Regent Peak Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 231 individual securities held by the firm. The report was signed by Carmen Laster, the Chief Compliance Officer for the firm, which is headquartered at 200 Galleria Pkwy SE Suite 1175 in Atlanta, Georgia.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The top holding is Microsoft Corporation, with 29,454 shares. Alphabet Inc. Class A shares follow with 24,310 shares. The portfolio also includes significant positions in NVIDIA Corporation with 92,534 shares, Broadcom Inc. with 16,548 shares, and Advanced Micro Devices Inc. with 6,325 shares.
In addition to individual stocks, the filing reveals substantial allocations to ETFs. The Vanguard S&P 500 ETF holds 967 shares, the Vanguard Total Bond Market ETF holds 209,008 shares, and the iShares Core S&P Total U.S. Stock Market ETF holds 78,241 shares. Other notable ETF positions include the iShares Bitcoin Trust ETF with 68,721 shares and the iShares Ethereum Trust ETF with 24,870 shares.
The filing also lists a diverse array of other equities, including consumer staples, healthcare, and industrial companies. Key positions include Costco Wholesale Corporation with 1,913 shares, Johnson & Johnson with 6,610 shares, Procter & Gamble Co. with 9,528 shares, and Visa Inc. Class A with 5,457 shares.
