REGATTA CAPITAL GROUP, LLC: 13F holdings
CIK 19114882026Q2
| Positions | 223 |
|---|
| Reported value | $743.6m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 223 (+8 vs prior quarter) |
|---|
| Reported value | $743.6m (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 401,634 | $66.0m | 8.9% |
| MOAT VANECK ETF TRUST | 477,919 | $49.7m | 6.7% |
| VTV VANGUARD INDEX FDS | 184,611 | $40.2m | 5.4% |
| AAPL APPLE INC | 132,482 | $38.3m | 5.2% |
| AVIG AMERICAN CENTY ETF TR | 865,475 | $35.8m | 4.8% |
| AVUV AMERICAN CENTY ETF TR | 231,102 | $28.8m | 3.9% |
| EWJ ISHARES TR | 289,517 | $27.6m | 3.7% |
| CGMS CAPITAL GRP FIXED INCM ETF T | 907,530 | $24.8m | 3.3% |
| GOOGL ALPHABET INC | 68,081 | $24.3m | 3.3% |
| QUAL ISHARES TR | 110,194 | $24.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911488")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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