Regent Peak Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
198
Total value ($000)
$490,319
Net value change ($000)
-16,923 (-3.3%)
New positions
21
Sold out positions
15
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEMG 13,154 3790.8%
SDY 8,855 66.3%
BND 1,572 6.8%
ACT 670 56.8%
SLV 641 NEW
XOM 477 51.3%
CGDV 475 NEW
OUNZ 408 NEW
SNDK 392 NEW
KO 374 15.3%
Top Reduces (Value $000, Stocks/ETFs)
IEFA -11,144 -27.9%
VTI -7,296 -8.5%
IWF -3,401 -18.1%
VUG -2,979 -13.3%
TSLA -2,776 -16.6%
MSFT -2,642 -20.3%
AAPL -2,379 -8.0%
ACN -1,773 -11.7%
ITOT -1,680 -12.4%
DGRO -1,567 -6.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type