§ 13F · FUND PROFILE
Regent Peak Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 192Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$507.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 256K | $85.7T | 16.9% | NEW |
| 2 | IEFA | ISHARES CORE MSCI EAFE ETF | 446K | $39.9T | 7.9% | NEW |
| 3 | AAPL | APPLE INC COM | 109K | $29.8T | 5.9% | NEW |
| 4 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 355K | $24.7T | 4.9% | NEW |
| 5 | BND | VANGUARD TOTAL BOND MARKET ETF | 313K | $23.2T | 4.6% | NEW |
| 6 | VUG | VANGUARD GROWTH ETF | 46K | $22.4T | 4.4% | NEW |
| 7 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 40K | $18.7T | 3.7% | NEW |
| 8 | TSLA | TESLA INC COM | 37K | $16.7T | 3.3% | NEW |
| 9 | NVDA | NVIDIA CORPORATION COM | 86K | $16.1T | 3.2% | NEW |
| 10 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | 56K | $15.1T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REGENT SIGNAL
AC read
Regent Peak Wealth Advisors LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed