Regent Peak Wealth Advisors LLC - Q42025 Holdings

Regent Peak Wealth Advisors LLC holds 192 stocks with a total portfolio value of $ 507.24M as of Q42025. In Q42025, Regent Peak Wealth Advisors LLC added 17 new positions, increased stakes in 88 stocks, reduced 74 holdings, and fully exited 15 positions. The largest holding is Vanguard Total Stock Market Etf (VTI), representing 16.90% of the total portfolio.