Regent Peak Wealth Advisors LLC 13F Holdings · Q2 2026
Regent Peak Wealth Advisors LLC reported 221 securities worth $540.13M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (16.87%), AAPL (5.79%), IEFA (5.77%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $91.1M | 16.87% | 246,181 | Added |
| 2 | AAPL | APPLE INC COM | $31.3M | 5.79% | 108,166 | Added |
| 3 | IEFA | ISHARES CORE MSCI EAFE ETF | $31.2M | 5.77% | 322,722 | Added |
| 4 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $25.4M | 4.69% | 334,542 | Added |
| 5 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | $23.4M | 4.33% | 153,565 | Added |
| 6 | VUG | VANGUARD GROWTH ETF | $22.7M | 4.21% | 263,714 | Added |
| 7 | NVDA | NVIDIA CORPORATION COM | $18.1M | 3.36% | 90,648 | Added |
| 8 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $17.9M | 3.32% | 144,292 | Added |
| 9 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $16.7M | 3.09% | 201,722 | Added |
| 10 | TSLA | TESLA INC COM | $15.9M | 2.94% | 37,805 | Added |
| 11 | BND | VANGUARD TOTAL BOND MARKET ETF | $15.4M | 2.85% | 209,469 | Trimmed |
| 12 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $13.1M | 2.42% | 79,574 | Trimmed |
| 13 | AMZN | AMAZON COM INC COM | $11.7M | 2.17% | 49,094 | Added |
| 14 | MSFT | MICROSOFT CORP COM | $10.5M | 1.95% | 28,225 | Added |
| 15 | VTV | VANGUARD VALUE ETF | $9.6M | 1.77% | 43,866 | Trimmed |
| 16 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $9.2M | 1.71% | 74,187 | Added |
| 17 | GOOGL | ALPHABET INC CAP STK CL A | $8.4M | 1.56% | 23,545 | Trimmed |
| 18 | JAAA | JANUS HENDERSON AAA CLO ETF | $8.4M | 1.55% | 165,665 | Trimmed |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $6.5M | 1.21% | 18,456 | Trimmed |
| 20 | AVGO | BROADCOM INC COM | $6.1M | 1.13% | 16,174 | Added |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.9M | 0.90% | 9,739 | Trimmed |
| 22 | SPY | STATE STREET SPDR S&P 500 ETF | $4.5M | 0.84% | 6,043 | Trimmed |
| 23 | LLY | ELI LILLY & CO COM | $3.6M | 0.67% | 2,995 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC COM | $3.4M | 0.64% | 5,938 | Added |
| 25 | KO | COCA COLA CO COM | $3.4M | 0.62% | 140,275 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR