Universe · entity
Regent Peak Wealth Advisors LLC
Institutional manager (13F) · CIK 1803329
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $428M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET ETF | $78M | 244,405 |
| 2 | ISHARES CORE MSCI EAFE ETF | $29M | 317,799 |
| 3 | APPLE INC COM | $27M | 107,858 |
| 4 | VANGUARD TOTAL BOND MARKET ETF | $25M | 336,345 |
| 5 | ISHARES CORE DIVIDEND GROWTH ETF | $23M | 328,953 |
| 6 | STATE STREET SPDR S&P DIVIDEND ETF | $22M | 152,147 |
| 7 | VANGUARD GROWTH ETF | $19M | 44,392 |
| 8 | NVIDIA CORPORATION COM | $15M | 88,642 |
| 9 | ISHARES RUSSELL 1000 GROWTH ETF | $15M | 35,984 |
| 10 | TESLA INC COM | $14M | 37,511 |
| 11 | ISHARES CORE MSCI EMERGING MARKETS ETF | $14M | 193,560 |
| 12 | ACCENTURE PLC IRELAND SHS CLASS A | $13M | 67,169 |
| 13 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $12M | 83,436 |
| 14 | MICROSOFT CORP COM | $10M | 27,949 |
| 15 | AMAZON COM INC COM | $10M | 48,154 |
| 16 | VANGUARD VALUE ETF | $9M | 44,312 |
| 17 | JANUS HENDERSON AAA CLO ETF | $8M | 166,029 |
| 18 | ALPHABET INC CAP STK CL A | $7M | 24,449 |
| 19 | STATE STREET SPDR S&P 500 ETF | $6M | 8,999 |
| 20 | ALPHABET INC CAP STK CL C | $6M | 19,365 |
| 21 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5M | 10,906 |
| 22 | BROADCOM INC COM | $5M | 16,096 |
| 23 | SPIRE INC COM | $4M | 38,853 |
| 24 | META PLATFORMS INC CL A | $3M | 5,518 |
| 25 | COCA COLA CO COM | $3M | 135,723 |
| 26 | ISHARES BITCOIN TRUST ETF | $3M | 70,663 |
| 27 | ELI LILLY & CO COM | $3M | 2,875 |
| 28 | PROGRESSIVE CORP COM | $2M | 12,338 |
| 29 | WALMART INC COM | $2M | 18,489 |
| 30 | JPMORGAN CHASE & CO COM | $2M | 7,583 |
| 31 | ISHARES CORE S&P 500 ETF | $2M | 3,409 |
| 32 | DELTA AIR LINES INC COM NEW | $2M | 31,523 |
| 33 | HOME DEPOT INC COM | $2M | 6,306 |
| 34 | SCHWAB U.S. BROAD MARKET ETF | $2M | 77,692 |
| 35 | ISHARES RUSSELL 2000 ETF | $2M | 7,690 |
| 36 | INVESCO QQQ TRUST SERIES I | $2M | 3,262 |
| 37 | ENACT HLDGS INC COM | $2M | 45,330 |
| 38 | COSTCO WHOLESALE CORPORATION COM | $2M | 1,844 |
| 39 | UNITED BANKSHARES INC WEST VA COM | $2M | 43,590 |
| 40 | VANGUARD INFORMATION TECHNOLOGY ETF | $2M | 2,322 |
| 41 | VISA INC COM CL A | $2M | 5,213 |
| 42 | JOHNSON & JOHNSON COM | $2M | 6,222 |
| 43 | BERKSHIRE HATHAWAY INC DEL CL A | $1M | 2 |
| 44 | EXXON MOBIL CORP COM | $1M | 8,287 |
| 45 | PROCTER & GAMBLE CO COM | $1M | 9,559 |
| 46 | ABBVIE INC COM | $1M | 6,330 |
| 47 | SOUTHERN CO COM | $1M | 13,280 |
| 48 | NETFLIX INC. COM | $1M | 12,760 |
| 49 | ORACLE CORP COM | $1M | 8,172 |
| 50 | ADVANCED MICRO DEVICES INC COM | $1M | 5,872 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.