13F Insight
DOSSIER · 13F-HR · Q2 2026

REGATTA CAPITAL GROUP, LLC

$744M in tracked AUM across 223 positions as of Q2 2026.

RC
CIK 0001911488 · last filed Jun 30, 2026
Total AUM
$744M
as of Q2 2026
Holdings
223
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

REGATTA CAPITAL GROUP, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$66M402K8.9%02
MOAT
VANECK ETF TRUST
$50M478K6.7%03
VTV
VANGUARD INDEX FDS
$40M185K5.4%04
AAPL
APPLE INC
$38M132K5.2%05
AVIG
AMERICAN CENTY ETF TR
$36M865K4.8%06
AVUV
AMERICAN CENTY ETF TR
$29M231K3.9%07
IXUS
ISHARES TR
$28M290K3.7%08
CGMS
CAPITAL GRP FIXED INCM ETF T
$25M908K3.3%09
GOOGL
ALPHABET INC
$24M68K3.3%10
QUAL
ISHARES TR
$24M110K3.3%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$315M▲ 0.1%
161 positionsLocked
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