13F Insight
DOSSIER · 13F-HR · Q3 2026

REGATTA CAPITAL GROUP, LLC

$791M in tracked AUM across 233 positions as of Q3 2026.

RC
CIK 0001911488 · last filed Sep 30, 2026
Total AUM
$791M
as of Q3 2026
Holdings
233
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

REGATTA CAPITAL GROUP, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$71M425K8.9%02
MOAT
VANECK ETF TRUST
$51M483K6.5%03
AAPL
APPLE INC
$44M133K5.6%04
VTV
VANGUARD INDEX FDS
$41M190K5.2%05
AVIG
AMERICAN CENTY ETF TR
$36M907K4.5%06
IXUS
ISHARES TR
$29M308K3.7%07
AVUV
AMERICAN CENTY ETF TR
$28M238K3.5%08
CGMS
CAPITAL GRP FIXED INCM ETF T
$25M971K3.2%09
QUAL
ISHARES TR
$25M114K3.2%10
GOOGL
ALPHABET INC
$24M69K3.0%

Filing history

2026Q3Sep 30
$791M▲ 6.3%
233 positionsView →2026Q2Jun 30
$744M▲ 12.5%
223 positionsView →2026Q1Mar 31
$661M▼ 0.2%
215 positionsView →2025Q4Dec 31
$662M▲ 4.6%
211 positionsView →2025Q3Sep 30
$633M▲ 8.7%
214 positionsLocked2025Q2Jun 30
$582M▲ 12.8%
210 positionsLocked2025Q1Mar 31
$516M▲ 0.1%
187 positionsLocked2024Q4Dec 31
$516M▲ 0.1%
186 positionsLocked2024Q3Sep 30
$515M▲ 11.0%
188 positionsLocked2024Q2Jun 30
$464M▲ 4.5%
184 positionsLocked2024Q1Mar 31
$444M▲ 16.9%
184 positionsLocked2023Q4Dec 31
$380M▲ 20.7%
172 positionsLocked
Showing 12 of 20