Regent Peak Wealth Advisors LLC
Filing Date
Global Rank
#3,963
/ 8,603
▲ 22
· as of Mar 2026
Top Industry
Consumer Electronics
13.1%
3Y Alpha vs SPY
-6.8%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
24 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.0%
SPY
+76.0%
Annualised alpha
-6.5%
Max drawdown
−19.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
159 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.4%
−0.2 pts
Top 5
36.5%
−2.1 pts
Top 10
53.9%
−2.2 pts
HHI
399
Diversified−27
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.3% | $84,588,585 |
| Consumer Cyclical | 13.6% | $30,108,629 |
| Financial Services | 12.8% | $28,167,084 |
| Consumer Defensive | 7.9% | $17,445,489 |
| Industrials | 6.2% | $13,671,668 |
| Communication Services | 5.9% | $12,941,409 |
| Unclassified | 5.6% | $12,414,768 |
| Healthcare | 4.6% | $10,182,386 |
| Utilities | 3.0% | $6,662,305 |
| Energy | 0.9% | $1,977,529 |
| Basic Materials | 0.7% | $1,596,752 |
| Real Estate | 0.4% | $928,927 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ACT | Enact Holdings, Inc. | +15,562 | 45,330 | $1,849,917 | |
| ACN | Accenture plc | +10,917 | 67,169 | $13,318,941 | |
| IBIT | iShares Bitcoin Trust ETF | +9,551 | 70,663 | $2,714,872 | |
| ETHA | iShares Ethereum Trust ETF | +7,641 | 24,063 | $380,917 | |
| NVDA | Nvidia Corp | +2,234 | 88,642 | $15,459,164 | |
| KO | Coca Cola Co | +2,215 | 135,723 | $10,321,734 | |
| IAU | Ishares Gold Trust | +1,868 | 6,067 | $534,866 | |
| MSFT | Microsoft Corp | +1,092 | 27,949 | $10,345,881 | |
| BAC | Bank Of America Corp /De/ | +901 | 13,509 | $658,563 | |
| AVGO | Broadcom Inc. | +788 | 16,096 | $4,981,872 | |
| T | At&T Inc. | +535 | 13,488 | $391,017 | |
| AMZN | Amazon Com Inc | +532 | 48,154 | $10,029,033 | |
| OWL | Blue Owl Capital Inc. | +522 | 462,186 | $4,219,758 | |
| VZ | Verizon Communications Inc | +520 | 5,505 | $276,351 | |
| GOOGL | Alphabet Inc. | +432 | 24,449 | $7,030,554 | |
| JNJ | Johnson & Johnson | +361 | 6,222 | $1,520,905 | |
| WMT | Walmart Inc. | +351 | 18,489 | $2,297,812 | |
| F | Ford Motor Co | +347 | 18,777 | $216,686 | |
| CVX | Chevron Corp | +345 | 4,533 | $937,877 | |
| C | Citigroup Inc | +331 | 4,221 | $478,703 | |
| TSLA | Tesla, Inc. | +331 | 37,511 | $13,944,714 | |
| MS | Morgan Stanley | +330 | 2,059 | $338,849 | |
| CSCO | Cisco Systems, Inc. | +263 | 8,822 | $684,498 | |
| BA | Boeing Co | +259 | 1,194 | $237,641 | |
| NFLX | Netflix Inc | +242 | 12,760 | $1,226,874 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DAL | Delta Air Lines, Inc. | −5,811 | 31,523 | $2,095,649 | |
| SR | Spire Inc | −5,119 | 38,853 | $3,517,750 | |
| UBSI | United Bankshares Inc/Wv | −3,592 | 43,590 | $1,805,497 | |
| SO | Southern Co | −2,479 | 13,280 | $1,281,785 | |
| PGR | Progressive Corp/Oh/ | −1,673 | 12,338 | $2,445,885 | |
| ABT | Abbott Laboratories | −1,652 | 3,741 | $384,088 | |
| AAPL | Apple Inc. | −1,582 | 107,858 | $27,373,281 | |
| PEP | Pepsico Inc | −1,487 | 1,695 | $263,216 | |
| CRM | Salesforce, Inc. | −937 | 1,226 | $228,857 | |
| SPY | Spdr S&P 500 ETF Trust | −707 | 8,999 | $5,852,409 | |
| ADP | Automatic Data Processing Inc | −582 | 2,052 | $416,925 | |
| TGT | Target Corp | −464 | 2,168 | $262,761 | |
| SCHW | Schwab Charles Corp | −451 | 2,781 | $261,358 | |
| QCOM | Qualcomm Inc/De | −386 | 2,078 | $267,604 | |
| ADBE | Adobe Inc. | −384 | 851 | $206,861 | |
| ITW | Illinois Tool Works Inc | −273 | 2,223 | $578,624 | |
| SBUX | Starbucks Corp | −257 | 3,905 | $349,848 | |
| LIN | Linde PLC | −257 | 1,372 | $680,182 | |
| TMO | Thermo Fisher Scientific Inc. | −225 | 1,080 | $530,852 | |
| PG | PROCTER & GAMBLE Co | −212 | 9,559 | $1,380,701 | |
| UNH | Unitedhealth Group Inc | −200 | 1,335 | $361,237 | |
| DIS | Walt Disney Co | −181 | 3,621 | $348,991 | |
| LNG | Cheniere Energy, Inc. | −180 | 963 | $273,260 | |
| EXPE | Expedia Group, Inc. | −176 | 1,091 | $251,900 | |
| HD | Home Depot, Inc. | −164 | 6,306 | $2,073,980 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SLV | iShares Silver Trust | 9,408 | $641,061 | |
| OUNZ | VanEck Merk Gold ETF | 9,054 | $407,882 | |
| SNDK | Sandisk Corp | 617 | $392,004 | |
| FITB | Fifth Third Bancorp | 7,225 | $335,673 | |
| WDC | Western Digital Corp | 1,066 | $288,342 | |
| CAVA | Cava Group, Inc. | 3,188 | $257,909 | |
| ACGL | Arch Capital Group Ltd. | 2,581 | $247,750 | |
| COP | Conocophillips | 1,869 | $246,708 | |
| KEYS | Keysight Technologies, Inc. | 841 | $237,473 | |
| EBAY | Ebay Inc | 2,602 | $236,834 | |
| CMCSA | Comcast Corp | 8,209 | $235,680 | |
| CF | CF Industries Holdings, Inc. | 1,749 | $227,090 | |
| HWM | Howmet Aerospace Inc. | 965 | $222,393 | |
| MPC | Marathon Petroleum Corp | 900 | $219,762 | |
| ATO | Atmos Energy Corp | 1,170 | $216,122 | |
| APD | Air Products & Chemicals, Inc. | 689 | $200,147 | |
| ATAI | AtaiBeckley Inc. | 20,000 | $70,800 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BX | Blackstone Inc. | 1,947 | $300,110 | |
| APP | AppLovin Corp | 405 | $272,897 | |
| BSX | Boston Scientific Corp | 2,260 | $215,491 | |
| ZM | Zoom Communications, Inc. | 2,467 | $212,877 | |
| ADSK | Autodesk, Inc. | 719 | $212,831 | |
| PANW | Palo Alto Networks Inc | 1,147 | $211,277 | |
| PAYX | Paychex Inc | 1,857 | $208,318 | |
| PRU | Prudential Financial Inc | 1,821 | $205,554 | |
| PAYC | Paycom Software, Inc. | 1,277 | $203,502 | |
| CL | Colgate Palmolive Co | 2,572 | $203,239 | |
| CCL | Carnival Corp Ltd. | 6,562 | $200,403 | |
| ORGO | Organogenesis Holdings Inc. | 14,165 | $73,374 | |
| No positions match the current search. | ||||
159 positions ·
$220,685,531 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 159 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 107,858 | $27,373,281 | 12.40% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 88,642 | $15,459,164 | 7.01% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 37,511 | $13,944,714 | 6.32% | |
| ACN |
Accenture plc
Technology
|
Added | 67,169 | $13,318,941 | 6.04% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 27,949 | $10,345,881 | 4.69% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 135,723 | $10,321,734 | 4.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 48,154 | $10,029,033 | 4.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 24,449 | $7,030,554 | 3.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,999 | $5,852,409 | 2.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 10,906 | $5,226,155 | 2.37% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 16,096 | $4,981,872 | 2.26% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
Added | 462,186 | $4,219,758 | 1.91% | |
| SR |
Spire Inc
Utilities
|
Reduced | 38,853 | $3,517,750 | 1.59% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,518 | $3,157,013 | 1.43% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 70,663 | $2,714,872 | 1.23% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,875 | $2,644,338 | 1.20% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Reduced | 12,338 | $2,445,885 | 1.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 18,489 | $2,297,812 | 1.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 7,583 | $2,230,615 | 1.01% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Reduced | 31,523 | $2,095,649 | 0.95% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 6,306 | $2,073,980 | 0.94% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,262 | $1,882,761 | 0.85% | |
| ACT |
Enact Holdings, Inc.
Financial Services
|
Added | 45,330 | $1,849,917 | 0.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,844 | $1,837,416 | 0.83% | |
| UBSI |
United Bankshares Inc/Wv
Financial Services
|
Reduced | 43,590 | $1,805,497 | 0.82% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 5,213 | $1,575,577 | 0.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,222 | $1,520,905 | 0.69% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 9,559 | $1,380,701 | 0.63% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,330 | $1,376,711 | 0.62% | |
| SO |
Southern Co
Utilities
|
Reduced | 13,280 | $1,281,785 | 0.58% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 12,760 | $1,226,874 | 0.56% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 8,172 | $1,202,182 | 0.54% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 5,872 | $1,194,540 | 0.54% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,654 | $1,171,792 | 0.53% | |
| GE |
General Electric Co
Industrials
|
Added | 4,043 | $1,147,282 | 0.52% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 3,617 | $1,124,127 | 0.51% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,070 | $1,034,296 | 0.47% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,533 | $937,877 | 0.42% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,747 | $928,046 | 0.42% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 2,699 | $926,350 | 0.42% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,448 | $875,156 | 0.40% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 997 | $870,281 | 0.39% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 7,189 | $864,764 | 0.39% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 3,084 | $731,071 | 0.33% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 3,325 | $710,419 | 0.32% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 8,822 | $684,498 | 0.31% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 1,372 | $680,182 | 0.31% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 7,269 | $675,144 | 0.31% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 783 | $662,410 | 0.30% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 13,509 | $658,563 | 0.30% |