Regent Peak Wealth Advisors LLC

CIK: 0001803329SEC EDGAR →

Portfolio Value

$507.2M

Holdings

192

As of

Q4 2025

New Positions

192

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
VTI

VANGUARD TOTAL STOCK MARKET ETF

255,627$85.7M
16.90%
2
AQLT

ISHARES CORE MSCI EAFE ETF

446,163$39.9M
7.87%
3
AAPL

APPLE INC COM

109,440$29.8M
5.87%
4
DGRO

ISHARES CORE DIVIDEND GROWTH ETF

355,124$24.7M
4.86%
5
BND

VANGUARD TOTAL BOND MARKET ETF

313,169$23.2M
4.57%
6
VUG

VANGUARD GROWTH ETF

45,851$22.4M
4.41%
7
IWF

ISHARES RUSSELL 1000 GROWTH ETF

39,605$18.7M
3.70%
8
TSLA

TESLA INC COM

37,180$16.7M
3.30%
9
NVDA

NVIDIA CORPORATION COM

86,408$16.1M
3.18%
10
ACN

ACCENTURE PLC IRELAND SHS CLASS A

56,252$15.1M
2.98%

Quarterly Changes

Top Buys

VTINEW
$85.7M
AQLTNEW
$39.9M
AAPLNEW
$29.8M
DGRONEW
$24.7M
BNDNEW
$23.2M

Top Sells

No sells this quarter

New Positions (192)

VTI
$85.7M · 256K shares
AQLT
$39.9M · 446K shares
AAPL
$29.8M · 109K shares
DGRO
$24.7M · 355K shares
BND
$23.2M · 313K shares
VUG
$22.4M · 46K shares
IWF
$18.7M · 40K shares
TSLA
$16.7M · 37K shares
NVDA
$16.1M · 86K shares
ACN
$15.1M · 56K shares
ITOT
$13.6M · 91K shares
SDY
$13.3M · 96K shares
MSFT
$13.0M · 27K shares
AMZN
$11.0M · 48K shares
VTV
$8.7M · 46K shares
JAAA
$8.2M · 162K shares
GOOGL
$7.5M · 24K shares
SPY
$6.6M · 10K shares
GOOG
$5.7M · 18K shares
BRK/B
$5.4M · 11K shares
AVGO
$5.3M · 15K shares
SR
$3.6M · 44K shares
META
$3.5M · 5K shares
PGR
$3.2M · 14K shares
IBIT
$3.0M · 61K shares
LLY
$3.0M · 3K shares
DAL
$2.6M · 37K shares
KO
$2.4M · 134K shares
JPM
$2.4M · 7K shares
HD
$2.2M · 6K shares
IVV
$2.2M · 3K shares
SCHB
$2.0M · 77K shares
WMT
$2.0M · 18K shares
IWM
$1.9M · 8K shares
NDQ
$1.9M · 3K shares
V
$1.9M · 5K shares
UBSI
$1.8M · 47K shares
VGT
$1.8M · 2K shares
COST
$1.7M · 2K shares
ORCL
$1.6M · 8K shares
BRK-B
$1.5M · 2 shares
ABBV
$1.4M · 6K shares
PG
$1.4M · 10K shares
SO
$1.4M · 16K shares
GE
$1.2M · 4K shares
AMD
$1.2M · 6K shares
JNJ
$1.2M · 6K shares
ACT
$1.2M · 30K shares
NFLX
$1.2M · 13K shares
MA
$1.2M · 2K shares
XSD
$1.1M · 4K shares
MCD
$1.1M · 4K shares
XLK
$1.0M · 7K shares
GD
$938K · 3K shares
XOM
$929K · 8K shares
IWD
$929K · 4K shares
CAT
$914K · 2K shares
TMO
$756K · 1K shares
MRK
$732K · 7K shares
INTU
$731K · 1K shares
MU
$728K · 3K shares
CEG
$714K · 2K shares
IBM
$704K · 2K shares
LMT
$694K · 1K shares
LIN
$694K · 2K shares
BAC
$693K · 13K shares
GEV
$690K · 1K shares
VOO
$686K · 1K shares
ADP
$677K · 3K shares
ABT
$675K · 5K shares
PLTR
$674K · 4K shares
APO
$672K · 5K shares
CSCO
$659K · 9K shares
GS
$646K · 735 shares
CVX
$638K · 4K shares
ITW
$614K · 2K shares
XLV
$595K · 4K shares
LOW
$576K · 2K shares
NEE
$572K · 7K shares
CRM
$572K · 2K shares
LRCX
$563K · 3K shares
HON
$555K · 3K shares
AMGN
$551K · 2K shares
SPGI
$541K · 1K shares
BLK
$528K · 494 shares
AQLT
$527K · 4K shares
ETN
$524K · 2K shares
WFC
$516K · 6K shares
CDNS
$512K · 2K shares
UNH
$506K · 2K shares
AZO
$505K · 149 shares
RTX
$500K · 3K shares
OWL
$491K · 462K shares
AMAT
$480K · 2K shares
XLY
$471K · 4K shares
TXN
$463K · 3K shares
UNP
$463K · 2K shares
VONG
$459K · 4K shares
AXP
$459K · 1K shares
PEP
$456K · 3K shares
EFA
$455K · 5K shares
TRVC
$453K · 4K shares
TSM
$433K · 1K shares
DIS
$432K · 4K shares
ADBE
$432K · 1K shares
ISRG
$430K · 760 shares
MNST
$429K · 6K shares
QCOM
$421K · 2K shares
DHR
$418K · 2K shares
INTC
$406K · 11K shares
DE
$401K · 862 shares
CRWD
$395K · 844 shares
VBK
$391K · 1K shares
CME
$387K · 1K shares
DGRW
$380K · 4K shares
4I1
$377K · 2K shares
PNC
$371K · 2K shares
ETHA
$368K · 16K shares
VIG
$363K · 2K shares
NI
$358K · 9K shares
EXPE
$358K · 1K shares
VO
$355K · 1K shares
BKNG
$353K · 66 shares
SBUX
$350K · 4K shares
MCK
$350K · 427 shares
IEMG
$346K · 5K shares
IAU*
$340K · 4K shares
SPG
$339K · 2K shares
SCHW
$322K · 3K shares
T
$321K · 13K shares
IBB
$318K · 2K shares
NOW
$318K · 2K shares
WELL
$310K · 2K shares
DWD
$306K · 2K shares
GLW
$303K · 3K shares
URI
$301K · 373 shares
BX
$300K · 2K shares
VIS
$298K · 1K shares
ADI
$295K · 1K shares
L
$285K · 3K shares
PCAR
$285K · 3K shares
MCO
$281K · 551 shares
FDX
$280K · 970 shares
CSX
$280K · 8K shares
KLAC
$279K · 230 shares
ANET
$275K · 2K shares
CB
$273K · 876 shares
APP
$272K · 405 shares
TJX
$271K · 2K shares
COF
$267K · 1K shares
APH
$259K · 2K shares
VRTX
$257K · 567 shares
TMUS
$257K · 1K shares
DYH
$257K · 3K shares
ET
$256K · 16K shares
WM
$252K · 1K shares
IAGG
$251K · 5K shares
MTB
$250K · 1K shares
GM
$247K · 3K shares
STT
$246K · 2K shares
GRMN
$245K · 1K shares
NOC
$244K · 428 shares
F
$241K · 18K shares
XLF
$237K · 4K shares
NSC
$234K · 813 shares
SHW
$232K · 717 shares
FCX
$224K · 4K shares
UBER
$224K · 3K shares
LNG
$222K · 1K shares
ICE
$220K · 1K shares
BSX
$215K · 2K shares
HCA
$213K · 458 shares
JCI
$213K · 2K shares
FQI
$213K · 1K shares
ADSK
$212K · 719 shares
GILD
$212K · 2K shares
CMA
$212K · 2K shares
ZM
$212K · 2K shares
PANW
$211K · 1K shares
SKYY
$211K · 2K shares
MO
$209K · 4K shares
CMI
$208K · 408 shares
PAYX
$208K · 2K shares
UYG
$207K · 2K shares
PRU
$205K · 2K shares
PAYC
$203K · 1K shares
BAC
$203K · 5K shares
CL
$203K · 3K shares
BA
$203K · 935 shares
HII
$200K · 590 shares
CCL
$200K · 7K shares
ORGO
$73K · 14K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services63$265.4M52.3%
Technology35$93.5M18.4%
Unknown11$51.2M10.1%
Consumer Cyclical13$34.2M6.7%
Communication Services7$18.9M3.7%
Industrials24$13.0M2.6%
Healthcare16$11.0M2.2%
Consumer Defensive8$8.8M1.7%
Utilities6$7.3M1.4%
Energy4$2.0M0.4%
Basic Materials3$1.1M0.2%
Real Estate2$649K0.1%