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 40.06% of Regent Peak Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IBIT, NFLX, XLK, ACN, IAU, APP, TGT, NOW, GM, FCX.
- Started 17 new stock positions in IAU, CL, CCL, FCX, APP, BSX, HCA, ZM, ADSK, CMI. HII, GILD, JCI, CMA, PRU, GM, TGT.
- Reduced shares in these 10 stocks: DAL, SPY, PGR, APO, SR, SO, BND, SDY, NVDA, APD.
- Sold out of its positions in APD, BDN, CFFN, DHI, DASH, DD, EPM, FI, AJG, MDLZ. PR, SYK, SNPS, TLRY, ATAI.
- Regent Peak Wealth Advisors was a net seller of stock by $-1.7M.
- Regent Peak Wealth Advisors has $507M in assets under management (AUM), dropping by 1.61%.
- Central Index Key (CIK): 0001803329
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Portfolio Holdings for Regent Peak Wealth Advisors
Regent Peak Wealth Advisors holds 192 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 16.9 | $86M | 256k | 335.27 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 7.9 | $40M | 446k | 89.46 |
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| Apple Stock (AAPL) | 5.9 | $30M | 109k | 271.86 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 4.9 | $25M | 355k | 69.42 |
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| Vanguard Total Bond Market Etf Etf (BND) | 4.6 | $23M | 313k | 74.07 |
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| Vanguard Growth Etf Etf (VUG) | 4.4 | $22M | 46k | 487.86 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 3.7 | $19M | 40k | 473.30 |
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| Tesla Stock (TSLA) | 3.3 | $17M | 37k | 449.72 |
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| Nvidia Corporation Stock (NVDA) | 3.2 | $16M | 86k | 186.50 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 3.0 | $15M | +3% | 56k | 268.30 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 2.7 | $14M | 91k | 148.69 |
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| State Street Spdr S&p Dividend Etf Etf (SDY) | 2.6 | $13M | -2% | 96k | 139.16 |
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| Microsoft Corp Stock (MSFT) | 2.6 | $13M | 27k | 483.61 |
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| Amazon Stock (AMZN) | 2.2 | $11M | 48k | 230.82 |
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| Vanguard Value Etf Etf (VTV) | 1.7 | $8.7M | 46k | 190.99 |
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| Janus Henderson Aaa Clo Etf Etf (JAAA) | 1.6 | $8.2M | -2% | 162k | 50.58 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.5 | $7.5M | 24k | 313.00 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 1.3 | $6.6M | -24% | 9.7k | 681.92 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.1 | $5.7M | 18k | 313.80 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.1 | $5.4M | +3% | 11k | 502.65 |
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| Broadcom Stock (AVGO) | 1.0 | $5.3M | 15k | 346.10 |
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| Spire Stock (SR) | 0.7 | $3.6M | -11% | 44k | 82.70 |
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| Meta Platforms Inc Cl A Stock (META) | 0.7 | $3.5M | +3% | 5.3k | 660.09 |
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| Progressive Corp Stock (PGR) | 0.6 | $3.2M | -18% | 14k | 227.73 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.6 | $3.0M | +547% | 61k | 49.65 |
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| Eli Lilly & Co Stock (LLY) | 0.6 | $3.0M | +3% | 2.8k | 1074.72 |
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| Delta Air Lines Inc Del Stock (DAL) | 0.5 | $2.6M | -47% | 37k | 69.40 |
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| Coca Cola Stock (KO) | 0.5 | $2.4M | 134k | 18.30 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $2.4M | 7.4k | 322.21 |
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| Home Depot Stock (HD) | 0.4 | $2.2M | -3% | 6.5k | 344.08 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.4 | $2.2M | -5% | 3.2k | 684.86 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.4 | $2.0M | 77k | 26.23 |
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| Walmart Stock (WMT) | 0.4 | $2.0M | 18k | 111.41 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $1.9M | 7.7k | 246.16 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $1.9M | 3.1k | 614.40 |
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| Visa Inc Com Cl A Stock (V) | 0.4 | $1.9M | 5.3k | 350.74 |
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| United Bankshares Inc West Va Stock (UBSI) | 0.4 | $1.8M | -6% | 47k | 38.40 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.3 | $1.8M | -2% | 2.3k | 753.78 |
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| Costco Whsl Corp Stock (COST) | 0.3 | $1.7M | -2% | 1.9k | 862.30 |
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| Oracle Corp Stock (ORCL) | 0.3 | $1.6M | +6% | 8.2k | 194.91 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $1.5M | 2.00 | 754800.00 |
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| Abbvie Stock (ABBV) | 0.3 | $1.4M | +5% | 6.1k | 228.48 |
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| Procter And Gamble Stock (PG) | 0.3 | $1.4M | -4% | 9.8k | 143.31 |
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| Southern Stock (SO) | 0.3 | $1.4M | -23% | 16k | 87.20 |
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| Ge Aerospace Stock (GE) | 0.2 | $1.2M | 3.9k | 308.03 |
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| Advanced Micro Devices Stock (AMD) | 0.2 | $1.2M | -10% | 5.7k | 214.16 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $1.2M | 5.9k | 206.94 |
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| Enact Hldgs Stock (ACT) | 0.2 | $1.2M | 30k | 39.64 |
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| Netflix Stock (NFLX) | 0.2 | $1.2M | +865% | 13k | 93.76 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $1.2M | 2.0k | 571.01 |
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| State Street Spdr S&p Semiconductor Etf Etf (XSD) | 0.2 | $1.1M | 3.5k | 321.61 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.1M | 3.7k | 305.60 |
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| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.2 | $1.0M | +98% | 7.2k | 143.97 |
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| General Dynamics Corp Stock (GD) | 0.2 | $938k | 2.8k | 336.66 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $930k | 4.4k | 210.34 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $929k | +29% | 7.7k | 120.34 |
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| Caterpillar Stock (CAT) | 0.2 | $915k | +2% | 1.6k | 572.87 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $756k | 1.3k | 579.59 |
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| Merck & Co Stock (MRK) | 0.1 | $732k | +9% | 7.0k | 105.26 |
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| Intuit Stock (INTU) | 0.1 | $732k | 1.1k | 662.68 |
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| Micron Technology Stock (MU) | 0.1 | $728k | 2.6k | 285.41 |
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| Constellation Energy Corp Stock (CEG) | 0.1 | $715k | 2.0k | 353.27 |
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| International Business Machs Stock (IBM) | 0.1 | $705k | 2.4k | 296.21 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $695k | -7% | 1.4k | 483.56 |
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| Linde Stock (LIN) | 0.1 | $695k | -10% | 1.6k | 426.50 |
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| Bank America Corp Stock (BAC) | 0.1 | $693k | +4% | 13k | 55.00 |
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| Ge Vernova Stock (GEV) | 0.1 | $690k | +8% | 1.1k | 653.57 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $686k | -5% | 1.1k | 627.13 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $678k | 2.6k | 257.23 |
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| Abbott Labs Stock (ABT) | 0.1 | $676k | +4% | 5.4k | 125.28 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $674k | +7% | 3.8k | 177.75 |
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| Apollo Global Mgmt Stock (APO) | 0.1 | $673k | -47% | 4.6k | 144.77 |
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| Cisco Sys Stock (CSCO) | 0.1 | $659k | +8% | 8.6k | 77.03 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $646k | 735.00 | 879.00 |
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| Chevron Corp Stock (CVX) | 0.1 | $638k | 4.2k | 152.42 |
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| Illinois Tool Wks Stock (ITW) | 0.1 | $615k | 2.5k | 246.30 |
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| State Street Health Care Select Sector Spdr Etf Etf (XLV) | 0.1 | $595k | -6% | 3.8k | 154.79 |
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| Lowes Cos Stock (LOW) | 0.1 | $577k | 2.4k | 241.16 |
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| Salesforce Stock (CRM) | 0.1 | $573k | +4% | 2.2k | 264.85 |
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| Nextera Energy Stock (NEE) | 0.1 | $572k | -3% | 7.1k | 80.27 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $564k | +5% | 3.3k | 171.18 |
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| Honeywell Intl Stock (HON) | 0.1 | $556k | -8% | 2.8k | 195.09 |
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| Amgen Stock (AMGN) | 0.1 | $552k | -11% | 1.7k | 327.32 |
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| S&p Global Stock (SPGI) | 0.1 | $542k | 1.0k | 522.59 |
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| Blackrock Stock (BLK) | 0.1 | $529k | 494.00 | 1070.34 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $528k | -17% | 3.7k | 141.14 |
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| Eaton Corp Stock (ETN) | 0.1 | $525k | 1.6k | 318.51 |
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| Wells Fargo Stock (WFC) | 0.1 | $516k | 5.5k | 93.20 |
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| Cadence Design System Stock (CDNS) | 0.1 | $512k | 1.6k | 312.58 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $507k | 1.5k | 330.21 |
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| Autozone Stock (AZO) | 0.1 | $505k | 149.00 | 3391.50 |
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| Rtx Corporation Stock (RTX) | 0.1 | $501k | 2.7k | 183.38 |
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| Blue Owl Capital Inc Com Cl A Stock (OWL) | 0.1 | $491k | 462k | 1.06 |
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| Applied Matls Stock (AMAT) | 0.1 | $481k | 1.9k | 256.99 |
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| State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) | 0.1 | $471k | +77% | 3.9k | 119.41 |
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| Texas Instrs Stock (TXN) | 0.1 | $464k | 2.7k | 173.50 |
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| Union Pac Corp Stock (UNP) | 0.1 | $464k | -13% | 2.0k | 231.32 |
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| American Express Stock (AXP) | 0.1 | $460k | 1.2k | 369.95 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.1 | $459k | 3.8k | 121.75 |
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| Pepsico Stock (PEP) | 0.1 | $457k | 3.2k | 143.52 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $455k | 4.7k | 96.03 |
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| Citigroup Stock (C) | 0.1 | $454k | +4% | 3.9k | 116.69 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $433k | -10% | 1.4k | 303.89 |
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| Disney Walt Stock (DIS) | 0.1 | $433k | +2% | 3.8k | 113.77 |
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| Adobe Stock (ADBE) | 0.1 | $432k | -3% | 1.2k | 349.99 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $430k | +5% | 760.00 | 566.36 |
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| Monster Beverage Corp Stock (MNST) | 0.1 | $430k | +7% | 5.6k | 76.67 |
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| Qualcomm Stock (QCOM) | 0.1 | $422k | +9% | 2.5k | 171.05 |
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| Danaher Corporation Stock (DHR) | 0.1 | $419k | 1.8k | 228.92 |
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| Intel Corp Stock (INTC) | 0.1 | $406k | +19% | 11k | 36.90 |
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| Deere & Co Stock (DE) | 0.1 | $401k | +9% | 862.00 | 465.57 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $396k | -8% | 844.00 | 468.76 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $391k | -2% | 1.3k | 302.11 |
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| Cme Group Stock (CME) | 0.1 | $387k | -4% | 1.4k | 273.08 |
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| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.1 | $381k | -2% | 4.3k | 89.43 |
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| Philip Morris Intl Stock (PM) | 0.1 | $377k | -5% | 2.4k | 160.40 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $372k | +4% | 1.8k | 208.73 |
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| Ishares Ethereum Trust Etf Etf (ETHA) | 0.1 | $368k | +101% | 16k | 22.43 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $363k | -2% | 1.7k | 219.75 |
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| Expedia Group Stock (EXPE) | 0.1 | $359k | +15% | 1.3k | 283.31 |
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| Nisource Stock (NI) | 0.1 | $359k | 8.6k | 41.76 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $355k | 1.2k | 290.32 |
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| Booking Holdings Stock (BKNG) | 0.1 | $354k | +20% | 66.00 | 5355.33 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $351k | -16% | 4.2k | 84.21 |
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| Mckesson Corp Stock (MCK) | 0.1 | $350k | 427.00 | 820.29 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.1 | $347k | 5.2k | 67.22 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $341k | NEW | 4.2k | 81.17 |
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| Simon Ppty Group Reit (SPG) | 0.1 | $340k | 1.8k | 185.11 |
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $323k | +5% | 3.2k | 99.91 |
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| At&t Stock (T) | 0.1 | $322k | 13k | 24.84 |
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| Servicenow Stock (NOW) | 0.1 | $319k | +404% | 2.1k | 153.19 |
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| Ishares Biotechnology Etf Etf (IBB) | 0.1 | $319k | 1.9k | 168.77 |
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| Welltower Reit (WELL) | 0.1 | $310k | -2% | 1.7k | 185.61 |
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| Morgan Stanley Stock (MS) | 0.1 | $307k | +3% | 1.7k | 177.53 |
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| Corning Stock (GLW) | 0.1 | $303k | 3.5k | 87.56 |
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| United Rentals Stock (URI) | 0.1 | $302k | +7% | 373.00 | 809.32 |
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| Blackstone Stock (BX) | 0.1 | $300k | +2% | 1.9k | 154.14 |
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| Vanguard Industrials Etf Etf (VIS) | 0.1 | $298k | 1.0k | 298.38 |
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| Analog Devices Stock (ADI) | 0.1 | $295k | +3% | 1.1k | 271.20 |
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| Paccar Stock (PCAR) | 0.1 | $286k | 2.6k | 109.51 |
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| Loews Corp Stock (L) | 0.1 | $286k | 2.7k | 105.31 |
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| Moodys Corp Stock (MCO) | 0.1 | $282k | 551.00 | 510.85 |
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| Csx Corp Stock (CSX) | 0.1 | $280k | 7.7k | 36.25 |
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| Fedex Corp Stock (FDX) | 0.1 | $280k | 970.00 | 288.86 |
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| Kla Corp Stock (KLAC) | 0.1 | $280k | 230.00 | 1215.08 |
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| Arista Networks Stock (ANET) | 0.1 | $276k | +7% | 2.1k | 131.03 |
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| Chubb Stock (CB) | 0.1 | $273k | 876.00 | 312.12 |
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| Applovin Corp Com Cl A Stock (APP) | 0.1 | $273k | NEW | 405.00 | 673.82 |
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| Tjx Cos Stock (TJX) | 0.1 | $272k | 1.8k | 153.61 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $268k | +2% | 1.1k | 242.36 |
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| Amphenol Corp New Cl A Stock (APH) | 0.1 | $260k | +3% | 1.9k | 135.14 |
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| T-mobile Us Stock (TMUS) | 0.1 | $258k | 1.3k | 203.04 |
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| Target Corp Stock (TGT) | 0.1 | $257k | NEW | 2.6k | 97.75 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $257k | +5% | 567.00 | 453.36 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $256k | 16k | 16.49 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $253k | 1.2k | 219.71 |
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| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.0 | $252k | 5.0k | 50.01 |
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| M & T Bk Corp Stock (MTB) | 0.0 | $251k | 1.2k | 201.48 |
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| General Mtrs Stock (GM) | 0.0 | $247k | NEW | 3.0k | 81.32 |
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| State Str Corp Stock (STT) | 0.0 | $246k | +3% | 1.9k | 129.01 |
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| Garmin Stock (GRMN) | 0.0 | $245k | +18% | 1.2k | 202.85 |
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| Northrop Grumman Corp Stock (NOC) | 0.0 | $244k | -6% | 428.00 | 570.23 |
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| Ford Mtr Stock (F) | 0.0 | $242k | 18k | 13.12 |
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| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $237k | 4.3k | 54.77 |
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| Norfolk Southn Corp Stock (NSC) | 0.0 | $235k | -6% | 813.00 | 288.72 |
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| Sherwin Williams Stock (SHW) | 0.0 | $232k | -4% | 717.00 | 324.03 |
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| Uber Technologies Stock (UBER) | 0.0 | $224k | +6% | 2.7k | 81.71 |
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| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.0 | $224k | NEW | 4.4k | 50.79 |
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| Cheniere Energy Stock (LNG) | 0.0 | $222k | 1.1k | 194.39 |
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| Intercontinental Exchange Stock (ICE) | 0.0 | $221k | -3% | 1.4k | 161.96 |
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| Boston Scientific Corp Stock (BSX) | 0.0 | $216k | NEW | 2.3k | 95.35 |
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| Hca Healthcare Stock (HCA) | 0.0 | $214k | NEW | 458.00 | 466.86 |
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| Digital Rlty Tr Reit (DLR) | 0.0 | $214k | 1.4k | 154.72 |
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| Johnson Ctls Intl Stock (JCI) | 0.0 | $213k | NEW | 1.8k | 119.75 |
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| Comerica Stock (CMA) | 0.0 | $213k | NEW | 2.4k | 86.93 |
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| Zoom Communications Inc Cl A Stock (ZM) | 0.0 | $213k | NEW | 2.5k | 86.29 |
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| Autodesk Stock (ADSK) | 0.0 | $213k | NEW | 719.00 | 296.01 |
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| Gilead Sciences Stock (GILD) | 0.0 | $213k | NEW | 1.7k | 122.74 |
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| Palo Alto Networks Stock (PANW) | 0.0 | $211k | -7% | 1.1k | 184.20 |
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| First Trust Cloud Computing Etf Etf (SKYY) | 0.0 | $211k | -7% | 1.6k | 130.08 |
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| Altria Group Stock (MO) | 0.0 | $209k | 3.6k | 57.66 |
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| Paychex Stock (PAYX) | 0.0 | $208k | 1.9k | 112.18 |
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| Cummins Stock (CMI) | 0.0 | $208k | NEW | 408.00 | 510.45 |
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| Proshares Ultra Financials Etf (UYG) | 0.0 | $207k | 2.3k | 91.78 |
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| Prudential Finl Stock (PRU) | 0.0 | $206k | NEW | 1.8k | 112.88 |
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| Paycom Software Stock (PAYC) | 0.0 | $204k | +17% | 1.3k | 159.36 |
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| Colgate Palmolive Stock (CL) | 0.0 | $203k | NEW | 2.6k | 79.02 |
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| Verizon Communications Stock (VZ) | 0.0 | $203k | -31% | 5.0k | 40.73 |
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| Boeing Stock (BA) | 0.0 | $203k | -23% | 935.00 | 217.12 |
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| Huntington Ingalls Inds Stock (HII) | 0.0 | $201k | NEW | 590.00 | 340.07 |
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| Carnival Corp Paired Ctf Stock (CCL) | 0.0 | $200k | NEW | 6.6k | 30.54 |
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| Organogenesis Hldgs Stock (ORGO) | 0.0 | $73k | +17% | 14k | 5.18 |
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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 Q4 filed Jan. 8, 2026
- 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