Carmen Laster

Regent Peak Wealth Advisors Llc

Assets Managed

$540.129M

Holdings

221

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

10.16%(2Q avg: 3.42%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Regent Peak Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 221 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 2026 - Q2, they manage 540.129M in assets, with a quarterly growth rate of 10.16% and a 2-quarter average growth rate of 3.42%. The portfolio is managed by Carmen Laster, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 0.73%	16.87%	$91.097M 246,181 shares@ $370.05 avg price	Increased 0.73%
AAPL Apple Inc Recent Activity Increased 0.29%	5.8%	$31.299M 108,166 shares@ $289.36 avg price	Increased 0.29%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 1.55%	5.78%	$31.168M 322,722 shares@ $96.58 avg price	Increased 1.55%
DGRO Ishares Core Dividend Growth Recent Activity Increased 1.7%	4.7%	$25.355M 334,542 shares@ $75.8 avg price	Increased 1.7%
SDY Spdr S&p Dividend Etf Recent Activity Increased 0.94%	4.33%	$23.37M 153,565 shares@ $152.19 avg price	Increased 0.94%
VUG Vanguard Growth Etf Recent Activity Increased 494.06%	4.21%	$22.716M 263,714 shares@ $86.15 avg price	Increased 494.06%
NVDA Nvidia Corp Recent Activity Increased 2.27%	3.36%	$18.138M 90,648 shares@ $200.09 avg price	Increased 2.27%
IWF Ishares Russell 1000 Growth Recent Activity Increased 300.99%	3.32%	$17.917M 144,292 shares@ $124.18 avg price	Increased 300.99%
IEMG Ishares Core Msci Emerging Recent Activity Increased 4.22%	3.1%	$16.711M 201,722 shares@ $82.84 avg price	Increased 4.22%
TSLA Tesla Inc Recent Activity Increased 0.79%	2.95%	$15.901M 37,805 shares@ $420.6 avg price	Increased 0.79%

1-10 of 221