Regent Peak Wealth Advisors LLC

Regent Peak Wealth Advisors LLC reported 221 holdings worth US$540M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 10, 2026

Regent Peak Wealth Advisors LLC reported 221 holdings worth US$540M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Tesla, Inc. Filed Jul 10, 2026 (Form 13F).

Holdings
221
Value as reported
US$540M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc108KUS$31.3M5.8%
Nvidia Corporation90,648US$18.1M3.4%
Tesla, Inc.37,805US$15.9M2.9%
Alphabet Inc (google) Class C41,792US$14.9M2.8%
Amazon.com, Inc.49,094US$11.7M2.2%
Microsoft Corp.28,225US$10.5M1.9%
Berkshire Hathaway Inc.12,732US$6.37M1.2%
Broadcom Inc.16,174US$6.11M1.1%
Eli Lilly And Company2,995US$3.59M0.67%
Advanced Micro Devices Inc5,938US$3.45M0.64%
Coca-cola Company (the)140KUS$3.37M0.62%
Micron Technology, Inc.2,748US$3.17M0.59%
Meta Platforms, Inc.5,486US$3.09M0.57%
Spire Inc.33,001US$2.58M0.48%
Progressive Corporation (the)11,771US$2.57M0.48%
Jp Morgan Chase & Co.7,828US$2.56M0.47%
Home Depot, Inc. (the)6,249US$2.2M0.41%
Walmart Inc.18,800US$2.13M0.39%
Southern Company (the)20,560US$1.97M0.36%
United Bankshares, Inc.40,645US$1.86M0.34%
Visa Inc.5,336US$1.83M0.34%
Costco Wholesale Corporation1,913US$1.79M0.33%
Caterpillar, Inc.1,672US$1.78M0.33%
Intel Corporation12,498US$1.75M0.32%
Delta Air Lines, Inc.18,042US$1.69M0.31%
Abbvie Inc.6,538US$1.65M0.30%
Johnson & Johnson6,475US$1.64M0.30%
Ge Aerospace4,064US$1.52M0.28%
Procter & Gamble Company (the)10,068US$1.48M0.27%
Applied Materials, Inc.2,002US$1.45M0.27%
Sandisk Corporation635US$1.44M0.27%
Lam Research Corporation3,331US$1.44M0.27%
Ge Vernova Inc.1,100US$1.29M0.24%
Oracle Corporation7,717US$1.13M0.21%
Cisco Systems, Inc.9,031US$1.06M0.20%
Mastercard Incorporated2,042US$1.05M0.19%
Enact Holdings, Inc.22,340US$1.02M0.19%
Merck & Company, Inc.7,297US$938K0.17%
Corning Incorporated3,569US$912K0.17%
Netflix, Inc.12,620US$901K0.17%
Mcdonald's Corporation3,258US$881K0.16%
General Dynamics Corporation2,404US$852K0.16%
Texas Instruments Incorporated2,853US$850K0.16%
Goldman Sachs Group, Inc. (the)838US$848K0.16%
Chevron Corporation4,883US$809K0.15%
Bank Of America Corporation14,073US$802K0.15%
Lockheed Martin Corporation1,513US$771K0.14%
Kla Corporation2,280US$688K0.13%
Unitedhealth Group Incorporated1,620US$673K0.12%
International Business Machines Corporation2,359US$663K0.12%
Nextera Energy, Inc.7,351US$645K0.12%
Citigroup, Inc.4,567US$639K0.12%
Cadence Design Systems, Inc.1,697US$637K0.12%
Marvell Technology, Inc.2,136US$636K0.12%
Amgen Inc.1,729US$626K0.12%
Crowdstrike Holdings, Inc.783US$598K0.11%
Illinois Tool Works Inc.2,137US$578K0.11%
Union Pacific Corporation2,104US$572K0.11%
Rtx Corporation3,002US$570K0.11%
Monster Beverage Corporation5,848US$562K0.10%
Apollo Global Management, Inc. (new)4,719US$558K0.10%
Deere & Company861US$546K0.10%
Thermo Fisher Scientific Inc1,065US$534K0.10%
Western Digital Corporation824US$526K0.10%
Lowe's Companies, Inc.2,265US$499K0.09%
Constellation Energy Corporation2,005US$498K0.09%
Philip Morris International Inc2,697US$488K0.09%
Blackrock, Inc.505US$486K0.09%
Starbucks Corporation4,714US$482K0.09%
Wells Fargo & Company5,807US$480K0.09%
Blue Owl Capital Inc.462KUS$480K0.09%
Autozone, Inc.149US$476K0.09%
Automatic Data Processing, Inc.2,121US$475K0.09%
Taiwan Semiconductor Manufacturing Co., Ltd.968US$462K0.09%
Analog Devices, Inc.1,154US$458K0.08%
Palantir Technologies Inc.3,892US$454K0.08%
Pnc Financial Services Group, Inc. (the)1,765US$435K0.08%
Simon Property Group, Inc.1,898US$424K0.08%
S&p Global Inc.1,040US$424K0.08%
Morgan Stanley2,014US$421K0.08%
Fifth Third Bancorp7,290US$411K0.08%
Nisource Inc8,621US$410K0.08%
American Express Company1,197US$405K0.07%
United Rentals, Inc.356US$403K0.07%
Welltower Inc.1,744US$396K0.07%
Qualcomm Incorporated2,066US$382K0.07%
Csx Corporation7,935US$377K0.07%
Palo Alto Networks, Inc.1,080US$368K0.07%
Arista Networks, Inc.2,124US$361K0.07%
Amphenol Corporation2,023US$357K0.07%
Boeing Company (the)1,625US$352K0.07%
State Street Corporation1,975US$335K0.06%
Dell Technologies Inc.775US$334K0.06%
Danaher Corporation1,740US$331K0.06%
Mckesson Corporation438US$331K0.06%
Walt Disney Company (the)3,378US$325K0.06%
10x Genomics, Inc.8,421US$323K0.06%
Tjx Companies, Inc. (the)2,103US$319K0.06%
Intuitive Surgical, Inc.800US$318K0.06%
Vertex Pharmaceuticals Incorporated637US$316K0.06%

Every holding of Regent Peak Wealth Advisors LLC

Source

View original at SEC

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