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Regent Peak Wealth Advisors LLC

All holdings · as of Dec 31, 2025

192 positions

CompanyClassValueShares% of portfolio
ISHARES MSCI EAFE ETF$455.4K4,7420.1%
CITIGROUP INC$453.9K3,8900.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$433.0K1,4250.1%
Walt Disney Co$432.6K3,8020.1%
ADOBE INC.$432.2K1,2350.1%
Intuitive Surgical Inc$430.4K7600.1%
Monster Beverage Corp$429.7K5,6040.1%
QUALCOMM INC/DE$421.5K2,4640.1%
DANAHER CORP /DE$418.5K1,8280.1%
INTEL CORP$406.2K11,0080.1%
DEERE & CO$401.3K8620.1%
CrowdStrike Holdings, Inc.$395.6K8440.1%
VANGUARD SMALL-CAP GROWTH ETF$391.2K1,2950.1%
CME Group Inc$387.2K1,4180.1%
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND$380.7K4,2570.1%
Philip Morris International Inc.$377.1K2,3510.1%
The PNC Financial Services Group, Inc.$372.0K1,7820.1%
ISHARES ETHEREUM TRUST ETF$368.3K16,4220.1%
VANGUARD DIVIDEND APPRECIATION ETF$363.2K1,6530.1%
Expedia Group Inc$359.0K1,2670.1%
NiSource Inc$358.6K8,5860.1%
VANGUARD MID-CAP ETF$355.1K1,2230.1%
Booking Holdings Inc$353.5K660.1%
STARBUCKS CORP$350.5K4,1620.1%
MCKESSON CORP$350.3K4270.1%
ISHARES CORE MSCI EMERGING MARKETS ETF$346.7K5,1570.1%
ISHARES GOLD TRUST$340.8K4,1990.1%
Simon Property Group Inc$339.7K1,8350.1%
SCHWAB CHARLES CORP$322.9K3,2320.1%
AT&T INC.$321.8K12,9530.1%
ServiceNow Inc$318.6K2,0800.1%
ISHARES BIOTECHNOLOGY ETF$318.5K1,8870.1%
Welltower, Inc.$310.2K1,6710.1%
Morgan Stanley$306.9K1,7290.1%
CORNING INC /NY$303.1K3,4620.1%
United Rentals Inc$301.9K3730.1%
Blackstone Inc$300.1K1,9470.1%
VANGUARD INDUSTRIALS ETF$298.4K1,0000.1%
ANALOG DEVICES INC$295.1K1,0880.1%
PACCAR INC$285.9K2,6110.1%
LOEWS CORP$285.5K2,7110.1%
Moody's Corp$281.5K5510.1%
CSX CORP$280.2K7,7300.1%
FedEx Corp$280.2K9700.1%
KLA CORP$279.5K2300.1%
Arista Networks, Inc.ANETCommon Stock$275.6K2,1030.1%
Chubb Ltd$273.4K8760.1%
AppLovin Corp$272.9K4050.1%
TJX Cos Inc/The$271.7K1,7690.1%
CAPITAL ONE FINANCIAL CORP$267.6K1,1040.1%
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