Regent Peak Wealth Advisors LLC

13F filer, CIK 1803329, ATLANTA, GA

Regent Peak Wealth Advisors LLC reported $445,625,273 across 180 holdings for the quarter ended 2024-12-31, in a 13F-HR/A filed 2025-01-16. Its ten largest share positions make up 56.9% of the portfolio.

Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR/A 0001803329-25-000004

A NEW HOLDINGS amendment repeated most of the original and was read as a restatement (H3).

Period: 2024-12-31
Reported value: $446M
Holdings: 180
Top 10 weight: 56.9%
New: 18
Sold out: 17

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VTIadded	+58,592	$17M
IEFAadded	+124,991	$8.78M
DGROadded	+96,186	$5.9M
IWFadded	+7,125	$2.86M
SDYadded	+16,754	$2.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
TSMreduced	-10,542	-$2.08M
ACNreduced	-5,880	-$2.07M
ORCLreduced	-12,202	-$2.03M
INFYreduced	-88,591	-$1.94M
UNHreduced	-3,584	-$1.81M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR/A 0001803329-25-000004, largest first. % of portfolio is the value over $445,625,273, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VTIVANGUARD INDEX FDS	249,412	$72.3M	16.22%	+58,592	Timeline
IEFAISHARES TR	400,145	$28.1M	6.31%	+124,991	Timeline
AAPLAPPLE INC	111,858	$28M	6.29%	+1,050	Timeline
VUGVANGUARD INDEX FDS	54,104	$22.2M	4.98%	-50	Timeline
DGROISHARES TR	334,576	$20.5M	4.61%	+96,186	Timeline
BNDVANGUARD BD INDEX FDS	280,220	$20.2M	4.52%	+15,150	Timeline
ACNACCENTURE PLC IRELAND	50,015	$17.6M	3.95%	-5,880	Timeline
IWFISHARES TR	40,168	$16.1M	3.62%	+7,125	Timeline
TSLATESLA INC	36,314	$14.7M	3.29%	-137	Timeline
SDYSPDR SERIES TRUST	105,005	$13.9M	3.11%	+16,754	Timeline
ITOTISHARES TR	100,462	$12.9M	2.9%	-2,117	Timeline
MSFTMICROSOFT CORP	29,147	$12.3M	2.76%	-166	Timeline
NVDANVIDIA CORPORATION	81,833	$11M	2.47%	+322	Timeline
AMZNAMAZON COM INC	45,153	$9.91M	2.22%	+318	Timeline
VTVVANGUARD INDEX FDS	56,506	$9.57M	2.15%	-1,540	Timeline
SRSPIRE INC	139,725	$9.48M	2.13%	-455	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	11,073	$6.49M	1.46%	-704	Timeline
JAAAJANUS DETROIT STR TR	127,657	$6.47M	1.45%	+13,990	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	10,194	$4.62M	1.04%	+138	Timeline
GOOGLALPHABET INC	23,533	$4.45M	1%	+207	Timeline
PGRPROGRESSIVE CORP	18,583	$4.45M	1%	+27	Timeline
GOOGALPHABET INC	17,606	$3.35M	0.75%	+108	Timeline
AVGOBROADCOM INC	13,309	$3.09M	0.69%	+386	Timeline
METAMETA PLATFORMS INC	5,020	$2.94M	0.66%	+277	Timeline
HDHOME DEPOT INC	7,245	$2.82M	0.63%	-4,166	Timeline
KOCOCA COLA CO	138,029	$2.47M	0.55%	-22,658	Timeline
IWMISHARES TR	10,144	$2.24M	0.5%	-390	Timeline
SCHBSCHWAB STRATEGIC TR	87,936	$2M	0.45%	+60,398	Timeline
LLYELI LILLY & CO	2,562	$1.98M	0.44%	-17	Timeline
IVVISHARES TR	3,305	$1.95M	0.44%	+9	Timeline
PGPROCTER & GAMBLE CO	11,063	$1.85M	0.42%	+139	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,822	$1.67M	0.37%	+119	Timeline
QQQINVESCO QQQ TR	3,125	$1.6M	0.36%	0	Timeline
MCDMCDONALDS CORP	5,443	$1.58M	0.35%	-4,929	Timeline
ORCLORACLE CORP	9,434	$1.57M	0.35%	-12,202	Timeline
WMTWALMART INC	17,325	$1.57M	0.35%	+226	Timeline
JPMJPMORGAN CHASE & CO	6,517	$1.56M	0.35%	+148	Timeline
VGTVANGUARD WORLD FD	2,505	$1.56M	0.35%	0	Timeline
VVISA INC	4,927	$1.56M	0.35%	+121	Timeline
SOSOUTHERN CO	18,185	$1.5M	0.34%	+61	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	2	$1.36M	0.31%	0	Timeline
EFAISHARES TR	15,952	$1.21M	0.27%	+10,507	Timeline
NFLXNETFLIX INC.	1,319	$1.18M	0.26%	-69	Timeline
UNHUNITEDHEALTH GROUP INC	2,268	$1.15M	0.26%	-3,584	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,654	$1.07M	0.24%	-6,174	Timeline
DVYISHARES TR	8,009	$1.05M	0.24%	0	Timeline
ABBVABBVIE INC	5,661	$1.01M	0.23%	+10	Timeline
MRKMERCK & CO INC	9,701	$965K	0.22%	-14,492	Timeline
MAMASTERCARD INCORPORATED	1,796	$946K	0.21%	+41	Timeline
JNJJOHNSON & JOHNSON	6,469	$936K	0.21%	-9,743	Timeline
HONHONEYWELL INTL INC	4,075	$921K	0.21%	-7,570	Timeline
ACTENACT HLDGS INC	27,342	$885K	0.2%	0	Timeline
GDGENERAL DYNAMICS CORP	3,356	$884K	0.2%	-5,327	Timeline
XSDSPDR SERIES TRUST	3,525	$876K	0.2%	+1	Timeline
IWDISHARES TR	4,706	$871K	0.2%	-292	Timeline
XLKSELECT SECTOR SPDR TR	3,605	$838K	0.19%	+3	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	4,153	$820K	0.18%	-10,542	Timeline
CRMSALESFORCE INC	2,447	$818K	0.18%	+84	Timeline
ITWILLINOIS TOOL WKS INC	3,161	$802K	0.18%	-6,055	Timeline
LMTLOCKHEED MARTIN CORP	1,608	$782K	0.18%	+9	Timeline
LINLINDE PLC	1,831	$766K	0.17%	0	Timeline
INTUINTUIT	1,213	$762K	0.17%	-19	Timeline
UNPUNION PAC CORP	3,197	$729K	0.16%	-6,722	Timeline
AMGNAMGEN INC	2,790	$727K	0.16%	-5,525	Timeline
APOAPOLLO GLOBAL MGMT INC	4,381	$724K	0.16%	+39	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,372	$714K	0.16%	-11	Timeline
PEPPEPSICO INC	4,684	$712K	0.16%	-9,388	Timeline
GEGE AEROSPACE	4,061	$677K	0.15%	+15	Timeline
APDAIR PRODUCTS AND CHEMICALS I	2,200	$638K	0.14%	-6,135	Timeline
VOOVANGUARD INDEX FDS	1,168	$629K	0.14%	0	Timeline
XOMEXXON MOBIL CORP	5,729	$616K	0.14%	-99	Timeline
SBUXSTARBUCKS CORP	6,595	$602K	0.14%	-18,357	Timeline
CVXCHEVRON CORPORATION	4,117	$596K	0.13%	+168	Timeline
CATCATERPILLAR INC	1,570	$570K	0.13%	+17	Timeline
XLVSELECT SECTOR SPDR TR	4,115	$566K	0.13%	+8	Timeline
ABTABBOTT LABORATORIES	4,873	$551K	0.12%	+97	Timeline
ADBEADOBE INC	1,229	$547K	0.12%	-49	Timeline
ETNEATON CORP PLC	1,604	$532K	0.12%	new	Timeline
TXNTEXAS INSTRS INC	2,838	$532K	0.12%	-20	Timeline
BACBANK OF AMER CORP	11,971	$526K	0.12%	+1,116	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,730	$520K	0.12%	+5	Timeline
SPGIS&P GLOBAL INC	1,036	$516K	0.12%	+18	Timeline
AMDADVANCED MICRO DEVICES INC	4,249	$513K	0.12%	-418	Timeline
INFYINFOSYS LTD	23,349	$512K	0.11%	-88,591	Timeline
NEENEXTERA ENERGY INC	7,070	$507K	0.11%	-55	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,276	$500K	0.11%	+13	Timeline
XLYSELECT SECTOR SPDR TR	2,223	$499K	0.11%	0	Timeline
BLKBLACKROCK INC	481	$493K	0.11%	new	Timeline
AZOAUTOZONE INC	151	$484K	0.11%	0	Timeline
FISVFISERV INC	2,344	$482K	0.11%	+1	Timeline
DHRDANAHER CORP DEL	2,048	$470K	0.11%	+4	Timeline
LOWLOWES COS INC	1,856	$458K	0.1%	+4	Timeline
CSCOCISCO SYS INC	7,565	$448K	0.1%	+12	Timeline
KMPRKEMPER CORP	6,565	$436K	0.1%	-811	Timeline
CEGCONSTELLATION ENERGY CORP	1,932	$432K	0.1%	-2	Timeline
NOWSERVICENOW INC	392	$416K	0.09%	+15	Timeline
RTXRTX CORPORATION	3,376	$391K	0.09%	-23	Timeline
VONGVANGUARD SCOTTSDALE FDS	3,773	$390K	0.09%	0	Timeline
GSGOLDMAN SACHS GROUP INC	680	$389K	0.09%	+24	Timeline
DGRWWISDOMTREE TR	4,777	$387K	0.09%	+262	Timeline
WFCWELLS FARGO & CO	5,399	$379K	0.09%	+111	Timeline
VBKVANGUARD INDEX FDS	1,354	$379K	0.09%	0	Timeline
ISRGINTUITIVE SURGICAL INC	711	$371K	0.08%	+10	Timeline
VOVANGUARD INDEX FDS	1,404	$371K	0.08%	+1	Timeline
VNQVANGUARD INDEX FDS	4,074	$363K	0.08%	-146	Timeline
AXPAMERICAN EXPRESS CO	1,201	$356K	0.08%	+26	Timeline
NOCNORTHROP GRUMMAN CORP	732	$344K	0.08%	-3,514	Timeline
ALLALLSTATE CORP	1,749	$337K	0.08%	+2	Timeline
CAVACAVA GROUP INC	2,980	$336K	0.08%	0	Timeline
CMECME GROUP INC	1,445	$336K	0.08%	+10	Timeline
DEDEERE & CO	778	$330K	0.07%	+17	Timeline
PNCPNC FINL SVCS GROUP INC	1,688	$326K	0.07%	+3	Timeline
DISDISNEY WALT CO	2,920	$325K	0.07%	+126	Timeline
VZVERIZON COMMUNICATIONS INC	8,124	$325K	0.07%	+62	Timeline
PLTRPALANTIR TECHNOLOGIES INC	4,293	$325K	0.07%	new	Timeline
BXBLACKSTONE INC	1,861	$321K	0.07%	+99	Timeline
GEVGE VERNOVA INC	966	$318K	0.07%	+35	Timeline
QCOMQUALCOMM INC	2,058	$316K	0.07%	+68	Timeline
NINISOURCE INC	8,547	$314K	0.07%	+10	Timeline
SPGSIMON PPTY GROUP INC NEW	1,814	$312K	0.07%	-6	Timeline
NKENIKE INC	4,026	$305K	0.07%	-17,582	Timeline
ETENERGY TRANSFER L P	15,540	$304K	0.07%	0	Timeline
AGGISHARES TR	3,138	$304K	0.07%	new	Timeline
CMCSACOMCAST CORP NEW	8,017	$301K	0.07%	-428	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,531	$300K	0.07%	+156	Timeline
TAT&T INC	12,992	$296K	0.07%	-4,046	Timeline
ELVELEVANCE HEALTH INC FORMERLY	789	$291K	0.07%	-75	Timeline
FDXFEDEX CORP	1,025	$288K	0.06%	-89	Timeline
PCARPACCAR INC	2,733	$284K	0.06%	+13	Timeline
TMUST-MOBILE US INC	1,282	$283K	0.06%	+6	Timeline
PMPHILIP MORRIS INTL INC	2,302	$277K	0.06%	+93	Timeline
PAYXPAYCHEX INC	1,960	$275K	0.06%	+24	Timeline
CSXCSX CORP	8,447	$273K	0.06%	+25	Timeline
BKNGBOOKING HOLDINGS INC	54	$268K	0.06%	-2	Timeline
AMATAPPLIED MATLS INC	1,639	$267K	0.06%	-75	Timeline
IBBISHARES TR	2,005	$265K	0.06%	-122	Timeline
MCOMOODYS CORP	558	$264K	0.06%	+10	Timeline
TGTTARGET CORP	1,948	$263K	0.06%	-592	Timeline
VISVANGUARD WORLD FD	1,000	$254K	0.06%	0	Timeline
DLRDIGITAL RLTY TR INC	1,385	$246K	0.06%	+23	Timeline
MCKMCKESSON CORP	428	$244K	0.05%	+7	Timeline
CBCHUBB LIMITED	879	$243K	0.05%	-366	Timeline
DIASTATE STR SPDR DOW JONES IND	569	$242K	0.05%	-4	Timeline
WMWASTE MGMT INC DEL	1,179	$238K	0.05%	+11	Timeline
MTBM & T BK CORP	1,256	$236K	0.05%	+15	Timeline
LLOEWS CORP	2,723	$231K	0.05%	+32	Timeline
REGNREGENERON PHARMACEUTICALS	320	$228K	0.05%	+3	Timeline
PRUPRUDENTIAL FINL INC	1,893	$224K	0.05%	+2	Timeline
LRCXLAM RESEARCH CORP	3,106	$224K	0.05%	new	Timeline
VRTXVERTEX PHARMACEUTICALS INC	556	$224K	0.05%	-14	Timeline
ADIANALOG DEVICES INC	1,046	$222K	0.05%	+34	Timeline
PAYCPAYCOM SOFTWARE INC	1,074	$220K	0.05%	new	Timeline
SHWSHERWIN WILLIAMS CO	642	$218K	0.05%	+3	Timeline
MRSHMARSH & MCLENNAN COS INC	1,017	$216K	0.05%	+30	Timeline
AJGGALLAGHER ARTHUR J & CO	751	$213K	0.05%	+14	Timeline
TJXTJX COS INC NEW	1,762	$213K	0.05%	-141	Timeline
CRWDCROWDSTRIKE HLDGS INC	620	$212K	0.05%	new	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	1,763	$210K	0.05%	new	Timeline
NSCNORFOLK SOUTHN CORP	894	$210K	0.05%	-13	Timeline
VBRVANGUARD INDEX FDS	1,057	$209K	0.05%	0	Timeline
XLFSELECT SECTOR SPDR TR	4,333	$209K	0.05%	new	Timeline
URIUNITED RENTALS INC	296	$209K	0.05%	-2	Timeline
OKEONEOK INC NEW	2,064	$207K	0.05%	new	Timeline
MNSTMONSTER BEVERAGE CORP NEW	3,936	$207K	0.05%	new	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	1,382	$206K	0.05%	-46	Timeline
INTCINTEL CORP	10,195	$204K	0.05%	-894	Timeline
SYKSTRYKER CORPORATION	567	$204K	0.05%	new	Timeline
MDLZMONDELEZ INTL INC	3,412	$204K	0.05%	-294	Timeline
MSMORGAN STANLEY	1,610	$202K	0.05%	new	Timeline
ZTSZOETIS INC	1,242	$202K	0.05%	-12	Timeline
WELLWELLTOWER INC	1,594	$201K	0.05%	+4	Timeline
COPCONOCOPHILLIPS	2,024	$201K	0.05%	new	Timeline
MRVLMARVELL TECHNOLOGY INC	1,811	$200K	0.04%	new	Timeline
PRPERMIAN RESOURCES CORP	12,858	$185K	0.04%	new	Timeline
FFORD MTR CO	17,206	$170K	0.04%	-705	Timeline
CFFNCAPITOL FED FINL INC	24,392	$144K	0.03%	0	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	13,401	$125K	0.03%	new
BGSB & G FOODS INC	11,730	$80.8K	0.02%	new	Timeline
MESA AIR GROUP INCMESA AIR GROUP INC	29,787	$34.6K	0.01%	0
XCEL BRANDS INCXCEL BRANDS INC	15,000	$7.63K	<0.01%	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
NVONOVO-NORDISK A S	14,571	$1.73M	shares
MOALTRIA GROUP INC	5,183	$265K	shares
DHID R HORTON INC	1,348	$257K	shares
MUMICRON TECHNOLOGY INC	2,215	$230K	shares
AMTAMERICAN TOWER CORP	976	$227K	shares
USMVISHARES TR	2,475	$226K	shares
CVSCVS HEALTH CORP	3,556	$224K	shares
DDDUPONT DE NEMOURS INC	2,441	$218K	shares
FCXFREEPORT MCMORAN INC	4,309	$215K	shares
VHTVANGUARD WORLD FD	752	$212K	shares
AFLAFLAC INC	1,831	$205K	shares
PLDPROLOGIS INC.	1,615	$204K	shares
UPSUNITED PARCEL SVCS INC	1,490	$203K	shares
PFEPFIZER INC	6,938	$201K	shares
MPTMEDICAL PROPERTIES TRUST INC	21,322	$125K	shares
TALOTALOS ENERGY INC	11,374	$118K	shares
HPPHUDSON PAC PPTYS INC	17,770	$84.9K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001803329-25-000002	superseded		2025-01-07	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC
13F-HR/A 0001803329-25-000004	base	new holdings	2025-01-16	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC