Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Regent Peak Wealth Advisors LLC (CIK 1803329) reported $490.3M across 197 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($78.4M, 15.99%), IEFA ($28.8M, 5.87%), AAPL ($27.4M, 5.58%), BND ($24.8M, 5.05%), DGRO ($23.1M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $78.4M | 15.99% | 244,405 | Trimmed |
| 2 | IEFA | ISHARES CORE MSCI EAFE ETF | $28.8M | 5.87% | 317,799 | Trimmed |
| 3 | AAPL | APPLE INC COM | $27.4M | 5.58% | 107,858 | Trimmed |
| 4 | BND | VANGUARD TOTAL BOND MARKET ETF | $24.8M | 5.05% | 336,345 | Added |
| 5 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $23.1M | 4.71% | 328,953 | Trimmed |
| 6 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | $22.2M | 4.53% | 152,147 | Added |
| 7 | VUG | VANGUARD GROWTH ETF | $19.4M | 3.95% | 44,392 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION COM | $15.5M | 3.15% | 88,642 | Added |
| 9 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $15.3M | 3.13% | 35,984 | Trimmed |
| 10 | TSLA | TESLA INC COM | $13.9M | 2.84% | 37,511 | Added |
| 11 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $13.5M | 2.75% | 193,560 | Added |
| 12 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $13.3M | 2.72% | 67,169 | Added |
| 13 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $11.9M | 2.42% | 83,436 | Trimmed |
| 14 | MSFT | MICROSOFT CORP COM | $10.3M | 2.11% | 27,949 | Added |
| 15 | AMZN | AMAZON COM INC COM | $10.0M | 2.05% | 48,154 | Added |
| 16 | VTV | VANGUARD VALUE ETF | $8.7M | 1.77% | 44,312 | Trimmed |
| 17 | JAAA | JANUS HENDERSON AAA CLO ETF | $8.4M | 1.71% | 166,029 | Added |
| 18 | GOOGL | ALPHABET INC CAP STK CL A | $7.0M | 1.43% | 24,449 | Added |
| 19 | SPY | STATE STREET SPDR S&P 500 ETF | $5.9M | 1.19% | 8,999 | Trimmed |
| 20 | GOOG | ALPHABET INC CAP STK CL C | $5.6M | 1.13% | 19,365 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5.2M | 1.07% | 10,906 | Added |
| 22 | AVGO | BROADCOM INC COM | $5.0M | 1.02% | 16,096 | Added |
| 23 | SR | SPIRE INC COM | $3.5M | 0.72% | 38,853 | Trimmed |
| 24 | META | META PLATFORMS INC CL A | $3.2M | 0.64% | 5,518 | Added |
| 25 | KO | COCA COLA CO COM | $2.8M | 0.57% | 135,723 | Added |
Source: SEC Form 13F filings · as of 2026-03-31