Regent Peak Wealth Advisors

Regent Peak Wealth Advisors as of March 31, 2025

Portfolio Holdings for Regent Peak Wealth Advisors

Regent Peak Wealth Advisors holds 177 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 16.3 $69M 251k 274.84
Ishares Core Msci Eafe Etf Etf (IEFA) 7.8 $33M 438k 75.65
Apple Stock (AAPL) 5.8 $25M 112k 222.13
Vanguard Total Bond Market Etf Etf (BND) 5.2 $22M 300k 73.45
Ishares Core Dividend Growth Etf Etf (DGRO) 5.0 $21M 342k 61.78
Vanguard Growth Etf Etf (VUG) 4.1 $17M 47k 370.82
Accenture Plc Ireland Shs Class A Stock (ACN) 3.5 $15M 48k 312.04
Ishares Russell 1000 Growth Etf Etf (IWF) 3.4 $14M 39k 361.09
Spdr S&p Dividend Etf Etf (SDY) 3.1 $13M 97k 135.68
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 2.8 $12M 96k 122.01
Microsoft Corp Stock (MSFT) 2.4 $10M 27k 375.39
Tesla Stock (TSLA) 2.2 $9.4M 36k 259.16
Nvidia Corporation Stock (NVDA) 2.1 $8.9M 82k 108.38
Spdr S&p 500 Etf Trust Etf (SPY) 2.1 $8.7M 16k 559.39
Amazon Stock (AMZN) 2.0 $8.5M 45k 190.26
Vanguard Value Etf Etf (VTV) 2.0 $8.4M 48k 172.74
Janus Henderson Aaa Clo Etf Etf (JAAA) 1.9 $8.1M 160k 50.71
Spire Stock (SR) 1.7 $7.1M 90k 78.25
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.3 $5.4M 10k 532.58
Progressive Corp Stock (PGR) 1.2 $5.3M 19k 283.01
Delta Air Lines Inc Del Stock (DAL) 0.9 $3.8M 87k 43.60
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.9 $3.6M 24k 154.64
Meta Platforms Inc Cl A Stock (META) 0.7 $2.8M 4.8k 576.36
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $2.7M 18k 156.23
Home Depot Stock (HD) 0.6 $2.5M 7.0k 366.47
Coca Cola Stock (KO) 0.6 $2.5M 134k 18.91
Eli Lilly & Co Stock (LLY) 0.5 $2.2M 2.7k 825.96
Broadcom Stock (AVGO) 0.5 $2.2M 13k 167.43
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $1.9M 3.3k 561.98
Schwab U.s. Broad Market Etf Etf (SCHB) 0.4 $1.9M 86k 21.53
Procter And Gamble Stock (PG) 0.4 $1.8M 11k 170.41
United Bankshares Inc West Va Stock (UBSI) 0.4 $1.8M 51k 34.67
Costco Whsl Corp Stock (COST) 0.4 $1.8M 1.9k 945.98
Visa Inc Com Cl A Stock (V) 0.4 $1.7M 4.9k 350.49
Southern Stock (SO) 0.4 $1.7M 18k 91.95
Jpmorgan Chase & Co Stock (JPM) 0.4 $1.6M 6.5k 245.29
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $1.6M 2.00 798441.50
Ishares Russell 2000 Etf Etf (IWM) 0.4 $1.5M 7.7k 199.49
Walmart Stock (WMT) 0.4 $1.5M 17k 87.79
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $1.5M 3.1k 468.99
Mcdonalds Corp Stock (MCD) 0.3 $1.4M 4.6k 312.34
Vanguard Information Technology Etf Etf (VGT) 0.3 $1.4M 2.5k 542.38
Oracle Corp Stock (ORCL) 0.3 $1.2M 8.6k 139.81
Abbvie Stock (ABBV) 0.3 $1.2M 5.7k 209.53
Netflix Stock (NFLX) 0.3 $1.2M 1.2k 932.53
Unitedhealth Group Stock (UNH) 0.3 $1.1M 2.0k 523.67
Automatic Data Processing Stock (ADP) 0.2 $1000k 3.3k 305.53
Johnson & Johnson Stock (JNJ) 0.2 $976k 5.9k 165.83
Mastercard Incorporated Cl A Stock (MA) 0.2 $962k 1.8k 548.00
Enact Hldgs Stock (ACT) 0.2 $950k 27k 34.75
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $886k 4.7k 188.16
Linde Stock (LIN) 0.2 $851k 1.8k 465.61
Honeywell Intl Stock (HON) 0.2 $842k 4.0k 211.75
General Dynamics Corp Stock (GD) 0.2 $809k 3.0k 272.58
Ishares Select Dividend Etf Etf (DVY) 0.2 $797k 5.9k 134.29
Ge Aerospace Stock (GE) 0.2 $764k 3.8k 200.15
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $745k 3.6k 206.48
Exxon Mobil Corp Stock (XOM) 0.2 $725k 6.1k 118.93
Spdr S&p Semiconductor Etf Etf (XSD) 0.2 $708k 3.5k 200.78
Lockheed Martin Corp Stock (LMT) 0.2 $706k 1.6k 446.82
Merck & Co Stock (MRK) 0.2 $690k 7.7k 89.76
Illinois Tool Wks Stock (ITW) 0.2 $689k 2.8k 248.01
Amgen Stock (AMGN) 0.2 $686k 2.2k 311.56
Union Pac Corp Stock (UNP) 0.2 $680k 2.9k 236.20
Chevron Corp Stock (CVX) 0.2 $679k 4.1k 167.28
Thermo Fisher Scientific Stock (TMO) 0.2 $665k 1.3k 497.62
Intuit Stock (INTU) 0.2 $662k 1.1k 614.22
Abbott Labs Stock (ABT) 0.2 $646k 4.9k 132.65
Salesforce Stock (CRM) 0.2 $642k 2.4k 268.39
Apollo Global Mgmt Stock (APO) 0.1 $616k 4.5k 136.93
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $602k 4.1k 146.00
Vanguard S&p 500 Etf Etf (VOO) 0.1 $597k 1.2k 513.91
Advanced Micro Devices Stock (AMD) 0.1 $586k 5.7k 102.74
Pepsico Stock (PEP) 0.1 $572k 3.8k 149.94
International Business Machs Stock (IBM) 0.1 $570k 2.3k 248.66
Autozone Stock (AZO) 0.1 $568k 149.00 3812.78
Starbucks Corp Stock (SBUX) 0.1 $543k 5.5k 98.09
S&p Global Stock (SPGI) 0.1 $522k 1.0k 508.10
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $517k 3.1k 166.00
Fiserv Stock (FI) 0.1 $514k 2.3k 220.83
Caterpillar Stock (CAT) 0.1 $511k 1.5k 329.80
Bank America Corp Stock (BAC) 0.1 $500k 12k 41.73
Nextera Energy Stock (NEE) 0.1 $499k 7.0k 70.89
Texas Instrs Stock (TXN) 0.1 $497k 2.8k 179.71
Adobe Stock (ADBE) 0.1 $496k 1.3k 383.53
Cisco Sys Stock (CSCO) 0.1 $480k 7.8k 61.71
Blackrock Stock (BLK) 0.1 $460k 486.00 946.48
Air Prods & Chems Stock (APD) 0.1 $449k 1.5k 294.93
Lowes Cos Stock (LOW) 0.1 $439k 1.9k 233.23
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $439k 2.2k 197.46
Eaton Corp Stock (ETN) 0.1 $428k 1.6k 271.83
Constellation Energy Corp Stock (CEG) 0.1 $411k 2.0k 201.63
Cadence Design System Stock (CDNS) 0.1 $410k 1.6k 254.33
Ishares Msci Eafe Etf Etf (EFA) 0.1 $405k 5.0k 81.73
Wells Fargo Stock (WFC) 0.1 $395k 5.5k 71.79
Rtx Corporation Stock (RTX) 0.1 $383k 2.9k 132.48
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $382k 4.8k 79.86
Danaher Corporation Stock (DHR) 0.1 $381k 1.9k 205.00
Goldman Sachs Group Stock (GS) 0.1 $381k 697.00 546.29
Philip Morris Intl Stock (PM) 0.1 $374k 2.4k 158.73
Cme Group Stock (CME) 0.1 $372k 1.4k 265.29
Verizon Communications Stock (VZ) 0.1 $363k 8.0k 45.36
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $356k 4.2k 84.40
At&t Stock (T) 0.1 $353k 13k 28.28
Deere & Co Stock (DE) 0.1 $353k 752.00 469.35
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $350k 3.8k 92.79
Intuitive Surgical Stock (ISRG) 0.1 $344k 695.00 495.27
Vanguard Mid-cap Etf Etf (VO) 0.1 $343k 1.3k 258.56
Nisource Stock (NI) 0.1 $341k 8.5k 40.09
T-mobile Us Stock (TMUS) 0.1 $340k 1.3k 266.71
Elevance Health Stock (ELV) 0.1 $335k 769.00 434.96
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $334k 1.3k 251.77
Qualcomm Stock (QCOM) 0.1 $332k 2.2k 153.61
American Express Stock (AXP) 0.1 $322k 1.2k 269.05
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $311k 1.6k 193.96
Servicenow Stock (NOW) 0.1 $309k 388.00 796.14
Paychex Stock (PAYX) 0.1 $303k 2.0k 154.28
Pnc Finl Svcs Group Stock (PNC) 0.1 $303k 1.7k 175.77
Simon Ppty Group Reit (SPG) 0.1 $297k 1.8k 166.08
Arch Cap Group Ltd Ord Stock (ACGL) 0.1 $290k 3.0k 96.18
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $289k 16k 18.59
Ge Vernova Stock (GEV) 0.1 $288k 944.00 305.28
Mckesson Corp Stock (MCK) 0.1 $287k 427.00 672.99
Disney Walt Stock (DIS) 0.1 $282k 2.9k 98.70
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $279k 5.2k 53.97
Vertex Pharmaceuticals Stock (VRTX) 0.1 $278k 573.00 484.82
Infosys Adr (INFY) 0.1 $275k 15k 18.25
Cava Group Stock (CAVA) 0.1 $274k 3.2k 86.41
Comcast Corp New Cl A Stock (CMCSA) 0.1 $272k 7.4k 36.90
Waste Mgmt Inc Del Stock (WM) 0.1 $268k 1.2k 231.51
Paccar Stock (PCAR) 0.1 $263k 2.7k 97.36
Booking Holdings Stock (BKNG) 0.1 $263k 57.00 4606.91
Chubb Stock (CB) 0.1 $262k 868.00 301.99
Monster Beverage Corp Stock (MNST) 0.1 $261k 4.5k 58.52
Gallagher Arthur J & Co Stock (AJG) 0.1 $257k 743.00 345.24
Moodys Corp Stock (MCO) 0.1 $252k 541.00 465.69
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.1 $252k 5.0k 49.99
Blackstone Stock (BX) 0.1 $251k 1.8k 139.78
Loews Corp Stock (L) 0.1 $248k 2.7k 91.91
Vanguard Industrials Etf Etf (VIS) 0.1 $248k 1.0k 247.55
Fedex Corp Stock (FDX) 0.1 $247k 1.0k 243.78
Marsh & Mclennan Cos Stock (MMC) 0.1 $246k 1.0k 244.03
Ishares Biotechnology Etf Etf (IBB) 0.1 $241k 1.9k 127.89
Welltower Reit (WELL) 0.1 $241k 1.6k 153.21
Northrop Grumman Corp Stock (NOC) 0.1 $240k 469.00 512.02
Intercontinental Exchange Stock (ICE) 0.1 $237k 1.4k 172.50
Applied Matls Stock (AMAT) 0.1 $237k 1.6k 145.12
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $236k 3.5k 67.85
Paycom Software Stock (PAYC) 0.1 $236k 1.1k 218.48
Csx Corp Stock (CSX) 0.1 $231k 7.9k 29.43
Lam Research Corp Stock (LRCX) 0.1 $223k 3.1k 72.70
Sherwin Williams Stock (SHW) 0.1 $222k 635.00 349.19
M & T Bk Corp Stock (MTB) 0.1 $221k 1.2k 178.75
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $221k 627.00 352.58
Kemper Corp Stock (KMPR) 0.1 $220k 3.3k 66.85
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $216k 4.3k 49.81
Cheniere Energy Stock (LNG) 0.1 $212k 917.00 231.40
Prudential Finl Stock (PRU) 0.0 $211k 1.9k 111.68
Analog Devices Stock (ADI) 0.0 $210k 1.0k 201.67
American Tower Corp Reit (AMT) 0.0 $209k 958.00 217.60
United Rentals Stock (URI) 0.0 $207k 331.00 626.70
Altria Group Stock (MO) 0.0 $207k 3.5k 60.02
Tjx Cos Stock (TJX) 0.0 $207k 1.7k 121.80
Micron Technology Stock (MU) 0.0 $206k 2.4k 86.89
Stryker Corporation Stock (SYK) 0.0 $205k 551.00 372.25
Norfolk Southn Corp Stock (NSC) 0.0 $204k 860.00 236.85
Boeing Stock (BA) 0.0 $204k 1.2k 170.55
Oneok Stock (OKE) 0.0 $203k 2.1k 99.22
Proshares Ultra Financials Etf (UYG) 0.0 $201k 2.3k 89.16
Garmin Stock (GRMN) 0.0 $201k 925.00 217.13
Conocophillips Stock (COP) 0.0 $200k 1.9k 105.02
Walgreens Boots Alliance Stock 0.0 $186k 17k 11.17
Permian Resources Corp Class A Stock (PR) 0.0 $178k 13k 13.85
Ford Mtr Stock (F) 0.0 $176k 18k 10.03
Capitol Fed Finl Stock (CFFN) 0.0 $137k 24k 5.60
Atai Life Sciences Nv Stock (ATAI) 0.0 $27k 20k 1.36
Mesa Air Group Stock (MESA) 0.0 $23k 30k 0.78