Regent Peak Wealth Advisors LLC ETF holdings
Atlanta, GA
Reported $305.5M in 43 ETFs in its Form 13F for June 30, 2026.
ETF value
$305.5M
ETFs held
43
Change from prior quarter
+7.7%
With price moves
ETFs as a share of its 13F
56.6%
of $540.1M
Top 10 of 43 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $91.1M | 246,181 | +1,776 shares |
| IEFA | iShares Core MSCI EAFE ETF | $31.2M | 322,722 | +4,923 shares |
| DGRO | iShares Core Dividend Growth ETF | $25.4M | 334,542 | +5,589 shares |
| SDY | State Street SPDR S&P Dividend ETF | $23.4M | 153,565 | +1,418 shares |
| VUG | Vanguard Morningstar Growth ETF | $22.7M | 263,714 | +219,322 shares |
| IWF | iShares Russell 1000 Growth ETF | $17.9M | 144,292 | +108,308 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $16.7M | 201,722 | +8,162 shares |
| BND | Vanguard Total Bond Market ETF | $15.4M | 209,469 | −126,876 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $13.1M | 79,574 | −3,862 shares |
| VTV | Vanguard Morningstar Value ETF | $9.6M | 43,866 | −446 shares |
33 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001803329. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Regent Peak Wealth Advisors LLC own?
Regent Peak Wealth Advisors LLC reported 43 ETF positions worth $305.5M in its Form 13F for June 30, 2026. The largest was VTI, at $91.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.