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Regent Peak Wealth Advisors LLC 13F holdings

Filed 2026-07-10 · Regent Peak Wealth Advisors LLC · 221 positions · $540.1M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD TOTAL STOCK MARKET ETF246.2K$91.1M16.9%
AAPLAPPLE INC COM108.2K$31.3M5.8%
IEFAISHARES CORE MSCI EAFE ETF322.7K$31.2M5.8%
DGROISHARES CORE DIVIDEND GROWTH ETF334.5K$25.4M4.7%
SDYSTATE STREET SPDR S&P DIVIDEND ETF153.6K$23.4M4.3%
VUGVANGUARD GROWTH ETF263.7K$22.7M4.2%
NVDANVIDIA CORPORATION COM90.6K$18.1M3.4%
IWFISHARES RUSSELL 1000 GROWTH ETF144.3K$17.9M3.3%
ACWIISHARES CORE MSCI EMERGING MARKETS ETF201.7K$16.7M3.1%
TSLATESLA INC COM37.8K$15.9M2.9%
BNDVANGUARD TOTAL BOND MARKET ETF209.5K$15.4M2.8%
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF79.6K$13.1M2.4%
AMZNAMAZON COM INC COM49.1K$11.7M2.2%
MSFTMICROSOFT CORP COM28.2K$10.5M1.9%
VTVVANGUARD VALUE ETF43.9K$9.6M1.8%
—ACCENTURE PLC IRELAND SHS CLASS A74.2K$9.2M1.7%
GOOGLALPHABET INC CAP STK CL A23.5K$8.4M1.6%
JAAAJANUS HENDERSON AAA CLO ETF165.7K$8.4M1.5%
GOOGALPHABET INC CAP STK CL C18.5K$6.5M1.2%
AVGOBROADCOM INC COM16.2K$6.1M1.1%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW9.7K$4.9M0.9%
SPYSTATE STREET SPDR S&P 500 ETF6.0K$4.5M0.8%
LLYELI LILLY & CO COM3.0K$3.6M0.7%
AMDADVANCED MICRO DEVICES INC COM5.9K$3.4M0.6%
KOCOCA COLA CO COM140.3K$3.4M0.6%
MUMICRON TECHNOLOGY INC COM2.7K$3.2M0.6%
METAMETA PLATFORMS INC CL A5.5K$3.1M0.6%
SRSPIRE INC COM33.0K$2.6M0.5%
PGRPROGRESSIVE CORP COM11.8K$2.6M0.5%
JPMJPMORGAN CHASE & CO COM7.8K$2.6M0.5%
IVVISHARES CORE S&P 500 ETF3.3K$2.4M0.5%
QQQINVESCO QQQ TRUST SERIES I3.2K$2.3M0.4%
IWMISHARES RUSSELL 2000 ETF7.6K$2.3M0.4%
IBITISHARES BITCOIN TRUST ETF66.3K$2.2M0.4%
HDHOME DEPOT INC COM6.2K$2.2M0.4%
SCHBSCHWAB U.S. BROAD MARKET ETF75.7K$2.2M0.4%
VGTVANGUARD INFORMATION TECHNOLOGY ETF18.1K$2.2M0.4%
WMTWALMART INC COM18.8K$2.1M0.4%
SOSOUTHERN CO COM20.6K$2.0M0.4%
UBSIUNITED BANKSHARES INC WEST VA COM40.6K$1.9M0.3%
XSDSTATE STREET SPDR S&P SEMICONDUCTOR ETF2.9K$1.8M0.3%
VVISA INC COM CL A5.3K$1.8M0.3%
COSTCOSTCO WHOLESALE CORPORATION COM1.9K$1.8M0.3%
CATCATERPILLAR INC COM1.7K$1.8M0.3%
INTCINTEL CORP COM12.5K$1.7M0.3%
DALDELTA AIR LINES INC COM NEW18.0K$1.7M0.3%
ABBVABBVIE INC COM6.5K$1.6M0.3%
JNJJOHNSON & JOHNSON COM6.5K$1.6M0.3%
GEGE AEROSPACE COM NEW4.1K$1.5M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL CL A2$1.5M0.3%
PGPROCTER & GAMBLE CO COM10.1K$1.5M0.3%
AMATAPPLIED MATLS INC COM2.0K$1.4M0.3%
SNDKSANDISK CORP COM635$1.4M0.3%
LRCXLAM RESEARCH CORP COM NEW3.3K$1.4M0.3%
GEVGE VERNOVA INC COM1.1K$1.3M0.2%
ORCLORACLE CORP COM7.7K$1.1M0.2%
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF5.8K$1.1M0.2%
CSCOCISCO SYS INC COM9.0K$1.1M0.2%
MAMASTERCARD INCORPORATED CL A2.0K$1.0M0.2%
ACTENACT HLDGS INC COM22.3K$1.0M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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