Institutions / Regent Peak Wealth Advisors LLC
Regent Peak Wealth Advisors LLC
CIK 1803329 · Institution · as of Dec 31, 2025
Portfolio value
$507.24M
Positions
192
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 192 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Total Stock Market ETF | $85.70M | 16.9% |
| iShares Core MSCI Eafe ETF | $39.91M | 7.9% |
| Apple Inc. | $29.75M | 5.9% |
| iShares Core Dividend Growth ETF | $24.65M | 4.9% |
| Vanguard Total Bond Market ETF | $23.20M | 4.6% |
| Vanguard Growth ETF | $22.37M | 4.4% |
| iShares Russell 1000 Growth ETF | $18.75M | 3.7% |
| Tesla Inc | $16.72M | 3.3% |
| NVIDIA Corp | $16.12M | 3.2% |
| Accenture plc | $15.09M | 3.0% |
| iShares MSCI UAE ETF | $13.56M | 2.7% |
| State Street SPDR S&P Dividend ETF | $13.35M | 2.6% |
| Microsoft Corp | $12.99M | 2.6% |
| Amazon.com Inc | $10.99M | 2.2% |
| Vanguard Value ETF | $8.72M | 1.7% |
| Janus Henderson Aaa Clo ETF | $8.18M | 1.6% |
| Alphabet Inc. | $7.52M | 1.5% |
| SPDR S&P 500 ETF Trust | $6.62M | 1.3% |
| Alphabet Inc. | $5.69M | 1.1% |
| Warren E. Buffett | $5.36M | 1.1% |
| Broadcom Inc. | $5.30M | 1.0% |
| Spire Inc | $3.64M | 0.7% |
| Meta Platforms Inc | $3.53M | 0.7% |
| Progressive CORP/OH | $3.19M | 0.6% |
| iShares Bitcoin Trust ETF | $3.03M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.