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CIK: 0001803329
Total reported value
$540.1M
$540.1M
163 檔
23.8%
In Q2 2024, Regent Peak Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $540.1M, distributed across 163 disclosed stock positions.
During Q2 2024, Regent Peak Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.05% | +0.88% | +8.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.67% | +0.21% | -1.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.96% | +0.26% | -3.57% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.59% | -0.10% | +28.67% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 4.49% | -2.20% | +28.31% | |
| 6 | ACN | Accenture plc | Stock-Tech | 4.47% | -1.01% | +4.89% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.16% | -4.94% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.15% | -0.02% | +16.75% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.09% | — | -13.04% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.94% | +0.19% | -0.11% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.62% | -0.20% | -1.39% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.21% | +935.59% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.40% | — | -2.85% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | +0.12% | +1.23% | |
| 15 | SR | Spire Inc | Stock-Utilities | 2.11% | -0.24% | -18.03% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.70% | +0.10% | +10.55% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | -0.35% | -17.41% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.30% | -0.16% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.13% | +1.27% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | +0.05% | +1.11% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.01% | -1.13% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.17% | +1.05% | |
| 23 | PGR | Progressive CORP | Stock-Financials | 0.95% | -0.02% | +0.22% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | -0.01% | -1.98% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.04% | -8.08% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | +0.05% | -1.06% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.08% | +1.67% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.07% | +3.98% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | — | -22.80% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | — | +6.39% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.67% | -0.14% | EXIT | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.67% | -0.03% | -7.21% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.01% | +202.31% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | — | +3.40% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | +0.01% | -3.54% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | +0.01% | -0.26% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.60% | — | +9.46% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.59% | -0.01% | +1.36% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.07% | +2.82% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.12% | +2.13% | |
| 41 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.57% | — | +7.30% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.57% | — | — | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.54% | +0.02% | -0.11% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.54% | -0.01% | +3.28% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.11% | +3.98% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | +0.03% | -47.99% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.48% | — | +16.01% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.01% | -8.12% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | -9.91% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | +0.01% | -1.29% |
According to official SEC Form 13F filings, Regent Peak Wealth Advisors LLC reported a total U.S. public equity portfolio value of $540.1M across 163 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, VUG) accounted for 23.8% of total reported equity market value during Q2 2024.
During Q2 2024, Regent Peak Wealth Advisors LLC's top holdings by market value included VTI (12.1%)、AAPL (5.7%)、VUG (5.0%). The largest single position, VTI, represented 12.1% of total portfolio value.
In Q2 2024, Regent Peak Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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