Regent Peak Wealth Advisors LLC

CIK

1803329

Location

ATLANTA, GA

Portfolio Value

Small $248,401,410

Diversification

Diversified

Filing Date

Global Rank

#4,002 / 8,517 ▲ 112

Top Industry

Semiconductors 14.9%

3Y Alpha vs SPY

+15.0%

Period ended 46 days ago

Filed Jul 10, 2026 · 36d

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+148.6%

SPY

+75.3%

Annualised alpha

+14.9%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

183 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.6%

+0.6 pts

Top 5

35.6%

−0.8 pts

Top 10

51.4%

−4.0 pts

HHI

380

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.0%	$101,949,700	42
Consumer Cyclical	14.0%	$34,880,969	17
Financial Services	11.6%	$28,861,474	31
Consumer Defensive	7.6%	$18,943,056	10
Industrials	6.4%	$15,855,928	29
Communication Services	5.5%	$13,550,690	8
Healthcare	5.0%	$12,344,745	18
Unclassified	4.4%	$10,950,599	8
Utilities	2.5%	$6,306,053	6
Energy	0.8%	$1,972,225	6
Basic Materials	0.6%	$1,500,181	4
Real Estate	0.5%	$1,285,790	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	+7,280	20,560	$1,967,797
ACN	Accenture plc	+7,018	74,187	$9,231,830
KO	Coca Cola Co	+4,552	140,275	$11,400,149
KLAC	Kla Corp	+2,052	2,280	$687,898
NVDA	Nvidia Corp	+2,006	90,648	$18,137,758
INTC	Intel Corp	+1,513	12,498	$1,745,095
BKNG	Booking Holdings Inc.	+1,295	1,355	$241,515
AMZN	Amazon Com Inc	+940	49,094	$11,701,063
IAU	Ishares Gold Trust	+831	6,898	$520,867
SBUX	Starbucks Corp	+809	4,714	$481,723
BAC	Bank Of America Corp /De/	+564	14,073	$801,879
SLV	iShares Silver Trust	+559	9,967	$532,935
PG	PROCTER & GAMBLE Co	+509	10,068	$1,476,371
PEP	Pepsico Inc	+456	2,151	$291,245
BA	Boeing Co	+431	1,625	$351,763
CVX	Chevron Corp	+350	4,883	$809,406
C	Citigroup Inc	+346	4,567	$639,197
VZ	Verizon Communications Inc	+329	5,834	$247,011
WMT	Walmart Inc.	+311	18,800	$2,129,288
AAPL	Apple Inc.	+308	108,166	$31,298,913
TSLA	Tesla, Inc.	+294	37,805	$15,900,783
UNH	Unitedhealth Group Inc	+285	1,620	$673,320
ADBE	Adobe Inc.	+279	1,130	$231,672
MSFT	Microsoft Corp	+276	28,225	$10,528,489
JNJ	Johnson & Johnson	+253	6,475	$1,644,455
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACT	Enact Holdings, Inc.	−22,990	22,340	$1,021,161
GOOGL	Alphabet Inc.	−20,269	23,545	$8,414,276
DAL	Delta Air Lines, Inc.	−13,481	18,042	$1,689,813
SR	Spire Inc	−5,852	33,001	$2,577,048
IBIT	iShares Bitcoin Trust ETF	−4,386	66,277	$2,206,361
SPY	Spdr S&P 500 ETF Trust	−2,956	6,043	$4,512,731
UBSI	United Bankshares Inc/Wv	−2,945	40,645	$1,862,760
ETHA	iShares Ethereum Trust ETF	−1,603	22,460	$267,049
BRK-B	Berkshire Hathaway Inc	−1,169	9,739	$4,873,298
ABT	Abbott Laboratories	−973	2,768	$251,168
T	At&T Inc.	−648	12,840	$265,788
PGR	Progressive Corp/Oh/	−567	11,771	$2,571,374
ORCL	Oracle Corp	−455	7,717	$1,130,926
MCD	Mcdonalds Corp	−359	3,258	$880,669
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−340	968	$462,287
GD	General Dynamics Corp	−295	2,404	$851,592
DIS	Walt Disney Co	−243	3,378	$325,132
WDC	Western Digital Corp	−242	824	$526,305
CME	Cme Group Inc.	−231	1,256	$277,362
DHR	Danaher Corp /De/	−211	1,740	$331,435
LOW	Lowes Companies Inc	−187	2,265	$499,409
NFLX	Netflix Inc	−140	12,620	$901,068
SCHW	Schwab Charles Corp	−124	2,657	$245,161
INTU	Intuit Inc.	−111	899	$234,639
QQQ	Invesco Qqq Trust, Series 1	−96	3,166	$2,331,442
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	2,136	$636,293
PANW	Palo Alto Networks Inc	1,080	$368,301
STX	Seagate Technology Holdings plc	367	$354,155
DELL	Dell Technologies Inc.	775	$334,381
TXG	10x Genomics, Inc.	8,421	$322,861
VPG	Vishay Precision Group, Inc.	2,051	$307,465
ABNB	Airbnb, Inc.	1,983	$283,767
DHI	Horton D R Inc /De/	1,735	$282,596
TER	Teradyne, Inc	554	$268,047
GVA	Granite Construction Inc	1,602	$253,244
CVS	CVS HEALTH Corp	2,446	$253,038
ORLY	O Reilly Automotive Inc	2,729	$251,313
MAS	Masco Corp /De/	2,870	$233,531
EMR	Emerson Electric Co	1,616	$231,330
JBHT	Hunt J B Transport Services Inc	795	$230,096
CL	Colgate Palmolive Co	2,499	$229,108
HODL	VanEck Bitcoin ETF	13,762	$228,586
EQIX	Equinix Inc	215	$224,113
Q	Qnity Electronics, Inc.	1,339	$218,672
PRU	Prudential Financial Inc	1,989	$214,672
MOG-A	Moog Inc.	496	$210,224
UCTT	Ultra Clean Holdings, Inc.	1,468	$209,322
AFL	Aflac Inc	1,775	$208,118
DDOG	Datadog, Inc.	793	$206,465
CPRT	Copart Inc	7,322	$206,407
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	8,287	$1,405,972
HON	Honeywell International Inc	3,084	$697,076
CGDV	Capital Group Dividend Value ETF	11,164	$474,916
CGUS	Capital Group Core Equity ETF	9,575	$367,871
VIG	Vanguard Dividend Appreciation ETF	1,657	$356,354
IBB	iShares Biotechnology ETF	1,887	$318,619
HII	Huntington Ingalls Industries, Inc.	630	$239,337
CMCSA	Comcast Corp	8,209	$235,680
CF	CF Industries Holdings, Inc.	1,749	$227,090
ICE	Intercontinental Exchange, Inc.	1,437	$226,011
HCA	HCA Healthcare, Inc.	472	$223,369
SHW	Sherwin Williams Co	690	$221,179
NOW	ServiceNow, Inc.	2,067	$216,104
BNDC	FlexShares Core Select Bond Fund	9,640	$214,383
UBER	Uber Technologies, Inc	2,806	$201,835
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

183 tracked positions · $248,401,410 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 183 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	108,166	+308	$31,298,913	+14.3%	12.60%
NVDA	Nvidia Corp Technology	Added	90,648	+2,006	$18,137,758	+17.3%	7.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	37,805	+294	$15,900,783	+14.0%	6.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,094	+940	$11,701,063	+16.7%	4.71%
KO	Coca Cola Co Consumer Defensive	Added	140,275	+4,552	$11,400,149	+10.4%	4.59%
MSFT	Microsoft Corp Technology	Added	28,225	+276	$10,528,489	+1.8%	4.24%
ACN	Accenture plc Technology	Added	74,187	+7,018	$9,231,830	−30.7%	3.72%
GOOGL	Alphabet Inc. Communication Services	Reduced	23,545	-20,269	$8,414,276	−33.1%	3.39%
AVGO	Broadcom Inc. Technology	Added	16,174	+78	$6,109,728	+22.6%	2.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,739	-1,169	$4,873,298	−26.9%	1.96%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,043	-2,956	$4,512,731	−22.9%	1.82%
OWL	Blue Owl Capital Inc. Financial Services	Added	462,338	+152	$4,045,457	+744.4%	1.63%
LLY	ELI LILLY & Co Healthcare	Added	2,995	+120	$3,592,293	+35.8%	1.45%
AMD	Advanced Micro Devices Inc Technology	Added	5,938	+66	$3,449,443	+188.8%	1.39%
MU	Micron Technology Inc Technology	Added	2,748	+1	$3,171,988	+241.8%	1.28%
META	Meta Platforms, Inc. Communication Services	Reduced	5,486	-32	$3,090,208	−2.1%	1.24%
SR	Spire Inc Utilities	Reduced	33,001	-5,852	$2,577,048	−26.7%	1.04%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	11,771	-567	$2,571,374	+5.1%	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,828	+245	$2,562,339	+14.9%	1.03%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,166	-96	$2,331,442	+23.8%	0.94%
IBIT	iShares Bitcoin Trust ETF	Reduced	66,277	-4,386	$2,206,361	−18.7%	0.89%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,249	-57	$2,203,897	+6.3%	0.89%
WMT	Walmart Inc. Consumer Defensive	Added	18,800	+311	$2,129,288	−7.3%	0.86%
SO	Southern Co Utilities	Added	20,560	+7,280	$1,967,797	+53.5%	0.79%
UBSI	United Bankshares Inc/Wv Financial Services	Reduced	40,645	-2,945	$1,862,760	+3.2%	0.75%
V	Visa Inc. Financial Services	Added	5,336	+123	$1,830,728	+16.2%	0.74%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,913	+69	$1,789,554	−2.6%	0.72%
CAT	Caterpillar Inc Industrials	Added	1,672	+18	$1,780,512	+51.9%	0.72%
INTC	Intel Corp Technology	Added	12,498	+1,513	$1,745,095	+260.0%	0.70%
DAL	Delta Air Lines, Inc. Industrials	Reduced	18,042	-13,481	$1,689,813	−19.4%	0.68%
ABBV	AbbVie Inc. Healthcare	Added	6,538	+208	$1,645,222	+19.5%	0.66%
JNJ	Johnson & Johnson Healthcare	Added	6,475	+253	$1,644,455	+8.1%	0.66%
GE	General Electric Co Industrials	Added	4,064	+21	$1,518,838	+32.4%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,068	+509	$1,476,371	+6.9%	0.59%
AMAT	Applied Materials Inc /De Technology	Added	2,002	+98	$1,447,446	+122.4%	0.58%
SNDK	Sandisk Corp Technology	Added	635	+18	$1,443,818	+268.3%	0.58%
LRCX	Lam Research Corp Technology	Added	3,331	+6	$1,443,422	+103.2%	0.58%
GEV	GE Vernova Inc. Industrials	Added	1,100	+103	$1,292,346	+48.5%	0.52%
ORCL	Oracle Corp Technology	Reduced	7,717	-455	$1,130,926	−5.9%	0.46%
CSCO	Cisco Systems, Inc. Technology	Added	9,031	+209	$1,060,781	+55.0%	0.43%
MA	Mastercard Inc Financial Services	Reduced	2,042	-28	$1,048,771	+1.4%	0.42%
ACT	Enact Holdings, Inc. Financial Services	Reduced	22,340	-22,990	$1,021,161	−44.8%	0.41%
MRK	Merck & Co., Inc. Healthcare	Added	7,297	+108	$937,664	+8.4%	0.38%
GLW	Corning Inc /Ny Technology	Added	3,569	+70	$911,629	+91.6%	0.37%
NFLX	Netflix Inc Communication Services	Reduced	12,620	-140	$901,068	−26.6%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,258	-359	$880,669	−21.7%	0.35%
GD	General Dynamics Corp Industrials	Reduced	2,404	-295	$851,592	−8.1%	0.34%
TXN	Texas Instruments Inc Technology	Added	2,853	+97	$850,393	+58.9%	0.34%
GS	Goldman Sachs Group Inc Financial Services	Added	838	+55	$847,528	+27.9%	0.34%
CVX	Chevron Corp Energy	Added	4,883	+350	$809,406	−13.7%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.