Regent Peak Wealth Advisors LLC
Source: SEC Form 13F · as of Mar 2026Regent Peak Wealth Advisors LLC holds 13 biotech & pharma companies tracked by BioSniper, totaling $9.4M in value as of Mar 2026 (SEC Form 13F).
Companies held
13
Total value held
$9.4M
| Company | Shares | Value |
|---|---|---|
| LLYELI LILLY & Co | 2,875 | $2.6M |
| JNJJOHNSON & JOHNSON | 6,222 | $1.5M |
| ABBVAbbVie Inc. | 6,330 | $1.4M |
| MRKMerck & Co., Inc. | 7,189 | $865K |
| AMGNAMGEN INC | 1,692 | $595K |
| PMPhilip Morris International Inc | 2,565 | $424K |
| ABTABBOTT LABORATORIES | 3,741 | $384K |
| MCKMcKesson Corporation | 432 | $374K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 1,335 | $361K |
| VRTXVERTEX PHARMACEUTICALS INC / MA | 588 | $263K |
| GILDGILEAD SCIENCES, INC. | 1,864 | $260K |
| GMOptec International, Inc. | 3,090 | $230K |
| ATAIAtai Beckley N.V. | 20,000 | $71K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.