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, BND, DGRO, and represent 37.20% of Regent Peak Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$13M), SDY (+$8.2M), ACN, BND, SLV, ACT, CGDV, OUNZ, MSFT, SNDK.
- Started 21 new stock positions in CGDV, ACGL, KEYS, WDC, BNDC, ATO, CGUS, ATAI, COP, FITB. MPC, SLV, HWM, SNDK, CMCSA, OUNZ, CF, VBR, APD, EBAY, CAVA.
- Reduced shares in these 10 stocks: IEFA (-$12M), VTI, DGRO, IWF, ITOT, VUG, SR, SPY, AAPL, DAL.
- Sold out of its positions in APP, ADSK, BX, BSX, CCL, CL, Comerica Incorporated, SKYY, ORGO, PANW. PAYX, PAYC, UYG, PRU, ZM.
- Regent Peak Wealth Advisors was a net buyer of stock by $8.0M.
- Regent Peak Wealth Advisors has $490M in assets under management (AUM), dropping by -3.34%.
- Central Index Key (CIK): 0001803329
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Portfolio Holdings for Regent Peak Wealth Advisors
Regent Peak Wealth Advisors holds 198 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 16.0 | $78M | -4% | 244k | 320.81 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 5.9 | $29M | -28% | 318k | 90.53 |
|
| Apple Stock (AAPL) | 5.6 | $27M | 108k | 253.79 |
|
|
| Vanguard Total Bond Market Etf Etf (BND) | 5.1 | $25M | +7% | 336k | 73.64 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 4.7 | $23M | -7% | 329k | 70.18 |
|
| State Street Spdr S&p Dividend Etf Etf (SDY) | 4.5 | $22M | +58% | 152k | 145.94 |
|
| Vanguard Growth Etf Etf (VUG) | 4.0 | $19M | -3% | 44k | 436.79 |
|
| Nvidia Corporation Stock (NVDA) | 3.2 | $16M | +2% | 89k | 174.40 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 3.1 | $15M | -9% | 36k | 426.40 |
|
| Tesla Stock (TSLA) | 2.8 | $14M | 38k | 371.75 |
|
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 2.8 | $14M | +3653% | 194k | 69.75 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 2.7 | $13M | +19% | 67k | 198.29 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 2.4 | $12M | -8% | 83k | 142.43 |
|
| Microsoft Corp Stock (MSFT) | 2.1 | $10M | +4% | 28k | 370.18 |
|
| Amazon Stock (AMZN) | 2.0 | $10M | 48k | 208.27 |
|
|
| Vanguard Value Etf Etf (VTV) | 1.8 | $8.7M | -2% | 44k | 196.20 |
|
| Janus Henderson Aaa Clo Etf Etf (JAAA) | 1.7 | $8.4M | +2% | 166k | 50.37 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.4 | $7.0M | 24k | 287.56 |
|
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 1.2 | $5.9M | -7% | 9.0k | 650.34 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.1 | $5.6M | +6% | 19k | 286.86 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.1 | $5.2M | +2% | 11k | 479.20 |
|
| Broadcom Stock (AVGO) | 1.0 | $5.0M | +5% | 16k | 309.51 |
|
| Spire Stock (SR) | 0.7 | $3.5M | -11% | 39k | 90.54 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.6 | $3.2M | +3% | 5.5k | 572.13 |
|
| Coca Cola Stock (KO) | 0.6 | $2.8M | 136k | 20.75 |
|
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.6 | $2.7M | +15% | 71k | 38.42 |
|
| Eli Lilly & Co Stock (LLY) | 0.5 | $2.6M | +4% | 2.9k | 919.90 |
|
| Progressive Corp Stock (PGR) | 0.5 | $2.4M | -11% | 12k | 198.25 |
|
| Walmart Stock (WMT) | 0.5 | $2.3M | 19k | 124.28 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $2.2M | +3% | 7.6k | 294.17 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.5 | $2.2M | +8% | 3.4k | 653.22 |
|
| Delta Air Lines Stock (DAL) | 0.4 | $2.1M | -15% | 32k | 66.48 |
|
| Home Depot Stock (HD) | 0.4 | $2.1M | -2% | 6.3k | 328.87 |
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.4 | $2.0M | 78k | 25.10 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $1.9M | 7.7k | 248.00 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $1.9M | +5% | 3.3k | 577.21 |
|
| Enact Hldgs Stock (ACT) | 0.4 | $1.8M | +52% | 45k | 40.81 |
|
| Costco Wholesale Corporation Stock (COST) | 0.4 | $1.8M | -4% | 1.8k | 996.47 |
|
| United Bankshares Inc West Va Stock (UBSI) | 0.4 | $1.8M | -7% | 44k | 41.42 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.3 | $1.6M | 2.3k | 697.72 |
|
|
| Visa Inc Com Cl A Stock (V) | 0.3 | $1.6M | 5.2k | 302.25 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.3 | $1.5M | +6% | 6.2k | 244.43 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $1.4M | 2.00 | 718140.00 |
|
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| Exxon Mobil Corp Stock (XOM) | 0.3 | $1.4M | +7% | 8.3k | 169.67 |
|
| Procter & Gamble Stock (PG) | 0.3 | $1.4M | -2% | 9.6k | 144.44 |
|
| Abbvie Stock (ABBV) | 0.3 | $1.4M | +3% | 6.3k | 217.48 |
|
| Southern Stock (SO) | 0.3 | $1.3M | -15% | 13k | 96.52 |
|
| Netflix Stock (NFLX) | 0.3 | $1.2M | 13k | 96.15 |
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|
| Oracle Corp Stock (ORCL) | 0.2 | $1.2M | 8.2k | 147.11 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $1.2M | +3% | 5.9k | 203.43 |
|
| Caterpillar Stock (CAT) | 0.2 | $1.2M | +3% | 1.7k | 708.46 |
|
| Ge Aerospace Stock (GE) | 0.2 | $1.1M | +2% | 4.0k | 283.77 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $1.1M | 3.6k | 310.78 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $1.0M | +2% | 2.1k | 499.57 |
|
| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.2 | $967k | 7.3k | 132.90 |
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| State Street Spdr S&p Semiconductor Etf Etf (XSD) | 0.2 | $958k | -16% | 2.9k | 326.16 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $945k | 4.4k | 213.67 |
|
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| Chevron Corporation Stock (CVX) | 0.2 | $938k | +8% | 4.5k | 206.92 |
|
| Micron Technology Stock (MU) | 0.2 | $928k | +7% | 2.7k | 337.84 |
|
| General Dynamics Corp Stock (GD) | 0.2 | $926k | -3% | 2.7k | 343.22 |
|
| Lockheed Martin Corp Stock (LMT) | 0.2 | $875k | 1.4k | 604.20 |
|
|
| Ge Vernova Stock (GEV) | 0.2 | $870k | -5% | 997.00 | 872.90 |
|
| Merck & Co Stock (MRK) | 0.2 | $865k | +3% | 7.2k | 120.29 |
|
| Lam Research Corp Stock (LRCX) | 0.1 | $710k | 3.3k | 213.66 |
|
|
| Honeywell Intl Stock (HON) | 0.1 | $697k | +8% | 3.1k | 226.03 |
|
| Cisco Sys Stock (CSCO) | 0.1 | $685k | +3% | 8.8k | 77.59 |
|
| Linde Stock (LIN) | 0.1 | $680k | -15% | 1.4k | 495.62 |
|
| Nextera Energy Stock (NEE) | 0.1 | $675k | 7.3k | 92.88 |
|
|
| Goldman Sachs Group Stock (GS) | 0.1 | $662k | +6% | 783.00 | 845.99 |
|
| Bank America Corp Stock (BAC) | 0.1 | $659k | +7% | 14k | 48.75 |
|
| Applied Matls Stock (AMAT) | 0.1 | $651k | 1.9k | 341.79 |
|
|
| Ishares Silver Trust Etf (SLV) | 0.1 | $641k | NEW | 9.4k | 68.14 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $613k | -6% | 1.0k | 597.55 |
|
| Amgen Stock (AMGN) | 0.1 | $595k | 1.7k | 351.86 |
|
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| Eaton Corp Stock (ETN) | 0.1 | $593k | 1.7k | 357.67 |
|
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| International Business Machs Stock (IBM) | 0.1 | $584k | 2.4k | 242.39 |
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| Lowes Cos Stock (LOW) | 0.1 | $579k | +2% | 2.5k | 236.28 |
|
| Illinois Tool Wks Stock (ITW) | 0.1 | $579k | -10% | 2.2k | 260.30 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $574k | +3% | 3.9k | 146.28 |
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| Constellation Energy Corp Stock (CEG) | 0.1 | $570k | 2.0k | 279.25 |
|
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| Rtx Corporation Stock (RTX) | 0.1 | $539k | +2% | 2.8k | 192.93 |
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| Texas Instrs Stock (TXN) | 0.1 | $535k | +3% | 2.8k | 194.16 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $535k | +44% | 6.1k | 88.16 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $531k | -17% | 1.1k | 491.70 |
|
| Apollo Global Mgmt Stock (APO) | 0.1 | $521k | 4.7k | 111.43 |
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| State Street Health Care Select Sector Spdr Etf Etf (XLV) | 0.1 | $495k | -12% | 3.4k | 146.60 |
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| Autozone Stock (AZO) | 0.1 | $493k | -2% | 146.00 | 3377.78 |
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| Deere & Co Stock (DE) | 0.1 | $487k | 864.00 | 563.30 |
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| Intel Corp Stock (INTC) | 0.1 | $485k | 11k | 44.13 |
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| Blackrock Stock (BLK) | 0.1 | $482k | 501.00 | 961.71 |
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| Union Pac Corp Stock (UNP) | 0.1 | $480k | 2.0k | 242.62 |
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| Blue Owl Capital Inc Com Cl A Stock (OWL) | 0.1 | $479k | 462k | 1.04 |
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| Citigroup Stock (C) | 0.1 | $479k | +8% | 4.2k | 113.41 |
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| Corning Stock (GLW) | 0.1 | $476k | 3.5k | 135.97 |
|
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| Capital Group Dividend Value Etf Etf (CGDV) | 0.1 | $475k | NEW | 11k | 42.54 |
|
| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $465k | -17% | 3.1k | 151.41 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $461k | 4.7k | 97.13 |
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| Cadence Design System Stock (CDNS) | 0.1 | $460k | 1.7k | 277.87 |
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| Wells Fargo & Co Stock (WFC) | 0.1 | $459k | +4% | 5.8k | 79.61 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 0.1 | $442k | -8% | 1.3k | 337.95 |
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| Cme Group Stock (CME) | 0.1 | $439k | +4% | 1.5k | 295.35 |
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| Intuit Stock (INTU) | 0.1 | $437k | -8% | 1.0k | 432.31 |
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| S&p Global Stock (SPGI) | 0.1 | $433k | 1.0k | 425.34 |
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| State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) | 0.1 | $430k | 3.9k | 108.98 |
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| Philip Morris Intl Stock (PM) | 0.1 | $424k | +9% | 2.6k | 165.34 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $417k | -22% | 2.1k | 203.18 |
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| Monster Beverage Corp Stock (MNST) | 0.1 | $416k | +2% | 5.7k | 72.46 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.1 | $414k | 3.8k | 109.69 |
|
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| Vaneck Merk Gold Etf Etf (OUNZ) | 0.1 | $408k | NEW | 9.1k | 45.05 |
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| Nisource Stock (NI) | 0.1 | $402k | 8.6k | 46.66 |
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| Sandisk Corp Stock (SNDK) | 0.1 | $392k | NEW | 617.00 | 635.34 |
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| At&t Stock (T) | 0.1 | $391k | +4% | 14k | 28.99 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $384k | 1.3k | 302.25 |
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| Abbott Laboratories Stock (ABT) | 0.1 | $384k | -30% | 3.7k | 102.66 |
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| Ishares Ethereum Trust Etf Etf (ETHA) | 0.1 | $381k | +46% | 24k | 15.83 |
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| Mckesson Corp Stock (MCK) | 0.1 | $374k | 432.00 | 865.36 |
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| Danaher Corp Del Stock (DHR) | 0.1 | $370k | +6% | 2.0k | 189.60 |
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| Capital Group Core Equity Etf Etf (CGUS) | 0.1 | $368k | NEW | 9.6k | 38.42 |
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| Analog Devices Stock (ADI) | 0.1 | $364k | +5% | 1.1k | 318.14 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $364k | 1.7k | 208.09 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $361k | -13% | 1.3k | 270.49 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $356k | 1.7k | 215.03 |
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| American Express Stock (AXP) | 0.1 | $355k | -5% | 1.2k | 302.48 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $350k | -6% | 3.9k | 89.59 |
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| Disney Walt Stock (DIS) | 0.1 | $349k | -4% | 3.6k | 96.38 |
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| Fedex Corp Stock (FDX) | 0.1 | $347k | 975.00 | 356.18 |
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| Simon Ppty Group Reit (SPG) | 0.1 | $346k | 1.9k | 186.53 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $344k | 746.00 | 460.99 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $341k | -2% | 1.2k | 287.18 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $339k | +2% | 868.00 | 390.41 |
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| Morgan Stanley Stock (MS) | 0.1 | $339k | +19% | 2.1k | 164.57 |
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| Welltower Reit (WELL) | 0.1 | $337k | +2% | 1.7k | 197.71 |
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| Kla Corp Stock (KLAC) | 0.1 | $336k | 228.00 | 1472.41 |
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| Fifth Third Bancorp Stock (FITB) | 0.1 | $336k | NEW | 7.2k | 46.46 |
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| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.1 | $324k | -13% | 3.7k | 87.84 |
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| Csx Corp Stock (CSX) | 0.1 | $319k | 7.8k | 41.05 |
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| Ishares Biotechnology Etf Etf (IBB) | 0.1 | $319k | 1.9k | 168.86 |
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| Vanguard Industrials Etf Etf (VIS) | 0.1 | $312k | 1.0k | 312.22 |
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| Tjx Cos Stock (TJX) | 0.1 | $311k | +10% | 1.9k | 159.70 |
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| Paccar Stock (PCAR) | 0.1 | $302k | 2.6k | 115.52 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $300k | +2% | 440.00 | 682.26 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $300k | 16k | 19.30 |
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| Chubb Ltd Switz Stock (CB) | 0.1 | $292k | +2% | 897.00 | 325.93 |
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| Garmin Stock (GRMN) | 0.1 | $292k | +4% | 1.3k | 232.01 |
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| Loews Corp Stock (L) | 0.1 | $290k | 2.7k | 106.74 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $290k | +9% | 1.3k | 229.79 |
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| Western Digital Corp Stock (WDC) | 0.1 | $288k | NEW | 1.1k | 270.49 |
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| Verizon Communications Stock (VZ) | 0.1 | $276k | +10% | 5.5k | 50.20 |
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| T-mobile Us Stock (TMUS) | 0.1 | $275k | +3% | 1.3k | 210.03 |
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| United Rentals Stock (URI) | 0.1 | $275k | 377.00 | 728.56 |
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| Cheniere Energy Stock (LNG) | 0.1 | $273k | -15% | 963.00 | 283.76 |
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| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.1 | $268k | +3% | 4.6k | 58.78 |
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| Qualcomm Stock (QCOM) | 0.1 | $268k | -15% | 2.1k | 128.78 |
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| Pepsico Stock (PEP) | 0.1 | $263k | -46% | 1.7k | 155.30 |
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| Target Corp Stock (TGT) | 0.1 | $263k | -17% | 2.2k | 121.20 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $263k | +3% | 588.00 | 446.54 |
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $261k | -13% | 2.8k | 93.98 |
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| Arista Networks Stock (ANET) | 0.1 | $260k | 2.1k | 122.78 |
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| Gilead Sciences Stock (GILD) | 0.1 | $260k | +7% | 1.9k | 139.37 |
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| Cava Group Stock (CAVA) | 0.1 | $258k | NEW | 3.2k | 80.90 |
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| M & T Bk Corp Stock (MTB) | 0.1 | $258k | 1.2k | 206.72 |
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| Amphenol Corp Cl A Stock (APH) | 0.1 | $256k | +5% | 2.0k | 126.35 |
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| Booking Holdings Stock (BKNG) | 0.1 | $253k | -9% | 60.00 | 4210.32 |
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| Johnson Ctls Intl Stock (JCI) | 0.1 | $252k | +8% | 1.9k | 130.95 |
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| Expedia Group Stock (EXPE) | 0.1 | $252k | -13% | 1.1k | 230.89 |
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| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.1 | $252k | 5.0k | 50.04 |
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| State Str Corp Stock (STT) | 0.1 | $249k | +3% | 2.0k | 126.56 |
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| Arch Cap Group Ltd Ord Stock (ACGL) | 0.1 | $248k | NEW | 2.6k | 95.99 |
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| Conocophillips Stock (COP) | 0.1 | $247k | NEW | 1.9k | 132.00 |
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| Digital Rlty Tr Reit (DLR) | 0.1 | $245k | 1.4k | 180.18 |
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| Moodys Corp Stock (MCO) | 0.0 | $245k | 561.00 | 436.25 |
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| Altria Group Stock (MO) | 0.0 | $241k | 3.7k | 65.99 |
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| Huntington Ingalls Inds Stock (HII) | 0.0 | $239k | +6% | 630.00 | 379.90 |
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| Boeing Stock (BA) | 0.0 | $238k | +27% | 1.2k | 199.03 |
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| Keysight Technologies Stock (KEYS) | 0.0 | $238k | NEW | 841.00 | 282.37 |
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| Ebay Stock (EBAY) | 0.0 | $237k | NEW | 2.6k | 91.02 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $236k | NEW | 8.2k | 28.71 |
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| Norfolk Southn Corp Stock (NSC) | 0.0 | $234k | 816.00 | 287.00 |
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| General Mtrs Stock (GM) | 0.0 | $230k | 3.1k | 74.50 |
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| Salesforce Stock (CRM) | 0.0 | $229k | -43% | 1.2k | 186.61 |
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| Cf Industries Hold Stock (CF) | 0.0 | $227k | NEW | 1.7k | 129.84 |
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| Intercontinental Exchange Stock (ICE) | 0.0 | $226k | +5% | 1.4k | 157.28 |
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| Cummins Stock (CMI) | 0.0 | $226k | +2% | 420.00 | 538.02 |
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| Hca Healthcare Stock (HCA) | 0.0 | $223k | +3% | 472.00 | 473.24 |
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| Howmet Aerospace Stock (HWM) | 0.0 | $222k | NEW | 965.00 | 230.46 |
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| Sherwin Williams Stock (SHW) | 0.0 | $221k | -3% | 690.00 | 320.55 |
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| Marathon Pete Corp Stock (MPC) | 0.0 | $220k | NEW | 900.00 | 244.18 |
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| Ford Mtr Stock (F) | 0.0 | $217k | 19k | 11.54 |
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| Atmos Energy Corp Stock (ATO) | 0.0 | $216k | NEW | 1.2k | 184.72 |
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| Servicenow Stock (NOW) | 0.0 | $216k | 2.1k | 104.55 |
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| Flexshares Core Select Bond Fund Core Select Bond Fund Etf (BNDC) | 0.0 | $214k | NEW | 9.6k | 22.24 |
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| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $214k | 4.3k | 49.37 |
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| Capital One Finl Corp Stock (COF) | 0.0 | $208k | +3% | 1.1k | 182.43 |
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| Adobe Stock (ADBE) | 0.0 | $207k | -31% | 851.00 | 243.08 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $204k | NEW | 937.00 | 217.25 |
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| Uber Technologies Stock (UBER) | 0.0 | $202k | +2% | 2.8k | 71.93 |
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| Air Products And Chemicals Stock (APD) | 0.0 | $200k | NEW | 689.00 | 290.51 |
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| Ataibeckley Stock (ATAI) | 0.0 | $71k | NEW | 20k | 3.54 |
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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 2026 Q1 filed April 14, 2026
- 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