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CIK: 0001803329
Total reported value
$540.1M
$540.1M
190 檔
36.8%
In Q3 2025, Regent Peak Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $540.1M, distributed across 190 disclosed stock positions.
In Q3 2025, Regent Peak Wealth Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.81% | +0.88% | +1.74% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.85% | -0.10% | +2.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.57% | +0.21% | -1.98% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.85% | -0.02% | +4.10% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 4.74% | -2.20% | +5.89% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.42% | +0.26% | -1.47% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.76% | +0.19% | +1.72% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.29% | +0.21% | +7.87% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.28% | +0.10% | +1.36% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | -0.16% | -1.08% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.76% | -0.20% | +1.13% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.71% | — | -3.66% | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.69% | -1.01% | +14.02% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | +0.12% | +5.29% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | -0.35% | -17.27% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.71% | — | -5.62% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.68% | -0.16% | +3.03% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.13% | +0.85% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.17% | +0.44% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.11% | +16.71% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.08% | +5.37% | |
| 22 | PGR | Progressive CORP | Stock-Financials | 0.85% | -0.02% | -7.52% | |
| 23 | SR | Spire Inc | Stock-Utilities | 0.81% | -0.24% | -44.75% | |
| 24 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.80% | -0.12% | -19.17% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.07% | +6.47% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.01% | -3.18% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.02% | +12.79% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | +0.05% | -0.29% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | +0.57% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.04% | -10.70% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.12% | +0.04% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.40% | +0.01% | -10.10% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.39% | +0.10% | +13.38% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.03% | +1.60% | |
| 35 | UBSI | United Bankshares Inc | Stock-Financials | 0.38% | -0.03% | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | +0.05% | -0.48% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.08% | +4.16% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.04% | +6.31% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.02% | +7.16% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.07% | -3.65% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.01% | -4.83% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.08% | +4.85% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.30% | -0.01% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | +0.02% | +1.98% | |
| 45 | GE | General Electric | Stock-Industrials | 0.24% | +0.05% | +2.80% | |
| 46 | APO | Apollo Global Management Inc | Stock-Financials | 0.24% | -0.01% | +96.51% | |
| 47 | ACT | Enact Holdings Inc | Stock-Other | 0.23% | -0.19% | +8.79% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.02% | +13.56% | |
| 49 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.23% | +0.14% | +0.03% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | -0.07% | -19.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +7.87% | Add |
| 2 | TSLA | Tesla Inc | +1.1% | +1.36% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +1.74% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | +16.71% | Add |
| 5 | IWF | Ishares Russell 1000 Growth | +0.4% | +1.72% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -1.08% | Trim |
| 7 | VUG | Vanguard Growth ETF | +0.3% | -1.47% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.85% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +5.37% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | -10.70% | Trim |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +6.47% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +12.79% | Add |
| 13 | APO | Apollo Global Management Inc | +0.1% | +96.51% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +5.29% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | +11.67% | Add |
| 16 | XSD | Ss Spdr S&p Semiconductor | +0.1% | +0.03% | Add |
| 17 | GE | General Electric | +0.1% | +2.80% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +2.75% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | -16.35% | Trim |
| 20 | VGT | Vanguard Info Tech ETF | 0% | -3.65% | Trim |
| 21 | NFLX | Netflix Inc | 0% | +4.85% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.48% | Trim |
| 23 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.35% | Add |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | +1.60% | Add |
| 25 | XLK | Ss Technology Select Sector | 0% | +0.14% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +0.57% | Add |
| 27 | WMT | Walmart Inc | 0% | +4.16% | Add |
| 28 | SO | Southern Co/the | — | +13.38% | Add |
| 29 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -3.66% | Trim |
| 30 | MCD | Mcdonald's CORP | -0.1% | -19.63% | Trim |
| 31 | DGRO | Ishares Core Dividend Growth | -0.1% | +4.10% | Add |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -23.96% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.44% | Add |
| 34 | AAPL | Apple Inc | -0.3% | -1.98% | Trim |
| 35 | SDY | Ss Spdr S&p Dividend ETF | -0.4% | +1.13% | Add |
| 36 | PGR | Progressive CORP | -0.4% | -7.52% | Trim |
| 37 | BND | Vanguard Total Bond Market | -0.5% | +5.89% | Add |
| 38 | ACN | Accenture plc | -0.8% | +14.02% | Add |
| 39 | SR | Spire Inc | -0.9% | -44.75% | Trim |
| 40 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 41 | OWL | Blue Owl Capital Inc | — | NEW | New buy |
| 42 | C | Citigroup Inc | — | NEW | New buy |
| 43 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 44 | INTC | Intel CORP | — | NEW | New buy |
| 45 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 46 | ACGL | Arch Capital Group Ltd. | — | EXIT | Sold out |
| 47 | ANET | Arista Networks Inc | — | NEW | New buy |
| 48 | GLW | Corning Inc | — | NEW | New buy |
| 49 | INFY | Infosys Ltd-sp Adr | — | EXIT | Sold out |
| 50 | CAVA | Cava Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Regent Peak Wealth Advisors LLC reported a total U.S. public equity portfolio value of $540.1M across 190 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IEFA, AAPL) accounted for 36.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBIT
市值: $613.8K
Top Position Liquidated / Trimmed
ELV
前期市值: $334.5K
During Q3 2025, Regent Peak Wealth Advisors LLC's top holdings by market value included VTI (16.8%)、IEFA (7.8%)、AAPL (5.6%). The largest single position, VTI, represented 16.8% of total portfolio value.
In Q3 2025, Regent Peak Wealth Advisors LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 12 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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