Regent Peak Wealth Advisors LLC

CIK 0001803329 • 5 13F filings • Apr 14, 2025 – Jul 10, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $423.6M177 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	Stock	$645K	0.2%	4,866 SH
ABBVIE INC COM	Stock	$1.2M	0.3%	5,716 SH
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$14.9M	3.5%	47,743 SH
ADOBE INC COM	Stock	$496K	0.1%	1,292 SH
ADVANCED MICRO DEVICES INC COM	Stock	$586K	0.1%	5,707 SH
AIR PRODS & CHEMS INC COM	Stock	$449K	0.1%	1,521 SH
ALPHABET INC CAP STK CL A	Stock	$3.6M	0.9%	23,591 SH
ALPHABET INC CAP STK CL C	Stock	$2.7M	0.6%	17,536 SH
ALTRIA GROUP INC COM	Stock	$207K	0.0%	3,455 SH
AMAZON COM INC COM	Stock	$8.5M	2.0%	44,625 SH
AMERICAN EXPRESS CO COM	Stock	$322K	0.1%	1,198 SH
AMERICAN TOWER CORP NEW COM	REIT	$208K	0.0%	958 SH
AMGEN INC COM	Stock	$686K	0.2%	2,201 SH
ANALOG DEVICES INC COM	Stock	$210K	0.0%	1,042 SH
APOLLO GLOBAL MGMT INC COM	Stock	$616K	0.1%	4,499 SH
APPLE INC COM	Stock	$24.8M	5.8%	111,467 SH
APPLIED MATLS INC COM	Stock	$237K	0.1%	1,630 SH
ARCH CAP GROUP LTD ORD	Stock	$290K	0.1%	3,011 SH
AT&T INC COM	Stock	$353K	0.1%	12,485 SH
ATAI LIFE SCIENCES NV SHS	Stock	$27K	0.0%	20,000 SH
AUTOMATIC DATA PROCESSING INC COM	Stock	$1000K	0.2%	3,272 SH
AUTOZONE INC COM	Stock	$568K	0.1%	149 SH
BANK AMERICA CORP COM	Stock	$500K	0.1%	11,975 SH
BERKSHIRE HATHAWAY INC DEL CL A	Stock	$1.6M	0.4%	2 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$5.4M	1.3%	10,225 SH
BLACKROCK INC COM	Stock	$460K	0.1%	486 SH
BLACKSTONE INC COM	Stock	$251K	0.1%	1,796 SH
BOEING CO COM	Stock	$204K	0.0%	1,194 SH
BOOKING HOLDINGS INC COM	Stock	$263K	0.1%	57 SH
BROADCOM INC COM	Stock	$2.2M	0.5%	12,942 SH
CADENCE DESIGN SYSTEM INC COM	Stock	$410K	0.1%	1,613 SH
CAPITOL FED FINL INC COM	Stock	$137K	0.0%	24,392 SH
CATERPILLAR INC COM	Stock	$511K	0.1%	1,549 SH
CAVA GROUP INC COM	Stock	$274K	0.1%	3,166 SH
CHENIERE ENERGY INC COM NEW	Stock	$212K	0.1%	917 SH
CHEVRON CORP NEW COM	Stock	$679K	0.2%	4,059 SH
CHUBB LIMITED COM	Stock	$262K	0.1%	868 SH
CISCO SYS INC COM	Stock	$480K	0.1%	7,784 SH
CME GROUP INC COM	Stock	$372K	0.1%	1,401 SH
COCA COLA CO COM	Stock	$2.5M	0.6%	133,977 SH
COMCAST CORP NEW CL A	Stock	$272K	0.1%	7,372 SH
CONOCOPHILLIPS COM	Stock	$200K	0.0%	1,908 SH
CONSTELLATION ENERGY CORP COM	Stock	$411K	0.1%	2,036 SH
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	ETF	$439K	0.1%	2,223 SH
COSTCO WHSL CORP NEW COM	Stock	$1.8M	0.4%	1,855 SH
CROWDSTRIKE HLDGS INC CL A	Stock	$221K	0.1%	627 SH
CSX CORP COM	Stock	$231K	0.1%	7,858 SH
DANAHER CORPORATION COM	Stock	$381K	0.1%	1,860 SH
DEERE & CO COM	Stock	$353K	0.1%	752 SH
DELTA AIR LINES INC DEL COM NEW	Stock	$3.8M	0.9%	87,300 SH
DISNEY WALT CO COM	Stock	$281K	0.1%	2,852 SH
EATON CORP PLC SHS	Stock	$428K	0.1%	1,576 SH
ELEVANCE HEALTH INC COM	Stock	$334K	0.1%	769 SH
ELI LILLY & CO COM	Stock	$2.2M	0.5%	2,666 SH
ENACT HLDGS INC COM	Stock	$950K	0.2%	27,342 SH
ENERGY TRANSFER L P COM UT LTD PTN	Stock	$289K	0.1%	15,540 SH
EXXON MOBIL CORP COM	Stock	$725K	0.2%	6,093 SH
FEDEX CORP COM	Stock	$246K	0.1%	1,011 SH
FINANCIAL SELECT SECTOR SPDR FUND	ETF	$216K	0.1%	4,333 SH
FISERV INC COM	Stock	$514K	0.1%	2,329 SH
FORD MTR CO COM	Stock	$176K	0.0%	17,567 SH
GALLAGHER ARTHUR J & CO COM	Stock	$257K	0.1%	743 SH
GARMIN LTD SHS	Stock	$201K	0.0%	925 SH
GE AEROSPACE COM NEW	Stock	$764K	0.2%	3,816 SH
GE VERNOVA INC COM	Stock	$288K	0.1%	944 SH
GENERAL DYNAMICS CORP COM	Stock	$809K	0.2%	2,968 SH
GOLDMAN SACHS GROUP INC COM	Stock	$381K	0.1%	697 SH
HEALTH CARE SELECT SECTOR SPDR FUND	ETF	$602K	0.1%	4,122 SH
HOME DEPOT INC COM	Stock	$2.5M	0.6%	6,955 SH
HONEYWELL INTL INC COM	Stock	$842K	0.2%	3,975 SH
ILLINOIS TOOL WKS INC COM	Stock	$689K	0.2%	2,778 SH
INFOSYS LTD SPONSORED ADR	ADR	$275K	0.1%	15,088 SH
INTERCONTINENTAL EXCHANGE INC COM	Stock	$237K	0.1%	1,373 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$570K	0.1%	2,293 SH
INTUIT COM	Stock	$662K	0.2%	1,077 SH
INTUITIVE SURGICAL INC COM NEW	Stock	$344K	0.1%	695 SH
INVESCO QQQ TRUST SERIES I	ETF	$1.5M	0.3%	3,102 SH
ISHARES BIOTECHNOLOGY ETF	ETF	$241K	0.1%	1,887 SH
ISHARES CORE DIVIDEND GROWTH ETF	ETF	$21.1M	5.0%	341,452 SH
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	ETF	$252K	0.1%	5,033 SH
ISHARES CORE MSCI EAFE ETF	ETF	$33.2M	7.8%	438,408 SH
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$279K	0.1%	5,163 SH
ISHARES CORE S&P 500 ETF	ETF	$1.9M	0.4%	3,314 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$11.8M	2.8%	96,312 SH
ISHARES MSCI EAFE ETF	ETF	$405K	0.1%	4,951 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$14.2M	3.4%	39,405 SH
ISHARES RUSSELL 1000 VALUE ETF	ETF	$885K	0.2%	4,706 SH
ISHARES RUSSELL 2000 ETF	ETF	$1.5M	0.4%	7,737 SH
ISHARES SELECT DIVIDEND ETF	ETF	$797K	0.2%	5,936 SH
JANUS HENDERSON AAA CLO ETF	ETF	$8.1M	1.9%	160,318 SH
JOHNSON & JOHNSON COM	Stock	$976K	0.2%	5,883 SH
JPMORGAN CHASE & CO. COM	Stock	$1.6M	0.4%	6,543 SH
KEMPER CORP COM	Stock	$220K	0.1%	3,292 SH
LAM RESEARCH CORP COM NEW	Stock	$223K	0.1%	3,071 SH
LINDE PLC SHS	Stock	$851K	0.2%	1,827 SH
LOCKHEED MARTIN CORP COM	Stock	$706K	0.2%	1,581 SH
LOEWS CORP COM	Stock	$248K	0.1%	2,700 SH
LOWES COS INC COM	Stock	$439K	0.1%	1,883 SH
M & T BK CORP COM	Stock	$221K	0.1%	1,237 SH
MARSH & MCLENNAN COS INC COM	Stock	$245K	0.1%	1,006 SH
MASTERCARD INCORPORATED CL A	Stock	$962K	0.2%	1,755 SH
MCDONALDS CORP COM	Stock	$1.4M	0.3%	4,585 SH
MCKESSON CORP COM	Stock	$287K	0.1%	427 SH
MERCK & CO INC COM	Stock	$690K	0.2%	7,689 SH
MESA AIR GROUP INC COM NEW	Stock	$23K	0.0%	29,787 SH
META PLATFORMS INC CL A	Stock	$2.8M	0.7%	4,825 SH
MICRON TECHNOLOGY INC COM	Stock	$205K	0.0%	2,365 SH
MICROSOFT CORP COM	Stock	$10.2M	2.4%	27,129 SH
MONDELEZ INTL INC CL A	Stock	$236K	0.1%	3,474 SH
MONSTER BEVERAGE CORP NEW COM	Stock	$261K	0.1%	4,464 SH
MOODYS CORP COM	Stock	$252K	0.1%	541 SH
NETFLIX INC COM	Stock	$1.2M	0.3%	1,237 SH
NEXTERA ENERGY INC COM	Stock	$499K	0.1%	7,041 SH
NISOURCE INC COM	Stock	$341K	0.1%	8,498 SH
NORFOLK SOUTHN CORP COM	Stock	$204K	0.0%	860 SH
NORTHROP GRUMMAN CORP COM	Stock	$240K	0.1%	469 SH
NVIDIA CORPORATION COM	Stock	$8.9M	2.1%	81,659 SH
ONEOK INC NEW COM	Stock	$203K	0.0%	2,050 SH
ORACLE CORP COM	Stock	$1.2M	0.3%	8,617 SH
PACCAR INC COM	Stock	$263K	0.1%	2,703 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$356K	0.1%	4,215 SH
PAYCHEX INC COM	Stock	$303K	0.1%	1,965 SH
PAYCOM SOFTWARE INC COM	Stock	$236K	0.1%	1,078 SH
PEPSICO INC COM	Stock	$572K	0.1%	3,817 SH
PERMIAN RESOURCES CORP CLASS A COM	Stock	$178K	0.0%	12,858 SH
PHILIP MORRIS INTL INC COM	Stock	$374K	0.1%	2,357 SH
PNC FINL SVCS GROUP INC COM	Stock	$303K	0.1%	1,723 SH
PROCTER AND GAMBLE CO COM	Stock	$1.8M	0.4%	10,747 SH
PROGRESSIVE CORP COM	Stock	$5.3M	1.2%	18,568 SH
PROSHARES ULTRA FINANCIALS	ETF	$201K	0.0%	2,256 SH
PRUDENTIAL FINL INC COM	Stock	$211K	0.0%	1,888 SH
QUALCOMM INC COM	Stock	$332K	0.1%	2,161 SH
RTX CORPORATION COM	Stock	$382K	0.1%	2,887 SH
S&P GLOBAL INC COM	Stock	$522K	0.1%	1,027 SH
SALESFORCE INC COM	Stock	$641K	0.2%	2,390 SH
SCHWAB U.S. BROAD MARKET ETF	ETF	$1.9M	0.4%	85,936 SH
SERVICENOW INC COM	Stock	$309K	0.1%	388 SH
SHERWIN WILLIAMS CO COM	Stock	$222K	0.1%	635 SH
SIMON PPTY GROUP INC NEW COM	REIT	$297K	0.1%	1,787 SH
SOUTHERN CO COM	Stock	$1.7M	0.4%	18,085 SH
SPDR S&P 500 ETF TRUST	ETF	$8.7M	2.1%	15,564 SH
SPDR S&P DIVIDEND ETF	ETF	$13.2M	3.1%	97,187 SH
SPDR S&P SEMICONDUCTOR ETF	ETF	$708K	0.2%	3,525 SH
SPIRE INC COM	Stock	$7.1M	1.7%	90,243 SH
STARBUCKS CORP COM	Stock	$543K	0.1%	5,538 SH
STRYKER CORPORATION COM	Stock	$205K	0.0%	551 SH
T-MOBILE US INC COM	Stock	$340K	0.1%	1,275 SH
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	ADR	$517K	0.1%	3,115 SH
TECHNOLOGY SELECT SECTOR SPDR FUND	ETF	$745K	0.2%	3,608 SH
TESLA INC COM	Stock	$9.4M	2.2%	36,309 SH
TEXAS INSTRS INC COM	Stock	$497K	0.1%	2,764 SH
THERMO FISHER SCIENTIFIC INC COM	Stock	$665K	0.2%	1,337 SH
TJX COS INC NEW COM	Stock	$207K	0.0%	1,696 SH
UNION PAC CORP COM	Stock	$680K	0.2%	2,879 SH
UNITED BANKSHARES INC WEST VA COM	Stock	$1.8M	0.4%	50,682 SH
UNITED RENTALS INC COM	Stock	$207K	0.0%	331 SH
UNITEDHEALTH GROUP INC COM	Stock	$1.1M	0.3%	2,028 SH
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$311K	0.1%	1,601 SH
VANGUARD GROWTH ETF	ETF	$17.3M	4.1%	46,702 SH
VANGUARD INDUSTRIALS ETF	ETF	$248K	0.1%	1,000 SH
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$1.4M	0.3%	2,490 SH
VANGUARD MID-CAP ETF	ETF	$343K	0.1%	1,326 SH
VANGUARD RUSSELL 1000 GROWTH ETF	ETF	$350K	0.1%	3,773 SH
VANGUARD S&P 500 ETF	ETF	$597K	0.1%	1,162 SH
VANGUARD SMALL-CAP GROWTH ETF	ETF	$334K	0.1%	1,325 SH
VANGUARD TOTAL BOND MARKET ETF	ETF	$22.1M	5.2%	300,279 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$69.1M	16.3%	251,292 SH
VANGUARD VALUE ETF	ETF	$8.4M	2.0%	48,418 SH
VERIZON COMMUNICATIONS INC COM	Stock	$363K	0.1%	7,999 SH
VERTEX PHARMACEUTICALS INC COM	Stock	$278K	0.1%	573 SH
VISA INC COM CL A	Stock	$1.7M	0.4%	4,928 SH
WALGREENS BOOTS ALLIANCE INC COM	Stock	$186K	0.0%	16,654 SH
WALMART INC COM	Stock	$1.5M	0.4%	17,266 SH
WASTE MGMT INC DEL COM	Stock	$268K	0.1%	1,158 SH
WELLS FARGO CO NEW COM	Stock	$395K	0.1%	5,502 SH
WELLTOWER INC COM	REIT	$241K	0.1%	1,570 SH
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND	ETF	$381K	0.1%	4,777 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001803329-26-000010	—	View
Jan 8, 2026	Q4 2025	13F-HR	0001803329-26-000002	$507.2M	View
Oct 16, 2025