Regent Peak Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0001803329
13F-HR · 159 reported holdings · 2026-03-31
Reported long-US-equity value
$0.39B
Top-10 concentration
70.4%
Regent Peak Wealth Advisors LLC — $389M AUM allocation strategy
Regent Peak Wealth Advisors LLC files SEC Form 13F and reports $389M of long US equity value across 159 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.4%, followed by Consumer Discretionary 6.2% and Communication Services 4.1%.
The top 10 holdings account for 70% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Regent Peak Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$389M
total across 159 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
70% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +26.3K sh · −$1.17M+$OMC +15.6K sh · +$670K+$ACN +10.9K sh · −$1.77M
Biggest trims (shares)
−$VTI −11.2K sh · −$7.3M−$DAL −5.81K sh · −$495K−$IWM −3.67K sh · −$3.38M
Exited to nil (held last quarter, gone now)
$BX ($300K last qtr)$APP ($273K last qtr)$BSX ($215K last qtr)$ADSK ($213K last qtr)$PANW ($211K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.0%—
- Semiconductors5.3%—
- Interactive Media & Services4.1%—
- Automobile Manufacturers3.6%—
- IT Consulting & Other Services3.4%—
- Systems Software2.6%—
- Broadline Retail2.6%—
- Multi-Sector Holdings1.4%—
- Other holdings70.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 108K | $27.4M | -1.58K | 7.0% |
| $NVDA | NVIDIA Corporation | 88.6K | $15.5M | +2.23K | 4.0% |
| $TSLA | Tesla Inc | 37.5K | $13.9M | +331 | 3.6% |
| $ACN | Accenture plc | 67.2K | $13.3M | +10.9K | 3.4% |
| $MSFT | Microsoft Corporation | 27.9K | $10.3M | +1.09K | 2.7% |
| $AMZN | Amazon.com Inc | 48.2K | $10M | +532 | 2.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 24.4K | $7.03M | +432 | 1.8% |
…and 152 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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