SEC Form 13F

Regent Peak Wealth Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$540,128,695
Positions221

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TOTAL STOCK MARKET ETFVTIETF$91,096,818246,181
APPLE INC COMAAPLStock$31,298,880108,166
ISHARES CORE MSCI EAFE ETFIEFAETF$31,168,461322,722
ISHARES CORE DIVIDEND GROWTH ETFDGROETF$25,354,940334,542
STATE STREET SPDR S&P DIVIDEND ETFSDYETF$23,369,555153,565
VANGUARD GROWTH ETFVUGETF$22,716,353263,714
NVIDIA CORPORATION COMNVDAStock$18,137,75490,648
ISHARES RUSSELL 1000 GROWTH ETFIWFETF$17,916,760144,292
ISHARES CORE MSCI EMERGING MARKETS ETFIEMGETF$16,710,650201,722
TESLA INC COMTSLAStock$15,900,78337,805

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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