Regent Peak Wealth Advisors LLC
RIA/Wealth
Regent Peak Wealth Advisors LLC is a RIA/Wealth based in Atlanta, GA led by Craig Nicholas Robson, reporting $706.2M in AUM as of Q3 2025 with 57% ETF concentration, 57% concentrated in top 10 holdings, and 17% allocation to VTI.
FounderCraig Nicholas Robson
- Portfolio Value
- $498.7M
- Positions
- 189
- Top Holding
- VTI at 16.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Regent Peak Wealth Advisors LLC's portfolio (57.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $83.9M | 16.82% | +$1.4M Bought | — 255.7K shares | |
ETF ETF | $39.2M | 7.86% | +$900.5K Bought | — 448.7K shares | |
Consumer Electronics Technology | $27.8M | 5.58% | -$560.7K Sold | 0.00% 109.3K shares | |
ETF ETF | $24.2M | 4.85% | +$953.1K Bought | — 355.5K shares | |
ETF ETF | $23.6M | 4.74% | +$1.3M Bought | — 318.0K shares | |
ETF ETF | $22.1M | 4.43% | -$329.5K Sold | — 46.0K shares | |
ETF ETF | $18.8M | 3.76% | +$316.6K Bought | — 40.1K shares | |
Semiconductors Technology | $16.4M | 3.30% | +$1.2M Bought | 0.00% 88.1K shares | |
Auto - Manufacturers Consumer Cyclical | $16.4M | 3.28% | +$220.1K Bought | 0.00% 36.8K shares | |
Software - Infrastructure Technology | $13.9M | 2.79% | -$151.2K Sold | 0.00% 26.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Regent Peak Wealth Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-49.09% | |
-44.75% | |
-28.97% | |
-26.96% | |
-23.96% |
Analytics
Portfolio insights and performance metrics for Regent Peak Wealth Advisors LLC
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