Regent Peak Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| 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% |
| ELI LILLY & Co | $2.96M | 0.6% |
| DELTA AIR LINES, INC. | $2.59M | 0.5% |
| COCA COLA CO | $2.44M | 0.5% |
| JPMORGAN CHASE & CO | $2.37M | 0.5% |
| HOME DEPOT, INC. | $2.23M | 0.4% |
| ISHARES CORE S&P 500 ETF | $2.16M | 0.4% |
| SCHWAB U.S. BROAD MARKET ETF | $2.03M | 0.4% |
| Walmart Inc. | $2.02M | 0.4% |
| ISHARES RUSSELL 2000 ETF | $1.91M | 0.4% |
| INVESCO QQQ TRUST SERIES I | $1.90M | 0.4% |
| Visa Inc | $1.86M | 0.4% |
| UNITED BANKSHARES INC/WV | $1.81M | 0.4% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $1.77M | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $1.66M | 0.3% |
| ORACLE CORP | $1.60M | 0.3% |
| BERKSHIRE HATHAWAY INC DEL CL A | $1.51M | 0.3% |
| AbbVie Inc. | $1.40M | 0.3% |
| PROCTER & GAMBLE Co | $1.40M | 0.3% |
| SOUTHERN CO | $1.37M | 0.3% |
| GENERAL ELECTRIC CO | $1.22M | 0.2% |
| ADVANCED MICRO DEVICES INC | $1.21M | 0.2% |
| JOHNSON & JOHNSON | $1.21M | 0.2% |
| Enact Holdings, Inc.ACT | $1.18M | 0.2% |
| Netflix Inc | $1.17M | 0.2% |
| Mastercard Inc | $1.16M | 0.2% |