Regent Peak Wealth Advisors
Regent Peak Wealth Advisors reported 231 stocks worth $577M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VTI (16.6%), AAPL (6.2%) and IEFA (5.7%). Compared with Q2 2026, the fund opened new positions in SPCX, XOM and OBDC, added to VTI, IEFA and DGRO, trimmed AAPL, VUG and BND and sold out of VPG, GVA and ORLY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $95.7M | 16.6% | 256K | +9,646 (+4%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $35.9M | 6.2% | 108K | −394 (−0%) | 8 of 8 | |
| 3 |  IEFA Ishares TR | $33M | 5.7% | 341K | +18K (+6%) | 8 of 8 | |
| 4 |  DGRO Ishares TR | $26.5M | 4.6% | 351K | +17K (+5%) | 8 of 8 | |
| 5 |  SDY State Street Spdr S&P Div ETF | $23.9M | 4.1% | 163K | +9,737 (+6%) | 8 of 8 | |
| 6 |  VUG Vanguard Index Fds | $23.7M | 4.1% | 263K | −711 (−0%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $21.1M | 3.7% | 93K | +1,886 (+2%) | 8 of 8 | |
| 8 |  IWF Ishares TR | $18.7M | 3.2% | 149K | +4,805 (+3%) | 8 of 8 | |
| 9 |  IEMG Ishares Inc | $17.7M | 3.1% | 219K | +17K (+8%) | 6 of 8 | |
| 10 |  TSLA Tesla Inc | $16.9M | 2.9% | 48K | +9,803 (+26%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VPG Vishay Precision Group Inc | $307K | 2,051 |
 GVA Granite Constr Inc | $253K | 1,602 |
 ORLY O Reilly Automotive Inc | $251K | 2,729 |
 CAVA Cava Group Inc | $250K | 3,188 |
 MAS Masco Corp | $234K | 2,870 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Regent Peak Wealth Advisors 13F FAQ
What does Regent Peak Wealth Advisors own?
Regent Peak Wealth Advisors reported 231 stocks worth $577M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VTI (16.6%), AAPL (6.2%) and IEFA (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Regent Peak Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 24 new positions, 126 added to, 65 trimmed and 14 sold out. New positions include SPCX, XOM and OBDC. It sold all of VPG, GVA and ORLY.
When will Regent Peak Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Regent Peak Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $577M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.