Regent Peak Wealth Advisors

Regent Peak Wealth Advisors as of Sept. 30, 2025

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
Ishares Core Msci Eafe Etf Etf (IEFA) 7.8 $39M 449k 87.31
Apple Stock (AAPL) 5.6 $28M 109k 254.63
Ishares Core Dividend Growth Etf Etf (DGRO) 4.8 $24M 356k 68.08
Vanguard Total Bond Market Etf Etf (BND) 4.7 $24M 318k 74.37
Vanguard Growth Etf Etf (VUG) 4.4 $22M 46k 479.61
Ishares Russell 1000 Growth Etf Etf (IWF) 3.8 $19M 40k 468.41
Nvidia Corporation Stock (NVDA) 3.3 $16M 88k 186.58
Tesla Stock (TSLA) 3.3 $16M 37k 444.72
Microsoft Corp Stock (MSFT) 2.8 $14M 27k 517.95
Spdr S&p Dividend Etf Etf (SDY) 2.8 $14M 98k 140.05
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 2.7 $14M 93k 145.65
Accenture Plc Ireland Shs Class A Stock (ACN) 2.7 $13M 54k 246.60
Amazon Stock (AMZN) 2.1 $10M 47k 219.57
Spdr S&p 500 Etf Trust Etf (SPY) 1.7 $8.6M 13k 666.18
Vanguard Value Etf Etf (VTV) 1.7 $8.5M 46k 186.49
Janus Henderson Aaa Clo Etf Etf (JAAA) 1.7 $8.4M 165k 50.78
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.2 $5.8M 24k 243.10
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $5.2M 10k 502.74
Broadcom Stock (AVGO) 1.0 $5.0M 15k 329.91
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.9 $4.5M 19k 243.55
Progressive Corp Stock (PGR) 0.8 $4.2M 17k 246.95
Spire Stock (SR) 0.8 $4.1M 50k 81.52
Delta Air Lines Inc Del Stock (DAL) 0.8 $4.0M 71k 56.75
Meta Platforms Inc Cl A Stock (META) 0.8 $3.8M 5.1k 734.38
Home Depot Stock (HD) 0.5 $2.7M 6.7k 405.18
Jpmorgan Chase & Co Stock (JPM) 0.5 $2.3M 7.4k 315.43
Coca Cola Stock (KO) 0.5 $2.3M 134k 17.42
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $2.2M 3.3k 669.24
Oracle Corp Stock (ORCL) 0.4 $2.2M 7.7k 281.24
Eli Lilly & Co Stock (LLY) 0.4 $2.0M 2.7k 762.95
Schwab U.s. Broad Market Etf Etf (SCHB) 0.4 $2.0M 77k 25.71
Southern Stock (SO) 0.4 $1.9M 21k 94.77
Ishares Russell 2000 Etf Etf (IWM) 0.4 $1.9M 7.9k 241.96
United Bankshares Inc West Va Stock (UBSI) 0.4 $1.9M 51k 37.21
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $1.9M 3.1k 600.45
Walmart Stock (WMT) 0.4 $1.9M 18k 103.06
Costco Whsl Corp Stock (COST) 0.4 $1.8M 2.0k 925.50
Visa Inc Com Cl A Stock (V) 0.4 $1.8M 5.3k 341.41
Vanguard Information Technology Etf Etf (VGT) 0.4 $1.8M 2.4k 746.63
Procter And Gamble Stock (PG) 0.3 $1.6M 10k 153.64
Netflix Stock (NFLX) 0.3 $1.6M 1.3k 1198.92
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $1.5M 2.00 754200.00
Abbvie Stock (ABBV) 0.3 $1.3M 5.8k 231.53
Ge Aerospace Stock (GE) 0.2 $1.2M 3.9k 300.82
Apollo Global Mgmt Stock (APO) 0.2 $1.2M 8.8k 133.28
Enact Hldgs Stock (ACT) 0.2 $1.1M 30k 38.34
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.1M 2.0k 568.91
Spdr S&p Semiconductor Etf Etf (XSD) 0.2 $1.1M 3.5k 319.10
Mcdonalds Corp Stock (MCD) 0.2 $1.1M 3.7k 303.91
Johnson & Johnson Stock (JNJ) 0.2 $1.1M 5.9k 185.41
Advanced Micro Devices Stock (AMD) 0.2 $1.0M 6.4k 161.79
Technology Select Sector Spdr Fund Etf (XLK) 0.2 $1.0M 3.6k 281.90
General Dynamics Corp Stock (GD) 0.2 $937k 2.7k 341.00
Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $900k 4.4k 203.59
Linde Stock (LIN) 0.2 $864k 1.8k 475.06
Automatic Data Processing Stock (ADP) 0.2 $786k 2.7k 293.50
Lockheed Martin Corp Stock (LMT) 0.2 $775k 1.6k 499.07
Intuit Stock (INTU) 0.1 $744k 1.1k 682.97
Caterpillar Stock (CAT) 0.1 $743k 1.6k 477.15
Vanguard S&p 500 Etf Etf (VOO) 0.1 $712k 1.2k 612.38
Abbott Labs Stock (ABT) 0.1 $692k 5.2k 133.93
Exxon Mobil Corp Stock (XOM) 0.1 $673k 6.0k 112.74
International Business Machs Stock (IBM) 0.1 $668k 2.4k 282.16
Constellation Energy Corp Stock (CEG) 0.1 $661k 2.0k 329.07
Honeywell Intl Stock (HON) 0.1 $654k 3.1k 210.50
Chevron Corp Stock (CVX) 0.1 $653k 4.2k 155.29
Illinois Tool Wks Stock (ITW) 0.1 $644k 2.5k 260.76
Autozone Stock (AZO) 0.1 $644k 150.00 4290.24
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $643k 3.5k 182.42
Ishares Select Dividend Etf Etf (DVY) 0.1 $642k 4.5k 142.10
Thermo Fisher Scientific Stock (TMO) 0.1 $639k 1.3k 485.11
Bank America Corp Stock (BAC) 0.1 $622k 12k 51.59
Eaton Corp Stock (ETN) 0.1 $618k 1.7k 374.25
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $614k 9.4k 65.00
Ge Vernova Stock (GEV) 0.1 $597k 970.00 614.90
Lowes Cos Stock (LOW) 0.1 $592k 2.4k 251.31
Goldman Sachs Group Stock (GS) 0.1 $575k 722.00 796.35
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $575k 4.1k 139.19
Cadence Design System Stock (CDNS) 0.1 $574k 1.6k 351.26
Blackrock Stock (BLK) 0.1 $570k 489.00 1165.87
Nextera Energy Stock (NEE) 0.1 $556k 7.4k 75.49
Union Pac Corp Stock (UNP) 0.1 $546k 2.3k 236.37
Amgen Stock (AMGN) 0.1 $539k 1.9k 282.21
Cisco Sys Stock (CSCO) 0.1 $538k 7.9k 68.42
Merck & Co Stock (MRK) 0.1 $534k 6.4k 83.93
Unitedhealth Group Stock (UNH) 0.1 $532k 1.5k 345.19
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.1 $532k 2.2k 239.64
S&p Global Stock (SPGI) 0.1 $499k 1.0k 486.71
Texas Instrs Stock (TXN) 0.1 $495k 2.7k 183.71
Salesforce Stock (CRM) 0.1 $492k 2.1k 237.05
Blue Owl Capital Inc Com Cl A Stock (OWL) 0.1 $464k 460k 1.01
Wells Fargo Stock (WFC) 0.1 $459k 5.5k 83.82
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $455k 3.8k 120.50
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $455k 927.00 490.38
Rtx Corporation Stock (RTX) 0.1 $451k 2.7k 167.33
Pepsico Stock (PEP) 0.1 $450k 3.2k 140.44
Adobe Stock (ADBE) 0.1 $450k 1.3k 352.75
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $443k 1.6k 279.29
Ishares Msci Eafe Etf Etf (EFA) 0.1 $443k 4.7k 93.37
Disney Walt Stock (DIS) 0.1 $426k 3.7k 114.50
Starbucks Corp Stock (SBUX) 0.1 $424k 5.0k 84.60
Micron Technology Stock (MU) 0.1 $420k 2.5k 167.32
Lam Research Corp Stock (LRCX) 0.1 $419k 3.1k 133.90
American Express Stock (AXP) 0.1 $407k 1.2k 332.16
Philip Morris Intl Stock (PM) 0.1 $402k 2.5k 162.20
Cme Group Stock (CME) 0.1 $400k 1.5k 270.19
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $394k 1.3k 297.62
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $389k 4.4k 88.96
Servicenow Stock (NOW) 0.1 $379k 412.00 920.28
Applied Matls Stock (AMAT) 0.1 $379k 1.8k 204.74
Citigroup Stock (C) 0.1 $377k 3.7k 101.50
Qualcomm Stock (QCOM) 0.1 $374k 2.2k 166.36
Nisource Stock (NI) 0.1 $371k 8.6k 43.30
At&t Stock (T) 0.1 $370k 13k 28.24
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $365k 1.7k 215.76
Vanguard Mid-cap Etf Etf (VO) 0.1 $359k 1.2k 293.81
Deere & Co Stock (DE) 0.1 $359k 784.00 457.26
Danaher Corporation Stock (DHR) 0.1 $357k 1.8k 198.26
Monster Beverage Corp Stock (MNST) 0.1 $351k 5.2k 67.31
Simon Ppty Group Reit (SPG) 0.1 $343k 1.8k 187.67
Pnc Finl Svcs Group Stock (PNC) 0.1 $343k 1.7k 200.93
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $340k 5.2k 65.92
United Rentals Stock (URI) 0.1 $331k 347.00 954.66
Mckesson Corp Stock (MCK) 0.1 $330k 427.00 772.54
Blackstone Stock (BX) 0.1 $324k 1.9k 170.88
Intuitive Surgical Stock (ISRG) 0.1 $322k 720.00 447.23
Verizon Communications Stock (VZ) 0.1 $320k 7.3k 43.95
Intel Corp Stock (INTC) 0.1 $308k 9.2k 33.55
Welltower Reit (WELL) 0.1 $306k 1.7k 178.14
Air Prods & Chems Stock (APD) 0.1 $303k 1.1k 272.73
T-mobile Us Stock (TMUS) 0.1 $303k 1.3k 239.38
Booking Holdings Stock (BKNG) 0.1 $297k 55.00 5399.27
Vanguard Industrials Etf Etf (VIS) 0.1 $296k 1.0k 296.29
Fiserv Stock (FI) 0.1 $294k 2.3k 128.93
Schwab Charles Corp Stock (SCHW) 0.1 $294k 3.1k 95.47
Arista Networks Stock (ANET) 0.1 $285k 2.0k 145.71
Corning Stock (GLW) 0.1 $284k 3.5k 82.03
Northrop Grumman Corp Stock (NOC) 0.1 $278k 456.00 609.34
Csx Corp Stock (CSX) 0.1 $274k 7.7k 35.51
Ishares Biotechnology Etf Etf (IBB) 0.1 $272k 1.9k 144.36
Loews Corp Stock (L) 0.1 $272k 2.7k 100.39
Cheniere Energy Stock (LNG) 0.1 $272k 1.2k 234.98
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $267k 16k 17.16
Morgan Stanley Stock (MS) 0.1 $265k 1.7k 158.96
Boeing Stock (BA) 0.1 $265k 1.2k 215.83
Moodys Corp Stock (MCO) 0.1 $263k 551.00 476.48
Norfolk Southn Corp Stock (NSC) 0.1 $260k 865.00 300.41
Sherwin Williams Stock (SHW) 0.1 $260k 750.00 346.26
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.1 $258k 5.0k 51.23
Analog Devices Stock (ADI) 0.1 $258k 1.0k 245.70
Waste Mgmt Inc Del Stock (WM) 0.1 $257k 1.2k 220.83
Ishares Ethereum Trust Etf Etf (ETHA) 0.1 $257k 8.1k 31.51
Tjx Cos Stock (TJX) 0.1 $254k 1.8k 144.54
Paccar Stock (PCAR) 0.1 $253k 2.6k 98.33
Uber Technologies Stock (UBER) 0.1 $253k 2.6k 97.97
Garmin Stock (GRMN) 0.1 $252k 1.0k 246.22
Palo Alto Networks Stock (PANW) 0.1 $252k 1.2k 203.62
Chubb Stock (CB) 0.0 $250k 884.00 282.25
M & T Bk Corp Stock (MTB) 0.0 $247k 1.3k 197.62
Kla Corp Stock (KLAC) 0.0 $247k 229.00 1078.60
Altria Group Stock (MO) 0.0 $241k 3.7k 66.06
Digital Rlty Tr Reit (DLR) 0.0 $240k 1.4k 172.89
Paychex Stock (PAYX) 0.0 $240k 1.9k 126.76
Intercontinental Exchange Stock (ICE) 0.0 $238k 1.4k 168.48
First Trust Cloud Computing Etf Etf (SKYY) 0.0 $237k 1.8k 134.42
Expedia Group Stock (EXPE) 0.0 $234k 1.1k 213.75
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $233k 4.3k 53.87
Gallagher Arthur J & Co Stock (AJG) 0.0 $233k 752.00 309.74
Dupont De Nemours Stock (DD) 0.0 $230k 3.0k 77.90
Capital One Finl Corp Stock (COF) 0.0 $230k 1.1k 212.58
Amphenol Corp New Cl A Stock (APH) 0.0 $229k 1.9k 123.75
Fedex Corp Stock (FDX) 0.0 $228k 967.00 235.81
Paycom Software Stock (PAYC) 0.0 $226k 1.1k 208.14
Proshares Ultra Financials Etf (UYG) 0.0 $224k 2.3k 99.25
D R Horton Stock (DHI) 0.0 $222k 1.3k 169.47
Doordash Inc Cl A Stock (DASH) 0.0 $221k 814.00 271.99
Ford Mtr Stock (F) 0.0 $218k 18k 11.96
State Str Corp Stock (STT) 0.0 $214k 1.8k 116.01
Vertex Pharmaceuticals Stock (VRTX) 0.0 $210k 536.00 391.64
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $210k 3.4k 62.47
Stryker Corporation Stock (SYK) 0.0 $202k 547.00 369.67
Synopsys Stock (SNPS) 0.0 $202k 409.00 493.39
Permian Resources Corp Class A Stock (PR) 0.0 $170k 13k 12.80
Capitol Fed Finl Stock (CFFN) 0.0 $110k 17k 6.35
Atai Life Sciences Nv Stock (ATAI) 0.0 $106k 20k 5.29
Brandywine Rlty Tr Sh Ben Int Reit (BDN) 0.0 $70k 17k 4.17
Evolution Pete Corp Stock (EPM) 0.0 $57k 12k 4.82
Organogenesis Hldgs Stock (ORGO) 0.0 $51k 12k 4.22
Tilray Brands Stock (TLRY) 0.0 $24k 14k 1.73