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%	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%	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%	Consumer Discretionary
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%	Consumer Discretionary
MSFT Microsoft	$10,528,599	$102,955 â–²	1.0%	28,225	1.9%	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%	Technology
GOOGL Alphabet	$8,414,277	$323,062 â–¼	-3.7%	23,545	1.6%	Communication Services
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%	Communication Services
AVGO Broadcom	$6,109,729	$29,465 â–²	0.5%	16,174	1.1%	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%	ETF
LLY Eli Lilly and Company	$3,591,891	$143,915 â–²	4.2%	2,995	0.7%	Healthcare
AMD Advanced Micro Devices	$3,449,444	$38,340 â–²	1.1%	5,938	0.6%	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%	Technology
META Meta Platforms	$3,090,209	$18,025 â–¼	-0.6%	5,486	0.6%	Communication Services
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%	ETF
IWM iShares Russell 2000 ETF	$2,272,303	$38,157 â–¼	-1.7%	7,563	0.4%	ETF
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%	Consumer Discretionary
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%	Finance
COST Costco Wholesale	$1,789,781	$64,556 â–²	3.7%	1,913	0.3%	Consumer Staples
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%	Technology
DAL Delta Air Lines	$1,689,814	$1,262,631 â–¼	-42.8%	18,042	0.3%	Industrials
ABBV AbbVie	$1,645,187	$52,340 â–²	3.3%	6,538	0.3%	Healthcare
JNJ Johnson & Johnson	$1,644,388	$64,252 â–²	4.1%	6,475	0.3%	Healthcare
GE GE Aerospace	$1,518,839	$7,848 â–²	0.5%	4,064	0.3%	Industrials
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%	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%	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%	Technology
MA Mastercard	$1,048,682	$14,380 â–¼	-1.4%	2,042	0.2%	Finance
ACT Enact	$1,021,161	$1,050,872 â–¼	-50.7%	22,340	0.2%	ETF
MRK Merck & Co., Inc.	$937,677	$13,878 â–²	1.5%	7,297	0.2%	Healthcare
GLW Corning	$911,630	$17,880 â–²	2.0%	3,569	0.2%	Technology
NFLX Netflix	$901,068	$9,996 â–¼	-1.1%	12,620	0.2%	Communication Services
MCD McDonald's	$880,751	$97,050 â–¼	-9.9%	3,258	0.2%	Consumer Discretionary
GD General Dynamics	$851,604	$104,502 â–¼	-10.9%	2,404	0.2%	Industrials
TXN Texas Instruments	$850,459	$28,915 â–²	3.5%	2,853	0.2%	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%	Industrials
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%	Technology
UNH UnitedHealth Group	$673,442	$118,476 â–²	21.3%	1,620	0.1%	Healthcare
IBM International Business Machines	$663,374	$14,623 â–¼	-2.2%	2,359	0.1%	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%	Finance
CDNS Cadence Design Systems	$636,918	$15,763 â–²	2.5%	1,697	0.1%	Technology
MRVL Marvell Technology	$636,293	$636,293 â–²	New Holding	2,136	0.1%	Technology
AMGN Amgen	$626,125	$13,399 â–²	2.2%	1,729	0.1%	Healthcare
CRWD CrowdStrike	$597,539	$64,867 â–¼	-9.8%	783	0.1%	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%	Industrials
RTX RTX	$569,589	$39,465 â–²	7.4%	3,002	0.1%	Industrials
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%	Healthcare
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%	Technology
IAU iShares Gold Trust	$520,868	$62,749 â–²	13.7%	6,898	0.1%	ETF
LOW Lowe's Companies	$499,410	$41,232 â–¼	-7.6%	2,265	0.1%	Consumer Discretionary
CEG Constellation Energy	$497,982	$8,941 â–¼	-1.8%	2,005	0.1%	Utilities
EFA iShares MSCI EAFE ETF	$492,599		0.0%	4,742	0.1%	ETF
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