Regent Peak Wealth Advisors LLC - Portfolio overview

Regent Peak Wealth Advisors LLC has 218 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 15.87%
2. IEFA - ISHARES CORE MSCI EAFE ETF, 5.82%
3. AAPL - APPLE INC COM, 5.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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