13F HOLDINGS REPORT

Regent Peak Wealth Advisors LLC

Quarter ended Q4 2025 · Filed January 8, 2026 · Accession 0001803329-26-000002

Total Value

$507.2M

Positions

192

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (192)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD TOTAL STOCK MARKET ETF	922908769	255,627	$85.7M	16.90%
2	ISHARES CORE MSCI EAFE ETF	46432F842	446,163	$39.9M	7.87%
3	APPLE INC COM	AAPL	109,440	$29.8M	5.87%
4	ISHARES CORE DIVIDEND GROWTH ETF	46434V621	355,124	$24.7M	4.86%
5	VANGUARD TOTAL BOND MARKET ETF	921937835	313,169	$23.2M	4.57%
6	VANGUARD GROWTH ETF	922908736	45,851	$22.4M	4.41%
7	ISHARES RUSSELL 1000 GROWTH ETF	464287614	39,605	$18.7M	3.70%
8	TESLA INC COM	TSLA	37,180	$16.7M	3.30%
9	NVIDIA CORPORATION COM	NVDA	86,408	$16.1M	3.18%
10	ACCENTURE PLC IRELAND SHS CLASS A	ACN	56,252	$15.1M	2.98%
11	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	464287150	91,226	$13.6M	2.67%
12	STATE STREET SPDR S&P DIVIDEND ETF	78464A763	95,924	$13.3M	2.63%
13	MICROSOFT CORP COM	MSFT	26,857	$13.0M	2.56%
14	AMAZON COM INC COM	AMZN	47,622	$11.0M	2.17%
15	VANGUARD VALUE ETF	922908744	45,652	$8.7M	1.72%
16	JANUS HENDERSON AAA CLO ETF	47103U845	161,757	$8.2M	1.61%
17	ALPHABET INC CAP STK CL A	GOOG	24,017	$7.5M	1.48%
18	SPDR S&P 500 ETF TRUST	SPY	9,706	$6.6M	1.30%
19	ALPHABET INC CAP STK CL C	GOOG	18,138	$5.7M	1.12%
20	BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK-A	10,672	$5.4M	1.06%
21	BROADCOM INC COM	AVGO	15,308	$5.3M	1.04%
22	SPIRE INC COM	SRJN	43,972	$3.6M	0.72%
23	META PLATFORMS INC CL A	META	5,341	$3.5M	0.70%
24	PROGRESSIVE CORP COM	743315103	14,011	$3.2M	0.63%
25	ISHARES BITCOIN TRUST ETF	IBIT	61,112	$3.0M	0.60%
26	ELI LILLY & CO COM	LLY	2,758	$3.0M	0.58%
27	DELTA AIR LINES INC DEL COM NEW	DAL	37,334	$2.6M	0.51%
28	COCA COLA CO COM	KO	133,508	$2.4M	0.48%
29	JPMORGAN CHASE & CO. COM	VYLD	7,351	$2.4M	0.47%
30	HOME DEPOT INC COM	HD	6,470	$2.2M	0.44%
31	ISHARES CORE S&P 500 ETF	464287200	3,151	$2.2M	0.43%
32	SCHWAB U.S. BROAD MARKET ETF	808524102	77,261	$2.0M	0.40%
33	WALMART INC COM	WMT	18,138	$2.0M	0.40%
34	ISHARES RUSSELL 2000 ETF	464287655	7,740	$1.9M	0.38%
35	INVESCO QQQ TRUST SERIES I	IVZ	3,099	$1.9M	0.38%
36	VISA INC COM CL A	V	5,317	$1.9M	0.37%
37	UNITED BANKSHARES INC WEST VA COM	UNTCW	47,182	$1.8M	0.36%
38	VANGUARD INFORMATION TECHNOLOGY ETF	92204A702	2,345	$1.8M	0.35%
39	COSTCO WHSL CORP NEW COM	22160K105	1,928	$1.7M	0.33%
40	ORACLE CORP COM	ORCL-PD	8,186	$1.6M	0.31%
41	BERKSHIRE HATHAWAY INC DEL CL A	BRK-A	2	$1.5M	0.30%
42	ABBVIE INC COM	ABBV	6,134	$1.4M	0.28%
43	PROCTER AND GAMBLE CO COM	742718109	9,771	$1.4M	0.28%
44	SOUTHERN CO COM	SOMN	15,759	$1.4M	0.27%
45	GE AEROSPACE COM NEW	369604301	3,948	$1.2M	0.24%
46	ADVANCED MICRO DEVICES INC COM	AMD	5,673	$1.2M	0.24%
47	JOHNSON & JOHNSON COM	JNJ	5,861	$1.2M	0.24%
48	ENACT HLDGS INC COM	ACT	29,768	$1.2M	0.23%
49	NETFLIX INC COM	NFLX	12,518	$1.2M	0.23%
50	MASTERCARD INCORPORATED CL A	MA	2,027	$1.2M	0.23%
51	STATE STREET SPDR S&P SEMICONDUCTOR ETF	78464A862	3,507	$1.1M	0.22%
52	MCDONALDS CORP COM	MCD	3,687	$1.1M	0.22%
53	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	81369Y803	7,181	$1.0M	0.20%
54	GENERAL DYNAMICS CORP COM	GD	2,787	$938,281	0.18%
55	ISHARES RUSSELL 1000 VALUE ETF	464287598	4,421	$929,913	0.18%
56	EXXON MOBIL CORP COM	XOM	7,722	$929,236	0.18%
57	CATERPILLAR INC COM	CAT	1,597	$914,873	0.18%
58	THERMO FISHER SCIENTIFIC INC COM	TMO	1,305	$756,370	0.15%
59	MERCK & CO INC COM	MRK	6,957	$732,304	0.14%
60	INTUIT COM	INTU	1,104	$731,601	0.14%
61	MICRON TECHNOLOGY INC COM	MU	2,552	$728,366	0.14%
62	CONSTELLATION ENERGY CORP COM	CEG	2,023	$714,665	0.14%
63	INTERNATIONAL BUSINESS MACHS COM	INTR	2,380	$704,980	0.14%
64	LOCKHEED MARTIN CORP COM	LMT	1,437	$694,870	0.14%
65	LINDE PLC SHS	LIN	1,629	$694,775	0.14%
66	BANK AMERICA CORP COM	060505104	12,608	$693,440	0.14%
67	GE VERNOVA INC COM	GEV	1,056	$690,170	0.14%
68	VANGUARD S&P 500 ETF	922908363	1,094	$686,080	0.14%
69	AUTOMATIC DATA PROCESSING INC COM	ADP	2,634	$677,555	0.13%
70	ABBOTT LABS COM	ABLZF	5,393	$675,652	0.13%
71	PALANTIR TECHNOLOGIES INC CL A	PLTR	3,793	$674,206	0.13%
72	APOLLO GLOBAL MGMT INC COM	03769M106	4,647	$672,761	0.13%
73	CISCO SYS INC COM	CSCO	8,559	$659,307	0.13%
74	GOLDMAN SACHS GROUP INC COM	GSCE	735	$646,065	0.13%
75	CHEVRON CORP NEW COM	CVX	4,188	$638,340	0.13%
76	ILLINOIS TOOL WKS INC COM	452308109	2,496	$614,777	0.12%
77	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	81369Y209	3,846	$595,326	0.12%
78	LOWES COS INC COM	548661107	2,392	$576,855	0.11%
79	SALESFORCE INC COM	CRM	2,163	$572,878	0.11%
80	NEXTERA ENERGY INC COM	NEE-PW	7,129	$572,280	0.11%
81	LAM RESEARCH CORP COM NEW	LRCX	3,294	$563,867	0.11%
82	HONEYWELL INTL INC COM	438516106	2,849	$555,819	0.11%
83	AMGEN INC COM	AMGN	1,685	$551,535	0.11%
84	S&P GLOBAL INC COM	SPGI	1,037	$541,926	0.11%
85	BLACKROCK INC COM	BLK	494	$528,748	0.10%
86	ISHARES SELECT DIVIDEND ETF	464287168	3,740	$527,864	0.10%
87	EATON CORP PLC SHS	ETN	1,647	$524,586	0.10%
88	WELLS FARGO CO NEW COM	949746101	5,539	$516,235	0.10%
89	CADENCE DESIGN SYSTEM INC COM	CDNS	1,638	$512,006	0.10%
90	UNITEDHEALTH GROUP INC COM	UNH	1,535	$506,873	0.10%
91	AUTOZONE INC COM	AZO	149	$505,334	0.10%
92	RTX CORPORATION COM	RTX	2,730	$500,637	0.10%
93	BLUE OWL CAPITAL INC COM CL A	OWL	461,664	$491,440	0.10%
94	APPLIED MATLS INC COM	038222105	1,870	$480,571	0.09%
95	STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	81369Y407	3,946	$471,192	0.09%
96	TEXAS INSTRS INC COM	882508104	2,674	$463,950	0.09%
97	UNION PAC CORP COM	UNP	2,004	$463,571	0.09%
98	AMERICAN EXPRESS CO COM	AXP	1,242	$459,478	0.09%
99	VANGUARD RUSSELL 1000 GROWTH ETF	92206C680	3,773	$459,364	0.09%
100	PEPSICO INC COM	PEP	3,182	$456,693	0.09%
101	ISHARES MSCI EAFE ETF	464287465	4,742	$455,374	0.09%
102	CITIGROUP INC COM NEW	C-PR	3,890	$453,924	0.09%
103	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	874039100	1,425	$433,043	0.09%
104	DISNEY WALT CO COM	254687106	3,802	$432,554	0.09%
105	ADOBE INC COM	ADBE	1,235	$432,238	0.09%
106	INTUITIVE SURGICAL INC COM NEW	ISRG	760	$430,434	0.08%
107	MONSTER BEVERAGE CORP NEW COM	MNST	5,604	$429,659	0.08%
108	QUALCOMM INC COM	QCOM	2,464	$421,467	0.08%
109	DANAHER CORPORATION COM	235851102	1,828	$418,466	0.08%
110	INTEL CORP COM	INTC	11,008	$406,195	0.08%
111	DEERE & CO COM	DE	862	$401,321	0.08%
112	CROWDSTRIKE HLDGS INC CL A	CRWD	844	$395,633	0.08%
113	VANGUARD SMALL-CAP GROWTH ETF	922908595	1,295	$391,232	0.08%
114	CME GROUP INC COM	CME	1,418	$387,227	0.08%
115	WISDOMTREE US QUALITY DIVIDEND GROWTH FUND	WT	4,257	$380,704	0.08%
116	PHILIP MORRIS INTL INC COM	718172109	2,351	$377,100	0.07%
117	PNC FINL SVCS GROUP INC COM	693475105	1,782	$371,957	0.07%
118	ISHARES ETHEREUM TRUST ETF	46438R105	16,422	$368,345	0.07%
119	VANGUARD DIVIDEND APPRECIATION ETF	921908844	1,653	$363,241	0.07%
120	EXPEDIA GROUP INC COM NEW	EXPE	1,267	$358,954	0.07%
121	NISOURCE INC COM	NI	8,586	$358,551	0.07%
122	VANGUARD MID-CAP ETF	922908629	1,223	$355,062	0.07%
123	BOOKING HOLDINGS INC COM	BKNG	66	$353,452	0.07%
124	STARBUCKS CORP COM	SBUX	4,162	$350,491	0.07%
125	MCKESSON CORP COM	MCK	427	$350,264	0.07%
126	ISHARES CORE MSCI EMERGING MARKETS ETF	46434G103	5,157	$346,654	0.07%
127	ISHARES GOLD TRUST	IAU	4,199	$340,833	0.07%
128	SIMON PPTY GROUP INC NEW COM	828806109	1,835	$339,677	0.07%
129	SCHWAB CHARLES CORP COM	SCHW-PJ	3,232	$322,909	0.06%
130	AT&T INC COM	T-PC	12,953	$321,753	0.06%
131	SERVICENOW INC COM	NOW	2,080	$318,635	0.06%
132	ISHARES BIOTECHNOLOGY ETF	464287556	1,887	$318,471	0.06%
133	WELLTOWER INC COM	WELL	1,671	$310,154	0.06%
134	MORGAN STANLEY COM NEW	MS-PQ	1,729	$306,949	0.06%
135	CORNING INC COM	GLW	3,462	$303,133	0.06%
136	UNITED RENTALS INC COM	URI	373	$301,876	0.06%
137	BLACKSTONE INC COM	BX	1,947	$300,111	0.06%
138	VANGUARD INDUSTRIALS ETF	92204A603	1,000	$298,380	0.06%
139	ANALOG DEVICES INC COM	ADI	1,088	$295,066	0.06%
140	PACCAR INC COM	PCAR	2,611	$285,921	0.06%
141	LOEWS CORP COM	L	2,711	$285,495	0.06%
142	MOODYS CORP COM	MCO	551	$281,478	0.06%
143	CSX CORP COM	CSX	7,730	$280,213	0.06%
144	FEDEX CORP COM	FDX	970	$280,194	0.06%
145	KLA CORP COM NEW	KLAC	230	$279,468	0.06%
146	ARISTA NETWORKS INC COM SHS	ANET	2,103	$275,556	0.05%
147	CHUBB LIMITED COM	CB	876	$273,417	0.05%
148	APPLOVIN CORP COM CL A	APP	405	$272,897	0.05%
149	TJX COS INC NEW COM	872540109	1,769	$271,736	0.05%
150	CAPITAL ONE FINL CORP COM	14040H105	1,104	$267,565	0.05%
151	AMPHENOL CORP NEW CL A	032095101	1,920	$259,469	0.05%
152	T-MOBILE US INC COM	TMUSZ	1,268	$257,455	0.05%
153	TARGET CORP COM	TGT	2,632	$257,284	0.05%
154	VERTEX PHARMACEUTICALS INC COM	VRTX	567	$257,055	0.05%
155	ENERGY TRANSFER L P COM UT LTD PTN	ET-PI	15,540	$256,255	0.05%
156	WASTE MGMT INC DEL COM	94106L109	1,151	$252,886	0.05%
157	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	46435G672	5,033	$251,700	0.05%
158	M & T BK CORP COM	55261F104	1,245	$250,843	0.05%
159	GENERAL MTRS CO COM	37045V100	3,041	$247,294	0.05%
160	STATE STR CORP COM	STT-PG	1,907	$246,022	0.05%
161	GARMIN LTD SHS	GRMN	1,208	$245,043	0.05%
162	NORTHROP GRUMMAN CORP COM	NOC	428	$244,057	0.05%
163	FORD MTR CO COM	345370860	18,430	$241,802	0.05%
164	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	81369Y605	4,333	$237,318	0.05%
165	NORFOLK SOUTHN CORP COM	655844108	813	$234,729	0.05%
166	SHERWIN WILLIAMS CO COM	SHW	717	$232,330	0.05%
167	UBER TECHNOLOGIES INC COM	UBER	2,744	$224,212	0.04%
168	FREEPORT-MCMORAN INC CL B	FCX	4,412	$224,085	0.04%
169	CHENIERE ENERGY INC COM NEW	LNG	1,143	$222,188	0.04%
170	INTERCONTINENTAL EXCHANGE INC COM	45866F104	1,362	$220,590	0.04%
171	BOSTON SCIENTIFIC CORP COM	BSX	2,260	$215,491	0.04%
172	HCA HEALTHCARE INC COM	HCA	458	$213,822	0.04%
173	DIGITAL RLTY TR INC COM	253868103	1,380	$213,509	0.04%
174	JOHNSON CTLS INTL PLC SHS	G51502105	1,780	$213,155	0.04%
175	COMERICA INC COM	200340107	2,449	$212,892	0.04%
176	ZOOM COMMUNICATIONS INC CL A	ZM	2,467	$212,877	0.04%
177	AUTODESK INC COM	ADSK	719	$212,831	0.04%
178	GILEAD SCIENCES INC COM	GILD	1,731	$212,463	0.04%
179	PALO ALTO NETWORKS INC COM	PANW	1,147	$211,277	0.04%
180	FIRST TRUST CLOUD COMPUTING ETF	33734X192	1,623	$211,120	0.04%
181	ALTRIA GROUP INC COM	MO	3,625	$209,018	0.04%
182	PAYCHEX INC COM	PAYX	1,857	$208,318	0.04%
183	CUMMINS INC COM	CMI	408	$208,264	0.04%
184	PROSHARES ULTRA FINANCIALS	74347X633	2,256	$207,056	0.04%
185	PRUDENTIAL FINL INC COM	PUKPF	1,821	$205,554	0.04%
186	PAYCOM SOFTWARE INC COM	PAYC	1,277	$203,503	0.04%
187	COLGATE PALMOLIVE CO COM	CL	2,572	$203,239	0.04%
188	VERIZON COMMUNICATIONS INC COM	VZ	4,985	$203,039	0.04%
189	BOEING CO COM	BA-PA	935	$203,007	0.04%
190	HUNTINGTON INGALLS INDS INC COM	446413106	590	$200,641	0.04%
191	CARNIVAL CORP PAIRED CTF	CUKPF	6,562	$200,403	0.04%
192	ORGANOGENESIS HLDGS INC COM	ORGO	14,165	$73,375	0.01%