Regent Peak Wealth Advisors LLC - Portfolio Stock Holdings
Regent Peak Wealth Advisors LLC disclosed 232 stock positions in a recent SEC 13F filing. $551,273,048 of stock holdings were filed, with the largest holdings including VTI, AAPL, and IEFA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $785,861,395 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
232Est. Stock Holding Value:
$551,273,048Top Stock Holdings By Sector
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Portfolio Stock Holdings - Regent Peak Wealth Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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