StockDriftsStockDriftsTop 50 Regent Peak Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 16.87% | 246.2K | $91.1M | +0.73%(+1.78K) | $206.76(+85.42%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 5.79% | 108.2K | $31.3M | +0.29%(+308) | $80.69(+278.46%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 5.77% | 322.7K | $31.2M | +1.55%(+4.92K) | $71.80(+41.10%) | 2026-06-30 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 4.69% | 334.5K | $25.4M | +1.70%(+5.59K) | $53.78(+47.99%) | 2026-06-30 | |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 4.33% | 153.6K | $23.4M | +0.93%(+1.42K) | $130.85(+20.22%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 4.21% | 263.7K | $22.7M | -0.99%(-2.64K) | $32.43(+174.98%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.36% | 90.6K | $18.1M | +2.26%(+2.01K) | $38.23(+491.35%) | 2026-06-30 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 3.32% | 144.3K | $17.9M | +0.25%(+356) | $58.88(+109.56%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 3.09% | 201.7K | $16.7M | +4.22%(+8.16K) | $68.36(+20.88%) | 2026-06-30 | |
| TSLA | TESLA INC COM | 2.94% | 37.8K | $15.9M | +0.78%(+294) | $209.68(+62.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.70% | +39.36% | +7.63% | +44.46% |
| Top 20 Holdings Unweighted | +12.68% | +43.05% | +9.13% | +54.75% |
Regent Peak Wealth Advisors LLC reports $540.13M in US-listed equity holdings across 221 positions in its most recent 13F filing. Its largest disclosed positions are VTI (16.9%), AAPL (5.8%) and IEFA (5.8%). The top 20 holdings account for 72.69% of reported assets. Its disclosed equity book has returned +39.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Regent Peak Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803329). View Regent Peak Wealth Advisors LLC’s 13F filings on SEC