Regent Peak Wealth Advisors LLC: 13F holdings
CIK 18033292026Q2
| Positions | 221 |
|---|
| Reported value | $540.1m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 221 (+23 vs prior quarter) |
|---|
| Reported value | $540.1m (+10.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD TOTAL STOCK MARKET ETF | 246,181 | $91.1m | 16.9% |
| AAPL APPLE INC COM | 108,166 | $31.3m | 5.8% |
| IEFA ISHARES CORE MSCI EAFE ETF | 322,722 | $31.2m | 5.8% |
| DGRO ISHARES CORE DIVIDEND GROWTH ETF | 334,542 | $25.4m | 4.7% |
| SDY STATE STREET SPDR S&P DIVIDEND ETF | 153,565 | $23.4m | 4.3% |
| VUG VANGUARD GROWTH ETF | 263,714 | $22.7m | 4.2% |
| NVDA NVIDIA CORPORATION COM | 90,648 | $18.1m | 3.4% |
| IWF ISHARES RUSSELL 1000 GROWTH ETF | 144,292 | $17.9m | 3.3% |
| IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | 201,722 | $16.7m | 3.1% |
| TSLA TESLA INC COM | 37,805 | $15.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803329")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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