Regent Peak Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Regent Peak Wealth Advisors LLC held in its portfolio 192 assets valued at $507,241,995 (i.e. $507.24M).
The most valuable assets in the portfolio included: VANGUARD TOTAL STOCK MARKET ETF ($85.70M), ISHARES CORE MSCI EAFE ETF ($39.91M), and APPLE INC COM ($29.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 192 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Regent Peak Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | 255627 | 85704226 | ETF |
| ISHARES CORE MSCI EAFE ETF | 446163 | 39913740 | ETF |
| APPLE INC COM | 109440 | 29752346 | Stock |
| ISHARES CORE DIVIDEND GROWTH ETF | 355124 | 24652742 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 313169 | 23196406 | ETF |
| VANGUARD GROWTH ETF | 45851 | 22368919 | ETF |
| ISHARES RUSSELL 1000 GROWTH ETF | 39605 | 18745108 | ETF |
| TESLA INC COM | 37180 | 16720590 | Stock |
| NVIDIA CORPORATION COM | 86408 | 16115106 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 56252 | 15092412 | Stock |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 91226 | 13564418 | ETF |
| STATE STREET SPDR S&P DIVIDEND ETF | 95924 | 13348837 | ETF |
| MICROSOFT CORP COM | 26857 | 12988353 | Stock |
| AMAZON COM INC COM | 47622 | 10992169 | Stock |
| VANGUARD VALUE ETF | 45652 | 8719056 | ETF |
| JANUS HENDERSON AAA CLO ETF | 161757 | 8181669 | ETF |
| ALPHABET INC CAP STK CL A | 24017 | 7517321 | Stock |
| SPDR S&P 500 ETF TRUST | 9706 | 6618716 | ETF |
| ALPHABET INC CAP STK CL C | 18138 | 5691704 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 10672 | 5364281 | Stock |
| BROADCOM INC COM | 15308 | 5298099 | Stock |
| SPIRE INC COM | 43972 | 3636484 | Stock |
| META PLATFORMS INC CL A | 5341 | 3525541 | Stock |
| PROGRESSIVE CORP COM | 14011 | 3190671 | Stock |
| ISHARES BITCOIN TRUST ETF | 61112 | 3034211 | ETF |
| ELI LILLY & CO COM | 2758 | 2964074 | Stock |
| DELTA AIR LINES INC DEL COM NEW | 37334 | 2590980 | Stock |
| COCA COLA CO COM | 133508 | 2442557 | Stock |
| JPMORGAN CHASE & CO. COM | 7351 | 2368530 | Stock |
| HOME DEPOT INC COM | 6470 | 2226220 | Stock |
| ISHARES CORE S&P 500 ETF | 3151 | 2157999 | ETF |
| SCHWAB U.S. BROAD MARKET ETF | 77261 | 2026556 | ETF |
| WALMART INC COM | 18138 | 2020743 | Stock |
| ISHARES RUSSELL 2000 ETF | 7740 | 1905278 | ETF |
| INVESCO QQQ TRUST SERIES I | 3099 | 1904012 | ETF |
| VISA INC COM CL A | 5317 | 1864866 | Stock |
| UNITED BANKSHARES INC WEST VA COM | 47182 | 1811789 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 2345 | 1767614 | ETF |
| COSTCO WHSL CORP NEW COM | 1928 | 1662508 | Stock |
| ORACLE CORP COM | 8186 | 1595540 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL A | 2 | 1509600 | Stock |
| ABBVIE INC COM | 6134 | 1401474 | Stock |
| PROCTER AND GAMBLE CO COM | 9771 | 1400308 | Stock |
| SOUTHERN CO COM | 15759 | 1374168 | Stock |
| GE AEROSPACE COM NEW | 3948 | 1216102 | Stock |
| ADVANCED MICRO DEVICES INC COM | 5673 | 1214930 | Stock |
| JOHNSON & JOHNSON COM | 5861 | 1212879 | Stock |
| ENACT HLDGS INC COM | 29768 | 1180004 | Stock |
| NETFLIX INC COM | 12518 | 1173688 | Stock |
| MASTERCARD INCORPORATED CL A | 2027 | 1157447 | Stock |
| STATE STREET SPDR S&P SEMICONDUCTOR ETF | 3507 | 1127876 | ETF |
| MCDONALDS CORP COM | 3687 | 1126735 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 7181 | 1033878 | ETF |
| GENERAL DYNAMICS CORP COM | 2787 | 938281 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 4421 | 929913 | ETF |
| EXXON MOBIL CORP COM | 7722 | 929236 | Stock |
| CATERPILLAR INC COM | 1597 | 914873 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 1305 | 756370 | Stock |
| MERCK & CO INC COM | 6957 | 732304 | Stock |
| INTUIT COM | 1104 | 731601 | Stock |
| MICRON TECHNOLOGY INC COM | 2552 | 728366 | Stock |
| CONSTELLATION ENERGY CORP COM | 2023 | 714665 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 2380 | 704980 | Stock |
| LOCKHEED MARTIN CORP COM | 1437 | 694870 | Stock |
| LINDE PLC SHS | 1629 | 694775 | Stock |
| BANK AMERICA CORP COM | 12608 | 693440 | Stock |
| GE VERNOVA INC COM | 1056 | 690170 | Stock |
| VANGUARD S&P 500 ETF | 1094 | 686080 | ETF |
| AUTOMATIC DATA PROCESSING INC COM | 2634 | 677555 | Stock |
| ABBOTT LABS COM | 5393 | 675652 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 3793 | 674206 | Stock |
| APOLLO GLOBAL MGMT INC COM | 4647 | 672761 | Stock |
| CISCO SYS INC COM | 8559 | 659307 | Stock |
| GOLDMAN SACHS GROUP INC COM | 735 | 646065 | Stock |
| CHEVRON CORP NEW COM | 4188 | 638340 | Stock |
| ILLINOIS TOOL WKS INC COM | 2496 | 614777 | Stock |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 3846 | 595326 | ETF |
| LOWES COS INC COM | 2392 | 576855 | Stock |
| SALESFORCE INC COM | 2163 | 572878 | Stock |
| NEXTERA ENERGY INC COM | 7129 | 572280 | Stock |
| LAM RESEARCH CORP COM NEW | 3294 | 563867 | Stock |
| HONEYWELL INTL INC COM | 2849 | 555819 | Stock |
| AMGEN INC COM | 1685 | 551535 | Stock |
| S&P GLOBAL INC COM | 1037 | 541926 | Stock |
| BLACKROCK INC COM | 494 | 528748 | Stock |
| ISHARES SELECT DIVIDEND ETF | 3740 | 527864 | ETF |
| EATON CORP PLC SHS | 1647 | 524586 | Stock |
| WELLS FARGO CO NEW COM | 5539 | 516235 | Stock |
| CADENCE DESIGN SYSTEM INC COM | 1638 | 512006 | Stock |
| UNITEDHEALTH GROUP INC COM | 1535 | 506873 | Stock |
| AUTOZONE INC COM | 149 | 505334 | Stock |
| RTX CORPORATION COM | 2730 | 500637 | Stock |
| BLUE OWL CAPITAL INC COM CL A | 461664 | 491440 | Stock |
| APPLIED MATLS INC COM | 1870 | 480571 | Stock |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3946 | 471192 | ETF |
| TEXAS INSTRS INC COM | 2674 | 463950 | Stock |
| UNION PAC CORP COM | 2004 | 463571 | Stock |
| AMERICAN EXPRESS CO COM | 1242 | 459478 | Stock |
| VANGUARD RUSSELL 1000 GROWTH ETF | 3773 | 459364 | ETF |
| PEPSICO INC COM | 3182 | 456693 | Stock |
| ISHARES MSCI EAFE ETF | 4742 | 455374 | ETF |
| CITIGROUP INC COM NEW | 3890 | 453924 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1425 | 433043 | ADR |
| DISNEY WALT CO COM | 3802 | 432554 | Stock |
| ADOBE INC COM | 1235 | 432238 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 760 | 430434 | Stock |
| MONSTER BEVERAGE CORP NEW COM | 5604 | 429659 | Stock |
| QUALCOMM INC COM | 2464 | 421467 | Stock |
| DANAHER CORPORATION COM | 1828 | 418466 | Stock |
| INTEL CORP COM | 11008 | 406195 | Stock |
| DEERE & CO COM | 862 | 401321 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 844 | 395633 | Stock |
| VANGUARD SMALL-CAP GROWTH ETF | 1295 | 391232 | ETF |
| CME GROUP INC COM | 1418 | 387227 | Stock |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 4257 | 380704 | ETF |
| PHILIP MORRIS INTL INC COM | 2351 | 377100 | Stock |
| PNC FINL SVCS GROUP INC COM | 1782 | 371957 | Stock |
| ISHARES ETHEREUM TRUST ETF | 16422 | 368345 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 1653 | 363241 | ETF |
| EXPEDIA GROUP INC COM NEW | 1267 | 358954 | Stock |
| NISOURCE INC COM | 8586 | 358551 | Stock |
| VANGUARD MID-CAP ETF | 1223 | 355062 | ETF |
| BOOKING HOLDINGS INC COM | 66 | 353452 | Stock |
| STARBUCKS CORP COM | 4162 | 350491 | Stock |
| MCKESSON CORP COM | 427 | 350264 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 5157 | 346654 | ETF |
| ISHARES GOLD TRUST | 4199 | 340833 | ETF |
| SIMON PPTY GROUP INC NEW COM | 1835 | 339677 | REIT |
| SCHWAB CHARLES CORP COM | 3232 | 322909 | Stock |
| AT&T INC COM | 12953 | 321753 | Stock |
| SERVICENOW INC COM | 2080 | 318635 | Stock |
| ISHARES BIOTECHNOLOGY ETF | 1887 | 318471 | ETF |
| WELLTOWER INC COM | 1671 | 310154 | REIT |
| MORGAN STANLEY COM NEW | 1729 | 306949 | Stock |
| CORNING INC COM | 3462 | 303133 | Stock |
| UNITED RENTALS INC COM | 373 | 301876 | Stock |
| BLACKSTONE INC COM | 1947 | 300111 | Stock |
| VANGUARD INDUSTRIALS ETF | 1000 | 298380 | ETF |
| ANALOG DEVICES INC COM | 1088 | 295066 | Stock |
| PACCAR INC COM | 2611 | 285921 | Stock |
| LOEWS CORP COM | 2711 | 285495 | Stock |
| MOODYS CORP COM | 551 | 281478 | Stock |
| CSX CORP COM | 7730 | 280213 | Stock |
| FEDEX CORP COM | 970 | 280194 | Stock |
| KLA CORP COM NEW | 230 | 279468 | Stock |
| ARISTA NETWORKS INC COM SHS | 2103 | 275556 | Stock |
| CHUBB LIMITED COM | 876 | 273417 | Stock |
| APPLOVIN CORP COM CL A | 405 | 272897 | Stock |
| TJX COS INC NEW COM | 1769 | 271736 | Stock |
| CAPITAL ONE FINL CORP COM | 1104 | 267565 | Stock |
| AMPHENOL CORP NEW CL A | 1920 | 259469 | Stock |
| T-MOBILE US INC COM | 1268 | 257455 | Stock |
| TARGET CORP COM | 2632 | 257284 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 567 | 257055 | Stock |
| ENERGY TRANSFER L P COM UT LTD PTN | 15540 | 256255 | Stock |
| WASTE MGMT INC DEL COM | 1151 | 252886 | Stock |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 5033 | 251700 | ETF |
| M & T BK CORP COM | 1245 | 250843 | Stock |
| GENERAL MTRS CO COM | 3041 | 247294 | Stock |
| STATE STR CORP COM | 1907 | 246022 | Stock |
| GARMIN LTD SHS | 1208 | 245043 | Stock |
| NORTHROP GRUMMAN CORP COM | 428 | 244057 | Stock |
| FORD MTR CO COM | 18430 | 241802 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 4333 | 237318 | ETF |
| NORFOLK SOUTHN CORP COM | 813 | 234729 | Stock |
| SHERWIN WILLIAMS CO COM | 717 | 232330 | Stock |
| UBER TECHNOLOGIES INC COM | 2744 | 224212 | Stock |
| FREEPORT-MCMORAN INC CL B | 4412 | 224085 | Stock |
| CHENIERE ENERGY INC COM NEW | 1143 | 222188 | Stock |
| INTERCONTINENTAL EXCHANGE INC COM | 1362 | 220590 | Stock |
| BOSTON SCIENTIFIC CORP COM | 2260 | 215491 | Stock |
| HCA HEALTHCARE INC COM | 458 | 213822 | Stock |
| DIGITAL RLTY TR INC COM | 1380 | 213509 | REIT |
| JOHNSON CTLS INTL PLC SHS | 1780 | 213155 | Stock |
| COMERICA INC COM | 2449 | 212892 | Stock |
| ZOOM COMMUNICATIONS INC CL A | 2467 | 212877 | Stock |
| AUTODESK INC COM | 719 | 212831 | Stock |
| GILEAD SCIENCES INC COM | 1731 | 212463 | Stock |
| PALO ALTO NETWORKS INC COM | 1147 | 211277 | Stock |
| FIRST TRUST CLOUD COMPUTING ETF | 1623 | 211120 | ETF |
| ALTRIA GROUP INC COM | 3625 | 209018 | Stock |
| PAYCHEX INC COM | 1857 | 208318 | Stock |
| CUMMINS INC COM | 408 | 208264 | Stock |
| PROSHARES ULTRA FINANCIALS | 2256 | 207056 | ETF |
| PRUDENTIAL FINL INC COM | 1821 | 205554 | Stock |
| PAYCOM SOFTWARE INC COM | 1277 | 203503 | Stock |
| COLGATE PALMOLIVE CO COM | 2572 | 203239 | Stock |
| VERIZON COMMUNICATIONS INC COM | 4985 | 203039 | Stock |
| BOEING CO COM | 935 | 203007 | Stock |
| HUNTINGTON INGALLS INDS INC COM | 590 | 200641 | Stock |
| CARNIVAL CORP PAIRED CTF | 6562 | 200403 | Stock |
| ORGANOGENESIS HLDGS INC COM | 14165 | 73375 | Stock |
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