Latest Regent Peak Wealth Advisors LLC Stock Portfolio
About Regent Peak Wealth Advisors LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Regent Peak Wealth Advisors LLC reported an equity portfolio of $499.2 Millions as of 30 Sep, 2025.
The top stock holdings of Regent Peak Wealth Advisors LLC are VB, IBCE, AAPL. The fund has invested 16.8% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 7.8% of portfolio in ISHARES CORE MSCI EAFE ETF.
Regent Peak Wealth Advisors LLC opened new stock positions in VANGUARD TOTAL STOCK MARKET ETF (VB), ISHARES CORE MSCI EAFE ETF (IBCE) and APPLE INC COM (AAPL).
The top stock holdings of Regent Peak Wealth Advisors LLC are VB, IBCE, AAPL. The fund has invested 16.8% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 7.8% of portfolio in ISHARES CORE MSCI EAFE ETF.
Regent Peak Wealth Advisors LLC opened new stock positions in VANGUARD TOTAL STOCK MARKET ETF (VB), ISHARES CORE MSCI EAFE ETF (IBCE) and APPLE INC COM (AAPL).
Regent Peak Wealth Advisors LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard total stock market etf | 83,899,800 |
| ishares core msci eafe etf | 39,177,900 |
| apple inc com | 27,822,200 |
| ishares core dividend growth etf | 24,199,100 |
| vanguard total bond market etf | 23,647,700 |
| vanguard growth etf | 22,069,200 |
| ishares russell 1000 growth etf | 18,774,300 |
| nvidia corporation com | 16,435,000 |
New stocks bought by Regent Peak Wealth Advisors LLC
Additions
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 59.2 |
| Technology | 18 |
| Consumer Cyclical | 6.7 |
| Financial Services | 3.7 |
| Communication Services | 3.5 |
| Industrials | 2.8 |
| Healthcare | 1.8 |
| Consumer Defensive | 1.8 |
| Utilities | 1.5 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 59.2 |
| MEGA-CAP | 29.7 |
| LARGE-CAP | 9.6 |
| MID-CAP | 1.4 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 59.7 |
| S&P 500 | 38.9 |
| RUSSELL 2000 | 1.4 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Regent Peak Wealth Advisors LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Regent Peak Wealth Advisors LLC
Last Reported on: 16 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 5.57 | 109,265 | 27,822,200 | new | |||
| ABBV | abbvie inc com | 0.27 | 5,829 | 1,349,590 | new | |||
| ABT | abbott labs com | 0.14 | 5,167 | 692,029 | new | |||
| ACN | accenture plc ireland shs class a | 2.69 | 54,435 | 13,423,700 | new | |||
| ACWF | ishares core dividend growth etf | 4.85 | 355,451 | 24,199,100 | new | |||
| ADBE | adobe inc com | 0.09 | 1,276 | 450,109 | new | |||
| ADI | analog devices inc com | 0.05 | 1,049 | 257,739 | new | |||
| ADP | automatic data processing inc com | 0.16 | 2,679 | 786,300 | new | |||
| AGT | ishares core international aggregate bond etf | 0.05 | 5,033 | 257,841 | new | |||
| AJG | gallagher arthur j & co com | 0.05 | 752 | 232,924 | new | |||
| AMAT | applied matls inc com | 0.08 | 1,849 | 378,564 | new | |||
| AMD | advanced micro devices inc com | 0.21 | 6,373 | 1,031,090 | new | |||
| AMGN | amgen inc com | 0.11 | 1,909 | 538,735 | new | |||
| AMZN | amazon com inc com | 2.07 | 46,987 | 10,317,000 | new | |||
| ANET | arista networks inc com shs | 0.06 | 1,957 | 285,154 | new | |||
| APD | air prods & chems inc com | 0.06 | 1,111 | 303,002 | new | |||
| APH | amphenol corp new cl a | 0.05 | 1,853 | 229,309 | new | |||
| ATAI | atai life sciences nv shs | 0.02 | 20,000 | 105,800 | new | |||
| AVGO | broadcom inc com | 1.00 | 15,105 | 4,983,290 | new | |||
| AXP | american express co com | 0.08 | 1,226 | 407,228 | new | |||