Regent Peak Wealth Advisors LLC Top Holdings and 13F Report (2026) About Regent Peak Wealth Advisors LLCInvestment ActivityRegent Peak Wealth Advisors LLC has $490.32 million in total holdings as of March 31, 2026.Regent Peak Wealth Advisors LLC owns shares of 198 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 7.46% of the portfolio was purchased this quarter.About 5.83% of the portfolio was sold this quarter.This quarter, Regent Peak Wealth Advisors LLC has purchased 192 new stocks and bought additional shares in 106 stocks.Regent Peak Wealth Advisors LLC sold shares of 61 stocks and completely divested from 15 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $78,407,708iShares Core MSCI EAFE ETF $28,770,342Apple $27,373,382Vanguard Total Bond Market ETF $24,768,437iShares Core Dividend Growth ETF $23,085,929 Largest New Holdings this Quarter 46428Q109 - iShares Silver Trust $641,061 Holding14020W106 - Capital Group Dividend Value ETF $474,917 Holding921078101 - VanEck Merk Gold ETF $407,883 Holding80004C200 - SANDISK CORP COM $392,005 Holding14020V108 - Capital Group Core Equity ETF $367,872 Holding Largest Purchases this Quarter iShares Core MSCI Emerging Markets ETF 188,403 shares (about $13.14M)SPDR S&P Dividend ETF 56,223 shares (about $8.21M)Accenture 10,917 shares (about $2.16M)Vanguard Total Bond Market ETF 23,176 shares (about $1.71M)iShares Silver Trust 9,408 shares (about $641.06K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 128,364 shares (about $11.62M)Vanguard Total Stock Market ETF 11,222 shares (about $3.60M)iShares Core Dividend Growth ETF 26,171 shares (about $1.84M)iShares Russell 1000 Growth ETF 3,621 shares (about $1.54M)iShares Core S&P Total U.S. Stock Market ETF 7,790 shares (about $1.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRegent Peak Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$78,407,708$3,600,136 ▼-4.4%244,40516.0%ETFIEFAiShares Core MSCI EAFE ETF$28,770,342$11,620,792 ▼-28.8%317,7995.9%ETFAAPLApple$27,373,382$401,497 ▼-1.4%107,8585.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$24,768,437$1,706,680 ▲7.4%336,3455.1%ETFDGROiShares Core Dividend Growth ETF$23,085,929$1,836,681 ▼-7.4%328,9534.7%ETFSDYSPDR S&P Dividend ETF$22,204,306$8,205,175 ▲58.6%152,1474.5%ETFVUGVanguard Growth ETF$19,390,100$637,280 ▼-3.2%44,3924.0%ETFNVDANVIDIA$15,459,178$389,610 ▲2.6%88,6423.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$15,343,613$1,543,998 ▼-9.1%35,9843.1%ETFTSLATesla$13,944,714$123,049 ▲0.9%37,5112.8%Auto/Tires/TrucksIEMGiShares Core MSCI Emerging Markets ETF$13,500,810$13,141,109 ▲3,653.3%193,5602.8%ETFACNAccenture$13,318,941$2,164,732 ▲19.4%67,1692.7%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$11,883,811$1,109,532 ▼-8.5%83,4362.4%ETFMSFTMicrosoft$10,346,031$404,231 ▲4.1%27,9492.1%Computer and TechnologyAMZNAmazon.com$10,029,087$110,800 ▲1.1%48,1542.0%Retail/WholesaleVTVVanguard Value ETF$8,694,077$262,910 ▼-2.9%44,3121.8%ETFJAAAJanus Henderson AAA CLO ETF$8,362,902$215,181 ▲2.6%166,0291.7%ETFGOOGLAlphabet$7,030,554$124,226 ▲1.8%24,4491.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,852,410$459,790 ▼-7.3%8,9991.2%FinanceGOOGAlphabet$5,555,044$351,977 ▲6.8%19,3651.1%Computer and TechnologyBRK.BBerkshire Hathaway$5,226,155$112,133 ▲2.2%10,9061.1%FinanceAVGOBroadcom$4,981,873$243,894 ▲5.1%16,0961.0%Computer and TechnologySRSpire$3,517,751$463,474 ▼-11.6%38,8530.7%UtilitiesMETAMeta Platforms$3,157,013$101,267 ▲3.3%5,5180.6%Computer and TechnologyKOCocaCola$2,816,747$45,969 ▲1.7%135,7230.6%Consumer StaplesISHARES BITCOIN TRUST ETF$2,714,872$366,949 ▲15.6%70,6630.6%ETFLLYEli Lilly and Company$2,644,709$107,628 ▲4.2%2,8750.5%MedicalPGRProgressive$2,445,973$331,667 ▼-11.9%12,3380.5%FinanceWALMART INC COM$2,297,800$43,622 ▲1.9%18,4890.5%StockJPMJPMorgan Chase & Co.$2,230,699$68,248 ▲3.2%7,5830.5%FinanceIVViShares Core S&P 500 ETF$2,226,828$168,531 ▲8.2%3,4090.5%ETFDALDelta Air Lines$2,095,649$386,315 ▼-15.6%31,5230.4%TransportationHDHome Depot$2,073,874$53,935 ▼-2.5%6,3060.4%Retail/WholesaleSCHBSchwab US Broad Market ETF$1,950,069$10,818 ▲0.6%77,6920.4%ETFIWMiShares Russell 2000 ETF$1,907,120$12,400 ▼-0.6%7,6900.4%FinanceQQQInvesco QQQ$1,882,861$94,085 ▲5.3%3,2620.4%FinanceACTEnact$1,849,917$635,085 ▲52.3%45,3300.4%FinanceCOSTCostco Wholesale$1,837,486$83,703 ▼-4.4%1,8440.4%Retail/WholesaleUBSIUnited Bankshares$1,805,498$148,781 ▼-7.6%43,5900.4%FinanceVGTVanguard Information Technology ETF$1,620,106$16,048 ▼-1.0%2,3220.3%ETFVVisa$1,575,628$31,434 ▼-2.0%5,2130.3%Business ServicesJNJJohnson & Johnson$1,520,840$88,239 ▲6.2%6,2220.3%MedicalBRK.ABerkshire Hathaway$1,436,2800.0%20.3%FinanceXOMExxonMobil$1,406,020$95,861 ▲7.3%8,2870.3%EnergyPGProcter & Gamble$1,380,681$30,621 ▼-2.2%9,5590.3%Consumer StaplesABBVAbbVie$1,376,632$42,626 ▲3.2%6,3300.3%MedicalSOSouthern$1,281,793$239,274 ▼-15.7%13,2800.3%UtilitiesNFLXNetflix$1,226,874$23,268 ▲1.9%12,7600.3%Consumer DiscretionaryORCLOracle$1,202,188$2,060 ▼-0.2%8,1720.2%Computer and TechnologyAMDAdvanced Micro Devices$1,194,541$40,483 ▲3.5%5,8720.2%Computer and TechnologyCATCaterpillar$1,171,793$40,382 ▲3.6%1,6540.2%IndustrialsGEGE Aerospace$1,147,282$26,958 ▲2.4%4,0430.2%AerospaceMCDMcDonald's$1,124,104$21,755 ▼-1.9%3,6170.2%Retail/WholesaleMAMastercard$1,034,119$21,482 ▲2.1%2,0700.2%Business ServicesXLKTechnology Select Sector SPDR Fund$967,096$12,758 ▲1.3%7,2770.2%ETFXSDSPDR S&P Semiconductor ETF$957,918$185,908 ▼-16.3%2,9370.2%ETFIWDiShares Russell 1000 Value ETF$944,6350.0%4,4210.2%ETFCVXChevron$937,962$71,387 ▲8.2%4,5330.2%EnergyMUMicron Technology$928,046$65,879 ▲7.6%2,7470.2%Computer and TechnologyGDGeneral Dynamics$926,361$30,204 ▼-3.2%2,6990.2%AerospaceLMTLockheed Martin$874,876$6,646 ▲0.8%1,4480.2%AerospaceGE VERNOVA INC COM$870,281$51,501 ▼-5.6%9970.2%StockMRKMerck & Co., Inc.$864,776$27,908 ▲3.3%7,1890.2%MedicalLAM RESEARCH CORP COM NEW$710,420$6,623 ▲0.9%3,3250.1%StockHONHoneywell International$697,085$53,118 ▲8.2%3,0840.1%Multi-Sector ConglomeratesCSCOCisco Systems$684,507$20,406 ▲3.1%8,8220.1%Computer and TechnologyLINDE PLC SHS$679,994$127,375 ▼-15.8%1,3720.1%StockNEENextEra Energy$675,135$13,003 ▲2.0%7,2690.1%UtilitiesGSThe Goldman Sachs Group$662,410$40,608 ▲6.5%7830.1%FinanceBACBank of America$658,564$43,924 ▲7.1%13,5090.1%FinanceAMATApplied Materials$650,768$11,621 ▲1.8%1,9040.1%Computer and TechnologySLViShares Silver Trust$641,061$641,061 ▲New Holding9,4080.1%ETFVOOVanguard S&P 500 ETF$612,489$41,231 ▼-6.3%1,0250.1%ETFAMGNAmgen$595,349$2,463 ▲0.4%1,6920.1%MedicalETNEaton$593,017$3,934 ▲0.7%1,6580.1%IndustrialsIBMInternational Business Machines$584,402$7,514 ▲1.3%2,4110.1%Computer and TechnologyLOWLowe's Companies$579,359$14,177 ▲2.5%2,4520.1%Retail/WholesaleITWIllinois Tool Works$578,637$71,061 ▼-10.9%2,2230.1%IndustrialsPALANTIR TECHNOLOGIES INC CL A$573,856$19,016 ▲3.4%3,9230.1%StockCEGConstellation Energy$569,949$5,026 ▲0.9%2,0410.1%EnergyRTXRTX$539,035$12,347 ▲2.3%2,7940.1%AerospaceTXNTexas Instruments$535,093$15,921 ▲3.1%2,7560.1%Computer and TechnologyIAUiShares Gold Trust$534,867$164,683 ▲44.5%6,0670.1%FinanceTMOThermo Fisher Scientific$531,037$110,633 ▼-17.2%1,0800.1%MedicalAPOApollo Global Management$520,601$2,786 ▲0.5%4,6720.1%FinanceXLVHealth Care Select Sector SPDR Fund$495,077$68,757 ▼-12.2%3,3770.1%ETFAZOAutoZone$493,156$10,133 ▼-2.0%1460.1%Retail/WholesaleDEDeere & Company$486,691$1,127 ▲0.2%8640.1%IndustrialsINTCIntel$484,768$1,015 ▼-0.2%10,9850.1%Computer and TechnologyBLACKROCK INC COM$481,817$6,732 ▲1.4%5010.1%StockUNPUnion Pacific$479,665$6,551 ▼-1.3%1,9770.1%TransportationOWLBlue Owl Capital$479,105$541 ▲0.1%462,1860.1%FinanceCCitigroup$478,704$37,539 ▲8.5%4,2210.1%Financial ServicesGLWCorning$475,759$5,031 ▲1.1%3,4990.1%Computer and TechnologyCGDVCapital Group Dividend Value ETF$474,917$474,917 ▲New Holding11,1640.1%ETFDVYiShares Select Dividend ETF$465,283$100,990 ▼-17.8%3,0730.1%ETFEFAiShares MSCI EAFE ETF$460,5900.0%4,7420.1%FinanceCDNSCadence Design Systems$459,875$4,724 ▲1.0%1,6550.1%Computer and TechnologyWFCWells Fargo & Company$458,713$17,753 ▲4.0%5,7620.1%FinanceTSMTaiwan Semiconductor Manufacturing$442,039$39,540 ▼-8.2%1,3080.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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