Regent Peak Wealth Advisors
Latest statistics and disclosures from Regent Peak Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IEFA, AAPL, DGRO, BND, and represent 39.81% of Regent Peak Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: ACN, VTI, BND, NVDA, DGRO, IEFA, AVGO, IBIT, APO, AMZN.
- Started 26 new stock positions in EPM, SKYY, ETHA, IBIT, GLW, DHI, SCHW, STT, MS, ANET.
- Reduced shares in these 10 stocks: SR, SPY, DAL, AAPL, ITOT, VTV, TSM, PGR, ELV, VUG.
- Sold out of its positions in AMT, ELV, CAVA, CMCSA, COP, INFY, KMPR, MMC, MESA, OKE. PRU, Walgreen Boots Alliance, ACGL.
- Regent Peak Wealth Advisors was a net buyer of stock by $4.6M.
- Regent Peak Wealth Advisors has $499M in assets under management (AUM), dropping by 17.84%.
- Central Index Key (CIK): 0001803329
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Portfolio Holdings for Regent Peak Wealth Advisors
Regent Peak Wealth Advisors holds 190 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 16.8 | $84M | 256k | 328.17 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 7.8 | $39M | +2% | 449k | 87.31 |
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| Apple Stock (AAPL) | 5.6 | $28M | 109k | 254.63 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 4.8 | $24M | +4% | 356k | 68.08 |
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| Vanguard Total Bond Market Etf Etf (BND) | 4.7 | $24M | +5% | 318k | 74.37 |
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| Vanguard Growth Etf Etf (VUG) | 4.4 | $22M | 46k | 479.61 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 3.8 | $19M | 40k | 468.41 |
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| Nvidia Corporation Stock (NVDA) | 3.3 | $16M | +7% | 88k | 186.58 |
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| Tesla Stock (TSLA) | 3.3 | $16M | 37k | 444.72 |
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| Microsoft Corp Stock (MSFT) | 2.8 | $14M | 27k | 517.95 |
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| Spdr S&p Dividend Etf Etf (SDY) | 2.8 | $14M | 98k | 140.05 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 2.7 | $14M | -3% | 93k | 145.65 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 2.7 | $13M | +14% | 54k | 246.60 |
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| Amazon Stock (AMZN) | 2.1 | $10M | +5% | 47k | 219.57 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 1.7 | $8.6M | -17% | 13k | 666.18 |
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| Vanguard Value Etf Etf (VTV) | 1.7 | $8.5M | -5% | 46k | 186.49 |
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| Janus Henderson Aaa Clo Etf Etf (JAAA) | 1.7 | $8.4M | +3% | 165k | 50.78 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.2 | $5.8M | 24k | 243.10 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.0 | $5.2M | 10k | 502.74 |
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| Broadcom Stock (AVGO) | 1.0 | $5.0M | +16% | 15k | 329.91 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.9 | $4.5M | +5% | 19k | 243.55 |
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| Progressive Corp Stock (PGR) | 0.8 | $4.2M | -7% | 17k | 246.95 |
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| Spire Stock (SR) | 0.8 | $4.1M | -44% | 50k | 81.52 |
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| Delta Air Lines Inc Del Stock (DAL) | 0.8 | $4.0M | -19% | 71k | 56.75 |
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| Meta Platforms Inc Cl A Stock (META) | 0.8 | $3.8M | +6% | 5.1k | 734.38 |
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| Home Depot Stock (HD) | 0.5 | $2.7M | -3% | 6.7k | 405.18 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $2.3M | +12% | 7.4k | 315.43 |
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| Coca Cola Stock (KO) | 0.5 | $2.3M | 134k | 17.42 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.4 | $2.2M | 3.3k | 669.24 |
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| Oracle Corp Stock (ORCL) | 0.4 | $2.2M | -10% | 7.7k | 281.24 |
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| Eli Lilly & Co Stock (LLY) | 0.4 | $2.0M | 2.7k | 762.95 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.4 | $2.0M | -10% | 77k | 25.71 |
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| Southern Stock (SO) | 0.4 | $1.9M | +13% | 21k | 94.77 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $1.9M | 7.9k | 241.96 |
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| United Bankshares Inc West Va Stock (UBSI) | 0.4 | $1.9M | 51k | 37.21 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $1.9M | 3.1k | 600.45 |
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| Walmart Stock (WMT) | 0.4 | $1.9M | +4% | 18k | 103.06 |
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| Costco Whsl Corp Stock (COST) | 0.4 | $1.8M | +6% | 2.0k | 925.50 |
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| Visa Inc Com Cl A Stock (V) | 0.4 | $1.8M | +7% | 5.3k | 341.41 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.4 | $1.8M | -3% | 2.4k | 746.63 |
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| Procter And Gamble Stock (PG) | 0.3 | $1.6M | -4% | 10k | 153.64 |
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| Netflix Stock (NFLX) | 0.3 | $1.6M | +4% | 1.3k | 1198.92 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $1.5M | 2.00 | 754200.00 |
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| Abbvie Stock (ABBV) | 0.3 | $1.3M | 5.8k | 231.53 |
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| Ge Aerospace Stock (GE) | 0.2 | $1.2M | +2% | 3.9k | 300.82 |
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| Apollo Global Mgmt Stock (APO) | 0.2 | $1.2M | +96% | 8.8k | 133.28 |
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| Enact Hldgs Stock (ACT) | 0.2 | $1.1M | +8% | 30k | 38.34 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $1.1M | +13% | 2.0k | 568.91 |
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| Spdr S&p Semiconductor Etf Etf (XSD) | 0.2 | $1.1M | 3.5k | 319.10 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.1M | -19% | 3.7k | 303.91 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $1.1M | 5.9k | 185.41 |
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| Advanced Micro Devices Stock (AMD) | 0.2 | $1.0M | +11% | 6.4k | 161.79 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.2 | $1.0M | 3.6k | 281.90 |
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| General Dynamics Corp Stock (GD) | 0.2 | $937k | -7% | 2.7k | 341.00 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $900k | -6% | 4.4k | 203.59 |
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| Linde Stock (LIN) | 0.2 | $864k | 1.8k | 475.06 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $786k | -18% | 2.7k | 293.50 |
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| Lockheed Martin Corp Stock (LMT) | 0.2 | $775k | 1.6k | 499.07 |
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| Intuit Stock (INTU) | 0.1 | $744k | 1.1k | 682.97 |
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| Caterpillar Stock (CAT) | 0.1 | $743k | 1.6k | 477.15 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $712k | 1.2k | 612.38 |
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| Abbott Labs Stock (ABT) | 0.1 | $692k | +6% | 5.2k | 133.93 |
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| Exxon Mobil Corp Stock (XOM) | 0.1 | $673k | -2% | 6.0k | 112.74 |
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| International Business Machs Stock (IBM) | 0.1 | $668k | +3% | 2.4k | 282.16 |
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| Constellation Energy Corp Stock (CEG) | 0.1 | $661k | 2.0k | 329.07 |
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| Honeywell Intl Stock (HON) | 0.1 | $654k | -21% | 3.1k | 210.50 |
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| Chevron Corp Stock (CVX) | 0.1 | $653k | +3% | 4.2k | 155.29 |
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| Illinois Tool Wks Stock (ITW) | 0.1 | $644k | -11% | 2.5k | 260.76 |
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| Autozone Stock (AZO) | 0.1 | $644k | 150.00 | 4290.24 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $643k | -16% | 3.5k | 182.42 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $642k | -23% | 4.5k | 142.10 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $639k | 1.3k | 485.11 |
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| Bank America Corp Stock (BAC) | 0.1 | $622k | 12k | 51.59 |
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| Eaton Corp Stock (ETN) | 0.1 | $618k | +4% | 1.7k | 374.25 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.1 | $614k | NEW | 9.4k | 65.00 |
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| Ge Vernova Stock (GEV) | 0.1 | $597k | +2% | 970.00 | 614.90 |
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| Lowes Cos Stock (LOW) | 0.1 | $592k | +25% | 2.4k | 251.31 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $575k | +3% | 722.00 | 796.35 |
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| Health Care Select Sector Spdr Fund Etf (XLV) | 0.1 | $575k | 4.1k | 139.19 |
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| Cadence Design System Stock (CDNS) | 0.1 | $574k | 1.6k | 351.26 |
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| Blackrock Stock (BLK) | 0.1 | $570k | 489.00 | 1165.87 |
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| Nextera Energy Stock (NEE) | 0.1 | $556k | +4% | 7.4k | 75.49 |
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| Union Pac Corp Stock (UNP) | 0.1 | $546k | -19% | 2.3k | 236.37 |
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| Amgen Stock (AMGN) | 0.1 | $539k | -13% | 1.9k | 282.21 |
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| Cisco Sys Stock (CSCO) | 0.1 | $538k | 7.9k | 68.42 |
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| Merck & Co Stock (MRK) | 0.1 | $534k | -17% | 6.4k | 83.93 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $532k | -23% | 1.5k | 345.19 |
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| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.1 | $532k | 2.2k | 239.64 |
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| S&p Global Stock (SPGI) | 0.1 | $499k | 1.0k | 486.71 |
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| Texas Instrs Stock (TXN) | 0.1 | $495k | -2% | 2.7k | 183.71 |
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| Salesforce Stock (CRM) | 0.1 | $492k | -13% | 2.1k | 237.05 |
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| Blue Owl Capital Inc Com Cl A Stock (OWL) | 0.1 | $464k | NEW | 460k | 1.01 |
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| Wells Fargo Stock (WFC) | 0.1 | $459k | 5.5k | 83.82 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.1 | $455k | 3.8k | 120.50 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $455k | +47% | 927.00 | 490.38 |
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| Rtx Corporation Stock (RTX) | 0.1 | $451k | -6% | 2.7k | 167.33 |
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| Pepsico Stock (PEP) | 0.1 | $450k | -15% | 3.2k | 140.44 |
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| Adobe Stock (ADBE) | 0.1 | $450k | 1.3k | 352.75 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $443k | -49% | 1.6k | 279.29 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $443k | -4% | 4.7k | 93.37 |
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| Disney Walt Stock (DIS) | 0.1 | $426k | +30% | 3.7k | 114.50 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $424k | -9% | 5.0k | 84.60 |
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| Micron Technology Stock (MU) | 0.1 | $420k | +6% | 2.5k | 167.32 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $419k | 3.1k | 133.90 |
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| American Express Stock (AXP) | 0.1 | $407k | +2% | 1.2k | 332.16 |
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| Philip Morris Intl Stock (PM) | 0.1 | $402k | +5% | 2.5k | 162.20 |
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| Cme Group Stock (CME) | 0.1 | $400k | +5% | 1.5k | 270.19 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $394k | 1.3k | 297.62 |
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| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.1 | $389k | -8% | 4.4k | 88.96 |
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| Servicenow Stock (NOW) | 0.1 | $379k | +6% | 412.00 | 920.28 |
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| Applied Matls Stock (AMAT) | 0.1 | $379k | +13% | 1.8k | 204.74 |
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| Citigroup Stock (C) | 0.1 | $377k | NEW | 3.7k | 101.50 |
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| Qualcomm Stock (QCOM) | 0.1 | $374k | +4% | 2.2k | 166.36 |
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| Nisource Stock (NI) | 0.1 | $371k | 8.6k | 43.30 |
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| At&t Stock (T) | 0.1 | $370k | +4% | 13k | 28.24 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $365k | +5% | 1.7k | 215.76 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $359k | -7% | 1.2k | 293.81 |
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| Deere & Co Stock (DE) | 0.1 | $359k | +4% | 784.00 | 457.26 |
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| Danaher Corporation Stock (DHR) | 0.1 | $357k | -3% | 1.8k | 198.26 |
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| Monster Beverage Corp Stock (MNST) | 0.1 | $351k | +16% | 5.2k | 67.31 |
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| Simon Ppty Group Reit (SPG) | 0.1 | $343k | +2% | 1.8k | 187.67 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $343k | 1.7k | 200.93 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.1 | $340k | 5.2k | 65.92 |
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| United Rentals Stock (URI) | 0.1 | $331k | +4% | 347.00 | 954.66 |
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| Mckesson Corp Stock (MCK) | 0.1 | $330k | 427.00 | 772.54 |
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| Blackstone Stock (BX) | 0.1 | $324k | +5% | 1.9k | 170.88 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $322k | +3% | 720.00 | 447.23 |
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| Verizon Communications Stock (VZ) | 0.1 | $320k | -8% | 7.3k | 43.95 |
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| Intel Corp Stock (INTC) | 0.1 | $308k | NEW | 9.2k | 33.55 |
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| Welltower Reit (WELL) | 0.1 | $306k | +9% | 1.7k | 178.14 |
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| Air Prods & Chems Stock (APD) | 0.1 | $303k | -26% | 1.1k | 272.73 |
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| T-mobile Us Stock (TMUS) | 0.1 | $303k | 1.3k | 239.38 |
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| Booking Holdings Stock (BKNG) | 0.1 | $297k | -3% | 55.00 | 5399.27 |
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| Vanguard Industrials Etf Etf (VIS) | 0.1 | $296k | 1.0k | 296.29 |
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| Fiserv Stock (FI) | 0.1 | $294k | -2% | 2.3k | 128.93 |
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $294k | NEW | 3.1k | 95.47 |
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| Arista Networks Stock (ANET) | 0.1 | $285k | NEW | 2.0k | 145.71 |
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| Corning Stock (GLW) | 0.1 | $284k | NEW | 3.5k | 82.03 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $278k | -2% | 456.00 | 609.34 |
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| Csx Corp Stock (CSX) | 0.1 | $274k | 7.7k | 35.51 |
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| Ishares Biotechnology Etf Etf (IBB) | 0.1 | $272k | 1.9k | 144.36 |
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| Loews Corp Stock (L) | 0.1 | $272k | 2.7k | 100.39 |
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| Cheniere Energy Stock (LNG) | 0.1 | $272k | +26% | 1.2k | 234.98 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $267k | 16k | 17.16 |
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| Morgan Stanley Stock (MS) | 0.1 | $265k | NEW | 1.7k | 158.96 |
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| Boeing Stock (BA) | 0.1 | $265k | +2% | 1.2k | 215.83 |
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| Moodys Corp Stock (MCO) | 0.1 | $263k | 551.00 | 476.48 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $260k | 865.00 | 300.41 |
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| Sherwin Williams Stock (SHW) | 0.1 | $260k | +18% | 750.00 | 346.26 |
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| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.1 | $258k | 5.0k | 51.23 |
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| Analog Devices Stock (ADI) | 0.1 | $258k | 1.0k | 245.70 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $257k | 1.2k | 220.83 |
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| Ishares Ethereum Trust Etf Etf (ETHA) | 0.1 | $257k | NEW | 8.1k | 31.51 |
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| Tjx Cos Stock (TJX) | 0.1 | $254k | +3% | 1.8k | 144.54 |
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| Paccar Stock (PCAR) | 0.1 | $253k | -4% | 2.6k | 98.33 |
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| Uber Technologies Stock (UBER) | 0.1 | $253k | NEW | 2.6k | 97.97 |
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| Garmin Stock (GRMN) | 0.1 | $252k | +10% | 1.0k | 246.22 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $252k | NEW | 1.2k | 203.62 |
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| Chubb Stock (CB) | 0.0 | $250k | 884.00 | 282.25 |
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| M & T Bk Corp Stock (MTB) | 0.0 | $247k | 1.3k | 197.62 |
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| Kla Corp Stock (KLAC) | 0.0 | $247k | NEW | 229.00 | 1078.60 |
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| Altria Group Stock (MO) | 0.0 | $241k | +5% | 3.7k | 66.06 |
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| Digital Rlty Tr Reit (DLR) | 0.0 | $240k | NEW | 1.4k | 172.89 |
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| Paychex Stock (PAYX) | 0.0 | $240k | -3% | 1.9k | 126.76 |
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| Intercontinental Exchange Stock (ICE) | 0.0 | $238k | +2% | 1.4k | 168.48 |
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| First Trust Cloud Computing Etf Etf (SKYY) | 0.0 | $237k | NEW | 1.8k | 134.42 |
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| Expedia Group Stock (EXPE) | 0.0 | $234k | NEW | 1.1k | 213.75 |
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| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $233k | 4.3k | 53.87 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $233k | 752.00 | 309.74 |
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| Dupont De Nemours Stock (DD) | 0.0 | $230k | NEW | 3.0k | 77.90 |
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| Capital One Finl Corp Stock (COF) | 0.0 | $230k | NEW | 1.1k | 212.58 |
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| Amphenol Corp New Cl A Stock (APH) | 0.0 | $229k | NEW | 1.9k | 123.75 |
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| Fedex Corp Stock (FDX) | 0.0 | $228k | -4% | 967.00 | 235.81 |
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| Paycom Software Stock (PAYC) | 0.0 | $226k | 1.1k | 208.14 |
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| Proshares Ultra Financials Etf (UYG) | 0.0 | $224k | 2.3k | 99.25 |
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| D R Horton Stock (DHI) | 0.0 | $222k | NEW | 1.3k | 169.47 |
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| Doordash Inc Cl A Stock (DASH) | 0.0 | $221k | NEW | 814.00 | 271.99 |
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| Ford Mtr Stock (F) | 0.0 | $218k | +3% | 18k | 11.96 |
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| State Str Corp Stock (STT) | 0.0 | $214k | NEW | 1.8k | 116.01 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $210k | -6% | 536.00 | 391.64 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $210k | -3% | 3.4k | 62.47 |
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| Stryker Corporation Stock (SYK) | 0.0 | $202k | 547.00 | 369.67 |
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| Synopsys Stock (SNPS) | 0.0 | $202k | NEW | 409.00 | 493.39 |
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| Permian Resources Corp Class A Stock (PR) | 0.0 | $170k | +3% | 13k | 12.80 |
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| Capitol Fed Finl Stock (CFFN) | 0.0 | $110k | -28% | 17k | 6.35 |
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| Atai Life Sciences Nv Stock (ATAI) | 0.0 | $106k | 20k | 5.29 |
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| Brandywine Rlty Tr Sh Ben Int Reit (BDN) | 0.0 | $70k | NEW | 17k | 4.17 |
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| Evolution Pete Corp Stock (EPM) | 0.0 | $57k | NEW | 12k | 4.82 |
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| Organogenesis Hldgs Stock (ORGO) | 0.0 | $51k | NEW | 12k | 4.22 |
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| Tilray Brands Stock (TLRY) | 0.0 | $24k | NEW | 14k | 1.73 |
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Past Filings by Regent Peak Wealth Advisors
SEC 13F filings are viewable for Regent Peak Wealth Advisors going back to 2019
- Regent Peak Wealth Advisors 2025 Q3 filed Oct. 16, 2025
- Regent Peak Wealth Advisors 2025 Q1 filed April 14, 2025
- Regent Peak Wealth Advisors 2024 Q4 amended filed Jan. 16, 2025
- Regent Peak Wealth Advisors 2024 Q4 filed Jan. 7, 2025
- Regent Peak Wealth Advisors 2024 Q3 filed Oct. 16, 2024
- Regent Peak Wealth Advisors 2024 Q2 filed Aug. 14, 2024
- Regent Peak Wealth Advisors 2024 Q1 filed May 1, 2024
- Regent Peak Wealth Advisors 2023 Q4 filed Jan. 23, 2024
- Regent Peak Wealth Advisors 2023 Q3 filed Nov. 3, 2023
- Regent Peak Wealth Advisors 2023 Q2 filed July 19, 2023
- Regent Peak Wealth Advisors 2023 Q1 filed April 24, 2023
- Regent Peak Wealth Advisors 2022 Q4 filed Feb. 8, 2023
- Regent Peak Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- Regent Peak Wealth Advisors 2022 Q2 filed Aug. 11, 2022
- Regent Peak Wealth Advisors 2022 Q1 filed May 3, 2022
- Regent Peak Wealth Advisors 2021 Q4 filed Feb. 11, 2022