Regent Peak Wealth Advisors LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 577,130
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 231 | 577,130 | 13F-HR | Regent Peak Wealth Advisors LLC |
| Q2 2026 | 7/10/2026 | 221 | 540,129 | 13F-HR | Regent Peak Wealth Advisors LLC |
| Q1 2026 | 4/14/2026 | 198 | 490,319 | 13F-HR | Regent Peak Wealth Advisors LLC |
| Q4 2025 | 1/8/2026 | 192 | 507,242 | 13F-HR | Regent Peak Wealth Advisors LLC |
| Q3 2025 | 10/16/2025 | 190 | 499,183 | 13F-HR | Regent Peak Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 259.9 K | 45.0% | 25.51 K | 0 | 25.51 K |
| ETFs | 317.3 K | 55.0% | 11.5 K | 0 | 11.5 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
577,130
Holdings
231
QoQ value change ($000)
37,001
(6.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.