0001172661-24-001967.txt : 20240501
0001172661-24-001967.hdr.sgml : 20240501
20240501154759
ACCESSION NUMBER: 0001172661-24-001967
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240501
DATE AS OF CHANGE: 20240501
EFFECTIVENESS DATE: 20240501
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Regent Peak Wealth Advisors LLC
CENTRAL INDEX KEY: 0001803329
ORGANIZATION NAME:
IRS NUMBER: 834638642
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20102
FILM NUMBER: 24902729
BUSINESS ADDRESS:
STREET 1: 200 GALLERIA PKWY SE
STREET 2: SUITE 1175
CITY: ATLANTA
STATE: GA
ZIP: 30339
BUSINESS PHONE: 470-867-3550
MAIL ADDRESS:
STREET 1: 200 GALLERIA PKWY SE
STREET 2: SUITE 1175
CITY: ATLANTA
STATE: GA
ZIP: 30339
13F-HR
1
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03-31-2024
03-31-2024
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Regent Peak Wealth Advisors LLC
200 Galleria Pkwy Se
Suite 1175
Atlanta
GA
30339
13F HOLDINGS REPORT
028-20102
000298259
801-115021
N
Carmen Laster
Chief Compliance Officer
470-867-3552
/s/ Carmen Laster
Atlanta
GA
05-01-2024
0
170
393510295
INFORMATION TABLE
2
infotable.xml
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ABBVIE INC
COM
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
19703392
56846
SH
SOLE
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0
ADOBE INC
COM
00724F101
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1329
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ADVANCED MICRO DEVICES INC
COM
007903107
842166
4666
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AIR PRODS & CHEMS INC
COM
009158106
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ALLSTATE CORP
COM
020002101
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ALPHABET INC
CAP STK CL A
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22970
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0
ALPHABET INC
CAP STK CL C
02079K107
2666834
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ALTRIA GROUP INC
COM
02209S103
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AMAZON COM INC
COM
023135106
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AMERICAN EXPRESS CO
COM
025816109
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1150
SH
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AMGEN INC
COM
031162100
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APPLE INC
COM
037833100
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SH
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APPLIED MATLS INC
COM
038222105
348735
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ARCH CAP GROUP LTD
ORD
G0450A105
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AT&T INC
COM
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AUTOMATIC DATA PROCESSING IN
COM
053015103
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AUTOZONE INC
COM
053332102
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BANK AMERICA CORP
COM
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CL A
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1268880
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0
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BLACKROCK INC
COM
09247X101
395174
474
SH
SOLE
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0
BLACKSTONE INC
COM
09260D107
216905
1651
SH
SOLE
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0
BOEING CO
COM
097023105
213447
1106
SH
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0
BOOKING HOLDINGS INC
COM
09857L108
228556
63
SH
SOLE
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0
0
BROADCOM INC
COM
11135F101
1664715
1256
SH
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0
CADENCE DESIGN SYSTEM INC
COM
127387108
498359
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CATERPILLAR INC
COM
149123101
578593
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CHEVRON CORP NEW
COM
166764100
686131
4350
SH
SOLE
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0
CHUBB LIMITED
COM
H1467J104
315361
1217
SH
SOLE
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0
CISCO SYS INC
COM
17275R102
2488864
49867
SH
SOLE
49867
0
0
CME GROUP INC
COM
12572Q105
326380
1516
SH
SOLE
1516
0
0
COCA COLA CO
COM
191216100
9925782
162239
SH
SOLE
162239
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0
COMCAST CORP NEW
CL A
20030N101
280957
6481
SH
SOLE
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0
CONSTELLATION ENERGY CORP
COM
21037T109
359533
1945
SH
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0
COSTCO WHSL CORP NEW
COM
22160K105
1224078
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SH
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0
0
CSX CORP
COM
126408103
300045
8094
SH
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8094
0
0
CVS HEALTH CORP
COM
126650100
332121
4164
SH
SOLE
4164
0
0
CYBIN INC
COM
23256X100
9511
23000
SH
SOLE
23000
0
0
D R HORTON INC
COM
23331A109
217535
1322
SH
SOLE
1322
0
0
DANAHER CORPORATION
COM
235851102
492448
1972
SH
SOLE
1972
0
0
DEERE & CO
COM
244199105
324485
790
SH
SOLE
790
0
0
DIGITAL RLTY TR INC
COM
253868103
200899
1395
SH
SOLE
1395
0
0
DISNEY WALT CO
COM
254687106
342730
2801
SH
SOLE
2801
0
0
DOW INC
COM
260557103
211387
3649
SH
SOLE
3649
0
0
EATON CORP PLC
SHS
G29183103
485279
1552
SH
SOLE
1552
0
0
ELEVANCE HEALTH INC
COM
036752103
433499
836
SH
SOLE
836
0
0
ELI LILLY & CO
COM
532457108
1976063
2540
SH
SOLE
2540
0
0
ENACT HLDGS INC
COM
29249E109
351960
11288
SH
SOLE
11288
0
0
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
244444
15540
SH
SOLE
15540
0
0
EXACT SCIENCES CORP
COM
30063P105
401929
5820
SH
SOLE
5820
0
0
EXXON MOBIL CORP
COM
30231G102
598985
5153
SH
SOLE
5153
0
0
FEDEX CORP
COM
31428X106
369129
1274
SH
SOLE
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FISERV INC
COM
337738108
365029
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0
0
FORD MTR CO DEL
COM
345370860
275865
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SH
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GENERAL DYNAMICS CORP
COM
369550108
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10122
0
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GENERAL ELECTRIC CO
COM NEW
369604301
698609
3980
SH
SOLE
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0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
266904
639
SH
SOLE
639
0
0
HOME DEPOT INC
COM
437076102
4642653
12103
SH
SOLE
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0
0
HONEYWELL INTL INC
COM
438516106
2558852
12467
SH
SOLE
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0
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HUDSON PAC PPTYS INC
COM
444097109
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17598
SH
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ILLINOIS TOOL WKS INC
COM
452308109
2650564
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SH
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INFOSYS LTD
SPONSORED ADR
456788108
2081547
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SH
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INTEL CORP
COM
458140100
591127
13383
SH
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INTERNATIONAL BUSINESS MACHS
COM
459200101
448756
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INTUIT
COM
461202103
732607
1127
SH
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INTUITIVE SURGICAL INC
COM NEW
46120E602
270583
678
SH
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0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
1254328
2825
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0
ISHARES TR
RUS 1000 GRW ETF
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11011700
32671
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RUSSELL 2000 ETF
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4082554
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CORE MSCI EAFE
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CORE S&P TTL STK
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MSCI USA MIN VOL
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SELECT DIVID ETF
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CORE S&P500 ETF
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MSCI EAFE ETF
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ISHARES BIOTECH
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COM
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5971
SH
SOLE
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0
0
JPMORGAN CHASE & CO
COM
46625H100
1255488
6268
SH
SOLE
6268
0
0
KEMPER CORP
COM
488401100
456722
7376
SH
SOLE
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0
0
LAM RESEARCH CORP
COM
512807108
268153
276
SH
SOLE
276
0
0
LINDE PLC
SHS
G54950103
829779
1787
SH
SOLE
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0
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LOCKHEED MARTIN CORP
COM
539830109
846238
1860
SH
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LOEWS CORP
COM
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207703
2653
SH
SOLE
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LOWES COS INC
COM
548661107
475581
1867
SH
SOLE
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0
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MARSH & MCLENNAN COS INC
COM
571748102
201860
980
SH
SOLE
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MASTERCARD INCORPORATED
CL A
57636Q104
810507
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MCDONALDS CORP
COM
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MCKESSON CORP
COM
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MEDICAL PPTYS TRUST INC
COM
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100336
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SH
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MERCK & CO INC
COM
58933Y105
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SH
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META PLATFORMS INC
CL A
30303M102
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MICRON TECHNOLOGY INC
COM
595112103
251224
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SH
SOLE
2131
0
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MICROSOFT CORP
COM
594918104
13000248
30900
SH
SOLE
30900
0
0
MONDELEZ INTL INC
CL A
609207105
256970
3671
SH
SOLE
3671
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
225620
3806
SH
SOLE
3806
0
0
MOODYS CORP
COM
615369105
209092
532
SH
SOLE
532
0
0
NETFLIX INC
COM
64110L106
790744
1302
SH
SOLE
1302
0
0
NEXTERA ENERGY INC
COM
65339F101
450168
7044
SH
SOLE
7044
0
0
NIKE INC
CL B
654106103
2091337
22253
SH
SOLE
22253
0
0
NISOURCE INC
COM
65473P105
234612
8482
SH
SOLE
8482
0
0
NORFOLK SOUTHN CORP
COM
655844108
231677
909
SH
SOLE
909
0
0
NORTHROP GRUMMAN CORP
COM
666807102
2306184
4818
SH
SOLE
4818
0
0
NVIDIA CORPORATION
COM
67066G104
7217928
7988
SH
SOLE
7988
0
0
ORACLE CORP
COM
68389X105
3194765
25434
SH
SOLE
25434
0
0
PACCAR INC
COM
693718108
331214
2673
SH
SOLE
2673
0
0
PAYCHEX INC
COM
704326107
238355
1941
SH
SOLE
1941
0
0
PAYCOM SOFTWARE INC
COM
70432V102
223488
1123
SH
SOLE
1123
0
0
PEPSICO INC
COM
713448108
2699704
15426
SH
SOLE
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0
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PERMIAN RESOURCES CORP
CLASS A COM
71424F105
226525
12827
SH
SOLE
12827
0
0
PFIZER INC
COM
717081103
298562
10759
SH
SOLE
10759
0
0
PNC FINL SVCS GROUP INC
COM
693475105
239330
1481
SH
SOLE
1481
0
0
PROCTER AND GAMBLE CO
COM
742718109
2006145
12365
SH
SOLE
12365
0
0
PROGRESSIVE CORP
COM
743315103
3819347
18467
SH
SOLE
18467
0
0
PROLOGIS INC.
COM
74340W103
202232
1553
SH
SOLE
1553
0
0
PRUDENTIAL FINL INC
COM
744320102
216838
1847
SH
SOLE
1847
0
0
QUALCOMM INC
COM
747525103
310327
1833
SH
SOLE
1833
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
297409
309
SH
SOLE
309
0
0
RTX CORPORATION
COM
75513E101
2581590
26470
SH
SOLE
26470
0
0
S&P GLOBAL INC
COM
78409V104
417366
981
SH
SOLE
981
0
0
SALESFORCE INC
COM
79466L302
686992
2281
SH
SOLE
2281
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1703173
27898
SH
SOLE
27898
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
775593
3724
SH
SOLE
3724
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
655400
4436
SH
SOLE
4436
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
424050
2306
SH
SOLE
2306
0
0
SERVICENOW INC
COM
81762P102
304960
400
SH
SOLE
400
0
0
SHERWIN WILLIAMS CO
COM
824348106
214650
618
SH
SOLE
618
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
288098
1841
SH
SOLE
1841
0
0
SOUTHERN CO
COM
842587107
1313840
18314
SH
SOLE
18314
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
7543192
14421
SH
SOLE
14421
0
0
SPDR SER TR
S&P SEMICNDCTR
78464A862
817904
3524
SH
SOLE
3524
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
11102064
84594
SH
SOLE
84594
0
0
SPIRE INC
COM
84857L101
10517775
171383
SH
SOLE
171383
0
0
STARBUCKS CORP
COM
855244109
2556544
27974
SH
SOLE
27974
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
2864397
21054
SH
SOLE
21054
0
0
TARGET CORP
COM
87612E106
353012
1992
SH
SOLE
1992
0
0
TESLA INC
COM
88160R101
5528947
31452
SH
SOLE
31452
0
0
TEXAS INSTRS INC
COM
882508104
492136
2825
SH
SOLE
2825
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
815301
1403
SH
SOLE
1403
0
0
T-MOBILE US INC
COM
872590104
200924
1231
SH
SOLE
1231
0
0
UNION PAC CORP
COM
907818108
2705255
11000
SH
SOLE
11000
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
464432
3125
SH
SOLE
3125
0
0
UNITED RENTALS INC
COM
911363109
209843
291
SH
SOLE
291
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
3224874
6519
SH
SOLE
6519
0
0
VANECK ETF TRUST
INTRMDT MUNI ETF
92189H201
200970
4321
SH
SOLE
4321
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
14284795
196679
SH
SOLE
196679
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
43856203
168743
SH
SOLE
168743
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
4040044
46717
SH
SOLE
46717
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
395852
1584
SH
SOLE
1584
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
19192044
55758
SH
SOLE
55758
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
397859
1526
SH
SOLE
1526
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
307392
1602
SH
SOLE
1602
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
614335
1278
SH
SOLE
1278
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
10165096
62416
SH
SOLE
62416
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
327007
3773
SH
SOLE
3773
0
0
VANGUARD WORLD FD
INDUSTRIAL ETF
92204A603
244150
1000
SH
SOLE
1000
0
0
VANGUARD WORLD FD
INF TECH ETF
92204A702
1321337
2520
SH
SOLE
2520
0
0
VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
205866
761
SH
SOLE
761
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
323512
7710
SH
SOLE
7710
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
226143
541
SH
SOLE
541
0
0
VISA INC
COM CL A
92826C839
1322254
4738
SH
SOLE
4738
0
0
WALMART INC
COM
931142103
1013293
16841
SH
SOLE
16841
0
0
WASTE MGMT INC DEL
COM
94106L109
237875
1116
SH
SOLE
1116
0
0
WELLS FARGO CO NEW
COM
949746101
284004
4900
SH
SOLE
4900
0
0
WISDOMTREE TR
US QTLY DIV GRT
97717X669
344836
4526
SH
SOLE
4526
0
0
XCEL BRANDS INC
COM NEW
98400M101
11700
15000
SH
SOLE
15000
0
0
ZOETIS INC
CL A
98978V103
209144
1236
SH
SOLE
1236
0
0