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Regent Peak Wealth Advisors LLC Portfolio
$577.1M across 231 positions as of 2026-09-30, with 54% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $95.7M | 16.6% | 255,827 |
| AAPLApple Inc | $35.9M | 6.2% | 107,772 |
| IEFAiShares Core MSCI EAFE ETF | $33M | 5.7% | 340,655 |
| DGROiShares Core Dividend Growth ETF | $26.5M | 4.6% | 351,223 |
| SDYState Street SPDR S&P Dividend ETF | $23.9M | 4.1% | 163,302 |
| VUGVanguard Growth ETF | $23.7M | 4.1% | 263,003 |
| NVDANVIDIA Corp | $21.1M | 3.7% | 92,534 |
| IWFiShares Russell 1000 Growth ETF | $18.7M | 3.2% | 149,097 |
| IEMGiShares Core MSCI Emerging Markets ETF | $17.7M | 3.1% | 218,608 |
| TSLATesla Inc | $16.9M | 2.9% | 47,608 |
| MSFTMicrosoft Corp | $15.1M | 2.6% | 29,454 |
| BNDVanguard Total Bond Market ETF | $14.7M | 2.5% | 209,008 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $13M | 2.3% | 78,241 |
| ACCENTURE PLC IRELAND SHS CLASS A | $12.5M | 2.2% | 68,272 |
| AMZNAmazon.com Inc | $12.1M | 2.1% | 48,735 |
| VTVVanguard Value ETF | $9.4M | 1.6% | 43,546 |
| JAAAJanus Henderson AAA CLO ETF | $8.6M | 1.5% | 169,420 |
| GOOGLAlphabet Inc | $8.4M | 1.4% | 24,310 |
| GOOGAlphabet Inc | $6.4M | 1.1% | 18,760 |
| AVGOBroadcom Inc | $5.8M | 1.0% | 16,548 |
| SPYState Street SPDR S&P 500 ETF Trust | $4.4M | 0.8% | 5,704 |
| METAMeta Platforms Inc | $4.2M | 0.7% | 5,782 |
| SPCXSpace Exploration Technologies Corp | $4.1M | 0.7% | 27,174 |
| AMDAdvanced Micro Devices Inc | $3.9M | 0.7% | 6,325 |
| KOCoca-Cola Co | $3.6M | 0.6% | 140,779 |
| LLYEli Lilly and Co | $3.6M | 0.6% | 3,084 |
| JPMJPMorgan Chase & Co | $3.3M | 0.6% | 9,998 |
| MUMicron Technology Inc | $3.3M | 0.6% | 3,094 |
| IBITiShares Bitcoin Trust ETF | $3.3M | 0.6% | 68,721 |
| BRK.BBerkshire Hathaway Inc | $2.9M | 0.5% | 5,851 |
| IVViShares Core S&P 500 ETF | $2.5M | 0.4% | 3,234 |
| QQQInvesco QQQ Trust, Series 1 | $2.3M | 0.4% | 3,129 |
| SRSpire Inc | $2.3M | 0.4% | 30,113 |
| VGTVanguard Information Tech ETF | $2.3M | 0.4% | 17,985 |
| SCHBSchwab U.S. Broad Market ETF | $2.1M | 0.4% | 72,263 |
| XOMExxonmobil Holdings Corp | $2.1M | 0.4% | 12,839 |
| IWMiShares Russell 2000 Index Fund | $2.1M | 0.4% | 7,460 |
| CATCaterpillar Inc | $2M | 0.3% | 2,475 |
| VVisa Inc | $2M | 0.3% | 5,457 |
| WMTWalmart Inc | $1.9M | 0.3% | 18,487 |
| BLUE OWL CAPITAL CORPORATION COM | $1.9M | 0.3% | 180,389 |
| CMICummins Inc | $1.9M | 0.3% | 3,612 |
| UBSIUnited Bankshares Inc | $1.8M | 0.3% | 38,372 |
| JNJJohnson & Johnson | $1.7M | 0.3% | 6,610 |
| COSTCostco Wholesale Corp | $1.7M | 0.3% | 1,913 |
| ABBVAbbVie Inc | $1.7M | 0.3% | 6,419 |
| HDHome Depot Inc | $1.6M | 0.3% | 5,578 |
| STATE STREET SPDR S&P SEMICONDUCTOR ETF | $1.6M | 0.3% | 2,940 |
| DALDelta Air Lines Inc | $1.5M | 0.3% | 18,293 |
| PGRProgressive Corp | $1.4M | 0.2% | 6,896 |
| PGProcter & Gamble Co | $1.4M | 0.2% | 9,528 |
| INTCIntel Corp | $1.3M | 0.2% | 11,103 |
| CVXChevron Corp | $1.3M | 0.2% | 6,480 |
| GEGeneral Electric Co | $1.3M | 0.2% | 4,136 |
| DEDeere & Co | $1.2M | 0.2% | 1,854 |
| SOSouthern Co | $1.2M | 0.2% | 14,027 |
| MAMastercard Inc | $1.2M | 0.2% | 2,098 |
| XLKState Street Technology Select Sector SPDR ETF | $1.1M | 0.2% | 5,836 |
| SNDKSandisk Corp | $1.1M | 0.2% | 644 |
| LRCXLam Research Corp | $1.1M | 0.2% | 3,406 |
| MRKMerck & Co Inc | $1.1M | 0.2% | 7,400 |
| AMATApplied Materials Inc | $1M | 0.2% | 1,985 |
| CSCOCisco Systems Inc | $1M | 0.2% | 9,421 |
| ORCLOracle Corp | $990.1K | 0.2% | 7,211 |
| CRWDCrowdStrike Holdings Inc | $982.5K | 0.2% | 3,711 |
| ENACT HLDGS INC COM | $966.4K | 0.2% | 22,340 |
| GEVGE Vernova Inc | $960.9K | 0.2% | 1,011 |
| NFLXNetflix Inc | $945K | 0.2% | 13,581 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $878.9K | 0.2% | 11,254 |
| LMTLockheed Martin Corp | $873.7K | 0.2% | 1,716 |
| TXNTexas Instruments Inc | $833.6K | 0.1% | 2,976 |
| IWDiShares Russell 1000 Value ETF | $824.9K | 0.1% | 3,327 |
| GDGeneral Dynamics Corp | $811.3K | 0.1% | 2,445 |
| BACBank of America Corp | $802.7K | 0.1% | 14,747 |
| GSGoldman Sachs Group Inc | $785.2K | 0.1% | 872 |
| WFCWells Fargo & Co | $782.9K | 0.1% | 9,780 |
| TMOThermo Fisher Scientific Inc | $771.9K | 0.1% | 1,144 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.1% | 1 |
| PLTRPalantir Technologies Inc | $745.8K | 0.1% | 3,987 |
| AMGNAmgen Inc | $730.5K | 0.1% | 1,733 |
| EATON CORP PLC SHS | $726.7K | 0.1% | 1,691 |
| VOOVanguard S&P 500 ETF | $677.7K | 0.1% | 967 |
| LINDE PLC SHS | $677.3K | 0.1% | 1,427 |
| URIUnited Rentals Inc | $666.6K | 0.1% | 666 |
| MRVLMarvell Technology Inc | $636.7K | 0.1% | 2,410 |
| CCitigroup Inc | $635.9K | 0.1% | 4,911 |
| SLViShares Silver Trust | $623.4K | 0.1% | 11,437 |
| RTXRTX Corp | $615.8K | 0.1% | 3,317 |
| UNHUnitedHealth Group Inc | $614.6K | 0.1% | 1,674 |
| SPGSimon Property Group Inc | $604.9K | 0.1% | 3,013 |
| PANWPalo Alto Networks Inc | $599.5K | 0.1% | 1,509 |
| BLKBlackRock Inc | $592.7K | 0.1% | 560 |
| CDNSCadence Design Systems Inc | $588.4K | 0.1% | 1,782 |
| UNPUnion Pacific Corp | $586.2K | 0.1% | 2,154 |
| MCDMcDonald's Corp | $564.4K | 0.1% | 2,444 |
| ITWIllinois Tool Works Inc | $564K | 0.1% | 2,192 |
| NEENextera Energy Inc | $555.5K | 0.1% | 7,335 |
| APOApollo Global Management Inc | $552.3K | 0.1% | 4,758 |
| ADPAutomatic Data Processing Inc | $549.2K | 0.1% | 2,128 |
| PMPhilip Morris International Inc | $542.9K | 0.1% | 2,845 |
| GLWCorning Inc | $533.1K | 0.1% | 3,467 |
| CEGConstellation Energy Corp | $530.2K | 0.1% | 2,087 |
| CGDVCapital Group Dividend Value ETF | $529.8K | 0.1% | 10,846 |
| IBMInternational Business Machines Corp | $520.8K | 0.1% | 2,368 |
| XLVState Street Health Care Select Sector SPDR ETF | $520K | 0.1% | 3,087 |
| 10X GENOMICS INC CL A COM | $516.3K | 0.1% | 5,714 |
| MNSTMonster Beverage Corp | $502.1K | 0.1% | 12,063 |
| ETHAiShares Ethereum Trust ETF | $500.4K | 0.1% | 24,870 |
| EFAiShares MSCI EAFE ETF | $492.6K | 0.1% | 4,742 |
| VONGVanguard Russell 1000 Growth ETF | $486.5K | 0.1% | 3,773 |
| SBUXStarbucks Corp | $485.2K | 0.1% | 5,164 |
| ADIAnalog Devices Inc | $470.1K | 0.1% | 1,185 |
| DVYISHARES SELECT DIVIDEND ETF | $467.3K | 0.1% | 3,073 |
| OWLBlue Owl Capital Inc | $464.8K | 0.1% | 460,621 |
| ANETArista Networks Inc | $461.3K | 0.1% | 2,266 |
| KLACKLA Corp | $449.9K | 0.1% | 2,308 |
| QCOMQualcomm Inc | $445.7K | 0.1% | 2,422 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $435.7K | 0.1% | 955 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $429.5K | 0.1% | 3,946 |
| DELLDell Technologies Inc | $427.7K | 0.1% | 795 |
| AZOAutozone Inc | $427.3K | 0.1% | 151 |
| LOWLowe's Companies Inc | $427.2K | 0.1% | 2,318 |
| KEYSKeysight Technologies Inc | $416.1K | 0.1% | 1,143 |
| CGUSCapital Group Core Equity ETF | $406.6K | 0.1% | 9,138 |
| PNCPNC Financial Services Group Inc | $401.4K | 0.1% | 1,806 |
| WELLWelltower Inc | $400.2K | 0.1% | 1,738 |
| SPGIS&P Global Inc | $399.2K | 0.1% | 1,012 |
| IBBiShares Nasdaq Biotechnology Index Fund | $397.3K | 0.1% | 1,887 |
| MSMorgan Stanley | $396.5K | 0.1% | 2,108 |
| DHRDanaher Corp | $394.6K | 0.1% | 1,781 |
| TGTTarget Corp | $393K | 0.1% | 2,508 |
| VIGVanguard Div Appreciation ETF | $384.9K | 0.1% | 1,650 |
| VBKVanguard Small-Cap Growth ETF | $382.8K | 0.1% | 1,133 |
| APHAmphenol Corp | $377.8K | 0.1% | 4,481 |
| MCKMcKesson Corp | $376.6K | 0.1% | 441 |
| CSXCSX Corp | $372.7K | 0.1% | 8,014 |
| DISWalt Disney Co | $369.4K | 0.1% | 3,521 |
| FITBFifth Third Bancorp | $368.7K | 0.1% | 7,290 |
| WDCWestern Digital Corp | $368.6K | 0.1% | 811 |
| ABNBAirbnb Inc | $363.6K | 0.1% | 2,263 |
| VOVanguard Mid-Cap ETF | $360.4K | 0.1% | 4,596 |
| MPCMarathon Petroleum Corp | $359.8K | 0.1% | 910 |
| STTState Street Corp | $357.2K | 0.1% | 2,046 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $357K | 0.1% | 3,671 |
| AXPAmerican Express Co | $350K | 0.1% | 1,151 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $342.2K | 0.1% | 371 |
| VRTXVertex Pharmaceuticals Inc | $341.4K | 0.1% | 653 |
| ISRGIntuitive Surgical Inc | $341.2K | 0.1% | 839 |
| NINiSource Inc | $338.6K | 0.1% | 8,682 |
| FCXFreeport-McMoRan Inc | $337.6K | 0.1% | 4,823 |
| VLOValero Energy Corp | $337.2K | 0.1% | 870 |
| VANECK MERK GOLD ETF | $333.6K | 0.1% | 8,362 |
| VANECK BITCOIN ETF | $326.3K | 0.1% | 13,814 |
| GARMIN LTD SHS | $321.8K | 0.1% | 1,122 |
| VISVanguard Industrials ETF | $320.5K | 0.1% | 1,000 |
| EXPEExpedia Group Inc | $316.3K | 0.1% | 1,201 |
| CHUBB LIMITED COM | $316.2K | 0.1% | 972 |
| ETEnergy Transfer LP | $307.2K | 0.1% | 15,540 |
| BABoeing Co | $307.2K | 0.1% | 1,651 |
| ILMNIllumina Inc | $307.1K | 0.1% | 1,122 |
| PAYCPaycom Software Inc | $304.3K | 0.1% | 1,398 |
| GILDGilead Sciences, Inc | $303.2K | 0.1% | 2,034 |
| TAT&T Inc | $301.6K | 0.1% | 12,359 |
| JOHNSON CTLS INTL PLC SHS | $299.4K | 0.1% | 2,014 |
| CMECME Group Inc | $297.9K | 0.1% | 1,137 |
| FTNTFortinet Inc | $295.5K | 0.1% | 1,653 |
| MTBM&T Bank Corp | $294.2K | 0.1% | 1,352 |
| LLoews Corp | $292.5K | 0.1% | 2,801 |
| FDXFedEx Corp | $289.9K | 0.1% | 1,017 |
| EBAYeBay Inc | $287.1K | 0.0% | 2,707 |
| VZVerizon Communications Inc | $286.5K | 0.0% | 6,246 |
| HONHoneywell International Inc | $284.6K | 0.0% | 1,349 |
| PCARPaccar Inc | $282K | 0.0% | 2,568 |
| SCHWCharles Schwab Corp | $278K | 0.0% | 2,844 |
| EMREmerson Electric Co | $276.4K | 0.0% | 1,782 |
| NOWServiceNow Inc | $275.3K | 0.0% | 2,054 |
| ABTAbbott Laboratories | $271.5K | 0.0% | 2,747 |
| NSCNorfolk Southern Corp | $271K | 0.0% | 877 |
| LNGCheniere Energy Inc | $269.3K | 0.0% | 1,001 |
| MOAltria Group Inc | $268.6K | 0.0% | 3,989 |
| MCOMoody's Corp | $266.6K | 0.0% | 587 |
| COPConocoPhillips | $259.6K | 0.0% | 2,074 |
| GMGeneral Motors Co | $253.4K | 0.0% | 3,291 |
| SKYYFirst Trust Cloud Computing ETF | $251.4K | 0.0% | 1,533 |
| DDOGDatadog Inc (Pre-Reincorporation) | $250K | 0.0% | 913 |
| CRMSalesforce Inc | $248.3K | 0.0% | 1,082 |
| IAGGiShares International Aggregate Bond Fund | $247.6K | 0.0% | 5,033 |
| WMWaste Management Inc | $244.7K | 0.0% | 1,200 |
| HPEHewlett Packard Enterprise Co | $243.9K | 0.0% | 3,817 |
| ADBEAdobe Inc | $243.5K | 0.0% | 1,015 |
| FFIVF5 Inc | $242.2K | 0.0% | 544 |
| PSXPhillips 66 | $241.2K | 0.0% | 945 |
| CLHClean Harbors Inc | $239.2K | 0.0% | 771 |
| ARCH CAP GROUP LTD ORD | $238.4K | 0.0% | 2,581 |
| BKNGBooking Holdings Inc | $236.7K | 0.0% | 1,453 |
| FFord Motor Co | $236K | 0.0% | 19,571 |
| TJXTJX Companies Inc | $234.6K | 0.0% | 1,773 |
| TWLOTwilio Inc | $233.7K | 0.0% | 799 |
| MEDTRONIC PLC SHS | $233.2K | 0.0% | 2,702 |
| PRUPrudential Financial Inc | $232.7K | 0.0% | 2,049 |
| TERTeradyne Inc | $232.1K | 0.0% | 579 |
| XLFState Street Financial Select Sector SPDR ETF | $231.4K | 0.0% | 4,333 |
| ICEIntercontinental Exchange Inc | $231.2K | 0.0% | 1,521 |
| DLRDigital Realty Trust Inc | $230.2K | 0.0% | 1,311 |
| COFCapital One Financial Corp | $229.4K | 0.0% | 1,188 |
| CLColgate-Palmolive Co | $229K | 0.0% | 2,684 |
| BEBloom Energy Corp | $224.7K | 0.0% | 811 |
| CVSCVS Health Corp | $222.5K | 0.0% | 2,596 |
| PEPPepsiCo Inc | $221.1K | 0.0% | 1,745 |
| NUENucor Corp | $220.7K | 0.0% | 944 |
| NOCNorthrop Grumman Corp | $220.1K | 0.0% | 455 |
| EQIXEquinix Inc | $219.5K | 0.0% | 217 |
| HLTHilton Worldwide Holdings Inc | $219.2K | 0.0% | 689 |
| HWMHowmet Aerospace Inc | $217.6K | 0.0% | 962 |
| INTUIntuit Inc | $214.7K | 0.0% | 779 |
| ELVElevance Health Inc | $213.1K | 0.0% | 548 |
| VBRVanguard Small-Cap Value ETF | $211.6K | 0.0% | 916 |
| NEMNewmont Corporation | $211.1K | 0.0% | 1,830 |
| BANK OF NY MELLON CORP COM | $210.9K | 0.0% | 1,458 |
| BBYBest Buy Co Inc | $210.2K | 0.0% | 2,382 |
| CFCF Industries Holdings Inc | $209K | 0.0% | 1,814 |
| FIVEFive Below Inc | $208.6K | 0.0% | 950 |
| ROKURoku Inc | $207.3K | 0.0% | 1,361 |
| TMUST-Mobile US Inc | $205.3K | 0.0% | 1,259 |
| DHID.R. Horton Inc | $204.7K | 0.0% | 1,498 |
| AFLAflac Inc | $202.3K | 0.0% | 1,810 |
| APDAir Products and Chemicals Inc | $201.7K | 0.0% | 725 |
| SHWSherwin-Williams Co | $200.8K | 0.0% | 621 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $200.2K | 0.0% | 5,573 |
| VIEMED HEALTHCARE INC COM | $110.5K | 0.0% | 12,144 |
| USA TODAY CO INC COM | $82.2K | 0.0% | 13,075 |
Quarter ending 2026-09-30.
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