Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- Latest filing
- Jul 10, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 16, 2025. Long positions only.
- Positions
- 190
- No filing for Q2 2025
- Portfolio value
- $499.2M
- No filing for Q2 2025
Regent Peak Wealth Advisors LLC did not file a 13F for Q2 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 255,659 | $83.9M | 16.8% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 448,722 | $39.2M | 7.8% | – | – | – |
| AAPLApple Inc. | Stock | 109,265 | $27.8M | 5.6% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 355,451 | $24.2M | 4.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 317,974 | $23.6M | 4.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 46,015 | $22.1M | 4.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 40,081 | $18.8M | 3.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 88,086 | $16.4M | 3.3% | – | – | History |
| TSLATesla, Inc. | Stock | 36,804 | $16.4M | 3.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 26,837 | $13.9M | 2.8% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 98,285 | $13.8M | 2.8% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 92,788 | $13.5M | 2.7% | – | – | – |
| ACNAccenture plc | Stock | 54,435 | $13.4M | 2.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 46,987 | $10.3M | 2.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,876 | $8.58M | 1.7% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 45,696 | $8.52M | 1.7% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 165,174 | $8.39M | 1.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 23,792 | $5.78M | 1.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 10,270 | $5.16M | 1.0% | – | – | History |
| AVGOBroadcom Inc. | Stock | 15,105 | $4.98M | 1.0% | – | – | History |
| GOOGAlphabet Inc. | Stock | 18,478 | $4.50M | 0.9% | – | – | History |
| PGRProgressive Corp | Stock | 17,171 | $4.24M | 0.8% | – | – | History |
| SRSpire Inc | COM | 49,855 | $4.06M | 0.8% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 70,567 | $4.00M | 0.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 5,137 | $3.77M | 0.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 6,734 | $2.73M | 0.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 7,380 | $2.33M | 0.5% | – | – | History |
| KOCoca Cola Co | Stock | 133,583 | $2.33M | 0.5% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,333 | $2.23M | 0.4% | – | – | – |
| ORCLOracle Corp | Stock | 7,695 | $2.16M | 0.4% | – | – | History |
| LLYEli Lilly & Co | Stock | 2,667 | $2.03M | 0.4% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 77,259 | $1.99M | 0.4% | – | – | – |
| SOSouthern Co | Stock | 20,504 | $1.94M | 0.4% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 7,861 | $1.90M | 0.4% | – | – | – |
| UBSIUnited Bankshares Inc | COM | 50,682 | $1.89M | 0.4% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,087 | $1.85M | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 17,985 | $1.85M | 0.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,972 | $1.83M | 0.4% | – | – | History |
| VVisa Inc. | Stock | 5,281 | $1.80M | 0.4% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,399 | $1.79M | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 10,228 | $1.57M | 0.3% | – | – | History |
| NFLXNetflix Inc | Stock | 1,297 | $1.55M | 0.3% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.51M | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 5,829 | $1.35M | 0.3% | – | – | History |
| GEGeneral Electric Co | Stock | 3,923 | $1.18M | 0.2% | – | – | History |
| APOApollo Global Management, Inc. | COM | 8,841 | $1.18M | 0.2% | – | – | History |
| ACTEnact Holdings, Inc. | COM | 29,746 | $1.14M | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 1,993 | $1.13M | 0.2% | – | – | History |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 3,526 | $1.13M | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 3,685 | $1.12M | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 5,867 | $1.09M | 0.2% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 6,373 | $1.03M | 0.2% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,613 | $1.02M | 0.2% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 2,747 | $936.7K | 0.2% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,421 | $900.1K | 0.2% | – | – | – |
| LINLinde PLC | Stock | 1,819 | $864.1K | 0.2% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 2,679 | $786.3K | 0.2% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,553 | $775.1K | 0.2% | – | – | History |
| INTUIntuit Inc. | Stock | 1,089 | $743.8K | 0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 1,558 | $743.4K | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,162 | $711.6K | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 5,167 | $692.0K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 5,966 | $672.6K | 0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 2,366 | $667.6K | 0.1% | – | – | History |
| CEGConstellation Energy Corp | Stock | 2,008 | $660.8K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 3,108 | $654.2K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 4,202 | $652.5K | 0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 2,468 | $643.6K | 0.1% | – | – | History |
| AZOAutoZone Inc | COM | 150 | $643.5K | 0.1% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 3,526 | $643.2K | 0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 4,517 | $641.9K | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,318 | $639.4K | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 12,060 | $622.2K | 0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 1,650 | $617.5K | 0.1% | – | – | History |
| IBITiShares Bitcoin Trust ETF | ETF | 9,443 | $613.8K | 0.1% | – | – | History |
| GEVGE Vernova Inc. | Stock | 970 | $596.5K | 0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,354 | $591.6K | 0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 722 | $575.0K | 0.1% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,128 | $574.6K | 0.1% | – | – | – |
| CDNSCadence Design Systems Inc | Stock | 1,633 | $573.6K | 0.1% | – | – | History |
| BLKBlackRock, Inc. | Stock | 489 | $570.1K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 7,364 | $555.9K | 0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,309 | $545.8K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 1,909 | $538.7K | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 7,866 | $538.2K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 6,357 | $533.6K | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,542 | $532.3K | 0.1% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,219 | $531.8K | 0.1% | – | – | – |
| SPGIS&P Global Inc. | Stock | 1,026 | $499.4K | 0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 2,692 | $494.6K | 0.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,074 | $491.6K | 0.1% | – | – | History |
| OWLBlue Owl Capital Inc. | COM CL A | 459,814 | $464.4K | 0.1% | – | – | History |
| WFCWells Fargo & Company | Stock | 5,477 | $459.1K | 0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,773 | $454.6K | 0.1% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 927 | $454.6K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 2,692 | $450.5K | 0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 3,207 | $450.4K | 0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 1,276 | $450.1K | 0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,586 | $443.0K | 0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 4,742 | $442.8K | 0.1% | – | – | – |