Chief Compliance Officer

0001606587-20-000822.txt : 20200805 0001606587-20-000822.hdr.sgml : 20200805 20200805100433 ACCESSION NUMBER: 0001606587-20-000822 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200805 DATE AS OF CHANGE: 20200805 EFFECTIVENESS DATE: 20200805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Regent Peak Wealth Advisors LLC CENTRAL INDEX KEY: 0001803329 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: 201076052 BUSINESS ADDRESS: STREET 1: 3280 PEACHTREE RD NE STREET 2: 7TH FLOOR CITY: ATLANTA STATE: GA ZIP: 30305 BUSINESS PHONE: 470-867-3550 MAIL ADDRESS: STREET 1: 3280 PEACHTREE RD NE STREET 2: 7TH FLOOR CITY: ATLANTA STATE: GA ZIP: 30305 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001803329 XXXXXXXX 06-30-2020 06-30-2020 false Regent Peak Wealth Advisors LLC

3280 Peachtree Rd NE 7th Floor Atlanta GA 30305

13F HOLDINGS REPORT 028-20102 N Carmen Laster Chief Compliance Officer 470-867-3552 Carmen Laster Atlanta GA 07-20-2020 0 120 220578 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM COM 023135106 5551 2012 SH SOLE NONE 2012 0 0 STARBUCKS CORP COM COM 855244109 1257 17076 SH SOLE NONE 17076 0 0 ISHARES COMEX GOLD TRUST ISHARES 464285105 4637 272901 SH SOLE NONE 272901 0 0 JOHNSON & JOHNSON COM COM 478160104 2071 14723 SH SOLE NONE 14723 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND TOTAL STK MKT 922908769 23154 147923 SH SOLE NONE 147923 0 0 COSTCO WHSL CORP NEW COM COM 22160K105 295 974 SH SOLE NONE 974 0 0 GOLDMAN SACHS GROUP INC COM COM 38141G104 1171 5924 SH SOLE NONE 5924 0 0 PROCTER AND GAMBLE CO COM COM 742718109 1960 16390 SH SOLE NONE 16390 0 0 COCA COLA CO COM COM 191216100 2084 46639 SH SOLE NONE 46639 0 0 UNITED PARCEL SERVICE INC CL B CL B 911312106 200 1801 SH SOLE NONE 1801 0 0 VANGUARD REAL ESTATE ETF REAL ESTATE ETF 922908553 2959 37681 SH SOLE NONE 37681 0 0 INTEL CORP COM COM 458140100 747 12491 SH SOLE NONE 12491 0 0 CME GROUP INC COM COM 12572Q105 248 1526 SH SOLE NONE 1526 0 0 MEDTRONIC PLC SHS SHS G5960L103 1154 12585 SH SOLE NONE 12585 0 0 NETFLIX INC COM COM 64110L106 412 906 SH SOLE NONE 906 0 0 SPDR S&P SEMICONDUCTOR ETF S&P SEMICNDCTR 78464A862 245 2187 SH SOLE NONE 2187 0 0 SPDR DOW JONES GLOBAL REAL ESTATE ETF DJ GLB RL ES ETF 78463X749 248 6342 SH SOLE NONE 6342 0 0 MERCK & CO. INC COM COM 58933Y105 1852 23954 SH SOLE NONE 23954 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 3619 11735 SH SOLE NONE 11735 0 0 MASTERCARD INCORPORATED CL A CL A 57636Q104 658 2226 SH SOLE NONE 2226 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 1188 6793 SH SOLE NONE 6793 0 0 ALLSTATE CORP COM COM 020002101 209 2154 SH SOLE NONE 2154 0 0 ISHARES TIPS BOND ETF TIPS BD ETF 464287176 275 2234 SH SOLE NONE 2234 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 608 11028 SH SOLE NONE 11028 0 0 PEPSICO INC COM COM 713448108 421 3185 SH SOLE NONE 3185 0 0 KIMBERLY CLARK CORP COM COM 494368103 227 1604 SH SOLE NONE 1604 0 0 HONEYWELL INTL INC COM COM 438516106 1398 9666 SH SOLE NONE 9666 0 0 FORD MTR CO DEL COM COM 345370860 117 19294 SH SOLE NONE 19294 0 0 HOME DEPOT INC COM COM 437076102 2174 8679 SH SOLE NONE 8679 0 0 AUTOMATIC DATA PROCESSING INC COM COM 053015103 1314 8822 SH SOLE NONE 8822 0 0 SOUTHERN CO COM COM 842587107 1130 21784 SH SOLE NONE 21784 0 0 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 6870 35793 SH SOLE NONE 35793 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 1471 8240 SH SOLE NONE 8240 0 0 ADOBE INC COM COM 00724F101 477 1095 SH SOLE NONE 1095 0 0 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 1130 797 SH SOLE NONE 797 0 0 PROGRESSIVE CORP OHIO COM COM 743315103 1478 18453 SH SOLE NONE 18453 0 0 MICROSOFT CORP COM COM 594918104 4561 22412 SH SOLE NONE 22412 0 0 CVS HEALTH CORP COM COM 126650100 217 3341 SH SOLE NONE 3341 0 0 BERKSHIRE HATHAWAY INC DEL CL A CL A 084670108 535 2 SH SOLE NONE 2 0 0 BOEING CO COM COM 097023105 242 1320 SH SOLE NONE 1320 0 0 VANGUARD MID-CAP INDEX FUND MID CAP ETF 922908629 358 2186 SH SOLE NONE 2186 0 0 NEXTERA ENERGY INC COM COM 65339F101 348 1447 SH SOLE NONE 1447 0 0 SCHWAB SHORT-TERM U.S. TREASURY ETF SHT TM US TRES 808524862 352 6825 SH SOLE NONE 6825 0 0 VANGUARD INFORMATION TECHNOLOGY INDEX FUND INF TECH ETF 92204A702 630 2260 SH SOLE NONE 2260 0 0 ZOOM VIDEO COMMUNICATIONS INC CL A CL A 98980L101 245 967 SH SOLE NONE 967 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 220 776 SH SOLE NONE 776 0 0 LILLY ELI & CO COM COM 532457108 1535 9349 SH SOLE NONE 9349 0 0 AIR PRODS & CHEMS INC COM COM 009158106 1245 5155 SH SOLE NONE 5155 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 264 1847 SH SOLE NONE 1847 0 0 STATE AUTO FINL CORP COM COM 855707105 1540 86290 SH SOLE NONE 86290 0 0 VANGUARD SMALL-CAP VALUE INDEX FUND SM CP VAL ETF 922908611 212 1981 SH SOLE NONE 1981 0 0 KEMPER CORP DEL COM COM 488401100 1465 20199 SH SOLE NONE 20199 0 0 VISA INC COM CL A COM CL A 92826C839 798 4132 SH SOLE NONE 4132 0 0 ISHARES EDGE MSCI MIN VOL USA ETF MSCI MIN VOL ETF 46429B697 205 3373 SH SOLE NONE 3373 0 0 VANGUARD SMALL-CAP GROWTH INDEX FUND SML CP GRW ETF 922908595 458 2294 SH SOLE NONE 2294 0 0 VANGUARD VALUE INDEX FUND VALUE ETF 922908744 6271 62968 SH SOLE NONE 62968 0 0 VANGUARD GROWTH INDEX FUND GROWTH ETF 922908736 10773 53309 SH SOLE NONE 53309 0 0 SPIRE INC COM COM 84857L101 9871 150214 SH SOLE NONE 150214 0 0 AMERICAN TOWER CORP NEW COM COM 03027X100 301 1165 SH SOLE NONE 1165 0 0 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF CORE S&P TTL STK 464287150 17615 253676 SH SOLE NONE 253676 0 0 FACEBOOK INC CL A CL A 30303M102 737 3245 SH SOLE NONE 3245 0 0 BROADCOM INC COM COM 11135F101 323 1023 SH SOLE NONE 1023 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 8645 151250 SH SOLE NONE 151250 0 0 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 3623 16874 SH SOLE NONE 16874 0 0 KROGER CO COM COM 501044101 343 10122 SH SOLE NONE 10122 0 0 NVIDIA CORPORATION COM COM 67066G104 538 1417 SH SOLE NONE 1417 0 0 ABBVIE INC COM COM 00287Y109 440 4483 SH SOLE NONE 4483 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF CORE MSCI EMKT 46434G103 2856 59990 SH SOLE NONE 59990 0 0 GENERAL DYNAMICS CORP COM COM 369550108 1248 8353 SH SOLE NONE 8353 0 0 MCDONALDS CORP COM COM 580135101 1428 7743 SH SOLE NONE 7743 0 0 CISCO SYS INC COM COM 17275R102 1583 33951 SH SOLE NONE 33951 0 0 AT&T INC COM COM 00206R102 428 14152 SH SOLE NONE 14152 0 0 VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INTERMED TERM 921937819 1161 12462 SH SOLE NONE 12462 0 0 ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND NASDAQ BIOTECH 464287556 251 1839 SH SOLE NONE 1839 0 0 GENERAL ELECTRIC CO COM COM 369604103 100 14651 SH SOLE NONE 14651 0 0 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND SBI CONS DISCR 81369Y407 334 2616 SH SOLE NONE 2616 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 890 2875 SH SOLE NONE 2875 0 0 UNION PAC CORP COM COM 907818108 1398 8266 SH SOLE NONE 8266 0 0 ISHARES MBS ETF MBS ETF 464288588 886 8007 SH SOLE NONE 8007 0 0 SALESFORCE COM INC COM COM 79466L302 285 1519 SH SOLE NONE 1519 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 382 1053 SH SOLE NONE 1053 0 0 LOCKHEED MARTIN CORP COM COM 539830109 1848 5065 SH SOLE NONE 5065 0 0 JPMORGAN CHASE & CO COM COM 46625H100 443 4706 SH SOLE NONE 4706 0 0 CHEVRON CORP NEW COM COM 166764100 356 3991 SH SOLE NONE 3991 0 0 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 275 2385 SH SOLE NONE 2385 0 0 DANAHER CORPORATION COM COM 235851102 295 1671 SH SOLE NONE 1671 0 0 BK OF AMERICA CORP COM COM 060505104 292 12300 SH SOLE NONE 12300 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 8690 95280 SH SOLE NONE 95280 0 0 WALMART INC COM COM 931142103 494 4126 SH SOLE NONE 4126 0 0 INTERNATIONAL BUSINESS MACHS COM COM 459200101 294 2434 SH SOLE NONE 2434 0 0 ORACLE CORP COM COM 68389X105 245 4430 SH SOLE NONE 4430 0 0 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 1234 20028 SH SOLE NONE 20028 0 0 TEXAS INSTRS INC COM COM 882508104 1532 12068 SH SOLE NONE 12068 0 0 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 548 4073 SH SOLE NONE 4073 0 0 3M CO COM COM 88579Y101 1280 8204 SH SOLE NONE 8204 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 695 492 SH SOLE NONE 492 0 0 AMGEN INC COM COM 031162100 1456 6174 SH SOLE NONE 6174 0 0 INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF EMRNG MKT SVRG 46138E784 203 7570 SH SOLE NONE 7570 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 13661 115565 SH SOLE NONE 115565 0 0 ISHARES CORE DIVIDEND GROWTH ETF CORE DIV GRWTH 46434V621 3800 101056 SH SOLE NONE 101056 0 0 INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF NATL AMT MUNI 46138E537 305 11472 SH SOLE NONE 11472 0 0 ISHARES CORE TOTAL USD BOND MARKET ETF CORE TOTAL USD 46434V613 777 14310 SH SOLE NONE 14310 0 0 DELTA AIR LINES INC DEL COM NEW COM NEW 247361702 426 15203 SH SOLE NONE 15203 0 0 VANGUARD SHORT-TERM BOND INDEX FUND SHORT TRM BOND 921937827 622 7485 SH SOLE NONE 7485 0 0 BRISTOL-MYERS SQUIBB CO COM COM 110122108 304 5170 SH SOLE NONE 5170 0 0 ALTRIA GROUP INC COM COM 02209S103 232 5916 SH SOLE NONE 5916 0 0 DOMINION ENERGY INC COM COM 25746U109 223 2750 SH SOLE NONE 2750 0 0 EXXON MOBIL CORP COM COM 30231G102 1927 43086 SH SOLE NONE 43086 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 292 990 SH SOLE NONE 990 0 0 LOWES COS INC COM COM 548661107 206 1523 SH SOLE NONE 1523 0 0 VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL INDEX ETF AMT FREE INT ETF 92189H201 915 17964 SH SOLE NONE 17964 0 0 DEERE & CO COM COM 244199105 1255 7983 SH SOLE NONE 7983 0 0 PAYPAL HLDGS INC COM COM 70450Y103 545 3130 SH SOLE NONE 3130 0 0 CROWN CASTLE INTL CORP NEW COM COM 22822V101 288 1723 SH SOLE NONE 1723 0 0 BLACKROCK INC COM COM 09247X101 209 385 SH SOLE NONE 385 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 982 16131 SH SOLE NONE 16131 0 0 APPLE INC COM COM 037833100 9026 24741 SH SOLE NONE 24741 0 0 ABBOTT LABS COM COM 002824100 346 3782 SH SOLE NONE 3782 0 0 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 427 3831 SH SOLE NONE 3831 0 0 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 481 4270 SH SOLE NONE 4270 0 0