account_balance

Investment manager · 13F filer · SEC CIK 1803329

Regent Peak Wealth Advisors LLC

Reported value$577Mas of Sep 30, 2026

Positions231 24 new, 14 sold out

Top 10 weight54.3%VTI alone is 17%

FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VTIVanguard Morningstar Total Stock Market ETF

16.6%Added +4%

AAPLApple Inc.

6.2%

IEFAiShares Core MSCI EAFE ETF

5.7%Added +6%

DGROiShares Core Dividend Growth ETF

4.6%Added +5%

SDYState Street SPDR S&P Dividend ETF

4.1%Added +6%

VUGVanguard Morningstar Growth ETF

4.1%

NVDANVIDIA Corp

3.7%Added +2%

IWFiShares Russell 1000 Growth ETF

3.2%Added +3%

IEMGiShares Core MSCI Emerging Markets ETF

3.1%Added +8%

TSLATesla, Inc.

2.9%Added +26%

MSFTMicrosoft Corp

2.6%Added +4%

BNDVanguard Total Bond Market ETF

2.5%

VTIVanguard Morningstar Total Stock Market ETF

16.6%Added +4%

AAPLApple Inc.

6.2%

IEFAiShares Core MSCI EAFE ETF

5.7%

DGROiShares Core Dividend Growth ETF

4.6%

SDYState Street SPDR S&P Dividend ETF

4.1%+6%

VUGVanguard Morningstar Growth ETF

4.1%

NVDANVIDIA Corp

3.7%

IWFiShares Russell 1000 Growth ETF

3.2%

IEMG3.1%

TSLA2.9%MSFT2.6%

BND2.5%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VTI Vanguard Morningstar Total Stock Market ETF 16.6% Added +4%

AAPL Apple Inc. 6.2% Held

IEFA iShares Core MSCI EAFE ETF 5.7% Added +6%

DGRO iShares Core Dividend Growth ETF 4.6% Added +5%

SDY State Street SPDR S&P Dividend ETF 4.1% Added +6%

VUG Vanguard Morningstar Growth ETF 4.1% Held

NVDA NVIDIA Corp 3.7% Added +2%

IWF iShares Russell 1000 Growth ETF 3.2% Added +3%

IEMG iShares Core MSCI Emerging Markets ETF 3.1% Added +8%

TSLA Tesla, Inc. 2.9% Added +26%MSFT Microsoft Corp 2.6% Added +4%

BND Vanguard Total Bond Market ETF 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 10, 2026 filing

add_circleNew

SPCX $4.1M
XOM $2.09M
OBDC $1.89M
ILMN $307K

arrow_upwardAdded

CMI +750%
DE +115%
CAT +48%
CVX +33%

arrow_downwardTrimmed

PGR −41%
BRK-B −40%
SO −32%
INTC −11%

remove_circleSold out

VPG $307K
GVA $253K
ORLY $251K
CAVA $250K

Regent Peak Wealth Advisors LLC

Where the money is

Biggest moves since Jun 30, 2026

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