13F Insight
DOSSIER · 13F-HR · Q2 2026

Regent Peak Wealth Advisors LLC

$540M in tracked AUM across 221 positions as of Q2 2026.

RP
CIK 0001803329 · last filed Jun 30, 2026
Total AUM
$540M
as of Q2 2026
Holdings
221
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Regent Peak Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD TOTAL STOCK MARKET ETF
$91M246K16.9%02
AAPL
APPLE INC COM
$31M108K5.8%03
IEFA
ISHARES CORE MSCI EAFE ETF
$31M323K5.8%04
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
$25M335K4.7%05
SDY
STATE STREET SPDR S&P DIVIDEND ETF
$23M154K4.3%06
VUG
VANGUARD GROWTH ETF
$23M264K4.2%07
NVDA
NVIDIA CORPORATION COM
$18M91K3.4%08
IWF
ISHARES RUSSELL 1000 GROWTH ETF
$18M144K3.3%09
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
$17M202K3.1%10
TSLA
TESLA INC COM
$16M38K2.9%

Filing history

2026Q2Jun 30
$540M▲ 10.2%
221 positionsView →2026Q1Mar 31
$490M▼ 3.3%
198 positionsView →2025Q4Dec 31
$507M▲ 150.0%
192 positionsView →2025Q3Sep 30
$203M▲ 21.2%
86 positionsView →2025Q1Mar 31
$167M▼ 62.4%
77 positionsLocked2024Q4Dec 31
$446M▲ 2.3%
180 positionsLocked2024Q3Sep 30
$436M▼ 0.3%
179 positionsLocked2024Q2Jun 30
$437M▲ 11.0%
163 positionsLocked2024Q1Mar 31
$394M▲ 6.8%
170 positionsLocked2023Q4Dec 31
$369M▲ 12.6%
168 positionsLocked2023Q3Sep 30
$327M▼ 4.7%
151 positionsLocked2023Q2Jun 30
$343M▲ 6.2%
155 positionsLocked
Showing 12 of 26