Regent Peak Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
231
Total value ($000)
$577,130
Net value change ($000)
+37,001 (6.9%)
New positions
24
Sold out positions
14
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 4,644 5.1%
AAPL 4,591 14.7%
MSFT 4,578 43.5%
SPACE EXPLORATION TECHN CORP CLASS A COM STK 4,099 NEW
ACN 3,287 35.6%
NVDA 2,994 16.5%
EXXONMOBIL HOLDINGS CORP COM SHS 2,089 NEW
OBDC 1,892 NEW
IEFA 1,835 5.9%
CMI 1,563 515.8%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -1,959 -40.2%
PGR -1,141 -44.4%
SO -805 -40.9%
BRK-B -751 -50.1%
BND -715 -4.6%
HD -617 -28.0%
AMAT -432 -29.9%
INTC -410 -23.5%
GLW -379 -41.6%
GEV -331 -25.6%
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