Regent Peak Wealth Advisors LLC
Top Portfolio Positions
159 positions ·
$217,720,954 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
107,858 | $27,373,281 | 12.57% |
| NVDA |
Nvidia Corp
Technology
|
88,642 | $15,459,164 | 7.10% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
37,511 | $13,944,714 | 6.40% |
| ACN |
Accenture plc
Technology
|
67,169 | $13,318,941 | 6.12% |
| MSFT |
Microsoft Corp
Technology
|
27,949 | $10,345,881 | 4.75% |
| KO |
Coca Cola Co
Consumer Defensive
|
135,723 | $10,321,734 | 4.74% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
48,154 | $10,029,033 | 4.61% |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,449 | $7,030,554 | 3.23% |
| SPY |
Spdr S&P 500 Etf Trust
|
8,999 | $5,852,409 | 2.69% |
| AVGO |
Broadcom Inc.
Technology
|
16,096 | $4,981,872 | 2.29% |
Holdings in ACT
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,849,917 | 45,330 | Shares | Sole | 2026-04-14 | |
| No quarters match your search. | ||||||