Regent Peak Wealth Advisors LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 540,129
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 234.3 K | 43.4% | 28.06 K | 0 | 28.06 K |
| ETFs | 305.8 K | 56.6% | 21.74 K | 0 | 21.74 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
540,129
Holdings
221
QoQ value change ($000)
49,810
(10.2%)
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.