Regent Peak Wealth Advisors LLC holds a focused book of 221 stocks worth $540.1M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-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 equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803329/holdings"
Use Arkolith to show Regent Peak Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Other tracked managers holding the same core names as Regent Peak Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.7T |
| FMR LLC | 80 / 80 | $912.0B |
| MORGAN STANLEY | 80 / 80 | $735.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $660.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $543.9B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $328.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $215.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $197.3B |
Ranked by how many of Regent Peak Wealth Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 221 | $540.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 198 | $490.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 192 | $507.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 190 | $499.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 177 | $423.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 180 | $445.6M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 179 | $435.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.