Regent Peak Wealth Advisors

Regent Peak Wealth Advisors as of March 31, 2026

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