Q2 2026 13F · SEC CIK 1803329

Regent Peak Wealth Advisors LLC

Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $540.1M
Reported positions: 221
Top holdings a year, 3 yrs: +16.7%
Assets under management: $785.9M

Regent Peak Wealth Advisors LLC is a wealth manager that reported 221 positions worth $540.1M in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Vanguard Index Fds (VTI, 16.9%), Apple Inc (AAPL, 5.8%), Ishares Core Msci Eafe ETF (IEFA, 5.8%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 20.4% for the S&P 500.

Regent Peak Wealth Advisors LLC holdings largest 50 of 221 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Regent Peak Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	16.9%	16.0%	246,181	+0.7%	$91.1M
AAPLApple Inc	5.8%	5.6%	108,166	+0.3%	$31.3M
IEFAIshares Core Msci Eafe ETF	5.8%	5.9%	322,722	+1.5%	$31.2M
DGROIshares Core Dividend Growth ETF	4.7%	4.7%	334,542	+1.7%	$25.4M
SDYSpdr Series Trust	4.3%	4.5%	153,565	+0.9%	$23.4M
VUGVanguard Indx Fd	4.2%	4.0%	263,714	+494.1%	$22.7M
NVDANvidia Corporation Com	3.4%	3.2%	90,648	+2.3%	$18.1M
IWFIshares Russell 1000 Growth ETF	3.3%	3.1%	144,292	+301.0%	$17.9M
IEMGIshares	3.1%	2.8%	201,722	+4.2%	$16.7M
TSLATesla Inc Com	2.9%	2.8%	37,805	+0.8%	$15.9M
BNDVanguard Total Bond Market ETF	2.8%	5.1%	209,469	-37.7%	$15.4M
ITOTIshares Total US Stock Market ETF	2.4%	2.4%	79,574	-4.6%	$13.1M
AMZNAmazon Com Inc Com	2.2%	2.0%	49,094	+2.0%	$11.7M
MSFTMicrosoft Corp	1.9%	2.1%	28,225	+1.0%	$10.5M
VTVVanguard Value ETF	1.8%	1.8%	43,866	-1.0%	$9.6M
ACNAccenture PLC Ireland Shs Class A	1.7%	2.7%	74,187	+10.4%	$9.2M
GOOGLAlphabet Inc	1.6%	1.4%	23,545	-3.7%	$8.4M
JAAAJanus Detroit Str Tr	1.5%	1.7%	165,665	-0.2%	$8.4M
GOOGAlphabet Inc	1.2%	1.1%	18,456	-4.7%	$6.5M
AVGOBroadcom Inc	1.1%	1.0%	16,174	+0.5%	$6.1M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.1%	9,739	-10.7%	$4.9M
SPYSpdr S&p 500 ETF Tr	0.8%	1.2%	6,043	-32.8%	$4.5M
LLYLilly Eli & Co	0.7%	0.5%	2,995	+4.2%	$3.6M
AMDAdvanced Micro Devices Inc	0.6%	0.2%	5,938	+1.1%	$3.4M
KOCoca Cola Co	0.6%	0.6%	140,275	+3.4%	$3.4M
MUMicron Technology Inc	0.6%	—	2,748	—	$3.2M
METAMeta Platforms Inc Class A	0.6%	0.6%	5,486	-0.6%	$3.1M
SRSpire Inc	0.5%	0.7%	33,001	-15.1%	$2.6M
PGRProgressive Corp.	0.5%	0.5%	11,771	-4.6%	$2.6M
JPMJpmorgan Chase & Co	0.5%	0.5%	7,828	+3.2%	$2.6M
IVVIshares Core S&p 500 ETF	0.5%	0.5%	3,254	-4.5%	$2.4M
QQQInvesco Qqq Tr	0.4%	0.4%	3,166	-2.9%	$2.3M
IWMIshares	0.4%	0.4%	7,563	-1.7%	$2.3M
IBITIshares Bitcoin Trust ETF	0.4%	0.6%	66,277	-6.2%	$2.2M
HDHome Depot Inc Com	0.4%	0.4%	6,249	-0.9%	$2.2M
SCHBSchwb US Broad	0.4%	0.4%	75,700	-2.6%	$2.2M
VGTVanguard Info Tech	0.4%	0.3%	18,107	+679.8%	$2.2M
WMTWalmart Inc	0.4%	0.5%	18,800	+1.7%	$2.1M
SOSouthern Co.	0.4%	0.3%	20,560	+54.8%	$2.0M
UBSIUnited Bankshares Inc WV	0.3%	0.4%	40,645	-6.8%	$1.9M
XSDSpdr Series Trust	0.3%	—	2,937	—	$1.8M
VVisa Inc Com Cl A	0.3%	0.3%	5,336	+2.4%	$1.8M
COSTCostco Whsl Corp New	0.3%	0.4%	1,913	+3.7%	$1.8M
CATCaterpillar Inc Com	0.3%	—	1,672	—	$1.8M
INTCIntel Corp	0.3%	—	12,498	—	$1.7M
DALDelta Air Lines Inc Com New	0.3%	0.4%	18,042	-42.8%	$1.7M
ABBVAbbvie Inc	0.3%	0.3%	6,538	+3.3%	$1.6M
JNJJohnson & Johnson	0.3%	0.3%	6,475	+4.1%	$1.6M
GEGe Aerospace	0.3%	—	4,064	—	$1.5M
BRK-ABerkshire Hathaway Inc Del	0.3%	0.3%	2	+0.0%	$1.5M

What Regent Peak Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+679.8% shares
VUG Vanguard Indx Fd+494.1% shares
IWF Ishares Russell 1000 Growth ETF+301.0% shares
SO Southern Co.+54.8% shares
ACN Accenture PLC Ireland Shs Class A+10.4% shares

Reduced

DAL Delta Air Lines Inc Com New-42.8% shares
BND Vanguard Total Bond Market ETF-37.7% shares
SPY Spdr S&p 500 ETF Tr-32.8% shares
SR Spire Inc-15.1% shares
BRK-B Berkshire Hathaway Inc Del-10.7% shares
UBSI United Bankshares Inc WV-6.8% shares
IBIT Ishares Bitcoin Trust ETF-6.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.3% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +20.4%
5 years: +8.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$540.1M	221
Q1 2026	$490.3M	198
Q4 2025	$507.2M	192
Q3 2025	$499.2M	190
Q1 2025	$423.6M	177
Q4 2024	$444.9M	178
Q3 2024	$435.6M	179
Q2 2024	$436.8M	163
Q1 2024	$393.5M	170
Q4 2023	$368.6M	168
Q3 2023	$327.3M	151
Q2 2023	$343.4M	155

Questions about Regent Peak Wealth Advisors LLC's portfolio

What stocks does Regent Peak Wealth Advisors LLC own?

Regent Peak Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 221 positions worth $540.1M. The largest are Vanguard Index Fds (VTI) at 16.9%, Apple Inc (AAPL) at 5.8%, Ishares Core Msci Eafe ETF (IEFA) at 5.8%, Ishares Core Dividend Growth ETF (DGRO) at 4.7% and Spdr Series Trust (SDY) at 4.3%.

What did Regent Peak Wealth Advisors LLC buy last quarter?

In Q2 2026, Regent Peak Wealth Advisors LLC added Vanguard Info Tech (VGT) (+679.8% shares), Vanguard Indx Fd (VUG) (+494.1% shares) and Ishares Russell 1000 Growth ETF (IWF) (+301.0% shares), compared with its Q1 2026 filing.

What did Regent Peak Wealth Advisors LLC sell last quarter?

In Q2 2026, Regent Peak Wealth Advisors LLC cut from its top 50 Enact Hldgs Inc (ACT), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Procter & Gamble Co Com (PG), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Oracle Corp (ORCL), Delta Air Lines Inc Com New (DAL) (-42.8% shares), Vanguard Total Bond Market ETF (BND) (-37.7% shares) and Spdr S&p 500 ETF Tr (SPY) (-32.8% shares), compared with its Q1 2026 filing.

How has Regent Peak Wealth Advisors LLC's portfolio performed?

A portfolio copying Regent Peak Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.3% against +20.1%. Over 5 years: +8.9% a year against +11.6%.

When is Regent Peak Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Regent Peak Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Regent Peak Wealth Advisors LLC manage?

Regent Peak Wealth Advisors LLC reported $785.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $540.1M.