Regent Peak Wealth Advisors LLC
CIK 1803329
13F filing for Q2 2026・No. 3,715
- Holdings
- US$540.13M
- Quarter change
- +US$49.81M
- Entries
- 221
- Net bought (estimate)
- −US$7.15M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 34
- Sold out 11
- Cut 63
- Added 108
- Corporate actions 0
- Unchanged 16
Largest holdings
221 stocks worth US$540.13M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETFETF | Added | 246,181 | US$91.1M | 16.87% |
| AAPLAppleStock | Added | 108,166 | US$31.3M | 5.79% |
| ISHARES CORE MSCI EAFE ETFETF | Added | 322,722 | US$31.17M | 5.77% |
| ISHARES CORE DIVIDEND GROWTH ETFETF | Added | 334,542 | US$25.35M | 4.69% |
| STATE STREET SPDR S&P DIVIDEND ETFETF | Added | 153,565 | US$23.37M | 4.33% |
| VUGVANGUARD GROWTH ETFETF | CutSplit 6:1 | 263,714 | US$22.72M | 4.21% |
| NVDANvidiaStock | Added | 90,648 | US$18.14M | 3.36% |
| IWFISHARES RUSSELL 1000 GROWTH ETFETF | AddedSplit 4:1 | 144,292 | US$17.92M | 3.32% |
| IEMGISHARES CORE MSCI EMERGING MARKETS ETFETF | Added | 201,722 | US$16.71M | 3.09% |
| TSLATeslaStock | Added | 37,805 | US$15.9M | 2.94% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.