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Regent Peak Wealth Advisors LLC13F | |
| Regent Peak Wealth Advisors LLC | |
| Last update 2025-04-14 | 177 Stocks (13 new) |
| Value $424.00 Mil | Turnover 2 % |
Regent Peak Wealth Advisors LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 251,292 | 69,065.0 | -49.62% | 16.300 | -8.05% | 0.010 | +23.44% | +7.97% | 479,359.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 438,408 | 33,165.6 | -45.22% | 7.830 | -2.86% | 0.030 | +13.00% | +20.64% | 142,571.5 | ||
AAPL | Apple Inc | 111,467 | 24,760.2 | -50.17% | 5.840 | -3.16% | 0.000 | +10.64% | -14.57% | 3,187,653.3 | Hardware | |
BND | Vanguard Total Bond Market ETF | 300,279 | 22,055.5 | -46.42% | 5.210 | -2.10% | 0.020 | +2.26% | +3.72% | 128,051.3 | ||
DGRO | iShares Core Dividend Growth ETF | 341,452 | 21,094.9 | -48.97% | 4.980 | -2.26% | 0.070 | +14.29% | +7.13% | 32,578.1 | ||
VUG | Vanguard Growth ETF | 46,702 | 17,317.9 | -56.84% | 4.090 | -2.84% | 0.010 | +31.98% | +10.26% | 168,258.2 | ||
ACN | Accenture PLC | 47,743 | 14,897.7 | -4.54% | 3.520 | -0.09% | 0.010 | +1.89% | -18.38% | 176,329.6 | Software | |
IWF | iShares Russell 1000 Growth ETF | 39,405 | 14,228.8 | -50.95% | 3.360 | -1.84% | 0.010 | +31.50% | +9.01% | 114,462.4 | ||
SDY | SPDR Dividend ETF | 97,187 | 13,186.4 | -53.72% | 3.110 | -1.68% | 0.070 | +10.08% | +6.81% | 20,429.9 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 96,312 | 11,751.1 | -52.07% | 2.770 | -1.51% | 0.020 | +23.55% | +8.01% | 72,557.2 |
Regent Peak Wealth Advisors LLC's Historical Top Holdings Breakdowns
Regent Peak Wealth Advisors LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -8.05% | 271.18 ($290.53) 303.12 | $310.87 | 7.00% | Reduce -49.62% | 251,292 | -247,532 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -3.16% | 209.68 ($231.67) 247.1 | $213.42 | -7.88% | Reduce -50.17% | 111,467 | -112,249 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -2.86% | 69.57 ($74.78) 78.65 | $83.29 | 11.38% | Reduce -45.22% | 438,408 | -361,882 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -2.84% | 369.1 ($404.54) 427.61 | $451.43 | 11.59% | Reduce -56.84% | 46,702 | -61,506 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Reduce Reduce | -2.26% | 60.46 ($62.66) 64.42 | $65.05 | 3.81% | Reduce -48.97% | 341,452 | -327,700 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -2.10% | 71.17 ($72.57) 73.66 | $73.17 | 0.82% | Reduce -46.42% | 300,279 | -260,161 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -1.84% | 360.07 ($394.62) 417.26 | $436.88 | 10.71% | Reduce -50.95% | 39,405 | -40,931 | |
SDY | SPDR Dividend ETF | 2025-03-31 | Reduce Reduce | -1.68% | 128.74 ($134.5) 138.67 | $139.26 | 3.54% | Reduce -53.72% | 97,187 | -112,823 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -1.65% | 222.15 ($333.26) 428.22 | $329.50 | -1.13% | Reduce -50.01% | 36,309 | -36,319 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Reduce Reduce | -1.51% | 120.29 ($128.89) 134.6 | $138.11 | 7.16% | Reduce -52.07% | 96,312 | -104,612 |
Regent Peak Wealth Advisors LLC Total Holding History ($B)
Regent Peak Wealth Advisors LLC's Asset Allocation
Regent Peak Wealth Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Regent Peak Wealth Advisors LLC's Hypothetical Growth since 2025-03-31
Regent Peak Wealth Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Regent Peak Wealth Advisors LLC's Holdings Heat Map
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Regent Peak Wealth Advisors LLC's Holdings Bubble Chart
Regent Peak Wealth Advisors LLC News
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