13F filer

Regent Peak Wealth Advisors

As of Sep 30, 2026 Filed Oct 13, 2026 CIK 1803329 SEC filings ↗

13F Value

$577.1M

Positions

231

Top Position

VTI16.6%

Top 5

37.3%

Latest filing changes

vs Jun 30, 2026

1 VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares +3.9%+$3.6M

2 TSLA Tesla +25.9%+$3.5M

3 IEFA iShares Core MSCI EAFE ETF +5.6%+$1.7M

4 CMI Cummins +749.9%+$1.6M

5 SDY State Street(R) SPDR(R) S&P(R) Dividend ETF +6.3%+$1.4M

Holdings231

#							Trend (4Q)
1	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	16.6%	$95.7M	+3.9%	255.8K	16.9%		ETF
2	AAPL Apple	6.2%	$35.9M	-0.4%	107.8K	5.8%		Common Stock
3	IEFA iShares Core MSCI EAFE ETF	5.7%	$33.0M	+5.6%	340.7K	5.8%		ETF
4	DGRO iShares Core Dividend Growth ETF	4.6%	$26.5M	+5.0%	351.2K	4.7%		ETF
5	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF	4.1%	$23.9M	+6.3%	163.3K	4.3%		ETF
6	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	4.1%	$23.7M	-0.3%	263.0K	4.2%	—	ETF
7	NVDA NVIDIA	3.7%	$21.1M	+2.1%	92.5K	3.4%		Common Stock
8	IWF iShares Russell 1000 Growth ETF	3.2%	$18.7M	+3.3%	149.1K	3.3%		ETF
9	IEMG iShares Core MSCI Emerging Markets ETF	3.1%	$17.7M	+8.4%	218.6K	3.1%		ETF
10	TSLA Tesla	2.9%	$16.9M	+25.9%	47.6K	2.9%		Common Stock
11	MSFT Microsoft	2.6%	$15.1M	+4.4%	29.5K	1.9%		Common Stock
12	BND Vanguard Total Bond Market Index Fund — ETF Shares	2.5%	$14.7M	-0.2%	209.0K	2.8%		ETF
13	ITOT iShares Core S&P Total U.S. Stock Market ETF	2.3%	$13.0M	-1.7%	78.2K	2.4%		ETF
14	ACN Accenture	2.2%	$12.5M	-8.0%	68.3K	1.7%		Common Stock
15	AMZN Amazon	2.1%	$12.1M	-0.7%	48.7K	2.2%		Common Stock
16	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.6%	$9.4M	-0.7%	43.5K	1.8%		ETF
17	JAAA Janus Henderson AAA CLO ETF	1.5%	$8.6M	+2.3%	169.4K	1.5%		ETF
18	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 24,310 reported quantity $8,364,354 reported value	1.4%	$8.4M	+3.2%	24.3K	1.6%		Common Stock
19	GOOG Alphabet Class C	1.1%	$6.4M	+1.6%	18.8K	1.2%		Common Stock
20	AVGO Broadcom	1.0%	$5.8M	+2.3%	16.5K	1.1%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.