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Portfolio (Quarterly) Guide ↗

Regent Peak Wealth Advisors LLC

· CIK 0001803329
13F Portfolio $490M AUM 198 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 96 Added 59 Reduced 15 Exited
Page 3 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC COM CL A Financial Services 5,213.0 $1.6M 0.32% -104.0 -2.0% $302.25 +9.4%
42 JNJ JOHNSON & JOHNSON COM Healthcare 6,222.0 $1.5M 0.31% +361.0 +6.2% $244.43 -5.2%
43 BERKSHIRE HATHAWAY INC DEL CL A 2.0 $1.4M 0.29% $718140.00
44 XOM EXXON MOBIL CORP COM Energy 8,287.0 $1.4M 0.29% +565.0 +7.3% $169.67 -7.9%
45 PG PROCTER & GAMBLE CO COM Consumer Defensive 9,559.0 $1.4M 0.28% -212.0 -2.2% $144.44 -1.4%
46 ABBV ABBVIE INC COM Healthcare 6,330.0 $1.4M 0.28% +196.0 +3.2% $217.48 -1.3%
47 SO SOUTHERN CO COM Utilities 13,280.0 $1.3M 0.26% -2K -15.7% $96.52 -3.0%
48 NFLX NETFLIX INC. COM Communication Services 12,760.0 $1.2M 0.25% +242.0 +1.9% $96.15 -7.1%
49 ORCL ORACLE CORP COM Technology 8,172.0 $1.2M 0.24% $147.11 +29.0%
50 AMD ADVANCED MICRO DEVICES INC COM Technology 5,872.0 $1.2M 0.24% +199.0 +3.5% $203.43 +121.0%
51 CAT CATERPILLAR INC COM Industrials 1,654.0 $1.2M 0.24% +57.0 +3.6% $708.46 +22.2%
52 GE GE AEROSPACE COM NEW Industrials 4,043.0 $1.1M 0.23% +95.0 +2.4% $283.77 +6.3%
53 MCD MCDONALDS CORP COM Consumer Cyclical 3,617.0 $1.1M 0.23% -70.0 -1.9% $310.78 -8.6%
54 MA MASTERCARD INCORPORATED CL A Financial Services 2,070.0 $1.0M 0.21% +43.0 +2.1% $499.57 +0.0%
55 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 7,277.0 $967K 0.20% +96.0 +1.3% $132.90 +34.4%
56 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 2,937.0 $958K 0.20% -570.0 -16.2% $326.16 +76.8%
57 IWD ISHARES RUSSELL 1000 VALUE ETF 4,421.0 $945K 0.19% $213.67 +9.8%
58 CVX CHEVRON CORPORATION COM Energy 4,533.0 $938K 0.19% +345.0 +8.2% $206.92 -7.7%
59 MU MICRON TECHNOLOGY INC COM Technology 2,747.0 $928K 0.19% +195.0 +7.6% $337.84 +125.6%
60 GD GENERAL DYNAMICS CORP COM Industrials 2,699.0 $926K 0.19% -88.0 -3.2% $343.22 -1.3%
Page 3 of 10  ·  198 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%