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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001803329

Regent Peak Wealth Advisors LLC

Atlanta, GA · File #028-20102

Latest AUM
$507.2M
Positions
192
Top-10 Concentration
65.2%
Filings
12

Sector Allocation

Technology
17.8%$90.2M
Financials
2.1%$10.7M
Healthcare
1.9%$9.9M
Industrials
1.8%$9.3M
Utilities
0.5%$2.4M
Energy
0.3%$1.8M
Materials
0.2%$1.2M
Real Estate
0.1%$310,154

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD TOTAL STOCK MARKET ETF922908769255,627$85.7M19.13%
2ISHARES CORE MSCI EAFE ETF46432F842446,163$39.9M8.91%
3APPLE INC COMAAPL109,440$29.8M6.64%
4ISHARES CORE DIVIDEND GROWTH ETF46434V621355,124$24.7M5.50%
5VANGUARD TOTAL BOND MARKET ETF921937835313,169$23.2M5.18%
6VANGUARD GROWTH ETF92290873645,851$22.4M4.99%
7ISHARES RUSSELL 1000 GROWTH ETF46428761439,605$18.7M4.18%
8TESLA INC COMTSLA37,180$16.7M3.73%
9NVIDIA CORPORATION COMNVDA86,408$16.1M3.60%
10ACCENTURE PLC IRELAND SHS CLASS AACN56,252$15.1M3.37%
11ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715091,226$13.6M3.03%
12STATE STREET SPDR S&P DIVIDEND ETF78464A76395,924$13.3M2.98%
13MICROSOFT CORP COMMSFT26,857$13.0M2.90%
14AMAZON COM INC COMAMZN47,622$11.0M2.45%
15VANGUARD VALUE ETF92290874445,652$8.7M1.95%
16JANUS HENDERSON AAA CLO ETF47103U845161,757$8.2M1.83%
17ALPHABET INC CAP STK CL AGOOG24,017$7.5M1.68%
18SPDR S&P 500 ETF TRUSTSPY9,706$6.6M1.48%
19ALPHABET INC CAP STK CL CGOOG18,138$5.7M1.27%
20BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A10,672$5.4M1.20%