Regent Peak Wealth Advisors LLC Top Holdings and 13F Report (2025) About Regent Peak Wealth Advisors LLCInvestment ActivityRegent Peak Wealth Advisors LLC has $444.91 million in total holdings as of December 31, 2024.Regent Peak Wealth Advisors LLC owns shares of 178 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 10.28% of the portfolio was purchased this quarter.About 9.09% of the portfolio was sold this quarter.This quarter, Regent Peak Wealth Advisors LLC has purchased 179 new stocks and bought additional shares in 81 stocks.Regent Peak Wealth Advisors LLC sold shares of 63 stocks and completely divested from 17 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $72,281,992iShares Core MSCI EAFE ETF $28,122,199Apple $28,011,502Vanguard Growth ETF $22,206,478iShares Core Dividend Growth ETF $20,522,876 Largest New Holdings this Quarter Eaton $532,319 HoldingPALANTIR TECHNOLOGIES INC CL A $324,680 HoldingiShares Core U.S. Aggregate Bond ETF $304,072 HoldingPaycom Software $220,138 HoldingCrowdStrike $212,139 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 58,592 shares (about $16.98M)iShares Core MSCI EAFE ETF 124,991 shares (about $8.78M)iShares Core Dividend Growth ETF 96,186 shares (about $5.90M)iShares Russell 1000 Growth ETF 7,125 shares (about $2.86M)SPDR S&P Dividend ETF 16,754 shares (about $2.21M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 10,542 shares (about $2.08M)Accenture 5,880 shares (about $2.07M)Oracle 12,202 shares (about $2.03M)Infosys 88,591 shares (about $1.94M)UnitedHealth Group 3,584 shares (about $1.81M) 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$72,281,992$16,980,524 ▲30.7%249,41216.2%ETFIEFAiShares Core MSCI EAFE ETF$28,122,199$8,784,370 ▲45.4%400,1456.3%ETFAAPLApple$28,011,502$262,941 ▲0.9%111,8586.3%Computer and TechnologyVUGVanguard Growth ETF$22,206,478$20,522 ▼-0.1%54,1045.0%ETFDGROiShares Core Dividend Growth ETF$20,522,876$5,900,045 ▲40.3%334,5764.6%ETFBNDVanguard Total Bond Market ETF$20,150,653$1,089,438 ▲5.7%280,2204.5%ETFACNAccenture$17,594,777$2,068,525 ▼-10.5%50,0154.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$16,130,626$2,861,251 ▲21.6%40,1683.6%ETFTSLATesla$14,665,046$55,326 ▼-0.4%36,3143.3%Auto/Tires/TrucksSDYSPDR S&P Dividend ETF$13,871,188$2,213,208 ▲19.0%105,0053.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$12,921,359$272,287 ▼-2.1%100,4622.9%ETFMSFTMicrosoft$12,285,602$69,970 ▼-0.6%29,1472.8%Computer and TechnologyNVDANVIDIA$10,989,381$43,241 ▲0.4%81,8332.5%Computer and TechnologyAMZNAmazon.com$9,906,173$69,766 ▲0.7%45,1532.2%Retail/WholesaleVTVVanguard Value ETF$9,566,515$260,723 ▼-2.7%56,5062.2%ETFSRSpire$9,477,547$30,863 ▼-0.3%139,7252.1%UtilitiesSPYSPDR S&P 500 ETF Trust$6,489,664$412,600 ▼-6.0%11,0731.5%FinanceJAAAJanus Henderson AAA CLO ETF$6,473,486$709,433 ▲12.3%127,6571.5%ETFBRK.BBerkshire Hathaway$4,620,736$62,553 ▲1.4%10,1941.0%FinanceGOOGLAlphabet$4,454,797$39,185 ▲0.9%23,5331.0%Computer and TechnologyPGRProgressive$4,452,711$6,470 ▲0.1%18,5831.0%FinanceGOOGAlphabet$3,352,887$20,568 ▲0.6%17,6060.8%Computer and TechnologyAVGOBroadcom$3,085,559$89,490 ▲3.0%13,3090.7%Computer and TechnologyMETAMeta Platforms$2,939,260$162,186 ▲5.8%5,0200.7%Computer and TechnologyHDHome Depot$2,818,367$1,620,610 ▼-36.5%7,2450.6%Retail/WholesaleKOCoca-Cola$2,467,671$405,078 ▼-14.1%138,0290.6%Consumer StaplesIWMiShares Russell 2000 ETF$2,241,418$86,174 ▼-3.7%10,1440.5%FinanceSCHBSchwab US Broad Market ETF$1,996,147$1,371,034 ▲219.3%87,9360.4%ETFLLYEli Lilly and Company$1,977,746$13,123 ▼-0.7%2,5620.4%MedicalIVViShares Core S&P 500 ETF$1,945,771$5,299 ▲0.3%3,3050.4%ETFPGProcter & Gamble$1,854,792$23,304 ▲1.3%11,0630.4%Consumer StaplesCOSTCostco Wholesale$1,669,688$109,052 ▲7.0%1,8220.4%Retail/WholesaleQQQInvesco QQQ$1,597,8140.0%3,1250.4%FinanceMCDMcDonald's$1,577,949$1,428,938 ▼-47.5%5,4430.4%Retail/WholesaleORCLOracle$1,572,088$2,033,349 ▼-56.4%9,4340.4%Computer and TechnologyWMTWalmart$1,565,325$20,419 ▲1.3%17,3250.4%Retail/WholesaleJPMJPMorgan Chase & Co.$1,562,222$35,478 ▲2.3%6,5170.4%FinanceVGTVanguard Information Technology ETF$1,557,6090.0%2,5050.4%ETFVVisa$1,557,012$38,238 ▲2.5%4,9270.3%Business ServicesSOSouthern$1,497,025$5,022 ▲0.3%18,1850.3%UtilitiesBRK.ABerkshire Hathaway$1,361,8400.0%20.3%FinanceEFAiShares MSCI EAFE ETF$1,206,131$794,434 ▲193.0%15,9520.3%FinanceNFLXNetflix$1,175,651$61,501 ▼-5.0%1,3190.3%Consumer DiscretionaryUNHUnitedHealth Group$1,147,138$1,812,761 ▼-61.2%2,2680.3%MedicalADPAutomatic Data Processing$1,069,648$1,807,336 ▼-62.8%3,6540.2%Business ServicesDVYiShares Select Dividend ETF$1,051,5020.0%8,0090.2%ETFABBVAbbVie$1,005,964$1,777 ▲0.2%5,6610.2%MedicalMRKMerck & Co., Inc.$965,065$1,441,678 ▼-59.9%9,7010.2%MedicalMAMastercard$945,970$21,595 ▲2.3%1,7960.2%Business ServicesJNJJohnson & Johnson$935,508$1,408,974 ▼-60.1%6,4690.2%MedicalHONHoneywell International$920,510$1,710,003 ▼-65.0%4,0750.2%Multi-Sector ConglomeratesACTEnact$885,3340.0%27,3420.2%FinanceGDGeneral Dynamics$884,280$1,403,623 ▼-61.3%3,3560.2%AerospaceXSDSPDR S&P Semiconductor ETF$875,709$248 ▲0.0%3,5250.2%ETFIWDiShares Russell 1000 Value ETF$871,222$54,058 ▼-5.8%4,7060.2%ETFXLKTechnology Select Sector SPDR Fund$838,168$698 ▲0.1%3,6050.2%ETFTSMTaiwan Semiconductor Manufacturing$820,176$2,081,940 ▼-71.7%4,1530.2%Computer and TechnologyCRMSalesforce$818,181$28,086 ▲3.6%2,4470.2%Computer and TechnologyITWIllinois Tool Works$801,515$1,535,328 ▼-65.7%3,1610.2%Industrial ProductsLMTLockheed Martin$781,520$4,374 ▲0.6%1,6080.2%AerospaceLINDE PLC SHS$766,4580.0%1,8310.2%StockINTUIntuit$762,177$11,938 ▼-1.5%1,2130.2%Computer and TechnologyUNPUnion Pacific$728,940$1,532,666 ▼-67.8%3,1970.2%TransportationAMGNAmgen$727,199$1,440,063 ▼-66.4%2,7900.2%MedicalAPOApollo Global Management$723,645$6,442 ▲0.9%4,3810.2%FinanceTMOThermo Fisher Scientific$713,741$5,722 ▼-0.8%1,3720.2%MedicalPEPPepsiCo$712,261$1,427,563 ▼-66.7%4,6840.2%Consumer StaplesGEGeneral Electric$677,334$2,502 ▲0.4%4,0610.2%TransportationAPDAir Products and Chemicals$638,099$1,779,426 ▼-73.6%2,2000.1%Basic MaterialsVOOVanguard S&P 500 ETF$629,3300.0%1,1680.1%ETFXOMExxon Mobil$616,269$10,649 ▼-1.7%5,7290.1%Oils/EnergySBUXStarbucks$601,803$1,675,102 ▼-73.6%6,5950.1%Retail/WholesaleCVXChevron$596,351$24,335 ▲4.3%4,1170.1%Oils/EnergyCATCaterpillar$569,533$6,167 ▲1.1%1,5700.1%Industrial ProductsXLVHealth Care Select Sector SPDR Fund$566,100$1,101 ▲0.2%4,1150.1%ETFABTAbbott Laboratories$551,185$10,972 ▲2.0%4,8730.1%MedicalADBEAdobe$546,512$21,789 ▼-3.8%1,2290.1%Computer and TechnologyETNEaton$532,319$532,319 ▲New Holding1,6040.1%Industrial ProductsTXNTexas Instruments$532,193$3,750 ▼-0.7%2,8380.1%Computer and TechnologyBACBank of America$526,125$49,048 ▲10.3%11,9710.1%FinanceCDNSCadence Design Systems$519,796$1,502 ▲0.3%1,7300.1%Computer and TechnologySPGIS&P Global$515,959$8,965 ▲1.8%1,0360.1%Business ServicesAMDAdvanced Micro Devices$513,237$50,490 ▼-9.0%4,2490.1%Computer and TechnologyINFYInfosys$511,810$1,941,914 ▼-79.1%23,3490.1%Computer and TechnologyNEENextEra Energy$506,865$3,943 ▼-0.8%7,0700.1%UtilitiesIBMInternational Business Machines$500,333$2,858 ▲0.6%2,2760.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$498,7300.0%2,2230.1%FinanceAZOAutoZone$483,5020.0%1510.1%Retail/WholesaleFIFiserv$481,504$205 ▲0.0%2,3440.1%Business ServicesDHRDanaher$470,118$918 ▲0.2%2,0480.1%Multi-Sector ConglomeratesLOWLowe's Companies$458,061$987 ▲0.2%1,8560.1%Retail/WholesaleCSCOCisco Systems$447,852$710 ▲0.2%7,5650.1%Computer and TechnologyKMPRKemper$436,179$53,883 ▼-11.0%6,5650.1%FinanceCEGConstellation Energy$432,208$447 ▼-0.1%1,9320.1%Oils/EnergyNOWServiceNow$415,567$15,902 ▲4.0%3920.1%Computer and TechnologyRTXRTX$390,627$2,661 ▼-0.7%3,3760.1%AerospaceVONGVanguard Russell 1000 Growth ETF$389,7520.0%3,7730.1%ETFGSThe Goldman Sachs Group$389,382$13,743 ▲3.7%6800.1%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$386,603$21,204 ▲5.8%4,7770.1%ManufacturingWFCWells Fargo & Company$379,226$7,797 ▲2.1%5,3990.1%FinanceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
