REGATTA CAPITAL GROUP, LLC
Q1 2026 13F Holdings
- Locationel segundo, CA
- Num holdings
215
- Value ($000)
$660,766
- Date Filed 04/15/2026
- Form type13F-HR
- CIK 0001911488
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $55.48M | 8 % | 389,492 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $46.65M | 7 % | 482,403 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $35.98M | 5 % | 183,365 | ||
AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $33.22M | 5 % | 799,615 | ||
APPLE INC | COM | 037833100 | $31.47M | 5 % | 124,009 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $26.27M | 4 % | 237,835 | ||
CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $22.8M | 4 % | 837,226 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | $22.39M | 3 % | 258,460 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $21.58M | 3 % | 75,029 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $20.71M | 3 % | 107,966 |
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