Regent Peak Wealth Advisors LLC Incresed Positions in Q4 2025

Regent Peak Wealth Advisors LLC

  • $507 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
154
+ 5.0%
$91.91 - $97.71 $14.2K - $15K
3.23K $297K
WFC
Wells Fargo & Company

Financial Services
62
+ 1.13%
$77.62 - $87.3 $4.81K - $5.41K
5.54K $462K
GLW
Corning Inc

Technology
6
+ 0.17%
$82.06 - $90.29 $492 - $542
3.46K $284K
Lam Research Corp Com New
165
+ 5.27%
N/A
3.29K $0
Ishares Ethereum Trust ETF
8.28K
+ 101.72%
N/A
16.4K $0
Blackrock Inc Com
5
+ 1.02%
N/A
494 $0
Ishares Bitcoin Trust ETF
51.7K
+ 547.17%
N/A
61.1K $0
Ge Vernova Inc Com
86
+ 8.87%
N/A
1.06K $0
Arista Networks Inc Com Shs
146
+ 7.46%
N/A
2.1K $0
UBER
Uber Technologies, Inc

Technology
167
+ 6.48%
$91.62 - $100.1 $15.3K - $16.7K
2.74K $251K
PCAR
Paccar Inc

Industrials
43
+ 1.67%
$93.0 - $101.08 $4K - $4.35K
2.61K $249K
GS
Goldman Sachs Group Inc

Financial Services
13
+ 1.8%
$744.6 - $838.97 $9.68K - $10.9K
735 $570K
CSX
Csx Corp

Industrials
9
+ 0.12%
$34.88 - $36.67 $314 - $330
7.73K $269K
SPG
Simon Property Group Inc

Real Estate
8
+ 0.44%
$173.35 - $185.76 $1.39K - $1.49K
1.84K $335K
ADI
Analog Devices Inc

Technology
39
+ 3.72%
$225.32 - $246.37 $8.79K - $9.61K
1.09K $250K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.08%
$286.27 - $296.23 $286 - $296
1.22K $350K
COF
Capital One Financial Corp

Financial Services
23
+ 2.13%
$201.01 - $225.01 $4.62K - $5.18K
1.1K $221K
PAYC
Paycom Software, Inc.

Technology
191
+ 17.59%
$162.15 - $206.86 $31K - $39.5K
1.28K $212K
PNC
Pnc Financial Services Group, Inc.

Financial Services
76
+ 4.45%
$178.37 - $198.46 $13.6K - $15.1K
1.78K $327K
GRMN
Garmin LTD

Technology
185
+ 18.08%
$194.13 - $259.77 $35.9K - $48.1K
1.21K $234K
ACT
Enact Holdings, Inc.

Financial Services
22
+ 0.07%
$34.93 - $37.86 $768 - $833
29.8K $1.12M
DIS
Walt Disney CO

Communication Services
78
+ 2.09%
$105.69 - $116.65 $8.24K - $9.1K
3.8K $401K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.24%
$201.01 - $233.26 $603 - $700
1.27K $273K
INTU
Intuit Inc

Technology
15
+ 1.38%
$641.79 - $683.39 $9.63K - $10.3K
1.1K $713K
URI
United Rentals, Inc.

Industrials
26
+ 7.49%
$806.61 - $1020.0 $21K - $26.5K
373 $300K
ITW
Illinois Tool Works Inc

Industrials
28
+ 1.13%
$242.03 - $260.73 $6.78K - $7.3K
2.5K $608K
MA
Mastercard Inc

Financial Services
34
+ 1.71%
$536.85 - $580.45 $18.3K - $19.7K
2.03K $1.09M
LOW
Lowes Companies Inc

Consumer Cyclical
38
+ 1.61%
$225.0 - $247.99 $8.55K - $9.42K
2.39K $538K
BX
Blackstone Inc.

Financial Services
49
+ 2.58%
$138.42 - $168.45 $6.78K - $8.25K
1.95K $269K
CDNS
Cadence Design Systems Inc

Technology
5
+ 0.31%
$314.93 - $353.36 $1.57K - $1.77K
1.64K $515K
V
Visa Inc.

Financial Services
36
+ 0.68%
$325.75 - $352.42 $11.7K - $12.7K
5.32K $1.73M
NFLX
Netflix Inc

Communication Services
11.2K
+ 865.15%
$110.29 - $1241.35 $1.24M - $13.9M
12.5K $1.38M
MSFT
Microsoft Corp

Technology
20
+ 0.07%
$496.82 - $542.07 $9.94K - $10.8K
26.9K $13.6M
ORCL
Oracle Corp

Technology
491
+ 6.38%
$217.57 - $313.0 $107K - $154K
8.19K $1.8M
META
Meta Platforms, Inc.

Communication Services
204
+ 3.97%
$609.01 - $751.67 $124K - $153K
5.34K $3.26M
TSLA
Tesla, Inc.

Consumer Cyclical
376
+ 1.02%
$401.99 - $468.37 $151K - $176K
37.2K $15.2M
OWL
Blue Owl Capital Inc.

Financial Services
1.85K
+ 0.4%
$13.77 - $17.17 $25.5K - $31.8K
462K $6.36M
Activity Summary
Buys All Purchases 105 New Holdings 17 Increased Positions 88 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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