Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- Latest filing
- Jul 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 28, 2021. Long positions only.
- Positions
- 154
- No 13F data for Q4 2020
- Portfolio value
- $304.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 145,689 | $30.1M | 9.9% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 252,902 | $23.2M | 7.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 147,994 | $16.8M | 5.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 54,650 | $14.0M | 4.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 192,467 | $13.9M | 4.6% | – | – | – |
| AAPLApple Inc. | Stock | 107,592 | $13.1M | 4.3% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 51,562 | $12.5M | 4.1% | – | – | – |
| SRSpire Inc | COM | 157,757 | $11.7M | 3.8% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 63,044 | $8.29M | 2.7% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 461,804 | $7.51M | 2.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,287 | $7.08M | 2.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 27,134 | $6.40M | 2.1% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 109,193 | $5.27M | 1.7% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 42,752 | $5.05M | 1.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,416 | $4.52M | 1.5% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 61,700 | $3.97M | 1.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 41,626 | $3.82M | 1.3% | – | – | – |
| ACNAccenture plc | Stock | 12,158 | $3.36M | 1.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 10,042 | $3.06M | 1.0% | – | – | History |
| JNJJohnson & Johnson | Stock | 17,505 | $2.88M | 0.9% | – | – | History |
| KOCoca Cola Co | Stock | 54,369 | $2.87M | 0.9% | – | – | History |
| STFCState Auto Financial CORP | COM | 135,487 | $2.67M | 0.9% | – | – | History |
| LMTLockheed Martin Corp | Stock | 6,541 | $2.42M | 0.8% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 47,555 | $2.41M | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,296 | $2.37M | 0.8% | – | – | History |
| PGProcter & Gamble Co | Stock | 17,233 | $2.33M | 0.8% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 29,996 | $2.31M | 0.8% | – | – | History |
| TXNTexas Instruments Inc | Stock | 11,689 | $2.21M | 0.7% | – | – | History |
| MCDMcDonalds Corp | Stock | 9,479 | $2.12M | 0.7% | – | – | History |
| HONHoneywell International Inc | COM | 9,733 | $2.11M | 0.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 988 | $2.04M | 0.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 16,933 | $2.03M | 0.7% | – | – | History |
| MMM3M Co | Stock | 10,353 | $1.99M | 0.7% | – | – | History |
| AMGNAmgen Inc | Stock | 8,000 | $1.99M | 0.7% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 10,499 | $1.98M | 0.7% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 10,447 | $1.90M | 0.6% | – | – | History |
| MDTMedtronic plc | Stock | 16,036 | $1.89M | 0.6% | – | – | History |
| SBUXStarbucks Corp | Stock | 17,275 | $1.89M | 0.6% | – | – | History |
| UNPUnion Pacific Corp | Stock | 8,411 | $1.85M | 0.6% | – | – | History |
| LLYEli Lilly & Co | Stock | 9,702 | $1.81M | 0.6% | – | – | History |
| PGRProgressive Corp | Stock | 18,585 | $1.78M | 0.6% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 34,016 | $1.76M | 0.6% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 7,477 | $1.66M | 0.5% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 5,691 | $1.60M | 0.5% | – | – | History |
| ALLAllstate Corp | Stock | 13,919 | $1.60M | 0.5% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 4,862 | $1.57M | 0.5% | – | – | History |
| KMPRKEMPER Corp | COM | 19,420 | $1.55M | 0.5% | – | – | History |
| INFYInfosys Ltd | SPONSORED ADR | 77,632 | $1.45M | 0.5% | – | – | History |
| GOOGAlphabet Inc. | Stock | 682 | $1.41M | 0.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 4,298 | $1.26M | 0.4% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,053 | $1.21M | 0.4% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 13,577 | $1.20M | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,088 | $1.14M | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,679 | $1.12M | 0.4% | – | – | History |
| VVisa Inc. | Stock | 5,033 | $1.06M | 0.4% | – | – | History |
| DISWalt Disney Co | Stock | 4,973 | $917.0K | 0.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,702 | $908.0K | 0.3% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,732 | $906.0K | 0.3% | – | – | History |
| iShares Tr464288588 | MBS ETF | 8,290 | $898.0K | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,862 | $888.0K | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 2,438 | $868.0K | 0.3% | – | – | History |
| SOSouthern Co | Stock | 13,968 | $868.0K | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 5,659 | $861.0K | 0.3% | – | – | History |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 16,663 | $853.0K | 0.3% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 16,042 | $846.0K | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 14,601 | $815.0K | 0.3% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,250 | $806.0K | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 12,470 | $798.0K | 0.3% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $771.0K | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 4,776 | $763.0K | 0.3% | – | – | History |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 3,752 | $685.0K | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 4,991 | $677.0K | 0.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,447 | $660.0K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 11,325 | $658.0K | 0.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 1,372 | $652.0K | 0.2% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,562 | $649.0K | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,216 | $608.0K | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 1,162 | $606.0K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 1,309 | $606.0K | 0.2% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 12,554 | $606.0K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,575 | $586.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 5,326 | $576.0K | 0.2% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,106 | $533.0K | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,693 | $522.0K | 0.2% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,082 | $499.0K | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 2,801 | $476.0K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,342 | $473.0K | 0.2% | – | – | History |
| NEENextera Energy Inc | Stock | 6,168 | $466.0K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 12,829 | $464.0K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 4,210 | $441.0K | 0.1% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,598 | $436.0K | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 6,182 | $433.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,931 | $426.0K | 0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,138 | $416.0K | 0.1% | – | – | – |
| DHRDanaher Corp | Stock | 1,825 | $410.0K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 2,053 | $406.0K | 0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 6,381 | $402.0K | 0.1% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,457 | $401.0K | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,853 | $392.0K | 0.1% | – | – | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 7,656 | $392.0K | 0.1% | – | – | – |