Regent Peak Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
221
Total value ($000)
$540,129
Net value change ($000)
+49,810 (10.2%)
New positions
34
Sold out positions
11
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 12,689 16.2%
AAPL 3,926 14.3%
VUG 3,326 17.2%
IEMG 3,210 23.8%
NVDA 2,679 17.3%
IWF 2,573 16.8%
IEFA 2,398 8.3%
DGRO 2,269 9.8%
AMD 2,254 188.6%
MU 2,244 241.8%
Top Reduces (Value $000, Stocks/ETFs)
BND -9,391 -37.9%
ACN -4,087 -30.7%
XOM -1,406 -100.0%
SPY -1,339 -22.9%
SR -941 -26.7%
ACT -829 -44.8%
HON -697 -100.0%
IBIT -509 -18.7%
DAL -406 -19.4%
BRK-B -353 -6.8%
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