Regent Peak Wealth Advisors LLC

DOSSIER · 13F-HR · Q3 2026

Regent Peak Wealth Advisors LLC

$577M in tracked AUM across 231 positions as of Q3 2026.

RP

CIK 0001803329 · last filed Sep 30, 2026

Total AUM

$577M

as of Q3 2026

Holdings

231

—

positions

Whale Score

58

58

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Regent Peak Wealth Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

VTI

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$96M256K16.6%02

AAPL

APPLE INC COM

$36M108K6.2%03

IEFA

ISHARES CORE MSCI EAFE ETF

$33M341K5.7%04

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

$26M351K4.6%05

SDY

STATE STREET SPDR S&P DIVIDEND ETF

$24M163K4.1%06

VUG

VANGUARD MORNINGSTAR GROWTH ETF

$24M263K4.1%07

NVDA

NVIDIA CORPORATION COM

$21M93K3.7%08

IWF

ISHARES RUSSELL 1000 GROWTH ETF

$19M149K3.2%09

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF