Carmen Laster

@Regent Peak Wealth Advisors Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$890.533M

Total holdings180

Assets growth rate104.44%

Assets growth rate (2-Q avg)52.09%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Regent Peak Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Regent Peak Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 890.533M in assets, with a quarterly growth rate of 104.44% and a 2-quarter average growth rate of 52.09%. The portfolio is managed by Carmen Laster, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTIVanguard Total Stock Market Etf Recent Activity Increased 161.42%	16.24%	$144.564M 498,824 shares@ $289.81 avg price	Increased 161.42%
IEFAIshares Core Msci Eafe Etf Recent Activity Increased 190.86%	6.32%	$56.244M 800,290 shares@ $70.29 avg price	Increased 190.86%
AAPLApple Inc Com Recent Activity Increased 101.9%	6.3%	$56.023M 223,716 shares@ $250.43 avg price	Increased 101.9%
VUGVanguard Growth Etf Recent Activity Increased 99.82%	4.99%	$44.413M 108,208 shares@ $410.45 avg price	Increased 99.82%
DGROIshares Core Dividend Growth Etf Recent Activity Increased 180.7%	4.61%	$41.046M 669,152 shares@ $61.34 avg price	Increased 180.7%
BNDVanguard Total Bond Market Etf Recent Activity Increased 111.44%	4.53%	$40.301M 560,440 shares@ $71.92 avg price	Increased 111.44%
ACNAccenture Plc Ireland Shs Class A Recent Activity Increased 78.97%	3.96%	$35.19M 100,030 shares@ $351.8 avg price	Increased 78.97%
IWFIshares Russell 1000 Growth Etf Recent Activity Increased 143.13%	3.63%	$32.261M 80,336 shares@ $401.58 avg price	Increased 143.13%
TSLATesla Inc Com Recent Activity Increased 99.25%	3.3%	$29.33M 72,628 shares@ $403.85 avg price	Increased 99.25%
SDYSpdr S&p Dividend Etf Recent Activity Increased 137.97%	3.12%	$27.742M 210,010 shares@ $132.11 avg price	Increased 137.97%