Regent Peak Wealth Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| STATE STREET SPDR S&P SEMICONDUCTOR ETF | $1.13M | 0.2% |
| MCDONALD'S CORP | $1.13M | 0.2% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.03M | 0.2% |
| GENERAL DYNAMICS CORP | $938.3K | 0.2% |
| ISHARES RUSSELL 1000 VALUE ETF | $929.9K | 0.2% |
| EXXON MOBIL CORP | $929.2K | 0.2% |
| CATERPILLAR INC | $914.9K | 0.2% |
| THERMO FISHER SCIENTIFIC INC. | $756.4K | 0.1% |
| Merck & Co., Inc. | $732.3K | 0.1% |
| INTUIT INC. | $731.6K | 0.1% |
| MICRON TECHNOLOGY INC | $728.4K | 0.1% |
| Constellation Energy Corp | $714.7K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $705.0K | 0.1% |
| LOCKHEED MARTIN CORP | $694.9K | 0.1% |
| LINDE PLC | $694.8K | 0.1% |
| BANK OF AMERICA CORP /DE | $693.4K | 0.1% |
| GE Vernova Inc. | $690.2K | 0.1% |
| VANGUARD S&P 500 ETF | $686.1K | 0.1% |
| AUTOMATIC DATA PROCESSING INC | $677.6K | 0.1% |
| ABBOTT LABORATORIES | $675.7K | 0.1% |
| Palantir Technologies Inc | $674.2K | 0.1% |
| Apollo Global Management, Inc. | $672.8K | 0.1% |
| CISCO SYSTEMS, INC. | $659.3K | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $646.1K | 0.1% |
| CHEVRON CORP | $638.3K | 0.1% |
| ILLINOIS TOOL WORKS INC | $614.8K | 0.1% |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $595.3K | 0.1% |
| LOWES COMPANIES INC | $576.9K | 0.1% |
| Salesforce Inc | $572.9K | 0.1% |
| NEXTERA ENERGY INC | $572.3K | 0.1% |
| LAM RESEARCH CORP | $563.9K | 0.1% |
| HONEYWELL INTERNATIONAL INC | $555.8K | 0.1% |
| AMGEN INC | $551.5K | 0.1% |
| S&P Global Inc. | $541.9K | 0.1% |
| BlackRock, Inc. | $528.7K | 0.1% |
| ISHARES SELECT DIVIDEND ETF | $527.9K | 0.1% |
| Eaton Corp plc | $524.6K | 0.1% |
| WELLS FARGO & COMPANY/MN | $516.2K | 0.1% |
| CADENCE DESIGN SYSTEMS INC | $512.0K | 0.1% |
| UNITEDHEALTH GROUP INC | $506.9K | 0.1% |
| AUTOZONE INC | $505.3K | 0.1% |
| RTX Corp | $500.6K | 0.1% |
| BLUE OWL CAPITAL INC. | $491.4K | 0.1% |
| APPLIED MATERIALS INC /DE | $480.6K | 0.1% |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $471.2K | 0.1% |
| TEXAS INSTRUMENTS INC | $463.9K | 0.1% |
| Union Pacific Corp | $463.6K | 0.1% |
| AMERICAN EXPRESS CO | $459.5K | 0.1% |
| VANGUARD RUSSELL 1000 GROWTH ETF | $459.4K | 0.1% |
| PEPSICO INC | $456.7K | 0.1% |