0001803329-24-000003.txt : 20240814 0001803329-24-000003.hdr.sgml : 20240814 20240814112443 ACCESSION NUMBER: 0001803329-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Regent Peak Wealth Advisors LLC CENTRAL INDEX KEY: 0001803329 ORGANIZATION NAME: IRS NUMBER: 834638642 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20102 FILM NUMBER: 241205437 BUSINESS ADDRESS: STREET 1: 200 GALLERIA PKWY SE STREET 2: SUITE 1175 CITY: ATLANTA STATE: GA ZIP: 30339 BUSINESS PHONE: 470-867-3550 MAIL ADDRESS: STREET 1: 200 GALLERIA PKWY SE STREET 2: SUITE 1175 CITY: ATLANTA STATE: GA ZIP: 30339 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001803329 XXXXXXXX 06-30-2024 06-30-2024 Regent Peak Wealth Advisors LLC

200 GALLERIA PKWY SE SUITE 1175 ATLANTA GA 30339

13F HOLDINGS REPORT 028-20102 000298259 801-115021 N Carmen Laster 470-867-3552 Carmen Laster Atlanta GA 08-14-2024 0 163 436751547 false INFORMATION TABLE 2 rp13fv3.xml AMAZON COM INC COM 023135106 9400502 48644 SH SOLE 48644 0 0 PRUDENTIAL FINL INC COM 744320102 216802 1850 SH SOLE 1850 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1303729 2721 SH SOLE 2721 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 814046 3598 SH SOLE 3598 0 0 STARBUCKS CORP COM Stock 855244109 2175443 27944 SH SOLE 27944 0 0 ELEVANCE HEALTH INC COM 036752103 467083 862 SH SOLE 862 0 0 JOHNSON & JOHNSON COM 478160104 2638288 18051 SH SOLE 18050 0 0 WASTE MGMT INC DEL COM 94106L109 247901 1162 SH SOLE 1162 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 48815589 182481 SH SOLE 182481 0 0 COSTCO WHSL CORP NEW COM 22160K105 1443248 1698 SH SOLE 1697 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 291294 644 SH SOLE 644 0 0 PROCTER AND GAMBLE CO COM 742718109 1873717 11361 SH SOLE 11361 0 0 COCA COLA CO COM 191216100 4176032 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