Regent Peak Wealth Advisors LLC
Regent Peak Wealth Advisors LLC reported 221 positions worth $540.1M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: VTI (16.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $91.1M | 16.87% | 246,181 | — | — | |
| ▸ 2 | AAPL | SH | $31.3M | 5.79% | 108,166 | — | — | |
| ▸ 3 | IEFA | SH | $31.2M | 5.77% | 322,722 | — | — | |
| ▸ 4 | DGRO | SH | $25.4M | 4.69% | 334,542 | — | — | |
| ▸ 5 | SDY | SH | $23.4M | 4.33% | 153,565 | — | — | |
| ▸ 6 | VUG | SH | $22.7M | 4.21% | 263,714 | — | — | |
| ▸ 7 | NVDA | SH | $18.1M | 3.36% | 90,648 | — | — | |
| ▸ 8 | IWF | SH | $17.9M | 3.32% | 144,292 | — | — | |
| ▸ 9 | IEMG | SH | $16.7M | 3.09% | 201,722 | — | — | |
| ▸ 10 | TSLA | SH | $15.9M | 2.94% | 37,805 | — | — |
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Frequently Asked Questions
What stocks does Regent Peak Wealth Advisors LLC hold as of Q2 2026?
Regent Peak Wealth Advisors LLC reported 221 positions worth $540.1M in its Q2 2026 13F filing. Largest positions: VTI (16.9%), AAPL (5.8%), IEFA (5.8%), DGRO (4.7%) and SDY (4.3%).
What did Regent Peak Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Regent Peak Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.