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Portfolio (Quarterly) Guide ↗

Regent Peak Wealth Advisors LLC

· CIK 0001803329
13F Portfolio $540M AUM 221 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 99 Added 56 Reduced 11 Exited
Page 6 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VONG VANGUARD RUSSELL 1000 GROWTH ETF 3,773.0 $482K 0.09% $127.81 -2.3%
102 SBUX STARBUCKS CORP COM Consumer Cyclical 4,714.0 $482K 0.09% +809.0 +20.7% $102.19 +5.1%
103 DVY ISHARES SELECT DIVIDEND ETF 3,073.0 $480K 0.09% $156.30 +5.0%
104 WFC WELLS FARGO & CO COM Financial Services 5,807.0 $480K 0.09% +45.0 +0.8% $82.64 +2.0%
105 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 462,338.0 $480K 0.09% $1.04 +1022.0%
106 AZO AUTOZONE INC COM Consumer Cyclical 149.0 $476K 0.09% +3.0 +2.0% $3195.94 -7.2%
107 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 2,121.0 $475K 0.09% +69.0 +3.4% $223.95 +26.5%
108 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 3,946.0 $463K 0.09% $117.28 +0.9%
109 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 968.0 $462K 0.09% -340.0 -26.0% $477.57 -14.6%
110 ADI ANALOG DEVICES INC COM Technology 1,154.0 $458K 0.09% +9.0 +0.8% $397.17 -7.4%
111 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,892.0 $454K 0.08% -31.0 -0.8% $116.67 +52.6%
112 PNC PNC FINL SVCS GROUP INC COM Financial Services 1,765.0 $435K 0.08% +18.0 +1.0% $246.22 -1.4%
113 VBK VANGUARD SMALL-CAP GROWTH ETF 1,183.0 $433K 0.08% -88.0 -6.9% $365.70 -3.2%
114 SPG SIMON PPTY GROUP INC NEW COM Real Estate 1,898.0 $424K 0.08% +41.0 +2.2% $223.65 -2.0%
115 SPGI S&P GLOBAL INC COM Financial Services 1,040.0 $424K 0.08% +22.0 +2.2% $407.26 +6.3%
116 CGUS CAPITAL GROUP CORE EQUITY ETF 9,490.0 $422K 0.08% -85.0 -0.9% $44.48 +1.1%
117 MS MORGAN STANLEY COM NEW Financial Services 2,014.0 $421K 0.08% -45.0 -2.2% $209.04 +2.1%
118 FITB FIFTH THIRD BANCORP COM Financial Services 7,290.0 $411K 0.08% +65.0 +0.9% $56.37 -2.9%
119 NI NISOURCE INC COM Utilities 8,621.0 $410K 0.08% $47.55 -14.7%
120 AXP AMERICAN EXPRESS CO COM Financial Services 1,197.0 $405K 0.07% +24.0 +2.0% $338.25 -0.0%
Page 6 of 12  ·  221 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 44.0%
Consumer Cyclical 15.1%
Financial Services 13.2%
Industrials 6.4%
Communication Services 5.9%
Healthcare 5.3%
Consumer Defensive 4.7%
Utilities 3.3%
Energy 0.9%
Basic Materials 0.6%