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 $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: $78,407,708
iShares Core MSCI EAFE ETF: $28,770,342
Apple: $27,373,382
Vanguard Total Bond Market ETF: $24,768,437
iShares Core Dividend Growth ETF: $23,085,929

Largest New Holdings this Quarter

46428Q109 - iShares Silver Trust: $641,061 Holding
14020W106 - Capital Group Dividend Value ETF: $474,917 Holding
921078101 - VanEck Merk Gold ETF: $407,883 Holding
80004C200 - SANDISK CORP COM: $392,005 Holding
14020V108 - 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 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	$78,407,708	$3,600,136 â–¼	-4.4%	244,405	16.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$28,770,342	$11,620,792 â–¼	-28.8%	317,799	5.9%	ETF
AAPL Apple	$27,373,382	$401,497 â–¼	-1.4%	107,858	5.6%	Computer and Technology
BND Vanguard Total Bond Market ETF	$24,768,437	$1,706,680 â–²	7.4%	336,345	5.1%	ETF
DGRO iShares Core Dividend Growth ETF	$23,085,929	$1,836,681 â–¼	-7.4%	328,953	4.7%	ETF
SDY SPDR S&P Dividend ETF	$22,204,306	$8,205,175 â–²	58.6%	152,147	4.5%	ETF
VUG Vanguard Growth ETF	$19,390,100	$637,280 â–¼	-3.2%	44,392	4.0%	ETF
NVDA NVIDIA	$15,459,178	$389,610 â–²	2.6%	88,642	3.2%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$15,343,613	$1,543,998 â–¼	-9.1%	35,984	3.1%	ETF
TSLA Tesla	$13,944,714	$123,049 â–²	0.9%	37,511	2.8%	Auto/Tires/Trucks
IEMG iShares Core MSCI Emerging Markets ETF	$13,500,810	$13,141,109 â–²	3,653.3%	193,560	2.8%	ETF
ACN Accenture	$13,318,941	$2,164,732 â–²	19.4%	67,169	2.7%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$11,883,811	$1,109,532 â–¼	-8.5%	83,436	2.4%	ETF
MSFT Microsoft	$10,346,031	$404,231 â–²	4.1%	27,949	2.1%	Computer and Technology
AMZN Amazon.com	$10,029,087	$110,800 â–²	1.1%	48,154	2.0%	Retail/Wholesale
VTV Vanguard Value ETF	$8,694,077	$262,910 â–¼	-2.9%	44,312	1.8%	ETF
JAAA Janus Henderson AAA CLO ETF	$8,362,902	$215,181 â–²	2.6%	166,029	1.7%	ETF
GOOGL Alphabet	$7,030,554	$124,226 â–²	1.8%	24,449	1.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$5,852,410	$459,790 â–¼	-7.3%	8,999	1.2%	Finance
GOOG Alphabet	$5,555,044	$351,977 â–²	6.8%	19,365	1.1%	Computer and Technology
BRK.B Berkshire Hathaway	$5,226,155	$112,133 â–²	2.2%	10,906	1.1%	Finance
AVGO Broadcom	$4,981,873	$243,894 â–²	5.1%	16,096	1.0%	Computer and Technology
SR Spire	$3,517,751	$463,474 â–¼	-11.6%	38,853	0.7%	Utilities
META Meta Platforms	$3,157,013	$101,267 â–²	3.3%	5,518	0.6%	Computer and Technology
KO CocaCola	$2,816,747	$45,969 â–²	1.7%	135,723	0.6%	Consumer Staples
ISHARES BITCOIN TRUST ETF	$2,714,872	$366,949 â–²	15.6%	70,663	0.6%	ETF
LLY Eli Lilly and Company	$2,644,709	$107,628 â–²	4.2%	2,875	0.5%	Medical
PGR Progressive	$2,445,973	$331,667 â–¼	-11.9%	12,338	0.5%	Finance
WALMART INC COM	$2,297,800	$43,622 â–²	1.9%	18,489	0.5%	Stock
JPM JPMorgan Chase & Co.	$2,230,699	$68,248 â–²	3.2%	7,583	0.5%	Finance
IVV iShares Core S&P 500 ETF	$2,226,828	$168,531 â–²	8.2%	3,409	0.5%	ETF
DAL Delta Air Lines	$2,095,649	$386,315 â–¼	-15.6%	31,523	0.4%	Transportation
HD Home Depot	$2,073,874	$53,935 â–¼	-2.5%	6,306	0.4%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$1,950,069	$10,818 â–²	0.6%	77,692	0.4%	ETF
IWM iShares Russell 2000 ETF	$1,907,120	$12,400 â–¼	-0.6%	7,690	0.4%	Finance
QQQ Invesco QQQ	$1,882,861	$94,085 â–²	5.3%	3,262	0.4%	Finance
ACT Enact	$1,849,917	$635,085 â–²	52.3%	45,330	0.4%	Finance
COST Costco Wholesale	$1,837,486	$83,703 â–¼	-4.4%	1,844	0.4%	Retail/Wholesale
UBSI United Bankshares	$1,805,498	$148,781 â–¼	-7.6%	43,590	0.4%	Finance
VGT Vanguard Information Technology ETF	$1,620,106	$16,048 â–¼	-1.0%	2,322	0.3%	ETF
V Visa	$1,575,628	$31,434 â–¼	-2.0%	5,213	0.3%	Business Services
JNJ Johnson & Johnson	$1,520,840	$88,239 â–²	6.2%	6,222	0.3%	Medical
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.3%	Finance
XOM ExxonMobil	$1,406,020	$95,861 â–²	7.3%	8,287	0.3%	Energy
PG Procter & Gamble	$1,380,681	$30,621 â–¼	-2.2%	9,559	0.3%	Consumer Staples
ABBV AbbVie	$1,376,632	$42,626 â–²	3.2%	6,330	0.3%	Medical
SO Southern	$1,281,793	$239,274 â–¼	-15.7%	13,280	0.3%	Utilities
NFLX Netflix	$1,226,874	$23,268 â–²	1.9%	12,760	0.3%	Consumer Discretionary
ORCL Oracle	$1,202,188	$2,060 â–¼	-0.2%	8,172	0.2%	Computer and Technology
AMD Advanced Micro Devices	$1,194,541	$40,483 â–²	3.5%	5,872	0.2%	Computer and Technology
CAT Caterpillar	$1,171,793	$40,382 â–²	3.6%	1,654	0.2%	Industrials
GE GE Aerospace	$1,147,282	$26,958 â–²	2.4%	4,043	0.2%	Aerospace
MCD McDonald's	$1,124,104	$21,755 â–¼	-1.9%	3,617	0.2%	Retail/Wholesale
MA Mastercard	$1,034,119	$21,482 â–²	2.1%	2,070	0.2%	Business Services
XLK Technology Select Sector SPDR Fund	$967,096	$12,758 â–²	1.3%	7,277	0.2%	ETF
XSD SPDR S&P Semiconductor ETF	$957,918	$185,908 â–¼	-16.3%	2,937	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$944,635		0.0%	4,421	0.2%	ETF
CVX Chevron	$937,962	$71,387 â–²	8.2%	4,533	0.2%	Energy
MU Micron Technology	$928,046	$65,879 â–²	7.6%	2,747	0.2%	Computer and Technology
GD General Dynamics	$926,361	$30,204 â–¼	-3.2%	2,699	0.2%	Aerospace
LMT Lockheed Martin	$874,876	$6,646 â–²	0.8%	1,448	0.2%	Aerospace
GE VERNOVA INC COM	$870,281	$51,501 â–¼	-5.6%	997	0.2%	Stock
MRK Merck & Co., Inc.	$864,776	$27,908 â–²	3.3%	7,189	0.2%	Medical
LAM RESEARCH CORP COM NEW	$710,420	$6,623 â–²	0.9%	3,325	0.1%	Stock
HON Honeywell International	$697,085	$53,118 â–²	8.2%	3,084	0.1%	Multi-Sector Conglomerates
CSCO Cisco Systems	$684,507	$20,406 â–²	3.1%	8,822	0.1%	Computer and Technology
LINDE PLC SHS	$679,994	$127,375 â–¼	-15.8%	1,372	0.1%	Stock
NEE NextEra Energy	$675,135	$13,003 â–²	2.0%	7,269	0.1%	Utilities
GS The Goldman Sachs Group	$662,410	$40,608 â–²	6.5%	783	0.1%	Finance
BAC Bank of America	$658,564	$43,924 â–²	7.1%	13,509	0.1%	Finance
AMAT Applied Materials	$650,768	$11,621 â–²	1.8%	1,904	0.1%	Computer and Technology
SLV iShares Silver Trust	$641,061	$641,061 â–²	New Holding	9,408	0.1%	ETF
VOO Vanguard S&P 500 ETF	$612,489	$41,231 â–¼	-6.3%	1,025	0.1%	ETF
AMGN Amgen	$595,349	$2,463 â–²	0.4%	1,692	0.1%	Medical
ETN Eaton	$593,017	$3,934 â–²	0.7%	1,658	0.1%	Industrials
IBM International Business Machines	$584,402	$7,514 â–²	1.3%	2,411	0.1%	Computer and Technology
LOW Lowe's Companies	$579,359	$14,177 â–²	2.5%	2,452	0.1%	Retail/Wholesale
ITW Illinois Tool Works	$578,637	$71,061 â–¼	-10.9%	2,223	0.1%	Industrials
PALANTIR TECHNOLOGIES INC CL A	$573,856	$19,016 â–²	3.4%	3,923	0.1%	Stock
CEG Constellation Energy	$569,949	$5,026 â–²	0.9%	2,041	0.1%	Energy
RTX RTX	$539,035	$12,347 â–²	2.3%	2,794	0.1%	Aerospace
TXN Texas Instruments	$535,093	$15,921 â–²	3.1%	2,756	0.1%	Computer and Technology
IAU iShares Gold Trust	$534,867	$164,683 â–²	44.5%	6,067	0.1%	Finance
TMO Thermo Fisher Scientific	$531,037	$110,633 â–¼	-17.2%	1,080	0.1%	Medical
APO Apollo Global Management	$520,601	$2,786 â–²	0.5%	4,672	0.1%	Finance
XLV Health Care Select Sector SPDR Fund	$495,077	$68,757 â–¼	-12.2%	3,377	0.1%	ETF
AZO AutoZone	$493,156	$10,133 â–¼	-2.0%	146	0.1%	Retail/Wholesale
DE Deere & Company	$486,691	$1,127 â–²	0.2%	864	0.1%	Industrials
INTC Intel	$484,768	$1,015 â–¼	-0.2%	10,985	0.1%	Computer and Technology
BLACKROCK INC COM	$481,817	$6,732 â–²	1.4%	501	0.1%	Stock
UNP Union Pacific	$479,665	$6,551 â–¼	-1.3%	1,977	0.1%	Transportation
OWL Blue Owl Capital	$479,105	$541 â–²	0.1%	462,186	0.1%	Finance
C Citigroup	$478,704	$37,539 â–²	8.5%	4,221	0.1%	Financial Services
GLW Corning	$475,759	$5,031 â–²	1.1%	3,499	0.1%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$474,917	$474,917 â–²	New Holding	11,164	0.1%	ETF
DVY iShares Select Dividend ETF	$465,283	$100,990 â–¼	-17.8%	3,073	0.1%	ETF
EFA iShares MSCI EAFE ETF	$460,590		0.0%	4,742	0.1%	Finance
CDNS Cadence Design Systems	$459,875	$4,724 â–²	1.0%	1,655	0.1%	Computer and Technology
WFC Wells Fargo & Company	$458,713	$17,753 â–²	4.0%	5,762	0.1%	Finance
TSM Taiwan Semiconductor Manufacturing	$442,039	$39,540 â–¼	-8.2%	1,308	0.1%	Computer and Technology

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