Regent Peak Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Regent Peak Wealth Advisors LLC

Investment Activity

Regent Peak Wealth Advisors LLC has $540.13 million in total holdings as of June 30, 2026.
Regent Peak Wealth Advisors LLC owns shares of 221 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 9.50% of the portfolio was purchased this quarter.
About 4.23% of the portfolio was sold this quarter.
This quarter, Regent Peak Wealth Advisors LLC has purchased 198 new stocks and bought additional shares in 112 stocks.
Regent Peak Wealth Advisors LLC sold shares of 60 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $91,096,818
Apple: $31,298,880
iShares Core MSCI EAFE ETF: $31,168,461
iShares Core Dividend Growth ETF: $25,354,940
SPDR S&P Dividend ETF: $23,369,555

Largest New Holdings this Quarter

573874104 - Marvell Technology: $636,293 Holding
697435105 - Palo Alto Networks: $368,302 Holding
G7997R103 - Seagate Technology: $354,155 Holding
24703L202 - Dell Technologies: $334,382 Holding
88025U109 - 10x Genomics: $322,861 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 219,322 shares (about $18.89M)
iShares Russell 1000 Growth ETF: 108,308 shares (about $13.45M)
Vanguard Information Technology ETF: 15,785 shares (about $1.89M)
Accenture: 7,018 shares (about $873.32K)
Southern: 7,280 shares (about $696.78K)

Largest Sales this Quarter

Vanguard Total Bond Market ETF: 126,876 shares (about $9.31M)
SPDR S&P 500 ETF Trust: 2,956 shares (about $2.21M)
Delta Air Lines: 13,481 shares (about $1.26M)
Enact: 22,990 shares (about $1.05M)
iShares Core S&P Total U.S. Stock Market ETF: 3,862 shares (about $634.41K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$91,096,818	$657,191 â–²	0.7%	246,181	16.9%	ETF
AAPL Apple	$31,298,880	$89,123 â–²	0.3%	108,166	5.8%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$31,168,461	$475,463 â–²	1.5%	322,722	5.8%	ETF
DGRO iShares Core Dividend Growth ETF	$25,354,940	$423,590 â–²	1.7%	334,542	4.7%	ETF
SDY SPDR S&P Dividend ETF	$23,369,555	$215,792 â–²	0.9%	153,565	4.3%	ETF
VUG Vanguard Growth ETF	$22,716,353	$18,892,421 â–²	494.1%	263,714	4.2%	ETF
NVDA NVIDIA	$18,137,754	$401,380 â–²	2.3%	90,648	3.4%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$17,916,760	$13,448,621 â–²	301.0%	144,292	3.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$16,710,650	$676,140 â–²	4.2%	201,722	3.1%	ETF
TSLA Tesla	$15,900,783	$123,656 â–²	0.8%	37,805	2.9%	Auto/Tires/Trucks
BND Vanguard Total Bond Market ETF	$15,377,103	$9,313,957 â–¼	-37.7%	209,469	2.8%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$13,071,613	$634,410 â–¼	-4.6%	79,574	2.4%	ETF
AMZN Amazon.com	$11,701,125	$224,041 â–²	2.0%	49,094	2.2%	Retail/Wholesale
MSFT Microsoft	$10,528,599	$102,955 â–²	1.0%	28,225	1.9%	Computer and Technology
VTV Vanguard Value ETF	$9,559,777	$97,197 â–¼	-1.0%	43,866	1.8%	ETF
ACN Accenture	$9,231,830	$873,320 â–²	10.4%	74,187	1.7%	Computer and Technology
GOOGL Alphabet	$8,414,277	$323,062 â–¼	-3.7%	23,545	1.6%	Computer and Technology
JAAA Janus Henderson AAA CLO ETF	$8,364,430	$18,378 â–¼	-0.2%	165,665	1.5%	ETF
GOOG Alphabet	$6,521,058	$321,177 â–¼	-4.7%	18,456	1.2%	Computer and Technology
AVGO Broadcom	$6,109,729	$29,465 â–²	0.5%	16,174	1.1%	Computer and Technology
BRK.B Berkshire Hathaway	$4,873,298	$583,955 â–¼	-10.7%	9,739	0.9%	Finance
SPY SPDR S&P 500 ETF Trust	$4,512,761	$2,207,467 â–¼	-32.8%	6,043	0.8%	Finance
LLY Eli Lilly and Company	$3,591,891	$143,915 â–²	4.2%	2,995	0.7%	Medical
AMD Advanced Micro Devices	$3,449,444	$38,340 â–²	1.1%	5,938	0.6%	Computer and Technology
KO CocaCola	$3,373,171	$109,461 â–²	3.4%	140,275	0.6%	Consumer Staples
MU Micron Technology	$3,171,989	$1,154 â–²	0.0%	2,748	0.6%	Computer and Technology
META Meta Platforms	$3,090,209	$18,025 â–¼	-0.6%	5,486	0.6%	Computer and Technology
SR Spire	$2,577,048	$456,983 â–¼	-15.1%	33,001	0.5%	Utilities
PGR Progressive	$2,571,268	$123,856 â–¼	-4.6%	11,771	0.5%	Finance
JPM JPMorgan Chase & Co.	$2,562,308	$80,195 â–²	3.2%	7,828	0.5%	Finance
IVV iShares Core S&P 500 ETF	$2,436,568	$116,063 â–¼	-4.5%	3,254	0.5%	ETF
QQQ Invesco QQQ	$2,331,752	$70,704 â–¼	-2.9%	3,166	0.4%	Finance
IWM iShares Russell 2000 ETF	$2,272,303	$38,157 â–¼	-1.7%	7,563	0.4%	Finance
ISHARES BITCOIN TRUST ETF	$2,206,361	$146,010 â–¼	-6.2%	66,277	0.4%	ETF
HD Home Depot	$2,203,722	$20,101 â–¼	-0.9%	6,249	0.4%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$2,192,272	$57,688 â–¼	-2.6%	75,700	0.4%	ETF
VGT Vanguard Information Technology ETF	$2,164,149	$1,886,624 â–²	679.8%	18,107	0.4%	ETF
WALMART INC COM	$2,129,244	$35,223 â–²	1.7%	18,800	0.4%	Stock
SO Southern	$1,967,840	$696,784 â–²	54.8%	20,560	0.4%	Utilities
UBSI United Bankshares	$1,862,760	$134,969 â–¼	-6.8%	40,645	0.3%	Finance
XSD SPDR S&P Semiconductor ETF	$1,832,116		0.0%	2,937	0.3%	ETF
V Visa	$1,830,701	$42,199 â–²	2.4%	5,336	0.3%	Business Services
COST Costco Wholesale	$1,789,781	$64,556 â–²	3.7%	1,913	0.3%	Retail/Wholesale
CAT Caterpillar	$1,780,513	$19,168 â–²	1.1%	1,672	0.3%	Industrials
INTC Intel	$1,745,096	$211,260 â–²	13.8%	12,498	0.3%	Computer and Technology
DAL Delta Air Lines	$1,689,814	$1,262,631 â–¼	-42.8%	18,042	0.3%	Transportation
ABBV AbbVie	$1,645,187	$52,340 â–²	3.3%	6,538	0.3%	Medical
JNJ Johnson & Johnson	$1,644,388	$64,252 â–²	4.1%	6,475	0.3%	Medical
GE GE Aerospace	$1,518,839	$7,848 â–²	0.5%	4,064	0.3%	Aerospace
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.3%	Finance
PG Procter & Gamble	$1,476,422	$74,642 â–²	5.3%	10,068	0.3%	Consumer Staples
AMAT Applied Materials	$1,447,446	$70,854 â–²	5.1%	2,002	0.3%	Computer and Technology
SANDISK CORP COM	$1,443,819	$40,927 â–²	2.9%	635	0.3%	Stock
LAM RESEARCH CORP COM NEW	$1,443,422	$2,600 â–²	0.2%	3,331	0.3%	Stock
GE VERNOVA INC COM	$1,292,346	$121,011 â–²	10.3%	1,100	0.2%	Stock
ORCL Oracle	$1,130,932	$66,681 â–¼	-5.6%	7,717	0.2%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$1,111,014	$275,515 â–¼	-19.9%	5,831	0.2%	ETF
CSCO Cisco Systems	$1,060,794	$24,549 â–²	2.4%	9,031	0.2%	Computer and Technology
MA Mastercard	$1,048,682	$14,380 â–¼	-1.4%	2,042	0.2%	Business Services
ACT Enact	$1,021,161	$1,050,872 â–¼	-50.7%	22,340	0.2%	Finance
MRK Merck & Co., Inc.	$937,677	$13,878 â–²	1.5%	7,297	0.2%	Medical
GLW Corning	$911,630	$17,880 â–²	2.0%	3,569	0.2%	Computer and Technology
NFLX Netflix	$901,068	$9,996 â–¼	-1.1%	12,620	0.2%	Consumer Discretionary
MCD McDonald's	$880,751	$97,050 â–¼	-9.9%	3,258	0.2%	Retail/Wholesale
GD General Dynamics	$851,604	$104,502 â–¼	-10.9%	2,404	0.2%	Aerospace
TXN Texas Instruments	$850,459	$28,915 â–²	3.5%	2,853	0.2%	Computer and Technology
GS The Goldman Sachs Group	$847,528	$55,625 â–²	7.0%	838	0.2%	Finance
CVX Chevron	$809,324	$58,010 â–²	7.7%	4,883	0.1%	Energy
IWD iShares Russell 1000 Value ETF	$806,565	$265,219 â–¼	-24.7%	3,327	0.1%	ETF
BAC Bank of America	$801,880	$32,137 â–²	4.2%	14,073	0.1%	Finance
LINDE PLC SHS	$781,936	$70,047 â–²	9.8%	1,507	0.1%	Stock
LMT Lockheed Martin	$770,613	$33,106 â–²	4.5%	1,513	0.1%	Aerospace
VOO Vanguard S&P 500 ETF	$730,079	$26,099 â–²	3.7%	1,063	0.1%	ETF
ETN Eaton	$707,785	$1,278 â–²	0.2%	1,661	0.1%	Industrials
KLAC KLA	$687,899	$619,109 â–²	900.0%	2,280	0.1%	Computer and Technology
UNH UnitedHealth Group	$673,442	$118,476 â–²	21.3%	1,620	0.1%	Medical
IBM International Business Machines	$663,374	$14,623 â–¼	-2.2%	2,359	0.1%	Computer and Technology
NEE NextEra Energy	$645,165	$7,197 â–²	1.1%	7,351	0.1%	Utilities
C Citigroup	$639,197	$48,426 â–²	8.2%	4,567	0.1%	Financial Services
CDNS Cadence Design Systems	$636,918	$15,763 â–²	2.5%	1,697	0.1%	Computer and Technology
MRVL Marvell Technology	$636,293	$636,293 â–²	New Holding	2,136	0.1%	Computer and Technology
AMGN Amgen	$626,125	$13,399 â–²	2.2%	1,729	0.1%	Medical
CRWD CrowdStrike	$597,539	$64,867 â–¼	-9.8%	783	0.1%	Computer and Technology
ITW Illinois Tool Works	$578,008	$23,261 â–¼	-3.9%	2,137	0.1%	Industrials
UNP Union Pacific	$572,294	$34,544 â–²	6.4%	2,104	0.1%	Transportation
RTX RTX	$569,589	$39,465 â–²	7.4%	3,002	0.1%	Aerospace
MNST Monster Beverage	$562,110	$9,708 â–²	1.8%	5,848	0.1%	Consumer Staples
APO Apollo Global Management	$558,355	$5,561 â–²	1.0%	4,719	0.1%	Finance
CGDV Capital Group Dividend Value ETF	$547,599	$2,563 â–¼	-0.5%	11,112	0.1%	ETF
DE Deere & Company	$546,158	$1,903 â–¼	-0.3%	861	0.1%	Industrials
TMO Thermo Fisher Scientific	$534,171	$7,524 â–¼	-1.4%	1,065	0.1%	Medical
SLV iShares Silver Trust	$532,935	$29,890 â–²	5.9%	9,967	0.1%	ETF
WDC Western Digital	$526,305	$154,570 â–¼	-22.7%	824	0.1%	Computer and Technology
IAU iShares Gold Trust	$520,868	$62,749 â–²	13.7%	6,898	0.1%	Finance
LOW Lowe's Companies	$499,410	$41,232 â–¼	-7.6%	2,265	0.1%	Retail/Wholesale
CEG Constellation Energy	$497,982	$8,941 â–¼	-1.8%	2,005	0.1%	Energy
EFA iShares MSCI EAFE ETF	$492,599		0.0%	4,742	0.1%	Finance
XLV Health Care Select Sector SPDR Fund	$489,370	$46,493 â–¼	-8.7%	3,084	0.1%	ETF
PM Philip Morris International	$487,914	$23,880 â–²	5.1%	2,697	0.1%	Consumer Staples
BLACKROCK INC COM	$485,588	$3,846 â–²	0.8%	505	0.1%	Stock

Showing largest 100 holdings. View all holdings.

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Regent Peak Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Regent Peak Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Regent Peak Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Regent Peak Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRegent Peak Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools