Regent Peak Wealth Advisors LLC holds a focused book of 221 reported positions worth $540.1M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Vanguard Total Bond Market. Their largest long position is Vanguard Total Stock MKT ETF at 17% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Regent Peak Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Regent Peak Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~10 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Regent Peak Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 10 / 80 | $248.5M |
| Swiss Re Ltd | 49 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Mirae Asset Global Investments Co., Ltd. | 70 / 80 | $284.1B |
| Uhlmann Price Securities, LLC | 46 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $175.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Regent Peak Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF ETF | $91.1M | 246.2K | 16.9% | ▲+0.7% Added · +2K sh | |
| 2 | Apple Inc Com Stock | $31.3M | 108.2K | 5.8% | ▲+0.3% Added · +308 sh | |
| 3 | Ishares Core Msci Eafe ETF ETF | $31.2M | 322.7K | 5.8% | ▲+1.5% Added · +5K sh | |
| 4 | Ishares Core Dividend Growth ETF ETF | $25.4M | 334.5K | 4.7% | ▲+1.7% Added · +6K sh | |
| 5 | State Street SPDR S&P Dividend ETF ETF | $23.4M | 153.6K | 4.3% | ▲+0.9% Added · +1K sh | |
| 6 | Vanguard Growth ETF ETF | $22.7M | 263.7K | 4.2% | ▲+494% Added · +219K sh | |
| 7 | Nvidia Corporation Com Stock | $18.1M | 90.6K | 3.4% | ▲+2.3% Added · +2K sh | |
| 8 | Ishares Russell 1000 Growth ETF ETF | $17.9M | 144.3K | 3.3% | ▲+301% Added · +108K sh | |
| 9 | Ishares Core Msci Emerging Markets ETF ETF | $16.7M | 201.7K | 3.1% | ▲+4.2% Added · +8K sh | |
| 10 | Tesla Inc Com Stock | $15.9M | 37.8K | 2.9% | ▲+0.8% Added · +294 sh | |
| 11 | Vanguard Total Bond Market ETF ETF | $15.4M | 209.5K | 2.8% | ▼−38% Reduced · −127K sh | |
| 12 | Ishares Core S&P Total U.S. Stock Market ETF ETF | $13.1M | 79.6K | 2.4% | ▼−4.6% Reduced · −4K sh | |
| 13 | Amazon Com Inc Com Stock | $11.7M | 49.1K | 2.2% | ▲+1.9% Added · +940 sh | |
| 14 | Microsoft Corp Com Stock | $10.5M | 28.2K | 1.9% | ▲+1.0% Added · +276 sh | |
| 15 | Vanguard Value ETF ETF | $9.6M | 43.9K | 1.8% | ▼−1.0% Reduced · −446 sh | |
| 16 | Accenture PLC Ireland SHS Class A Stock | $9.2M | 74.2K | 1.7% | ▲+10% Added · +7K sh | |
| 17 | Alphabet Inc Cap STK CL A Stock | $8.4M | 23.5K | 1.6% | ▼−3.7% Reduced · −904 sh | |
| 18 | Janus Henderson Aaa Clo ETF ETF | $8.4M | 165.7K | 1.5% | ▼−0.2% Reduced · −364 sh | |
| 19 | Alphabet Inc Cap STK CL C Stock | $6.5M | 18.5K | 1.2% | ▼−4.7% Reduced · −909 sh | |
| 20 | Broadcom Inc Com Stock | $6.1M | 16.2K | 1.1% | ▲+0.5% Added · +78 sh | |
| 21 | Berkshire Hathaway Inc Del CL B New Stock | $4.9M | 9.7K | 0.9% | ▼−11% Reduced · −1K sh | |
| 22 | State Street SPDR S&P 500 ETF ETF | $4.5M | 6.0K | 0.8% | ▼−33% Reduced · −3K sh | |
| 23 | Eli Lilly & Co Com Stock | $3.6M | 3.0K | 0.7% | ▲+4.2% Added · +120 sh | |
| 24 | Advanced Micro Devices Inc Com Stock | $3.4M | 5.9K | 0.6% | ▲+1.1% Added · +66 sh | |
| 25 | Coca Cola Co Com Stock | $3.4M | 140.3K | 0.6% | ▲+3.4% Added · +5K sh | |
| 26 | Micron Technology Inc Com Stock | $3.2M | 2.7K | 0.6% | ▲~0% Added · +1 sh | |
| 27 | Meta Platforms Inc CL A Stock | $3.1M | 5.5K | 0.6% | ▼−0.6% Reduced · −32 sh | |
| 28 | Spire Inc Com Stock | $2.6M | 33.0K | 0.5% | ▼−15% Reduced · −6K sh | |
| 29 | Progressive Corp Com Stock | $2.6M | 11.8K | 0.5% | ▼−4.6% Reduced · −567 sh | |
| 30 | JPMorgan Chase & Co Com Stock | $2.6M | 7.8K | 0.5% | ▲+3.2% Added · +245 sh | |
| 31 | Ishares Core S&P 500 ETF ETF | $2.4M | 3.3K | 0.5% | ▼−4.5% Reduced · −155 sh | |
| 32 | Invesco QQQ Trust Series I ETF | $2.3M | 3.2K | 0.4% | ▼−2.9% Reduced · −96 sh | |
| 33 | Ishares Russell 2000 ETF ETF | $2.3M | 7.6K | 0.4% | ▼−1.6% Reduced · −127 sh | |
| 34 | Ishares Bitcoin Trust ETF ETF | $2.2M | 66.3K | 0.4% | ▼−6.2% Reduced · −4K sh | |
| 35 | Home Depot Inc Com Stock | $2.2M | 6.2K | 0.4% | ▼−0.9% Reduced · −57 sh | |
| 36 | Schwab U.S. Broad Market ETF ETF | $2.2M | 75.7K | 0.4% | ▼−2.6% Reduced · −2K sh | |
| 37 | Vanguard Information Technology ETF ETF | $2.2M | 18.1K | 0.4% | ▲+680% Added · +16K sh | |
| 38 | Walmart Inc Com Stock | $2.1M | 18.8K | 0.4% | ▲+1.7% Added · +311 sh | |
| 39 | Southern Co Com Stock | $2.0M | 20.6K | 0.4% | ▲+55% Added · +7K sh | |
| 40 | United Bankshares Inc West Va Com Stock | $1.9M | 40.6K | 0.3% | ▼−6.8% Reduced · −3K sh | |
| 41 | State Street SPDR S&P Semiconductor ETF ETF | $1.8M | 2.9K | 0.3% | —Held | |
| 42 | Visa Inc Com CL A Stock | $1.8M | 5.3K | 0.3% | ▲+2.4% Added · +123 sh | |
| 43 | Costco Wholesale Corporation Com Stock | $1.8M | 1.9K | 0.3% | ▲+3.7% Added · +69 sh | |
| 44 | Caterpillar Inc Com Stock | $1.8M | 1.7K | 0.3% | ▲+1.1% Added · +18 sh | |
| 45 | Intel Corp Com Stock | $1.7M | 12.5K | 0.3% | ▲+14% Added · +2K sh | |
| 46 | Delta Air Lines Inc Com New Stock | $1.7M | 18.0K | 0.3% | ▼−43% Reduced · −13K sh | |
| 47 | Abbvie Inc Com Stock | $1.6M | 6.5K | 0.3% | ▲+3.3% Added · +208 sh | |
| 48 | Johnson & Johnson Com Stock | $1.6M | 6.5K | 0.3% | ▲+4.1% Added · +253 sh | |
| 49 | Ge Aerospace Com New Stock | $1.5M | 4.1K | 0.3% | ▲+0.5% Added · +21 sh | |
| 50 | Berkshire Hathaway Inc Del CL A Stock | $1.5M | 2 | 0.3% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Regent Peak Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 10d | 221 | $540.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 198 | $490.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 8d | 192 | $507.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 16d | 190 | $499.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 177 | $423.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 180 | $445.6M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 179 | $435.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.