§ 13F · FUND PROFILE
Regent Peak Wealth Advisors LLC.
AUM · $499M (13F)Positions · 190Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 246K | $91M | 16.9% | +1% |
| 2 | AAPL | APPLE INC COM | 108K | $31M | 5.8% | ±0% |
| 3 | IEFA | ISHARES CORE MSCI EAFE ETF | 323K | $31M | 5.8% | +2% |
| 4 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 335K | $25M | 4.7% | +2% |
| 5 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | 154K | $23M | 4.3% | +1% |
| 6 | VUG | VANGUARD GROWTH ETF | 264K | $23M | 4.2% | +494% |
| 7 | NVDA | NVIDIA CORPORATION COM | 91K | $18M | 3.4% | +2% |
| 8 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 144K | $18M | 3.3% | +301% |
| 9 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 202K | $17M | 3.1% | +4% |
| 10 | TSLA | TESLA INC COM | 38K | $16M | 2.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REGENT SIGNAL
AC read
Regent Peak Wealth Advisors LLC is a Other fund managing $499 million in assets. The fund runs a portfolio of 190 positions.
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