13F Insight
DOSSIER · 13F-HR · Q1 2026

REGATTA CAPITAL GROUP, LLC

$661M in tracked AUM across 215 positions as of Q1 2026.

RC
CIK 0001911488 · last filed Mar 31, 2026
Total AUM
$661M
as of Q1 2026
Holdings
215
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

REGATTA CAPITAL GROUP, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$55M389K8.4%02
MOAT
VANECK ETF TRUST
$47M482K7.1%03
VTV
VANGUARD INDEX FDS
$36M183K5.4%04
AVIG
AMERICAN CENTY ETF TR
$33M800K5.0%05
AAPL
APPLE INC
$31M124K4.8%06
AVUV
AMERICAN CENTY ETF TR
$26M238K4.0%07
CGMS
CAPITAL GRP FIXED INCM ETF T
$23M837K3.5%08
IXUS
ISHARES TR
$22M258K3.4%09
GOOGL
ALPHABET INC
$22M75K3.3%10
QUAL
ISHARES TR
$21M108K3.1%

Filing history

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 positionsLocked2023Q2Jun 30
$315M▲ 12.1%
168 positionsLocked
Showing 12 of 18