Regent Peak Wealth Advisors LLC
223 holdingsFiling period: 2026-06-30Current AUM: $551.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | 246.2K | $91.1M | $92.8M | 16.84% | +1.8K | 2026-06-30 |
| 2 | AAPL | Apple Inc.com | 108.2K | $31.3M | $36.7M | 6.66% | +308 | 2026-06-30 |
| 3 | IEFA | iShares Core Msci Eafe ETF | 322.7K | $31.2M | $31.2M | 5.66% | +4.9K | 2026-06-30 |
| 4 | DGRO | iShares Core Dividend Growth ETF | 334.5K | $25.4M | $26.5M | 4.81% | +5.6K | 2026-06-30 |
| 5 | SDY | State Street Spdr S&P Dividend ETF | 153.6K | $23.4M | $24.0M | 4.35% | +1.4K | 2026-06-30 |
| 6 | VUG | Vanguard Growth ETF | 263.7K | $22.7M | $23.4M | 4.24% | +219.3K | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation.com | 90.6K | $18.1M | $19.6M | 3.56% | +2.0K | 2026-06-30 |
| 8 | IWF | iShares Russell 1000 Growth ETF | 144.3K | $17.9M | $17.7M | 3.20% | +108.3K | 2026-06-30 |
| 9 | IEMG | iShares Core Msci Emerging Markets ETF | 201.7K | $16.7M | $15.6M | 2.83% | +8.2K | 2026-06-30 |
| 10 | TSLA | Tesla Inc.com | 37.8K | $15.9M | $14.1M | 2.56% | +294 | 2026-06-30 |
| 11 | BND | Vanguard Total Bond Market ETF | 209.5K | $15.4M | $14.8M | 2.69% | -126,876 | 2026-06-30 |
| 12 | ITOT | iShares Core S&P Total U.S. Stock Market ETF | 79.6K | $13.1M | $13.3M | 2.42% | -3,862 | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc.com | 49.1K | $11.7M | $12.9M | 2.34% | +940 | 2026-06-30 |
| 14 | MSFT | Microsoft Corp.com | 28.2K | $10.5M | $15.0M | 2.72% | +276 | 2026-06-30 |
| 15 | VTV | Vanguard Value ETF | 43.9K | $9.6M | $9.8M | 1.79% | -446 | 2026-06-30 |
| 16 | — | Accenture PLC Ireland Shs Class A | 74.2K | $9.2M | $9.2M | 1.67% | +7.0K | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc Cap Stk CL A | 23.5K | $8.4M | $8.0M | 1.45% | -904 | 2026-06-30 |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | 165.7K | $8.4M | $8.4M | 1.52% | -364 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc Cap Stk CL C | 18.5K | $6.5M | $6.2M | 1.13% | -909 | 2026-06-30 |
| 20 | AVGO | Broadcom Inc.com | 16.2K | $6.1M | $5.4M | 0.98% | +78 | 2026-06-30 |
| 21 | BRK-B | Berkshire Hathaway Inc Del CL B New | 9.7K | $4.9M | $4.9M | 0.88% | -1,167 | 2026-06-30 |
| 22 | SPY | State Street Spdr S&P 500 ETF | 6.0K | $4.5M | $4.6M | 0.84% | -2,956 | 2026-06-30 |
| 23 | LLY | Eli Lilly & Co.com | 3.0K | $3.6M | $3.8M | 0.70% | +120 | 2026-06-30 |
| 24 | AMD | Advanced Micro Devices Inc.com | 5.9K | $3.4M | $3.2M | 0.58% | +66 | 2026-06-30 |
| 25 | KO | Coca Cola Co.com | 140.3K | $3.4M | $3.9M | 0.70% | +4.6K | 2026-06-30 |
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