REGATTA CAPITAL GROUP, LLC
Q2 2025 13F Holdings
- Locationel segundo, CA
- Num holdings
210
- Value ($000)
$582,444
- Date Filed07/15/2025
- Form type13F-HR
- CIK0001911488
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $50.52M | 9 % | 374,121 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $43.02M | 7 % | 458,699 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $30.17M | 5 % | 170,695 | ||
AAPL APPLE INC | COM | 037833100 | $25.84M | 4 % | 125,931 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $20.94M | 4 % | 503,211 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $19.15M | 3 % | 210,230 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $18.90M | 3 % | 718,467 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $18.80M | 3 % | 102,818 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $16.59M | 3 % | 214,635 | ||
META META PLATFORMS INC | CL A | 30303M102 | $16.43M | 3 % | 22,266 |
Rows Per Page
10
- 10
- 50
- 100