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
ITOTIshares Core S&p Total U.s. Stock Market Etf Recent Activity Increased 95.88%	2.91%	$25.843M 200,924 shares@ $128.62 avg price	Increased 95.88%
MSFTMicrosoft Corp Com Recent Activity Increased 98.87%	2.76%	$24.571M 58,294 shares@ $421.51 avg price	Increased 98.87%
NVDANvidia Corporation Com Recent Activity Increased 100.8%	2.47%	$21.979M 163,666 shares@ $134.3 avg price	Increased 100.8%
AMZNAmazon Com Inc Com Recent Activity Increased 101.42%	2.23%	$19.812M 90,306 shares@ $219.4 avg price	Increased 101.42%
VTVVanguard Value Etf Recent Activity Increased 94.7%	2.15%	$19.133M 113,012 shares@ $169.31 avg price	Increased 94.7%
SRSpire Inc Com Recent Activity Increased 99.36%	2.13%	$18.955M 279,450 shares@ $67.84 avg price	Increased 99.36%
SPYSpdr S&p 500 Etf Trust Recent Activity Increased 88.05%	1.46%	$12.979M 22,146 shares@ $586.09 avg price	Increased 88.05%
JAAAJanus Detroit Street Trust Janus Henderson Aaa Clo Etf Recent Activity Increased 124.62%	1.46%	$12.947M 255,314 shares@ $50.71 avg price	Increased 124.62%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Increased 102.75%	1.04%	$9.241M 20,388 shares@ $453.28 avg price	Increased 102.75%
GOOGLAlphabet Inc Cap Stk Cl A Recent Activity Increased 101.78%	1.01%	$8.91M 47,066 shares@ $189.31 avg price	Increased 101.78%