StockDriftsStockDriftsTop 50 Regent Peak Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 15.99% | 244.4K | $78.4M | -4.39%(-11.22K) | $205.78(+79.20%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 5.87% | 317.8K | $28.8M | -28.77%(-128.36K) | $71.49(+36.10%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 5.58% | 107.9K | $27.4M | -1.45%(-1.58K) | $80.16(+285.04%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 5.05% | 336.3K | $24.8M | +7.40%(+23.18K) | $72.67(+0.61%) | 2026-03-31 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 4.71% | 329.0K | $23.1M | -7.37%(-26.17K) | $53.46(+44.51%) | 2026-03-31 | |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 4.53% | 152.1K | $22.2M | +58.61%(+56.22K) | $130.29(+19.48%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 3.95% | 44.4K | $19.4M | -3.18%(-1.46K) | $32.43(+163.64%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 3.15% | 88.6K | $15.5M | +2.59%(+2.23K) | $34.96(+457.29%) | 2026-03-31 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 3.13% | 36.0K | $15.3M | -9.14%(-3.62K) | $234.98(-48.44%) | 2026-03-31 | |
| TSLA | TESLA INC COM | 2.84% | 37.5K | $13.9M | +0.89%(+331) | $208.29(+88.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.85% | +36.20% |
| Top 20 Holdings Unweighted | +11.37% | +38.14% |
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