Regent Peak Wealth Advisors LLC — 13F holdings

Regent Peak Wealth Advisors LLC reported 231 holdings worth $577M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. VTI VANGUARD INDEX FDS — $95.7M (16.6%)
2. AAPL APPLE INC — $35.9M (6.2%)
3. IEFA ISHARES TR — $33.0M (5.7%)
4. DGRO ISHARES TR — $26.5M (4.6%)
5. SDY SPDR SERIES TRUST — $23.9M (4.1%)
6. VUG VANGUARD INDEX FDS — $23.7M (4.1%)
7. NVDA NVIDIA CORPORATION — $21.1M (3.7%)
8. IWF ISHARES TR — $18.7M (3.2%)
9. IEMG ISHARES INC — $17.7M (3.1%)
10. TSLA TESLA INC — $16.9M (2.9%)