reduced |
| 10 | Tesla Inc | 37.5K | $13.94M | 2.8% | +331 | Added |
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