Regent Peak Wealth Advisors LLC
CIK: 1803329SEC EDGAR →
Portfolio Value
$151.2B
Holdings
221
As of
Q2 2026
New Positions
221
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE MSCI EAFE ETF | 322,722 | $31.2B | 20.61% |
| 2 | ISHARES CORE DIVIDEND GROWTH ETF | 334,542 | $25.4B | 16.77% |
| 3 | VANGUARD GROWTH ETF | 263,714 | $22.7B | 15.02% |
| 4 | ISHARES CORE MSCI EMERGING MARKETS ETF | 201,722 | $16.7B | 11.05% |
| 5 | VANGUARD TOTAL BOND MARKET ETF | 209,469 | $15.4B | 10.17% |
| 6 | JANUS HENDERSON AAA CLO ETF | 165,665 | $8.4B | 5.53% |
| 7 | COCA COLA CO COM | 140,275 | $3.4B | 2.23% |
| 8 | SPIRE INC COM | 33,001 | $2.6B | 1.70% |
| 9 | ISHARES BITCOIN TRUST ETF | 66,277 | $2.2B | 1.46% |
| 10 | SCHWAB U.S. BROAD MARKET ETF | 75,700 | $2.2B | 1.45% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $101.8B | 67.3% |
| Unknown | 13 | $31.7B | 21.0% |
| Utilities | 7 | $5.6B | 3.7% |
| Consumer Defensive | 8 | $4.5B | 2.9% |
| Industrials | 26 | $2.3B | 1.5% |
| Communication Services | 8 | $1.6B | 1.1% |
| Consumer Cyclical | 17 | $1.3B | 0.8% |
| Technology | 43 | $985.5M | 0.7% |
| Healthcare | 18 | $913.0M | 0.6% |
| Energy | 6 | $298.8M | 0.2% |
| Basic Materials | 5 | $297.5M | 0.2% |
| Real Estate | 3 | $1.0M | 0.0% |