Regent Peak Wealth Advisors LLC

13F filer · CIK 0001803329

Reported Jul 10, 2026

Net buyer this quarter

13F portfolio value$540MU.S. long equity reported on 13F

Positions18634 new · 11 closed

Net flow last quarter+$2.76MBuys minus sells

Top 10 positions weight22.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 2026186 positions
AAPLApple Inc.	$31.3M	5.79%	0.00%	+0.3%	Q4 2019
NVDANvidia Corp	$18.1M	3.36%	0.00%	+2.3%	Q4 2019
TSLATesla, Inc.	$15.9M	2.94%	0.00%	+0.8%	Q3 2020
AMZNAmazon Com Inc	$11.7M	2.17%	0.00%	+2.0%	Q4 2019
MSFTMicrosoft Corp	$10.5M	1.95%	0.00%	+1.0%	Q4 2019
ACNAccenture plc	$9.23M	1.71%	0.01%	+10.5%	Q4 2019
GOOGLAlphabet Inc.	$8.41M	1.56%	0.00%	-3.7%	Q4 2019
GOOGAlphabet Inc.	$6.52M	1.21%	Not reported	-4.7%	Q4 2019
AVGOBroadcom Inc.	$6.11M	1.13%	0.00%	+0.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$4.87M	0.90%	Not reported	-10.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.51M	0.84%	Not reported	-32.9%	Q4 2019
LLYELI LILLY & Co	$3.59M	0.67%	0.00%	+4.2%	Q4 2019
AMDAdvanced Micro Devices Inc	$3.45M	0.64%	0.00%	+1.1%	Q4 2020
KOCoca Cola Co	$3.37M	0.62%	0.00%	+3.4%	Q4 2019
MUMicron Technology Inc	$3.17M	0.59%	0.00%	0.0%	Q4 2020
METAMeta Platforms, Inc.	$3.09M	0.57%	Not reported	-0.6%	Q4 2019
SRSpire Inc	$2.58M	0.48%	0.06%	-15.1%	Q4 2019
PGRProgressive Corp	$2.57M	0.48%	0.00%	-4.6%	Q4 2019
JPMJPMorgan Chase & Co	$2.56M	0.47%	0.00%	+3.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.33M	0.43%	Not reported	-2.9%	Q4 2020
IBITiShares Bitcoin Trust ETF	$2.21M	0.41%	0.00%	-6.2%	Q3 2025
HDHome Depot, Inc.	$2.2M	0.41%	0.00%	-0.9%	Q4 2019
WMTWalmart Inc.	$2.13M	0.39%	0.00%	+1.7%	Q4 2019
SOSouthern Co	$1.97M	0.36%	0.00%	+54.8%	Q4 2019
UBSIUnited Bankshares Inc	$1.86M	0.34%	0.03%	-6.8%	Q1 2025
VVisa Inc.	$1.83M	0.34%	0.00%	+2.4%	Q4 2019
COSTCostco Wholesale Corp	$1.79M	0.33%	0.00%	+3.7%	Q4 2019
CATCaterpillar Inc	$1.78M	0.33%	0.00%	+1.1%	Q3 2020
INTCIntel Corp	$1.75M	0.32%	0.00%	+13.8%	Q4 2019
DALDelta Air Lines, Inc.	$1.69M	0.31%	0.00%	-42.8%	Q4 2019
ABBVAbbVie Inc.	$1.65M	0.30%	0.00%	+3.3%	Q4 2019
JNJJohnson & Johnson	$1.64M	0.30%	0.00%	+4.1%	Q4 2019
GEGeneral Electric Co	$1.52M	0.28%	0.00%	+0.5%	Q3 2021
BRK.ABerkshire Hathaway Inc	$1.5M	0.28%	Not reported	Not reported	Q4 2019
PGPROCTER & GAMBLE Co	$1.48M	0.27%	0.00%	+5.3%	Q4 2019
AMATApplied Materials Inc	$1.45M	0.27%	0.00%	+5.2%	Q4 2020
SNDKSandisk Corp	$1.44M	0.27%	0.00%	+2.9%	Q1 2026
LRCXLam Research Corp	$1.44M	0.27%	0.00%	+0.2%	Q4 2020
GEVGE Vernova Inc.	$1.29M	0.24%	0.00%	+10.3%	Q2 2024
ORCLOracle Corp	$1.13M	0.21%	0.00%	-5.6%	Q4 2019
CSCOCisco Systems, Inc.	$1.06M	0.20%	0.00%	+2.4%	Q4 2019
MAMastercard Inc	$1.05M	0.19%	0.00%	-1.4%	Q4 2019
ACTEnact Holdings, Inc.	$1.02M	0.19%	0.02%	-50.7%	Q3 2023
MRKMerck & Co., Inc.	$938K	0.17%	0.00%	+1.5%	Q4 2019
GLWCorning Inc	$912K	0.17%	0.00%	+2.0%	Q4 2020
NFLXNetflix Inc	$901K	0.17%	0.00%	-1.1%	Q4 2019
MCDMcdonalds Corp	$881K	0.16%	0.00%	-9.9%	Q4 2019
GDGeneral Dynamics Corp	$852K	0.16%	0.00%	-10.9%	Q4 2019
TXNTexas Instruments Inc	$850K	0.16%	0.00%	+3.5%	Q4 2019
GSGoldman Sachs Group Inc	$848K	0.16%	0.00%	+7.0%	Q2 2020

Q1 2026Reported Apr 14, 2026162 positions
AAPLApple Inc.	$27.4M	5.58%	0.00%	-1.5%	Q4 2019
NVDANvidia Corp	$15.5M	3.15%	0.00%	+2.6%	Q4 2019
TSLATesla, Inc.	$13.9M	2.84%	0.00%	+0.9%	Q3 2020
ACNAccenture plc	$13.3M	2.72%	0.01%	+19.4%	Q4 2019
MSFTMicrosoft Corp	$10.3M	2.11%	0.00%	+4.1%	Q4 2019
AMZNAmazon Com Inc	$10M	2.05%	0.00%	+1.1%	Q4 2019
GOOGLAlphabet Inc.	$7.03M	1.43%	0.00%	+1.8%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$5.85M	1.19%	Not reported	-7.3%	Q4 2019
GOOGAlphabet Inc.	$5.56M	1.13%	Not reported	+6.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$5.23M	1.07%	Not reported	+2.2%	Q4 2019
AVGOBroadcom Inc.	$4.98M	1.02%	0.00%	+5.2%	Q4 2019
SRSpire Inc	$3.52M	0.72%	0.07%	-11.6%	Q4 2019
METAMeta Platforms, Inc.	$3.16M	0.64%	Not reported	+3.3%	Q4 2019
KOCoca Cola Co	$2.82M	0.57%	0.00%	+1.7%	Q4 2019
IBITiShares Bitcoin Trust ETF	$2.71M	0.55%	0.01%	+15.6%	Q3 2025
LLYELI LILLY & Co	$2.64M	0.54%	0.00%	+4.2%	Q4 2019
PGRProgressive Corp	$2.45M	0.50%	0.00%	-11.9%	Q4 2019
WMTWalmart Inc.	$2.3M	0.47%	0.00%	+1.9%	Q4 2019
JPMJPMorgan Chase & Co	$2.23M	0.45%	0.00%	+3.2%	Q4 2019
DALDelta Air Lines, Inc.	$2.1M	0.43%	0.00%	-15.6%	Q4 2019
HDHome Depot, Inc.	$2.07M	0.42%	0.00%	-2.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.88M	0.38%	Not reported	+5.3%	Q4 2020
ACTEnact Holdings, Inc.	$1.85M	0.38%	0.03%	+52.3%	Q3 2023
COSTCostco Wholesale Corp	$1.84M	0.37%	0.00%	-4.4%	Q4 2019
UBSIUnited Bankshares Inc	$1.81M	0.37%	0.03%	-7.6%	Q1 2025
VVisa Inc.	$1.58M	0.32%	0.00%	-2.0%	Q4 2019
JNJJohnson & Johnson	$1.52M	0.31%	0.00%	+6.2%	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.44M	0.29%	Not reported	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$1.41M	0.29%	0.00%	+7.3%	Q4 2019
PGPROCTER & GAMBLE Co	$1.38M	0.28%	0.00%	-2.2%	Q4 2019
ABBVAbbVie Inc.	$1.38M	0.28%	0.00%	+3.2%	Q4 2019
SOSouthern Co	$1.28M	0.26%	0.00%	-15.7%	Q4 2019
NFLXNetflix Inc	$1.23M	0.25%	0.00%	+1.9%	Q4 2019
ORCLOracle Corp	$1.2M	0.25%	0.00%	-0.2%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.19M	0.24%	0.00%	+3.5%	Q4 2020
CATCaterpillar Inc	$1.17M	0.24%	0.00%	+3.6%	Q3 2020
GEGeneral Electric Co	$1.15M	0.23%	0.00%	+2.4%	Q3 2021
MCDMcdonalds Corp	$1.12M	0.23%	0.00%	-1.9%	Q4 2019
MAMastercard Inc	$1.03M	0.21%	0.00%	+2.1%	Q4 2019
CVXChevron Corp	$938K	0.19%	0.00%	+8.2%	Q4 2019
MUMicron Technology Inc	$928K	0.19%	0.00%	+7.6%	Q4 2020
GDGeneral Dynamics Corp	$926K	0.19%	0.00%	-3.2%	Q4 2019
LMTLockheed Martin Corp	$875K	0.18%	0.00%	+0.8%	Q4 2019
GEVGE Vernova Inc.	$870K	0.18%	0.00%	-5.6%	Q2 2024
MRKMerck & Co., Inc.	$865K	0.18%	0.00%	+3.3%	Q4 2019
LRCXLam Research Corp	$710K	0.14%	0.00%	+0.9%	Q4 2020
HONHoneywell International Inc	$697K	0.14%	0.00%	+8.3%	Q4 2019
CSCOCisco Systems, Inc.	$685K	0.14%	0.00%	+3.1%	Q4 2019
LINLinde PLC	$680K	0.14%	0.00%	-15.8%	Q4 2020
NEENextera Energy Inc	$675K	0.14%	0.00%	+2.0%	Q4 2019

Q4 2025Reported Jan 8, 2026159 positions
AAPLApple Inc.	$29.8M	5.87%	0.00%	+0.2%	Q4 2019
TSLATesla, Inc.	$16.7M	3.30%	0.00%	+1.0%	Q3 2020
NVDANvidia Corp	$16.1M	3.18%	0.00%	-1.9%	Q4 2019
ACNAccenture plc	$15.1M	2.98%	0.01%	+3.3%	Q4 2019
MSFTMicrosoft Corp	$13M	2.56%	0.00%	+0.1%	Q4 2019
AMZNAmazon Com Inc	$11M	2.17%	0.00%	+1.4%	Q4 2019
GOOGLAlphabet Inc.	$7.52M	1.48%	0.00%	+1.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$6.62M	1.30%	Not reported	-24.6%	Q4 2019
GOOGAlphabet Inc.	$5.69M	1.12%	Not reported	-1.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$5.36M	1.06%	Not reported	+3.9%	Q4 2019
AVGOBroadcom Inc.	$5.3M	1.04%	0.00%	+1.3%	Q4 2019
SRSpire Inc	$3.64M	0.72%	0.07%	-11.8%	Q4 2019
METAMeta Platforms, Inc.	$3.53M	0.70%	Not reported	+4.0%	Q4 2019
PGRProgressive Corp	$3.19M	0.63%	0.00%	-18.4%	Q4 2019
IBITiShares Bitcoin Trust ETF	$3.03M	0.60%	0.00%	+547.2%	Q3 2025
LLYELI LILLY & Co	$2.96M	0.58%	0.00%	+3.4%	Q4 2019
DALDelta Air Lines, Inc.	$2.59M	0.51%	0.01%	-47.1%	Q4 2019
KOCoca Cola Co	$2.44M	0.48%	0.00%	-0.1%	Q4 2019
JPMJPMorgan Chase & Co	$2.37M	0.47%	0.00%	-0.4%	Q4 2019
HDHome Depot, Inc.	$2.23M	0.44%	0.00%	-3.9%	Q4 2019
WMTWalmart Inc.	$2.02M	0.40%	0.00%	+0.9%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.9M	0.38%	Not reported	+0.4%	Q4 2020
VVisa Inc.	$1.86M	0.37%	0.00%	+0.7%	Q4 2019
UBSIUnited Bankshares Inc	$1.81M	0.36%	0.03%	-6.9%	Q1 2025
COSTCostco Wholesale Corp	$1.66M	0.33%	0.00%	-2.2%	Q4 2019
ORCLOracle Corp	$1.6M	0.31%	0.00%	+6.4%	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.51M	0.30%	Not reported	Not reported	Q4 2019
ABBVAbbVie Inc.	$1.4M	0.28%	0.00%	+5.2%	Q4 2019
PGPROCTER & GAMBLE Co	$1.4M	0.28%	0.00%	-4.5%	Q4 2019
SOSouthern Co	$1.37M	0.27%	0.00%	-23.1%	Q4 2019
GEGeneral Electric Co	$1.22M	0.24%	0.00%	+0.6%	Q3 2021
AMDAdvanced Micro Devices Inc	$1.21M	0.24%	0.00%	-11.0%	Q4 2020
JNJJohnson & Johnson	$1.21M	0.24%	0.00%	-0.1%	Q4 2019
ACTEnact Holdings, Inc.	$1.18M	0.23%	0.02%	+0.1%	Q3 2023
NFLXNetflix Inc	$1.17M	0.23%	0.00%	-3.5%	Q4 2019
MAMastercard Inc	$1.16M	0.23%	0.00%	+1.7%	Q4 2019
MCDMcdonalds Corp	$1.13M	0.22%	0.00%	+0.1%	Q4 2019
GDGeneral Dynamics Corp	$938K	0.18%	0.00%	+1.5%	Q4 2019
XOMExxonMobil Holdings Corp	$929K	0.18%	0.00%	+29.4%	Q4 2019
CATCaterpillar Inc	$915K	0.18%	0.00%	+2.5%	Q3 2020
TMOThermo Fisher Scientific Inc.	$756K	0.15%	0.00%	-1.0%	Q4 2019
MRKMerck & Co., Inc.	$732K	0.14%	0.00%	+9.4%	Q4 2019
INTUIntuit Inc.	$732K	0.14%	0.00%	+1.4%	Q3 2020
MUMicron Technology Inc	$728K	0.14%	0.00%	+1.8%	Q4 2020
CEGConstellation Energy Corp	$715K	0.14%	0.00%	+0.8%	Q3 2023
IBMInternational Business Machines Corp	$705K	0.14%	0.00%	+0.6%	Q4 2019
LMTLockheed Martin Corp	$695K	0.14%	0.00%	-7.5%	Q4 2019
LINLinde PLC	$695K	0.14%	0.00%	-10.5%	Q4 2020
BACBank of America Corp	$693K	0.14%	0.00%	+4.5%	Q4 2019
GEVGE Vernova Inc.	$690K	0.14%	0.00%	+8.9%	Q2 2024

Q3 2025Reported Oct 16, 2025156 positions
AAPLApple Inc.	$27.8M	5.57%	0.00%	-2.0%	Q4 2019
NVDANvidia Corp	$16.4M	3.29%	0.00%	+7.9%	Q4 2019
TSLATesla, Inc.	$16.4M	3.28%	0.00%	+1.4%	Q3 2020
MSFTMicrosoft Corp	$13.9M	2.78%	0.00%	-1.1%	Q4 2019
ACNAccenture plc	$13.4M	2.69%	0.01%	+14.0%	Q4 2019
AMZNAmazon Com Inc	$10.3M	2.07%	0.00%	+5.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$8.58M	1.72%	Not reported	-17.3%	Q4 2019
GOOGLAlphabet Inc.	$5.78M	1.16%	0.00%	+0.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$5.16M	1.03%	Not reported	+0.4%	Q4 2019
AVGOBroadcom Inc.	$4.98M	1.00%	0.00%	+16.7%	Q4 2019
GOOGAlphabet Inc.	$4.5M	0.90%	Not reported	+5.4%	Q4 2019
PGRProgressive Corp	$4.24M	0.85%	0.00%	-7.5%	Q4 2019
SRSpire Inc	$4.06M	0.81%	0.08%	-44.8%	Q4 2019
DALDelta Air Lines, Inc.	$4M	0.80%	0.01%	-19.2%	Q4 2019
METAMeta Platforms, Inc.	$3.77M	0.76%	Not reported	+6.5%	Q4 2019
HDHome Depot, Inc.	$2.73M	0.55%	0.00%	-3.2%	Q4 2019
JPMJPMorgan Chase & Co	$2.33M	0.47%	0.00%	+12.8%	Q4 2019
KOCoca Cola Co	$2.33M	0.47%	0.00%	-0.3%	Q4 2019
ORCLOracle Corp	$2.16M	0.43%	0.00%	-10.7%	Q4 2019
LLYELI LILLY & Co	$2.03M	0.41%	0.00%	0.0%	Q4 2019
SOSouthern Co	$1.94M	0.39%	0.00%	+13.4%	Q4 2019
UBSIUnited Bankshares Inc	$1.89M	0.38%	0.04%	Not reported	Q1 2025
QQQInvesco QQQ Trust, Series 1	$1.85M	0.37%	Not reported	-0.5%	Q4 2020
WMTWalmart Inc.	$1.85M	0.37%	0.00%	+4.2%	Q4 2019
COSTCostco Wholesale Corp	$1.83M	0.37%	0.00%	+6.3%	Q4 2019
VVisa Inc.	$1.8M	0.36%	0.00%	+7.2%	Q4 2019
PGPROCTER & GAMBLE Co	$1.57M	0.31%	0.00%	-4.8%	Q4 2019
NFLXNetflix Inc	$1.55M	0.31%	0.00%	+4.9%	Q4 2019
BRK.ABerkshire Hathaway Inc	$1.51M	0.30%	Not reported	Not reported	Q4 2019
ABBVAbbVie Inc.	$1.35M	0.27%	0.00%	+2.0%	Q4 2019
GEGeneral Electric Co	$1.18M	0.24%	0.00%	+2.8%	Q3 2021
APOApollo Global Management, Inc.	$1.18M	0.24%	0.00%	+96.5%	Q4 2020
ACTEnact Holdings, Inc.	$1.14M	0.23%	0.02%	+8.8%	Q3 2023
MAMastercard Inc	$1.13M	0.23%	0.00%	+13.6%	Q4 2019
MCDMcdonalds Corp	$1.12M	0.22%	0.00%	-19.6%	Q4 2019
JNJJohnson & Johnson	$1.09M	0.22%	0.00%	-0.3%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.03M	0.21%	0.00%	+11.7%	Q4 2020
GDGeneral Dynamics Corp	$937K	0.19%	0.00%	-7.5%	Q4 2019
LINLinde PLC	$864K	0.17%	0.00%	-0.4%	Q4 2020
ADPAutomatic Data Processing Inc	$786K	0.16%	0.00%	-18.1%	Q4 2019
LMTLockheed Martin Corp	$775K	0.16%	0.00%	-1.8%	Q4 2019
INTUIntuit Inc.	$744K	0.15%	0.00%	+1.1%	Q3 2020
CATCaterpillar Inc	$743K	0.15%	0.00%	+0.6%	Q3 2020
ABTAbbott Laboratories	$692K	0.14%	0.00%	+6.2%	Q4 2019
XOMExxonMobil Holdings Corp	$673K	0.13%	0.00%	-2.1%	Q4 2019
IBMInternational Business Machines Corp	$668K	0.13%	0.00%	+3.2%	Q4 2019
CEGConstellation Energy Corp	$661K	0.13%	0.00%	-1.4%	Q3 2023
HONHoneywell International Inc	$654K	0.13%	0.00%	-21.8%	Q4 2019
CVXChevron Corp	$653K	0.13%	0.00%	+3.5%	Q4 2019
ITWIllinois Tool Works Inc	$644K	0.13%	0.00%	-11.2%	Q4 2019

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