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, AAPL, IEFA, DGRO, SDY, and represent 37.45% of Regent Peak Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$19M), IWF (+$13M), VGT, ACN, SO, IEMG, VTI, MRVL, KLAC, IEFA.
- Started 34 new stock positions in MAS, ABNB, TER, TXG, DDOG, UCTT, VLO, GVA, PANW, CL.
- Reduced shares in these 10 stocks: BND (-$9.3M), SPY, , DAL, ACT, Honeywell International, ITOT, BRK.B, SR, GOOGL.
- Sold out of its positions in CF, CMCSA, XOM, BNDC, HCA, Honeywell International, HII, ICE, NOW, SHW. UBER.
- Regent Peak Wealth Advisors was a net buyer of stock by $29M.
- Regent Peak Wealth Advisors has $540M in assets under management (AUM), dropping by 10.16%.
- Central Index Key (CIK): 0001803329
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Portfolio Holdings for Regent Peak Wealth Advisors
Regent Peak Wealth Advisors holds 221 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 16.9 | $91M | 246k | 370.04 |
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| Apple Stock (AAPL) | 5.8 | $31M | 108k | 289.36 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 5.8 | $31M | 323k | 96.58 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 4.7 | $25M | 335k | 75.79 |
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| State Street Spdr S&p Dividend Etf Etf (SDY) | 4.3 | $23M | 154k | 152.18 |
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| Vanguard Growth Etf Etf (VUG) | 4.2 | $23M | +494% | 264k | 86.14 |
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| Nvidia Corporation Stock (NVDA) | 3.4 | $18M | +2% | 91k | 200.09 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 3.3 | $18M | +300% | 144k | 124.17 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 3.1 | $17M | +4% | 202k | 82.84 |
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| Tesla Stock (TSLA) | 2.9 | $16M | 38k | 420.60 |
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| Vanguard Total Bond Market Etf Etf (BND) | 2.8 | $15M | -37% | 210k | 73.41 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 2.4 | $13M | -4% | 80k | 164.27 |
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| Amazon Stock (AMZN) | 2.2 | $12M | 49k | 238.34 |
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| Microsoft Corp Stock (MSFT) | 1.9 | $11M | 28k | 373.02 |
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| Vanguard Value Etf Etf (VTV) | 1.8 | $9.6M | 44k | 217.93 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 1.7 | $9.2M | +10% | 74k | 124.44 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.6 | $8.4M | -3% | 24k | 357.37 |
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| Janus Henderson Aaa Clo Etf Etf (JAAA) | 1.5 | $8.4M | 166k | 50.49 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.2 | $6.5M | -4% | 19k | 353.33 |
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| Broadcom Stock (AVGO) | 1.1 | $6.1M | 16k | 377.75 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.9 | $4.9M | -10% | 9.7k | 500.39 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.8 | $4.5M | -32% | 6.0k | 746.77 |
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| Eli Lilly & Co Stock (LLY) | 0.7 | $3.6M | +4% | 3.0k | 1199.30 |
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| Advanced Micro Devices Stock (AMD) | 0.6 | $3.4M | 5.9k | 580.91 |
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| Coca Cola Stock (KO) | 0.6 | $3.4M | +3% | 140k | 24.05 |
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| Micron Technology Stock (MU) | 0.6 | $3.2M | 2.7k | 1154.29 |
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| Meta Platforms Inc Cl A Stock (META) | 0.6 | $3.1M | 5.5k | 563.29 |
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| Spire Stock (SR) | 0.5 | $2.6M | -15% | 33k | 78.09 |
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| Progressive Corp Stock (PGR) | 0.5 | $2.6M | -4% | 12k | 218.44 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $2.6M | +3% | 7.8k | 327.33 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.5 | $2.4M | -4% | 3.3k | 748.79 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $2.3M | -2% | 3.2k | 736.50 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $2.3M | 7.6k | 300.45 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.4 | $2.2M | -6% | 66k | 33.29 |
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| Home Depot Stock (HD) | 0.4 | $2.2M | 6.2k | 352.65 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.4 | $2.2M | -2% | 76k | 28.96 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.4 | $2.2M | +679% | 18k | 119.52 |
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| Walmart Stock (WMT) | 0.4 | $2.1M | 19k | 113.26 |
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| Southern Stock (SO) | 0.4 | $2.0M | +54% | 21k | 95.71 |
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| United Bankshares Inc West Va Stock (UBSI) | 0.3 | $1.9M | -6% | 41k | 45.83 |
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| State Street Spdr S&p Semiconductor Etf Etf (XSD) | 0.3 | $1.8M | 2.9k | 623.81 |
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| Visa Inc Com Cl A Stock (V) | 0.3 | $1.8M | +2% | 5.3k | 343.08 |
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| Costco Wholesale Corporation Stock (COST) | 0.3 | $1.8M | +3% | 1.9k | 935.59 |
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| Caterpillar Stock (CAT) | 0.3 | $1.8M | 1.7k | 1064.90 |
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| Intel Corp Stock (INTC) | 0.3 | $1.7M | +13% | 13k | 139.63 |
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| Delta Air Lines Stock (DAL) | 0.3 | $1.7M | -42% | 18k | 93.66 |
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| Abbvie Stock (ABBV) | 0.3 | $1.6M | +3% | 6.5k | 251.63 |
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| Johnson & Johnson Stock (JNJ) | 0.3 | $1.6M | +4% | 6.5k | 253.96 |
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| Ge Aerospace Stock (GE) | 0.3 | $1.5M | 4.1k | 373.73 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $1.5M | 2.00 | 748850.00 |
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| Procter & Gamble Stock (PG) | 0.3 | $1.5M | +5% | 10k | 146.65 |
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| Applied Matls Stock (AMAT) | 0.3 | $1.4M | +5% | 2.0k | 723.00 |
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| Sandisk Corp Stock (SNDK) | 0.3 | $1.4M | +2% | 635.00 | 2273.73 |
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| Lam Research Corp Stock (LRCX) | 0.3 | $1.4M | 3.3k | 433.33 |
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| Ge Vernova Stock (GEV) | 0.2 | $1.3M | +10% | 1.1k | 1174.86 |
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| Oracle Corp Stock (ORCL) | 0.2 | $1.1M | -5% | 7.7k | 146.55 |
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| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.2 | $1.1M | -19% | 5.8k | 190.54 |
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| Cisco Sys Stock (CSCO) | 0.2 | $1.1M | +2% | 9.0k | 117.46 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.2 | $1.0M | 2.0k | 513.56 |
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| Enact Hldgs Stock (ACT) | 0.2 | $1.0M | -50% | 22k | 45.71 |
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| Merck & Co Stock (MRK) | 0.2 | $938k | 7.3k | 128.50 |
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| Corning Stock (GLW) | 0.2 | $912k | +2% | 3.6k | 255.43 |
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| Netflix Stock (NFLX) | 0.2 | $901k | 13k | 71.40 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $881k | -9% | 3.3k | 270.33 |
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| General Dynamics Corp Stock (GD) | 0.2 | $852k | -10% | 2.4k | 354.24 |
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| Texas Instrs Stock (TXN) | 0.2 | $851k | +3% | 2.9k | 298.09 |
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| Goldman Sachs Group Stock (GS) | 0.2 | $848k | +7% | 838.00 | 1011.37 |
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| Chevron Corporation Stock (CVX) | 0.1 | $809k | +7% | 4.9k | 165.74 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.1 | $807k | -24% | 3.3k | 242.43 |
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| Bank Of Amer Corp Stock (BAC) | 0.1 | $802k | +4% | 14k | 56.98 |
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| Linde Stock (LIN) | 0.1 | $782k | +9% | 1.5k | 518.87 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $771k | +4% | 1.5k | 509.33 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $730k | +3% | 1.1k | 686.81 |
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| Eaton Corp Stock (ETN) | 0.1 | $708k | 1.7k | 426.12 |
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| Kla Corp Stock (KLAC) | 0.1 | $688k | +900% | 2.3k | 301.71 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $673k | +21% | 1.6k | 415.70 |
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| International Business Machs Stock (IBM) | 0.1 | $663k | -2% | 2.4k | 281.21 |
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| Nextera Energy Stock (NEE) | 0.1 | $645k | 7.4k | 87.77 |
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| Citigroup Stock (C) | 0.1 | $639k | +8% | 4.6k | 139.96 |
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| Cadence Design System Stock (CDNS) | 0.1 | $637k | +2% | 1.7k | 375.32 |
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| Marvell Technology Stock (MRVL) | 0.1 | $636k | NEW | 2.1k | 297.89 |
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| Amgen Stock (AMGN) | 0.1 | $626k | +2% | 1.7k | 362.13 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $598k | -9% | 783.00 | 763.14 |
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| Illinois Tool Wks Stock (ITW) | 0.1 | $578k | -3% | 2.1k | 270.48 |
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| Union Pac Corp Stock (UNP) | 0.1 | $572k | +6% | 2.1k | 272.00 |
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| Rtx Corporation Stock (RTX) | 0.1 | $570k | +7% | 3.0k | 189.74 |
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| Monster Beverage Corp Stock (MNST) | 0.1 | $562k | 5.8k | 96.12 |
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| Apollo Global Mgmt Stock (APO) | 0.1 | $558k | 4.7k | 118.32 |
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| Capital Group Dividend Value Etf Etf (CGDV) | 0.1 | $548k | 11k | 49.28 |
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| Deere & Co Stock (DE) | 0.1 | $546k | 861.00 | 634.33 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $534k | 1.1k | 501.57 |
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| Ishares Silver Trust Etf (SLV) | 0.1 | $533k | +5% | 10k | 53.47 |
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| Western Digital Corp Stock (WDC) | 0.1 | $526k | -22% | 824.00 | 638.72 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $521k | +13% | 6.9k | 75.51 |
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| Lowes Cos Stock (LOW) | 0.1 | $499k | -7% | 2.3k | 220.49 |
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| Constellation Energy Corp Stock (CEG) | 0.1 | $498k | 2.0k | 248.37 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $493k | 4.7k | 103.88 |
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| State Street Health Care Select Sector Spdr Etf Etf (XLV) | 0.1 | $489k | -8% | 3.1k | 158.68 |
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| Philip Morris Intl Stock (PM) | 0.1 | $488k | +5% | 2.7k | 180.91 |
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| Blackrock Stock (BLK) | 0.1 | $486k | 505.00 | 961.56 |
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| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.1 | $482k | 3.8k | 127.81 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $482k | +20% | 4.7k | 102.19 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $480k | 3.1k | 156.30 |
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| Wells Fargo & Co Stock (WFC) | 0.1 | $480k | 5.8k | 82.64 |
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| Blue Owl Capital Inc Com Cl A Stock (OWL) | 0.1 | $480k | 462k | 1.04 |
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| Autozone Stock (AZO) | 0.1 | $476k | +2% | 149.00 | 3195.94 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $475k | +3% | 2.1k | 223.95 |
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| State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) | 0.1 | $463k | 3.9k | 117.28 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 0.1 | $462k | -25% | 968.00 | 477.57 |
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| Analog Devices Stock (ADI) | 0.1 | $458k | 1.2k | 397.17 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $454k | 3.9k | 116.67 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $435k | 1.8k | 246.22 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $433k | -6% | 1.2k | 365.70 |
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| Simon Ppty Group Reit (SPG) | 0.1 | $425k | +2% | 1.9k | 223.65 |
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| S&p Global Stock (SPGI) | 0.1 | $424k | +2% | 1.0k | 407.26 |
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| Capital Group Core Equity Etf Etf (CGUS) | 0.1 | $422k | 9.5k | 44.48 |
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| Morgan Stanley Stock (MS) | 0.1 | $421k | -2% | 2.0k | 209.04 |
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| Fifth Third Bancorp Stock (FITB) | 0.1 | $411k | 7.3k | 56.37 |
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| Nisource Stock (NI) | 0.1 | $410k | 8.6k | 47.55 |
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| American Express Stock (AXP) | 0.1 | $405k | +2% | 1.2k | 338.25 |
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| United Rentals Stock (URI) | 0.1 | $403k | -5% | 356.00 | 1132.89 |
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| Welltower Reit (WELL) | 0.1 | $396k | +2% | 1.7k | 226.97 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $393k | 1.7k | 236.58 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $383k | +300% | 4.8k | 80.57 |
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| Qualcomm Stock (QCOM) | 0.1 | $382k | 2.1k | 184.79 |
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| Csx Corp Stock (CSX) | 0.1 | $377k | +2% | 7.9k | 47.53 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $368k | NEW | 1.1k | 341.02 |
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| Arista Networks Stock (ANET) | 0.1 | $361k | 2.1k | 169.88 |
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| Vanguard Industrials Etf Etf (VIS) | 0.1 | $360k | 1.0k | 360.38 |
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| Ishares Biotechnology Etf Etf (IBB) | 0.1 | $359k | 1.9k | 190.20 |
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| Amphenol Corp Cl A Stock (APH) | 0.1 | $357k | 2.0k | 176.32 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.1 | $354k | NEW | 367.00 | 965.00 |
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| Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) | 0.1 | $353k | 3.7k | 95.62 |
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| Boeing Stock (BA) | 0.1 | $352k | +36% | 1.6k | 216.47 |
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| Vaneck Merk Gold Etf Etf (OUNZ) | 0.1 | $351k | 9.1k | 38.59 |
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| State Str Corp Stock (STT) | 0.1 | $335k | 2.0k | 169.60 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $334k | NEW | 775.00 | 431.46 |
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| Danaher Corp Del Stock (DHR) | 0.1 | $331k | -10% | 1.7k | 190.48 |
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| Mckesson Corp Stock (MCK) | 0.1 | $331k | 438.00 | 755.60 |
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| Disney Walt Stock (DIS) | 0.1 | $325k | -6% | 3.4k | 96.25 |
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| 10x Genomics Inc Cl A Stock (TXG) | 0.1 | $323k | NEW | 8.4k | 38.34 |
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| Chubb Stock (CB) | 0.1 | $322k | +5% | 944.00 | 340.74 |
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| Tjx Cos Stock (TJX) | 0.1 | $319k | +8% | 2.1k | 151.50 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $318k | +7% | 800.00 | 397.68 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $316k | +8% | 637.00 | 496.73 |
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| Paccar Stock (PCAR) | 0.1 | $312k | 2.6k | 120.12 |
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| Loews Corp Stock (L) | 0.1 | $311k | 2.7k | 113.21 |
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| Fedex Corp Stock (FDX) | 0.1 | $310k | 990.00 | 313.13 |
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| Ebay Stock (EBAY) | 0.1 | $308k | +6% | 2.8k | 111.75 |
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| Vishay Precision Group Stock (VPG) | 0.1 | $308k | NEW | 2.1k | 149.91 |
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| M & T Bk Corp Stock (MTB) | 0.1 | $305k | +2% | 1.3k | 238.01 |
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| Cummins Stock (CMI) | 0.1 | $303k | 425.00 | 713.21 |
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| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.1 | $297k | 16k | 19.12 |
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| Target Corp Stock (TGT) | 0.1 | $296k | +4% | 2.3k | 130.61 |
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| Johnson Ctls Intl Stock (JCI) | 0.1 | $296k | +5% | 2.0k | 146.11 |
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| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.1 | $296k | +3% | 4.7k | 62.89 |
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| Keysight Technologies Stock (KEYS) | 0.1 | $295k | 843.00 | 350.07 |
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| Garmin Stock (GRMN) | 0.1 | $293k | 1.2k | 237.54 |
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| Expedia Group Stock (EXPE) | 0.1 | $293k | +5% | 1.1k | 255.88 |
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| Pepsico Stock (PEP) | 0.1 | $291k | +26% | 2.2k | 135.41 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.1 | $284k | NEW | 2.0k | 143.10 |
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| D R Horton Stock (DHI) | 0.1 | $283k | NEW | 1.7k | 162.88 |
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| Altria Group Stock (MO) | 0.1 | $281k | +6% | 3.9k | 71.95 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $278k | 1.2k | 222.88 |
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| Cme Group Stock (CME) | 0.1 | $277k | -15% | 1.3k | 220.83 |
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| Howmet Aerospace Stock (HWM) | 0.1 | $276k | +6% | 1.0k | 268.86 |
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| Teradyne Stock (TER) | 0.0 | $268k | NEW | 554.00 | 483.84 |
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| Ishares Ethereum Trust Etf Etf (ETHA) | 0.0 | $267k | -6% | 23k | 11.89 |
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| At&t Stock (T) | 0.0 | $266k | -4% | 13k | 20.70 |
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| Ford Mtr Stock (F) | 0.0 | $264k | 19k | 13.90 |
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| Moodys Corp Stock (MCO) | 0.0 | $262k | +3% | 578.00 | 452.92 |
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| Norfolk Southn Corp Stock (NSC) | 0.0 | $256k | 815.00 | 314.59 |
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| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.0 | $255k | 5.0k | 50.60 |
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| Granite Constr Stock (GVA) | 0.0 | $253k | NEW | 1.6k | 158.08 |
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| Cvs Health Corp Stock (CVS) | 0.0 | $253k | NEW | 2.4k | 103.45 |
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| Oreilly Automotive Stock (ORLY) | 0.0 | $251k | NEW | 2.7k | 92.09 |
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| Abbott Laboratories Stock (ABT) | 0.0 | $251k | -26% | 2.8k | 90.73 |
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| Cava Group Stock (CAVA) | 0.0 | $250k | 3.2k | 78.48 |
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| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $249k | 2.6k | 97.06 |
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| Verizon Communications Stock (VZ) | 0.0 | $247k | +5% | 5.8k | 42.34 |
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| Northrop Grumman Corp Stock (NOC) | 0.0 | $246k | +9% | 482.00 | 509.32 |
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| Schwab Charles Corp Stock (SCHW) | 0.0 | $245k | -4% | 2.7k | 92.27 |
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| General Mtrs Stock (GM) | 0.0 | $244k | +2% | 3.2k | 77.08 |
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| Booking Holdings Stock (BKNG) | 0.0 | $242k | +2158% | 1.4k | 178.24 |
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| Digital Rlty Tr Reit (DLR) | 0.0 | $241k | 1.3k | 179.58 |
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| Gilead Sciences Stock (GILD) | 0.0 | $240k | 1.9k | 126.34 |
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| Intuit Stock (INTU) | 0.0 | $235k | -10% | 899.00 | 261.04 |
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| Masco Corp Stock (MAS) | 0.0 | $234k | NEW | 2.9k | 81.37 |
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| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $232k | 4.3k | 53.61 |
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| Adobe Stock (ADBE) | 0.0 | $232k | +32% | 1.1k | 205.02 |
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| Cheniere Energy Stock (LNG) | 0.0 | $232k | 969.00 | 239.01 |
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| Emerson Elec Stock (EMR) | 0.0 | $231k | NEW | 1.6k | 143.15 |
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| Hunt J B Trans Svcs Stock (JBHT) | 0.0 | $230k | NEW | 795.00 | 289.43 |
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| Capital One Finl Corp Stock (COF) | 0.0 | $230k | 1.1k | 200.62 |
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| Colgate Palmolive Stock (CL) | 0.0 | $229k | NEW | 2.5k | 91.68 |
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| Vaneck Bitcoin Etf Etf (HODL) | 0.0 | $229k | NEW | 14k | 16.61 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $228k | 937.00 | 242.99 |
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| Equinix Reit (EQIX) | 0.0 | $224k | NEW | 215.00 | 1042.39 |
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| Marathon Pete Corp Stock (MPC) | 0.0 | $221k | -4% | 864.00 | 255.67 |
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| Qnity Electronics Stock (Q) | 0.0 | $219k | NEW | 1.3k | 163.31 |
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| Salesforce Stock (CRM) | 0.0 | $217k | +12% | 1.4k | 156.63 |
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| Air Products And Chemicals Stock (APD) | 0.0 | $216k | +6% | 737.00 | 293.20 |
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| Prudential Finl Stock (PRU) | 0.0 | $215k | NEW | 2.0k | 107.93 |
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| Moog Inc Cl A Stock (MOG.A) | 0.0 | $210k | NEW | 496.00 | 423.84 |
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| Ultra Clean Hldgs Stock (UCTT) | 0.0 | $209k | NEW | 1.5k | 142.59 |
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| Conocophillips Stock (COP) | 0.0 | $208k | +7% | 2.0k | 103.96 |
|
| Aflac Stock (AFL) | 0.0 | $208k | NEW | 1.8k | 117.25 |
|
| Atmos Energy Corp Stock (ATO) | 0.0 | $208k | +3% | 1.2k | 172.27 |
|
| Datadog Inc Cl A Stock (DDOG) | 0.0 | $207k | NEW | 793.00 | 260.36 |
|
| Copart Stock (CPRT) | 0.0 | $206k | NEW | 7.3k | 28.19 |
|
| First Trust Cloud Computing Etf Etf (SKYY) | 0.0 | $206k | NEW | 1.5k | 134.56 |
|
| Nucor Corp Stock (NUE) | 0.0 | $206k | NEW | 925.00 | 222.75 |
|
| T-mobile Us Stock (TMUS) | 0.0 | $206k | -6% | 1.2k | 167.73 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $205k | NEW | 787.00 | 260.44 |
|
| Clean Harbors Stock (CLH) | 0.0 | $203k | NEW | 681.00 | 298.75 |
|
| American Intl Group Stock (AIG) | 0.0 | $202k | NEW | 2.7k | 74.53 |
|
| Fortinet Stock (FTNT) | 0.0 | $201k | NEW | 1.3k | 153.62 |
|
| Viemed Healthcare Stock (VMD) | 0.0 | $137k | NEW | 12k | 11.40 |
|
| Ataibeckley Stock (ATAI) | 0.0 | $105k | 20k | 5.27 |
|
|
| Usa Today Stock (TDAY) | 0.0 | $101k | NEW | 12k | 8.55 |
|
| Talkspace Stock (TALK) | 0.0 | $85k | NEW | 16k | 5.20 |
|
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 Q2 filed July 10, 2026
- 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