Regent Peak Wealth Advisors LLC

Regent Peak Wealth Advisors LLC reported 231 holdings worth US$577M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Regent Peak Wealth Advisors LLC reported 231 holdings worth US$577M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Tesla, Inc. Filed Oct 13, 2026 (Form 13F).

Holdings
231
Value as reported
US$577M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc108KUS$35.9M6.2%
Nvidia Corporation92,534US$21.1M3.7%
Tesla, Inc.47,608US$16.9M2.9%
Microsoft Corp.29,454US$15.1M2.6%
Alphabet Inc (google) Class C43,070US$14.8M2.6%
Amazon.com, Inc.48,735US$12.1M2.1%
Broadcom Inc.16,548US$5.81M1.0%
Meta Platforms, Inc.5,782US$4.19M0.73%
Space Exploration Technologies Corp27,174US$4.1M0.71%
Advanced Micro Devices Inc6,325US$3.87M0.67%
Berkshire Hathaway Inc.5,852US$3.66M0.63%
Coca-cola Company (the)141KUS$3.61M0.63%
Eli Lilly And Company3,084US$3.57M0.62%
Jp Morgan Chase & Co.9,998US$3.31M0.57%
Micron Technology, Inc.3,094US$3.3M0.57%
Spire Inc.30,113US$2.29M0.40%
Caterpillar, Inc.2,475US$2.01M0.35%
Visa Inc.5,457US$1.96M0.34%
Walmart Inc.18,487US$1.92M0.33%
Blue Owl Capital Corporation180KUS$1.89M0.33%
Cummins Inc.3,612US$1.87M0.32%
United Bankshares, Inc.38,372US$1.76M0.31%
Johnson & Johnson6,610US$1.75M0.30%
Costco Wholesale Corporation1,913US$1.74M0.30%
Abbvie Inc.6,419US$1.68M0.29%
Home Depot, Inc. (the)5,578US$1.59M0.27%
Delta Air Lines, Inc.18,293US$1.53M0.26%
Progressive Corporation (the)6,896US$1.43M0.25%
Procter & Gamble Company (the)9,528US$1.38M0.24%
Intel Corporation11,103US$1.33M0.23%
Chevron Corporation6,480US$1.32M0.23%
Ge Aerospace4,136US$1.29M0.22%
Deere & Company1,854US$1.25M0.22%
Southern Company (the)14,027US$1.16M0.20%
Mastercard Incorporated2,098US$1.16M0.20%
Sandisk Corporation644US$1.12M0.19%
Lam Research Corporation3,406US$1.12M0.19%
Merck & Company, Inc.7,400US$1.08M0.19%
Applied Materials, Inc.1,985US$1.02M0.18%
Cisco Systems, Inc.9,421US$1.01M0.18%
Oracle Corporation7,211US$990K0.17%
Crowdstrike Holdings, Inc.3,711US$982K0.17%
Enact Holdings, Inc.22,340US$966K0.17%
Ge Vernova Inc.1,011US$961K0.17%
Netflix, Inc.13,581US$945K0.16%
Lockheed Martin Corporation1,716US$874K0.15%
Texas Instruments Incorporated2,976US$834K0.14%
General Dynamics Corporation2,445US$811K0.14%
Bank Of America Corporation14,747US$803K0.14%
Goldman Sachs Group, Inc. (the)872US$785K0.14%
Wells Fargo & Company9,780US$783K0.14%
Thermo Fisher Scientific Inc1,144US$772K0.13%
Palantir Technologies Inc.3,987US$746K0.13%
Amgen Inc.1,733US$731K0.13%
United Rentals, Inc.666US$667K0.12%
Marvell Technology, Inc.2,410US$637K0.11%
Citigroup, Inc.4,911US$636K0.11%
Rtx Corporation3,317US$616K0.11%
Unitedhealth Group Incorporated1,674US$615K0.11%
Simon Property Group, Inc.3,013US$605K0.10%
Palo Alto Networks, Inc.1,509US$600K0.10%
Blackrock, Inc.560US$593K0.10%
Cadence Design Systems, Inc.1,782US$588K0.10%
Union Pacific Corporation2,154US$586K0.10%
Mcdonald's Corporation2,444US$564K0.10%
Illinois Tool Works Inc.2,192US$564K0.10%
Nextera Energy, Inc.7,335US$556K0.10%
Apollo Global Management, Inc. (new)4,758US$552K0.10%
Automatic Data Processing, Inc.2,128US$549K0.10%
Philip Morris International Inc2,845US$543K0.09%
Corning Incorporated3,467US$533K0.09%
Constellation Energy Corporation2,087US$530K0.09%
International Business Machines Corporation2,368US$521K0.09%
10x Genomics, Inc.5,714US$516K0.09%
Monster Beverage Corporation12,063US$502K0.09%
Starbucks Corporation5,164US$485K0.08%
Analog Devices, Inc.1,185US$470K0.08%
Blue Owl Capital Inc.461KUS$465K0.08%
Arista Networks, Inc.2,266US$461K0.08%
Kla Corporation2,308US$450K0.08%
Qualcomm Incorporated2,422US$446K0.08%
Taiwan Semiconductor Manufacturing Co., Ltd.955US$436K0.08%
Dell Technologies Inc.795US$428K0.07%
Autozone, Inc.151US$427K0.07%
Lowe's Companies, Inc.2,318US$427K0.07%
Keysight Technologies Inc.1,143US$416K0.07%
Pnc Financial Services Group, Inc. (the)1,806US$401K0.07%
Welltower Inc.1,738US$400K0.07%
S&p Global Inc.1,012US$399K0.07%
Morgan Stanley2,108US$397K0.07%
Danaher Corporation1,781US$395K0.07%
Target Corporation2,508US$393K0.07%
Amphenol Corporation4,481US$378K0.07%
Mckesson Corporation441US$377K0.07%
Csx Corporation8,014US$373K0.06%
Walt Disney Company (the)3,521US$369K0.06%
Fifth Third Bancorp7,290US$369K0.06%
Western Digital Corporation811US$369K0.06%
Airbnb, Inc.2,263US$364K0.06%
Marathon Petroleum Corporation910US$360K0.06%

Every holding of Regent Peak Wealth Advisors LLC

Source

View original at SEC

Related