Regatta Research & Money Management

DOSSIER · 13F-HR · Q2 2026

Regatta Research & Money Management

$106M in tracked AUM across 3,120 positions as of Q2 2026.

RR

CIK 0002137529 · last filed Jun 30, 2026

Total AUM

$106M

as of Q2 2026

Holdings

3,120

—

positions

Whale Score

39

39

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Regatta Research & Money Management 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

VPL

VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF

$6M51K5.6%02

IVV

ISHARES CORE S&P 500 ETF

$5M6K4.3%03

MAGS

LISTED FD TR ROUNDHILL MAGNIF

$4M59K3.6%04

VUG

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

$4M43K3.5%05

VLUE

ISHARES TR MSCI USA VALUE

$3M15K2.7%06

XTOC

INNOVATOR ETFS TRUST US EQTY ACCELRTD

$3M79K2.7%07

92189F627

VANECK ETF TRUST CHINEXT INNOVATORS ETF

$3M45K2.7%08

PTLC

PACER FDS TR TRENDP US LAR CP

$2M41K2.3%09

IAU

ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6

$2M26K1.8%10

AESR

HORIZON FDS ANFIELD U S EQUITY SECTOR ROTATION ETF