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CIK: 0001803329
Total reported value
$577.1M
$577.1M
221 檔
35.1%
During the Q2 2026 filing period, Regent Peak Wealth Advisors LLC (CIK: 0001803329) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $577.1M across 221 reported positions.
In Q2 2026, Regent Peak Wealth Advisors LLC displayed an active expansion posture, initiating 34 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.87% | -0.28% | +0.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.79% | +0.43% | +0.29% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.77% | -0.05% | +1.55% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.69% | -0.10% | +1.70% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 4.33% | -0.19% | +0.93% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.21% | -0.10% | +494.06% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.36% | +0.30% | +2.26% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.32% | -0.08% | +300.99% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.09% | -0.02% | +4.22% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.94% | -0.01% | +0.78% | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 2.85% | -0.31% | -37.72% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.42% | -0.17% | -4.63% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | -0.07% | +1.95% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | +0.67% | +0.99% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.77% | -0.14% | -1.01% | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.71% | +0.46% | +10.45% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | -0.11% | -3.70% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.55% | -0.07% | -0.22% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | -0.10% | -4.69% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | -0.12% | +0.48% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.40% | -10.70% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | -0.09% | -32.85% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | -0.04% | +4.17% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.64% | +0.03% | +1.12% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.62% | +0.01% | +3.35% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.59% | -0.02% | +0.04% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.16% | -0.58% | |
| 28 | SR | Spire Inc | Stock-Utilities | 0.48% | -0.08% | -15.06% | |
| 29 | PGR | Progressive CORP | Stock-Financials | 0.48% | -0.23% | -4.60% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.10% | +3.23% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | -4.55% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | -0.03% | -2.94% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | -0.06% | -1.65% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.41% | +0.15% | -6.21% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.13% | -0.90% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.41% | -0.04% | -2.56% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.40% | -0.01% | +679.80% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.06% | +1.68% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.36% | -0.16% | +54.82% | |
| 40 | UBSI | United Bankshares Inc | Stock-Financials | 0.34% | -0.03% | -6.76% | |
| 41 | XSD | Ss Spdr S&p Semiconductor | ETF-Other | 0.34% | -0.07% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | — | +2.36% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.03% | +3.74% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.02% | +1.09% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.32% | -0.09% | +13.77% | |
| 46 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.31% | -0.05% | -42.77% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | -0.01% | +3.29% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | — | +4.07% | |
| 49 | GE | General Electric | Stock-Industrials | 0.28% | -0.06% | +0.52% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | -0.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +0.73% | Add |
| 2 | AMD | Advanced Micro Devices | +0.4% | +1.12% | Add |
| 3 | MU | Micron Technology Inc | +0.4% | +0.04% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.3% | +4.22% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +494.06% | Add |
| 6 | INTC | Intel CORP | +0.2% | +13.77% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +0.29% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +2.26% | Add |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | +300.99% | Add |
| 10 | SNDK | Sandisk CORP | +0.2% | +2.92% | Add |
| 11 | XSD | Ss Spdr S&p Semiconductor | +0.1% | — | Unchanged |
| 12 | AMAT | Applied Materials Inc | +0.1% | +5.15% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.70% | Trim |
| 14 | LRCX | Lam Research CORP | +0.1% | +0.18% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +1.95% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +4.17% | Add |
| 17 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 18 | AVGO | Broadcom Inc | +0.1% | +0.48% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | +0.78% | Add |
| 20 | SO | Southern Co/the | +0.1% | +54.82% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | +1.09% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -4.69% | Trim |
| 23 | VGT | Vanguard Info Tech ETF | +0.1% | +679.80% | Add |
| 24 | GLW | Corning Inc | +0.1% | +2.00% | Add |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 26 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 27 | GEV | GE Vernova Inc | +0.1% | +10.33% | Add |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +2.37% | Add |
| 29 | KLAC | Kla CORP | +0.1% | +900.00% | Add |
| 30 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 31 | TXG | 10x Genomics Inc-class A | +0.1% | NEW | New buy |
| 32 | VPG | Vishay Precision Group | +0.1% | NEW | New buy |
| 33 | KO | Coca-cola Co/the | +0.1% | +3.35% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.94% | Trim |
| 35 | GE | General Electric | +0.1% | +0.52% | Add |
| 36 | TXN | Texas Instruments Inc | +0.1% | +3.52% | Add |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | +21.35% | Add |
| 38 | ABNB | Airbnb Inc-class A | +0.1% | NEW | New buy |
| 39 | DHI | Dr Horton Inc | +0.1% | NEW | New buy |
| 40 | TER | Teradyne Inc | +0.1% | NEW | New buy |
| 41 | GVA | Granite Construction Inc | +0.1% | NEW | New buy |
| 42 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 43 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | -9.79% | Trim |
| 45 | WDC | Western Digital CORP | 0% | -22.70% | Trim |
| 46 | MAS | Masco CORP | 0% | NEW | New buy |
| 47 | EMR | Emerson Electric Co | 0% | NEW | New buy |
| 48 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | NEW | New buy |
| 49 | CL | Colgate-palmolive Co | 0% | NEW | New buy |
| 50 | HODL | Vaneck Bitcoin ETF | 0% | NEW | New buy |
According to official SEC Form 13F filings, Regent Peak Wealth Advisors LLC reported a total U.S. public equity portfolio value of $577.1M across 221 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, IEFA) accounted for 35.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $636.3K
Top Position Liquidated / Trimmed
XOM
前期市值: $1.4M
During Q2 2026, Regent Peak Wealth Advisors LLC's top holdings by market value included VTI (16.9%)、AAPL (5.8%)、IEFA (5.8%). The largest single position, VTI, represented 16.9% of total portfolio value.
In Q2 2026, Regent Peak Wealth Advisors LLC made 190 total portfolio adjustments, initiating 34 new buys, adding to 98 positions, trimming 47 holdings, and fully liquidating 11 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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