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Portfolio (Quarterly) Guide ↗

Regent Peak Wealth Advisors LLC

· CIK 0001803329
13F Portfolio $490.3B AUM 198 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 96 Added 59 Reduced 15 Exited
Page 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHB SCHWAB U.S. BROAD MARKET ETF 77,692.0 $2.0M 0.40% +431.0 +0.6% $25.10 +13.1%
22 QQQ INVESCO QQQ TRUST SERIES I Financial Services 3,262.0 $1.9M 0.38% +163.0 +5.3% $577.21 +23.1%
23 ACT ENACT HLDGS INC COM Financial Services 45,330.0 $1.8M 0.38% +16K +52.3% $40.81 +6.4%
24 JNJ JOHNSON & JOHNSON COM Healthcare 6,222.0 $1.5M 0.31% +361.0 +6.2% $244.43 -7.6%
25 XOM EXXON MOBIL CORP COM Energy 8,287.0 $1.4M 0.29% +565.0 +7.3% $169.67 -8.3%
26 ABBV ABBVIE INC COM Healthcare 6,330.0 $1.4M 0.28% +196.0 +3.2% $217.48 -3.8%
27 NFLX NETFLIX INC. COM Communication Services 12,760.0 $1.2M 0.25% +242.0 +1.9% $96.15 -9.1%
28 AMD ADVANCED MICRO DEVICES INC COM Technology 5,872.0 $1.2M 0.24% +199.0 +3.5% $203.43 +113.8%
29 CAT CATERPILLAR INC COM Industrials 1,654.0 $1.2M 0.24% +57.0 +3.6% $708.46 +24.9%
30 GE GE AEROSPACE COM NEW Industrials 4,043.0 $1.1M 0.23% +95.0 +2.4% $283.77 -0.1%
31 MA MASTERCARD INCORPORATED CL A Financial Services 2,070.0 $1.0M 0.21% +43.0 +2.1% $499.57 -1.4%
32 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 7,277.0 $967K 0.20% +96.0 +1.3% $132.90 +33.1%
33 CVX CHEVRON CORPORATION COM Energy 4,533.0 $938K 0.19% +345.0 +8.2% $206.92 -8.5%
34 MU MICRON TECHNOLOGY INC COM Technology 2,747.0 $928K 0.19% +195.0 +7.6% $337.84 +122.4%
35 LMT LOCKHEED MARTIN CORP COM Industrials 1,448.0 $875K 0.18% +11.0 +0.8% $604.20 -14.8%
36 MRK MERCK & CO INC COM Healthcare 7,189.0 $865K 0.18% +232.0 +3.3% $120.29 -7.5%
37 LRCX LAM RESEARCH CORP COM NEW Technology 3,325.0 $710K 0.14% +31.0 +0.9% $213.66 +36.2%
38 HON HONEYWELL INTL INC COM Industrials 3,084.0 $697K 0.14% +235.0 +8.2% $226.03 -5.3%
39 CSCO CISCO SYS INC COM Technology 8,822.0 $685K 0.14% +263.0 +3.1% $77.59 +52.6%
40 NEE NEXTERA ENERGY INC COM Utilities 7,269.0 $675K 0.14% +140.0 +2.0% $92.88 -3.7%
Page 2 of 5  ·  96 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.9%
Financial Services 15.0%
Consumer Cyclical 14.3%
Communication Services 8.7%
Industrials 6.3%
Healthcare 4.8%
Consumer Defensive 4.7%
Utilities 3.6%
Energy 1.6%
Basic Materials 0.8%