Regent Peak Wealth Advisors LLC Top Holdings and 13F Report (2026) About Regent Peak Wealth Advisors LLCInvestment ActivityRegent Peak Wealth Advisors LLC has $577.13 million in total holdings as of September 30, 2026.Regent Peak Wealth Advisors LLC owns shares of 231 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 6.58% of the portfolio was purchased this quarter.About 1.98% of the portfolio was sold this quarter.This quarter, Regent Peak Wealth Advisors LLC has purchased 221 new stocks and bought additional shares in 128 stocks.Regent Peak Wealth Advisors LLC sold shares of 65 stocks and completely divested from 14 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $95,740,829Apple $35,889,515iShares Core MSCI EAFE ETF $33,002,654iShares Core Dividend Growth ETF $26,478,728SPDR S&P Dividend ETF $23,920,548 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK $4,099,404 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $2,089,486 Holding69121K104 - Blue Owl Capital $1,892,286 Holding452327109 - Illumina $307,061 Holding70432V102 - Paycom Software $304,280 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP CLASS A COM STK 27,174 shares (about $4.10M)Vanguard Total Stock Market ETF 9,646 shares (about $3.61M)Tesla 9,803 shares (about $3.48M)EXXONMOBIL HOLDINGS CORP COM SHS 12,839 shares (about $2.09M)Blue Owl Capital 180,389 shares (about $1.89M) Largest Sales this Quarter Berkshire Hathaway 3,888 shares (about $1.94M)Accenture 5,915 shares (about $1.08M)Progressive 4,875 shares (about $1.01M)Berkshire Hathaway 1 shares (about $747.01K)Southern 6,533 shares (about $541.52K) 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$95,740,829$3,609,924 ▲3.9%255,82716.6%ETFAAPLApple$35,889,515$131,207 ▼-0.4%107,7726.2%TechnologyIEFAiShares Core MSCI EAFE ETF$33,002,654$1,737,349 ▲5.6%340,6555.7%ETFDGROiShares Core Dividend Growth ETF$26,478,728$1,257,582 ▲5.0%351,2234.6%ETFSDYSPDR S&P Dividend ETF$23,920,548$1,426,280 ▲6.3%163,3024.1%ETFVUGVanguard Growth ETF$23,699,174$64,068 ▼-0.3%263,0034.1%ETFNVDANVIDIA$21,132,485$430,716 ▲2.1%92,5343.7%TechnologyIWFiShares Russell 1000 Growth ETF$18,676,107$601,881 ▲3.3%149,0973.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$17,742,225$1,370,468 ▲8.4%218,6083.1%ETFTSLATesla$16,891,697$3,478,182 ▲25.9%47,6082.9%Consumer DiscretionaryMSFTMicrosoft$15,106,556$630,337 ▲4.4%29,4542.6%TechnologyBNDVanguard Total Bond Market ETF$14,661,879$32,339 ▼-0.2%209,0082.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$13,009,870$221,650 ▼-1.7%78,2412.3%ETFACNAccenture$12,519,037$1,084,634 ▼-8.0%68,2722.2%TechnologyAMZNAmazon.com$12,142,020$89,443 ▼-0.7%48,7352.1%Consumer DiscretionaryVTVVanguard Value ETF$9,409,330$69,145 ▼-0.7%43,5461.6%ETFJAAAJanus Henderson AAA CLO ETF$8,550,620$189,515 ▲2.3%169,4201.5%ETFGOOGLAlphabet$8,364,354$263,214 ▲3.2%24,3101.4%Communication ServicesGOOGAlphabet$6,392,098$103,582 ▲1.6%18,7601.1%Communication ServicesAVGOBroadcom$5,811,703$131,350 ▲2.3%16,5481.0%TechnologySPYSPDR S&P 500 ETF Trust$4,350,082$258,534 ▼-5.6%5,7040.8%ETFMETAMeta Platforms$4,193,277$214,668 ▲5.4%5,7820.7%Communication ServicesSPACE EXPLORATION TECHN CORP CLASS A COM STK$4,099,404$4,099,404 ▲New Holding27,1740.7%StockAMDAdvanced Micro Devices$3,869,348$236,749 ▲6.5%6,3250.7%TechnologyKOCoca-Cola$3,610,248$12,925 ▲0.4%140,7790.6%Consumer StaplesLLYEli Lilly and Company$3,568,055$102,969 ▲3.0%3,0840.6%HealthcareJPMJPMorgan Chase & Co.$3,307,968$717,973 ▲27.7%9,9980.6%FinanceMUMicron Technology$3,295,450$368,528 ▲12.6%3,0940.6%TechnologyISHARES BITCOIN TRUST ETF$3,253,252$115,699 ▲3.7%68,7210.6%ETFBRK.BBerkshire Hathaway$2,913,620$1,936,106 ▼-39.9%5,8510.5%FinanceIVViShares Core S&P 500 ETF$2,476,569$15,316 ▼-0.6%3,2340.4%ETFQQQInvesco QQQ$2,315,051$27,375 ▼-1.2%3,1290.4%ETFSRSpire$2,291,298$219,748 ▼-8.8%30,1130.4%UtilitiesVGTVanguard Information Technology ETF$2,260,175$15,332 ▼-0.7%17,9850.4%ETFSCHBSchwab US Broad Market ETF$2,118,029$100,738 ▼-4.5%72,2630.4%ETFEXXONMOBIL HOLDINGS CORP COM SHS$2,089,486$2,089,486 ▲New Holding12,8390.4%StockIWMiShares Russell 2000 ETF$2,073,059$28,623 ▼-1.4%7,4600.4%ETFCATCaterpillar$2,006,816$651,100 ▲48.0%2,4750.3%IndustrialsVVisa$1,960,760$43,477 ▲2.3%5,4570.3%FinanceWALMART INC COM$1,921,344$32,530 ▼-1.7%18,4870.3%StockOBDCBlue Owl Capital$1,892,286$1,892,286 ▲New Holding180,3890.3%FinanceCMICummins$1,865,865$1,646,321 ▲749.9%3,6120.3%IndustrialsUBSIUnited Bankshares$1,762,810$104,422 ▼-5.6%38,3720.3%FinanceJNJJohnson & Johnson$1,749,943$35,740 ▲2.1%6,6100.3%HealthcareCOSTCostco Wholesale$1,741,9320.0%1,9130.3%Consumer StaplesABBVAbbVie$1,679,123$31,129 ▼-1.8%6,4190.3%HealthcareHDHome Depot$1,586,880$190,892 ▼-10.7%5,5780.3%Consumer DiscretionaryXSDSPDR S&P Semiconductor ETF$1,556,901$1,589 ▲0.1%2,9400.3%ETFDALDelta Air Lines$1,526,734$20,948 ▲1.4%18,2930.3%IndustrialsPGRProgressive$1,429,540$1,010,587 ▼-41.4%6,8960.2%FinancePGProcter & Gamble$1,384,297$78,455 ▼-5.4%9,5280.2%Consumer StaplesINTCIntel$1,334,677$167,691 ▼-11.2%11,1030.2%TechnologyCVXChevron$1,323,181$326,099 ▲32.7%6,4800.2%EnergyGEGE Aerospace$1,291,693$22,486 ▲1.8%4,1360.2%IndustrialsDEDeere & Company$1,245,090$666,869 ▲115.3%1,8540.2%IndustrialsSOSouthern$1,162,694$541,518 ▼-31.8%14,0270.2%UtilitiesMAMastercard$1,157,048$30,884 ▲2.7%2,0980.2%FinanceXLKTechnology Select Sector SPDR Fund$1,142,358$979 ▲0.1%5,8360.2%ETFSANDISK CORP COM$1,120,489$15,659 ▲1.4%6440.2%StockLAM RESEARCH CORP COM NEW$1,118,912$24,638 ▲2.3%3,4060.2%StockMRKMerck & Co., Inc.$1,075,392$14,968 ▲1.4%7,4000.2%HealthcareAMATApplied Materials$1,015,089$8,693 ▼-0.8%1,9850.2%TechnologyCSCOCisco Systems$1,013,966$41,975 ▲4.3%9,4210.2%TechnologyORCLOracle$990,075$69,474 ▼-6.6%7,2110.2%TechnologyCRWDCrowdStrike$982,487$775,188 ▲373.9%3,7110.2%TechnologyACTEnact$966,4280.0%22,3400.2%ETFGE VERNOVA INC COM$960,945$84,594 ▼-8.1%1,0110.2%StockNFLXNetflix$944,980$66,867 ▲7.6%13,5810.2%Communication ServicesIAUiShares Gold Trust$878,929$340,200 ▲63.1%11,2540.2%ETFLMTLockheed Martin$873,701$103,357 ▲13.4%1,7160.2%IndustrialsTXNTexas Instruments$833,609$34,454 ▲4.3%2,9760.1%TechnologyIWDiShares Russell 1000 Value ETF$824,8630.0%3,3270.1%ETFGDGeneral Dynamics$811,334$13,605 ▲1.7%2,4450.1%IndustrialsBACBank of America$802,706$36,687 ▲4.8%14,7470.1%FinanceGSThe Goldman Sachs Group$785,225$30,617 ▲4.1%8720.1%FinanceWFCWells Fargo & Company$782,907$318,046 ▲68.4%9,7800.1%FinanceTMOThermo Fisher Scientific$771,946$53,307 ▲7.4%1,1440.1%HealthcareBRK.ABerkshire Hathaway$747,005$747,005 ▼-50.0%10.1%FinancePALANTIR TECHNOLOGIES INC CL A$745,768$17,770 ▲2.4%3,9870.1%StockAMGNAmgen$730,514$1,686 ▲0.2%1,7330.1%HealthcareETNEaton$726,657$12,892 ▲1.8%1,6910.1%IndustrialsVOOVanguard S&P 500 ETF$677,732$67,283 ▼-9.0%9670.1%ETFLINDE PLC SHS$677,316$37,971 ▼-5.3%1,4270.1%StockURIUnited Rentals$666,561$310,261 ▲87.1%6660.1%IndustrialsMRVLMarvell Technology$636,746$72,394 ▲12.8%2,4100.1%TechnologyCCitigroup$635,889$44,542 ▲7.5%4,9110.1%FinanceSLViShares Silver Trust$623,435$80,130 ▲14.7%11,4370.1%ETFRTXRTX$615,783$58,478 ▲10.5%3,3170.1%IndustrialsUNHUnitedHealth Group$614,634$19,827 ▲3.3%1,6740.1%HealthcareSPGSimon Property Group$604,904$223,853 ▲58.7%3,0130.1%Real EstatePANWPalo Alto Networks$599,541$170,446 ▲39.7%1,5090.1%TechnologyBLACKROCK INC COM$592,662$58,208 ▲10.9%5600.1%StockCDNSCadence Design Systems$588,390$28,066 ▲5.0%1,7820.1%TechnologyUNPUnion Pacific$586,178$13,607 ▲2.4%2,1540.1%IndustrialsMCDMcDonald's$564,356$187,965 ▼-25.0%2,4440.1%Consumer DiscretionaryITWIllinois Tool Works$564,010$14,152 ▲2.6%2,1920.1%IndustrialsNEENextEra Energy$555,531$1,212 ▼-0.2%7,3350.1%UtilitiesAPOApollo Global Management$552,263$4,527 ▲0.8%4,7580.1%FinanceADPAutomatic Data Processing$549,178$1,807 ▲0.3%2,1280.1%IndustrialsPMPhilip Morris International$542,938$28,244 ▲5.5%2,8450.1%Consumer StaplesShowing largest 100 holdings. 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