Regent Peak Wealth Advisors

Regent Peak Wealth Advisors as of June 30, 2026

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