Regent Peak Wealth Advisors LLC

CIK: 0001803329SEC EDGAR →

Portfolio Value

$507.2B

Holdings

192

As of

Q4 2025

New Positions

192

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VTI VANGUARD TOTAL STOCK MARKET ETF	255,627	$85.7B	16.90%
2	AQLT ISHARES CORE MSCI EAFE ETF	446,163	$39.9B	7.87%
3	AAPL APPLE INC COM	109,440	$29.8B	5.87%
4	DGRO ISHARES CORE DIVIDEND GROWTH ETF	355,124	$24.7B	4.86%
5	BND VANGUARD TOTAL BOND MARKET ETF	313,169	$23.2B	4.57%
6	VUG VANGUARD GROWTH ETF	45,851	$22.4B	4.41%
7	IWF ISHARES RUSSELL 1000 GROWTH ETF	39,605	$18.7B	3.70%
8	TSLA TESLA INC COM	37,180	$16.7B	3.30%
9	NVDA NVIDIA CORPORATION COM	86,408	$16.1B	3.18%
10	ACN ACCENTURE PLC IRELAND SHS CLASS A	56,252	$15.1B	2.98%

Quarterly Changes

Top Buys

VTINEW

$85.7B

AQLTNEW

$39.9B

AAPLNEW

$29.8B

DGRONEW

$24.7B

BNDNEW

$23.2B

Top Sells

No sells this quarter

New Positions (192)

$85.7B · 256K shares

$39.9B · 446K shares

$29.8B · 109K shares

$24.7B · 355K shares

$23.2B · 313K shares

$22.4B · 46K shares

$18.7B · 40K shares

$16.7B · 37K shares

$16.1B · 86K shares

$15.1B · 56K shares

$13.6B · 91K shares

$13.3B · 96K shares

$13.0B · 27K shares

$11.0B · 48K shares

$8.7B · 46K shares

$8.2B · 162K shares

$7.5B · 24K shares

$6.6B · 10K shares

$5.7B · 18K shares

$5.4B · 11K shares

$5.3B · 15K shares

$3.6B · 44K shares

$3.5B · 5K shares

$3.2B · 14K shares

$3.0B · 61K shares

$3.0B · 3K shares

$2.6B · 37K shares

$2.4B · 134K shares

JPM

$2.4B · 7K shares

$2.2B · 6K shares

$2.2B · 3K shares

$2.0B · 77K shares

$2.0B · 18K shares

$1.9B · 8K shares

$1.9B · 3K shares

$1.9B · 5K shares

$1.8B · 47K shares

$1.8B · 2K shares

$1.7B · 2K shares

$1.6B · 8K shares

$1.5B · 2 shares

$1.4B · 6K shares

$1.4B · 10K shares

$1.4B · 16K shares

$1.2B · 4K shares

$1.2B · 6K shares

$1.2B · 6K shares

$1.2B · 30K shares

$1.2B · 13K shares

$1.2B · 2K shares

XSD

$1.1B · 4K shares

MCD

$1.1B · 4K shares

XLK

$1.0B · 7K shares

$938.0M · 3K shares

$929.0M · 8K shares

$929.0M · 4K shares

$914.0M · 2K shares

$756.0M · 1K shares

$732.0M · 7K shares

$731.0M · 1K shares

$728.0M · 3K shares

$714.0M · 2K shares

$704.0M · 2K shares

$694.0M · 1K shares

$694.0M · 2K shares

$693.0M · 13K shares

$690.0M · 1K shares

$686.0M · 1K shares

$677.0M · 3K shares

$675.0M · 5K shares

$674.0M · 4K shares

$672.0M · 5K shares

$659.0M · 9K shares

$646.0M · 735 shares

$638.0M · 4K shares

$614.0M · 2K shares

$595.0M · 4K shares

$576.0M · 2K shares

$572.0M · 7K shares

$572.0M · 2K shares

$563.0M · 3K shares

$555.0M · 3K shares

$551.0M · 2K shares

$541.0M · 1K shares

$528.0M · 494 shares

$527.0M · 4K shares

$524.0M · 2K shares

$516.0M · 6K shares

$512.0M · 2K shares

$506.0M · 2K shares

$505.0M · 149 shares

$500.0M · 3K shares

$491.0M · 462K shares

$480.0M · 2K shares

$471.0M · 4K shares

$463.0M · 3K shares

$463.0M · 2K shares

$459.0M · 4K shares

$459.0M · 1K shares

$456.0M · 3K shares

$455.0M · 5K shares

$453.0M · 4K shares

$433.0M · 1K shares

$432.0M · 4K shares

$432.0M · 1K shares

$430.0M · 760 shares

$429.0M · 6K shares

$421.0M · 2K shares

$418.0M · 2K shares

$406.0M · 11K shares

$401.0M · 862 shares

$395.0M · 844 shares

$391.0M · 1K shares

$387.0M · 1K shares

$380.0M · 4K shares

$377.0M · 2K shares

$371.0M · 2K shares

$368.0M · 16K shares

$363.0M · 2K shares

$358.0M · 9K shares

EXPE

$358.0M · 1K shares

$355.0M · 1K shares

$353.0M · 66 shares

$350.0M · 4K shares

$350.0M · 427 shares

$346.0M · 5K shares

$340.0M · 4K shares

$339.0M · 2K shares

$322.0M · 3K shares

$321.0M · 13K shares

$318.0M · 2K shares

$318.0M · 2K shares

$310.0M · 2K shares

$306.0M · 2K shares

$303.0M · 3K shares

$301.0M · 373 shares

$300.0M · 2K shares

VIS

$298.0M · 1K shares

ADI

$295.0M · 1K shares

$285.0M · 3K shares

$285.0M · 3K shares

$281.0M · 551 shares

$280.0M · 970 shares

$280.0M · 8K shares

$279.0M · 230 shares

$275.0M · 2K shares

$273.0M · 876 shares

$272.0M · 405 shares

$271.0M · 2K shares

$267.0M · 1K shares

$259.0M · 2K shares

$257.0M · 567 shares

$257.0M · 1K shares

$257.0M · 3K shares

$256.0M · 16K shares

$252.0M · 1K shares

IAGG

$251.0M · 5K shares

MTB

$250.0M · 1K shares

$247.0M · 3K shares

STT

$246.0M · 2K shares

GRMN

$245.0M · 1K shares

NOC

$244.0M · 428 shares

$241.0M · 18K shares

$237.0M · 4K shares

$234.0M · 813 shares

$232.0M · 717 shares

$224.0M · 4K shares

$224.0M · 3K shares

$222.0M · 1K shares

$220.0M · 1K shares

$215.0M · 2K shares

$213.0M · 458 shares

$213.0M · 2K shares

$213.0M · 1K shares

$212.0M · 719 shares

$212.0M · 2K shares

$212.0M · 2K shares

$211.0M · 1K shares

$211.0M · 2K shares

$209.0M · 4K shares

$208.0M · 408 shares

$208.0M · 2K shares

$207.0M · 2K shares

$205.0M · 2K shares

$203.0M · 1K shares

$203.0M · 5K shares

$203.0M · 3K shares

$203.0M · 935 shares

HII

$200.0M · 590 shares

CCL

$200.0M · 7K shares

ORGO

$73.0M · 14K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	62	$265.2B	52.3%
Technology	35	$93.5B	18.4%
Unknown	12	$51.4B	10.1%
Consumer Cyclical	13	$34.2B	6.7%
Communication Services	7	$18.9B	3.7%
Industrials	24	$13.0B	2.6%
Healthcare	16	$11.0B	2.2%
Consumer Defensive	8	$8.8B	1.7%
Utilities	6	$7.3B	1.4%
Energy	4	$2.0B	0.4%
Basic Materials	3	$1.1B	0.2%
Real Estate	2	$649.0M	0.1%