Regent Peak Wealth Advisors LLC Top Holdings and 13F Report (2025) About Regent Peak Wealth Advisors LLCInvestment ActivityRegent Peak Wealth Advisors LLC has $423.61 million in total holdings as of March 31, 2025.Regent Peak Wealth Advisors LLC owns shares of 177 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.24% of the portfolio was purchased this quarter.About 4.85% of the portfolio was sold this quarter.This quarter, Regent Peak Wealth Advisors LLC has purchased 180 new stocks and bought additional shares in 43 stocks.Regent Peak Wealth Advisors LLC sold shares of 108 stocks and completely divested from 16 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $69,064,998iShares Core MSCI EAFE ETF $33,165,575Apple $24,760,147Vanguard Total Bond Market ETF $22,055,500iShares Core Dividend Growth ETF $21,094,876 Largest New Holdings this Quarter 247361702 - Delta Air Lines $3,806,280 Holding909907107 - United Bankshares $1,757,145 HoldingG0450A105 - Arch Capital Group $289,598 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $278,647 Holding46435G672 - iShares Core International Aggregate Bond ETF $251,600 Holding Largest Purchases this Quarter Delta Air Lines 87,300 shares (about $3.81M)iShares Core MSCI EAFE ETF 38,263 shares (about $2.89M)SPDR S&P 500 ETF Trust 4,491 shares (about $2.51M)United Bankshares 50,682 shares (about $1.76M)Janus Henderson AAA CLO ETF 32,661 shares (about $1.66M) Largest Sales this Quarter Spire 49,482 shares (about $3.87M)Vanguard Growth ETF 7,402 shares (about $2.74M)Vanguard Value ETF 8,088 shares (about $1.40M)SPDR S&P Dividend ETF 7,818 shares (about $1.06M)iShares MSCI EAFE ETF 11,001 shares (about $899.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRegent Peak Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$69,064,998$516,698 ▲0.8%251,29216.3%ETFIEFAiShares Core MSCI EAFE ETF$33,165,575$2,894,597 ▲9.6%438,4087.8%ETFAAPLApple$24,760,147$86,853 ▼-0.3%111,4675.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$22,055,500$1,473,334 ▲7.2%300,2795.2%ETFDGROiShares Core Dividend Growth ETF$21,094,876$424,799 ▲2.1%341,4525.0%ETFVUGVanguard Growth ETF$17,317,875$2,744,784 ▼-13.7%46,7024.1%ETFACNAccenture$14,897,726$708,955 ▼-4.5%47,7433.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$14,228,836$275,513 ▼-1.9%39,4053.4%ETFSDYSPDR S&P Dividend ETF$13,186,396$1,060,751 ▼-7.4%97,1873.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,751,062$506,343 ▼-4.1%96,3122.8%ETFMSFTMicrosoft$10,184,004$757,541 ▼-6.9%27,1292.4%Computer and TechnologyTSLATesla$9,409,840$1,296 ▼0.0%36,3092.2%Auto/Tires/TrucksNVDANVIDIA$8,850,224$18,858 ▼-0.2%81,6592.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,706,346$2,512,221 ▲40.6%15,5642.1%FinanceAMZNAmazon.com$8,490,401$100,458 ▼-1.2%44,6252.0%Retail/WholesaleVTVVanguard Value ETF$8,363,783$1,397,131 ▼-14.3%48,4182.0%ETFJAAAJanus Henderson AAA CLO ETF$8,129,726$1,656,239 ▲25.6%160,3181.9%ETFSRSpire$7,061,515$3,871,967 ▼-35.4%90,2431.7%UtilitiesBRK.BBerkshire Hathaway$5,445,631$16,510 ▲0.3%10,2251.3%FinancePGRProgressive$5,254,991$4,245 ▼-0.1%18,5681.2%FinanceDALDelta Air Lines$3,806,280$3,806,280 ▲New Holding87,3000.9%TransportationGOOGLAlphabet$3,648,112$8,969 ▲0.2%23,5910.9%Computer and TechnologyMETAMeta Platforms$2,780,937$112,390 ▼-3.9%4,8250.7%Computer and TechnologyGOOGAlphabet$2,739,649$10,936 ▼-0.4%17,5360.6%Computer and TechnologyHDHome Depot$2,548,799$106,276 ▼-4.0%6,9550.6%Retail/WholesaleKOCoca-Cola$2,533,416$76,621 ▼-2.9%133,9770.6%Consumer StaplesLLYEli Lilly and Company$2,202,005$85,900 ▲4.1%2,6660.5%MedicalAVGOBroadcom$2,166,879$61,447 ▼-2.8%12,9420.5%Computer and TechnologyIVViShares Core S&P 500 ETF$1,862,398$5,058 ▲0.3%3,3140.4%ETFSCHBSchwab US Broad Market ETF$1,850,202$43,060 ▼-2.3%85,9360.4%ETFPGProcter & Gamble$1,831,440$53,851 ▼-2.9%10,7470.4%Consumer StaplesUBSIUnited Bankshares$1,757,145$1,757,145 ▲New Holding50,6820.4%FinanceCOSTCostco Wholesale$1,754,798$31,217 ▲1.8%1,8550.4%Retail/WholesaleVVisa$1,727,212$350 ▲0.0%4,9280.4%Business ServicesSOSouthern$1,662,892$9,195 ▼-0.5%18,0850.4%UtilitiesJPMJPMorgan Chase & Co.$1,604,928$6,378 ▲0.4%6,5430.4%FinanceBRK.ABerkshire Hathaway$1,596,8830.0%20.4%FinanceIWMiShares Russell 2000 ETF$1,543,454$480,172 ▼-23.7%7,7370.4%FinanceWMTWalmart$1,515,818$5,180 ▼-0.3%17,2660.4%Retail/WholesaleQQQInvesco QQQ$1,454,792$10,787 ▼-0.7%3,1020.3%FinanceMCDMcDonald's$1,432,091$267,990 ▼-15.8%4,5850.3%Retail/WholesaleVGTVanguard Information Technology ETF$1,350,526$8,136 ▼-0.6%2,4900.3%ETFORCLOracle$1,204,748$114,225 ▼-8.7%8,6170.3%Computer and TechnologyABBVAbbVie$1,197,662$11,524 ▲1.0%5,7160.3%MedicalNFLXNetflix$1,153,540$76,467 ▼-6.2%1,2370.3%Consumer DiscretionaryUNHUnitedHealth Group$1,062,007$125,681 ▼-10.6%2,0280.3%MedicalADPAutomatic Data Processing$999,708$116,714 ▼-10.5%3,2720.2%Business ServicesJNJJohnson & Johnson$975,592$97,178 ▼-9.1%5,8830.2%MedicalMAMastercard$961,738$22,468 ▼-2.3%1,7550.2%Business ServicesACTEnact$950,1350.0%27,3420.2%FinanceIWDiShares Russell 1000 Value ETF$885,4810.0%4,7060.2%ETFLINDE PLC SHS$850,667$1,862 ▼-0.2%1,8270.2%StockHONHoneywell International$841,714$21,175 ▼-2.5%3,9750.2%Multi-Sector ConglomeratesGDGeneral Dynamics$809,025$105,762 ▼-11.6%2,9680.2%AerospaceDVYiShares Select Dividend ETF$797,145$278,383 ▼-25.9%5,9360.2%ETFGEGeneral Electric$763,772$49,037 ▼-6.0%3,8160.2%TransportationXLKTechnology Select Sector SPDR Fund$744,982$619 ▲0.1%3,6080.2%ETFXOMExxon Mobil$724,657$43,292 ▲6.4%6,0930.2%EnergyXSDSPDR S&P Semiconductor ETF$707,7340.0%3,5250.2%ETFLMTLockheed Martin$706,430$12,064 ▼-1.7%1,5810.2%AerospaceMRKMerck & Co., Inc.$690,173$180,599 ▼-20.7%7,6890.2%MedicalITWIllinois Tool Works$688,983$94,989 ▼-12.1%2,7780.2%IndustrialsAMGNAmgen$685,738$183,507 ▼-21.1%2,2010.2%MedicalUNPUnion Pacific$680,028$75,113 ▼-9.9%2,8790.2%TransportationCVXChevron$679,005$9,702 ▼-1.4%4,0590.2%EnergyTMOThermo Fisher Scientific$665,312$17,417 ▼-2.6%1,3370.2%MedicalINTUIntuit$661,514$83,534 ▼-11.2%1,0770.2%Computer and TechnologyABTAbbott Laboratories$645,475$929 ▼-0.1%4,8660.2%MedicalCRMSalesforce$641,458$15,298 ▼-2.3%2,3900.2%Computer and TechnologyAPOApollo Global Management$616,061$16,158 ▲2.7%4,4990.1%FinanceXLVHealth Care Select Sector SPDR Fund$601,793$1,022 ▲0.2%4,1220.1%ETFVOOVanguard S&P 500 ETF$597,163$3,083 ▼-0.5%1,1620.1%ETFAMDAdvanced Micro Devices$586,337$149,795 ▲34.3%5,7070.1%Computer and TechnologyPEPPepsiCo$572,333$130,001 ▼-18.5%3,8170.1%Consumer StaplesIBMInternational Business Machines$570,177$4,227 ▲0.7%2,2930.1%Computer and TechnologyAZOAutoZone$568,104$7,626 ▼-1.3%1490.1%Retail/WholesaleSBUXStarbucks$543,233$103,683 ▼-16.0%5,5380.1%Retail/WholesaleSPGIS&P Global$521,819$4,573 ▼-0.9%1,0270.1%Business ServicesTSMTaiwan Semiconductor Manufacturing$517,090$172,308 ▼-25.0%3,1150.1%Computer and TechnologyFIFiserv$514,313$3,312 ▼-0.6%2,3290.1%Business ServicesCATCaterpillar$510,860$6,926 ▼-1.3%1,5490.1%IndustrialsBACBank of America$499,717$167 ▲0.0%11,9750.1%FinanceNEENextEra Energy$499,150$2,056 ▼-0.4%7,0410.1%UtilitiesTXNTexas Instruments$496,706$13,298 ▼-2.6%2,7640.1%Computer and TechnologyADBEAdobe$495,521$24,162 ▲5.1%1,2920.1%Computer and TechnologyCSCOCisco Systems$480,355$13,515 ▲2.9%7,7840.1%Computer and TechnologyBLACKROCK INC COM$459,989$4,732 ▲1.0%4860.1%StockAPDAir Products and Chemicals$448,584$200,255 ▼-30.9%1,5210.1%Basic MaterialsLOWLowe's Companies$439,172$6,297 ▲1.5%1,8830.1%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$438,9540.0%2,2230.1%FinanceETNEaton$428,404$7,611 ▼-1.7%1,5760.1%IndustrialsCEGConstellation Energy$410,519$20,970 ▲5.4%2,0360.1%EnergyCDNSCadence Design Systems$410,234$29,757 ▼-6.8%1,6130.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$404,645$899,111 ▼-69.0%4,9510.1%FinanceWFCWells Fargo & Company$394,989$7,394 ▲1.9%5,5020.1%FinanceRTXRTX$382,471$64,783 ▼-14.5%2,8870.1%AerospaceDGRWWisdomTree U.S. Quality Dividend Growth Fund$381,4910.0%4,7770.1%ManufacturingDHRDanaher$381,300$38,540 ▼-9.2%1,8600.1%MedicalGSThe Goldman Sachs Group$380,764$9,287 ▲2.5%6970.1%FinancePMPhilip Morris International$374,127$8,730 ▲2.4%2,3570.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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