Regent Peak Wealth Advisors LLC

Est. AUM

$540.1M

13F long equity, this entity only

Positions

221

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TOTAL STOCK MARKET ETF	ETF	$91.1M	246181	16.87%	SOLE
2	APPLE INC COM	Stock	$31.3M	108166	5.79%	SOLE
3	ISHARES CORE MSCI EAFE ETF	ETF	$31.2M	322722	5.77%	SOLE
4	ISHARES CORE DIVIDEND GROWTH ETF	ETF	$25.4M	334542	4.69%	SOLE
5	STATE STREET SPDR S&P DIVIDEND ETF	ETF	$23.4M	153565	4.33%	SOLE
6	VANGUARD GROWTH ETF	ETF	$22.7M	263714	4.21%	SOLE
7	NVIDIA CORPORATION COM	Stock	$18.1M	90648	3.36%	SOLE
8	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$17.9M	144292	3.32%	SOLE
9	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$16.7M	201722	3.09%	SOLE
10	TESLA INC COM	Stock	$15.9M	37805	2.94%	SOLE
11	VANGUARD TOTAL BOND MARKET ETF	ETF	$15.4M	209469	2.85%	SOLE
12	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$13.1M	79574	2.42%	SOLE
13	AMAZON COM INC COM	Stock	$11.7M	49094	2.17%	SOLE
14	MICROSOFT CORP COM	Stock	$10.5M	28225	1.95%	SOLE
15	VANGUARD VALUE ETF	ETF	$9.6M	43866	1.77%	SOLE
16	ACCENTURE PLC IRELAND SHS CLASS A	Stock	$9.2M	74187	1.71%	SOLE
17	ALPHABET INC CAP STK CL A	Stock	$8.4M	23545	1.56%	SOLE
18	JANUS HENDERSON AAA CLO ETF	ETF	$8.4M	165665	1.55%	SOLE
19	ALPHABET INC CAP STK CL C	Stock	$6.5M	18456	1.21%	SOLE
20	BROADCOM INC COM	Stock	$6.1M	16174	1.13%	SOLE
21	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$4.9M	9739	0.90%	SOLE
22	STATE STREET SPDR S&P 500 ETF	ETF	$4.5M	6043	0.84%	SOLE
23	ELI LILLY & CO COM	Stock	$3.6M	2995	0.67%	SOLE
24	ADVANCED MICRO DEVICES INC COM	Stock	$3.4M	5938	0.64%	SOLE
25	COCA COLA CO COM	Stock	$3.4M	140275	0.62%	SOLE
26	MICRON TECHNOLOGY INC COM	Stock	$3.2M	2748	0.59%	SOLE
27	META PLATFORMS INC CL A	Stock	$3.1M	5486	0.57%	SOLE
28	SPIRE INC COM	Stock	$2.6M	33001	0.48%	SOLE
29	PROGRESSIVE CORP COM	Stock	$2.6M	11771	0.48%	SOLE
30	JPMORGAN CHASE & CO COM	Stock	$2.6M	7828	0.47%	SOLE
31	ISHARES CORE S&P 500 ETF	ETF	$2.4M	3254	0.45%	SOLE
32	INVESCO QQQ TRUST SERIES I	ETF	$2.3M	3166	0.43%	SOLE
33	ISHARES RUSSELL 2000 ETF	ETF	$2.3M	7563	0.42%	SOLE
34	ISHARES BITCOIN TRUST ETF	ETF	$2.2M	66277	0.41%	SOLE
35	HOME DEPOT INC COM	Stock	$2.2M	6249	0.41%	SOLE
36	SCHWAB U.S. BROAD MARKET ETF	ETF	$2.2M	75700	0.41%	SOLE
37	VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$2.2M	18107	0.40%	SOLE
38	WALMART INC COM	Stock	$2.1M	18800	0.39%	SOLE
39	SOUTHERN CO COM	Stock	$2.0M	20560	0.36%	SOLE
40	UNITED BANKSHARES INC WEST VA COM	Stock	$1.9M	40645	0.34%	SOLE
41	STATE STREET SPDR S&P SEMICONDUCTOR ETF	ETF	$1.8M	2937	0.34%	SOLE
42	VISA INC COM CL A	Stock	$1.8M	5336	0.34%	SOLE
43	COSTCO WHOLESALE CORPORATION COM	Stock	$1.8M	1913	0.33%	SOLE
44	CATERPILLAR INC COM	Stock	$1.8M	1672	0.33%	SOLE
45	INTEL CORP COM	Stock	$1.7M	12498	0.32%	SOLE
46	DELTA AIR LINES INC COM NEW	Stock	$1.7M	18042	0.31%	SOLE
47	ABBVIE INC COM	Stock	$1.6M	6538	0.30%	SOLE
48	JOHNSON & JOHNSON COM	Stock	$1.6M	6475	0.30%	SOLE
49	GE AEROSPACE COM NEW	Stock	$1.5M	4064	0.28%	SOLE
50	BERKSHIRE HATHAWAY INC DEL CL A	Stock	$1.5M	2	0.28%	SOLE

1–50 of 221

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.