Regent Peak Wealth Advisors

Regent Peak Wealth Advisors as of Dec. 31, 2025

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