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REGATTA CAPITAL GROUP, LLC

Q2 2026 13F filing

Updated 29 days ago

223 disclosed positions worth $743.6M

Portfolio value
$743.6M
Total holdings
223
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$66M
Shares
401.6K
% Port
8.87%
H

VANECK ETF TRUST

Value
$49.7M
Shares
477.9K
% Port
6.68%
V

VANGUARD INDEX FDS

Value
$40.2M
Shares
184.6K
% Port
5.41%
A

APPLE INC

Value
$38.3M
Shares
132.5K
% Port
5.16%
?
5.N/A

AMERICAN CENTY ETF TR

Value
$35.8M
Shares
865.5K
% Port
4.82%
?
6.N/A

AMERICAN CENTY ETF TR

Value
$28.8M
Shares
231.1K
% Port
3.88%
E

ISHARES TR

Value
$27.6M
Shares
289.5K
% Port
3.72%
C

CAPITAL GRP FIXED INCM ETF T

Value
$24.8M
Shares
907.5K
% Port
3.34%
G

ALPHABET INC

Value
$24.3M
Shares
68.1K
% Port
3.27%
E
10.ETHA

ISHARES TR

Value
$24.2M
Shares
110.2K
% Port
3.25%
E
11.ETHA

BLACKROCK ETF TRUST

Value
$21.8M
Shares
320.2K
% Port
2.93%
V
12.VGES

VANGUARD WORLD FD

Value
$21.6M
Shares
163.7K
% Port
2.91%
A
13.AMZN

AMAZON COM INC

Value
$16.8M
Shares
70.4K
% Port
2.26%
N
14.NVDA

NVIDIA CORPORATION

Value
$12.3M
Shares
61.6K
% Port
1.66%
M
15.META

META PLATFORMS INC

Value
$12.2M
Shares
21.6K
% Port
1.64%
M
16.MSFT

MICROSOFT CORP

Value
$9.9M
Shares
26.5K
% Port
1.33%
E
17.ETHA

ISHARES TR

Value
$8.9M
Shares
127.8K
% Port
1.19%
B

BERKSHIRE HATHAWAY INC DEL

Value
$8.2M
Shares
16.5K
% Port
1.11%
A
19.AVGO

BROADCOM INC

Value
$7.9M
Shares
21.0K
% Port
1.07%
E
20.ETHA

ISHARES TR

Value
$7.6M
Shares
136.2K
% Port
1.02%
?
21.N/A

NUSHARES ETF TR

Value
$7.5M
Shares
150.6K
% Port
1.01%
J

JPMORGAN CHASE & CO

Value
$6.7M
Shares
20.4K
% Port
0.90%
B
23.BEN

LEGG MASON ETF INVT

Value
$6M
Shares
147.4K
% Port
0.80%
E
24.ETHA

ISHARES TR

Value
$6M
Shares
70.4K
% Port
0.80%
C
25.COST

COSTCO WHOLESALE CORPORATION

Value
$5.8M
Shares
6.2K
% Port
0.77%
T
26.TSLA

TESLA INC

Value
$5.4M
Shares
12.9K
% Port
0.73%
E
27.ETHA

ISHARES TR

Value
$5.3M
Shares
193.9K
% Port
0.71%
G

ALPHABET INC

Value
$5.3M
Shares
14.9K
% Port
0.71%
Q
29.QQQ

INVESCO QQQ TR

Value
$4.9M
Shares
6.6K
% Port
0.65%
C

CAPITAL GROUP CONSERVATIVE E

Value
$4.9M
Shares
148.1K
% Port
0.65%
V
31.V

VISA INC

Value
$4.1M
Shares
12.0K
% Port
0.56%
M
32.MRVL

MARVELL TECHNOLOGY INC

Value
$4M
Shares
13.3K
% Port
0.53%
E
33.ETHA

ISHARES TR

Value
$3.9M
Shares
39.2K
% Port
0.53%
D
34.DIS

DISNEY WALT CO

Value
$3.7M
Shares
38.5K
% Port
0.50%
B
35.BKNG

BOOKING HOLDINGS INC

Value
$3.5M
Shares
19.7K
% Port
0.47%
V
36.VVR

INVESCO EXCH TRADED FD TR II

Value
$3.5M
Shares
171.1K
% Port
0.47%
J

J P MORGAN EXCHANGE TRADED F

Value
$3.3M
Shares
65.4K
% Port
0.45%
W
38.WSM

WILLIAMS SONOMA INC

Value
$3.2M
Shares
13.9K
% Port
0.44%
E
39.ETHA

ISHARES TR

Value
$3.1M
Shares
32.9K
% Port
0.42%
E
40.ETHA

ISHARES TR

Value
$3.1M
Shares
123.2K
% Port
0.41%
S
41.SPCX

SPACE EXPLORATION TECHN CORP

Value
$3M
Shares
17.6K
% Port
0.41%
C
42.COR

CENCORA INC

Value
$2.9M
Shares
10.3K
% Port
0.39%
V
43.VGES

VANGUARD INDEX FDS

Value
$2.9M
Shares
29.8K
% Port
0.39%
L
44.LRCX

LAM RESEARCH CORP

Value
$2.8M
Shares
6.4K
% Port
0.37%
P
45.PANW

PALO ALTO NETWORKS INC

Value
$2.7M
Shares
8.0K
% Port
0.37%
A
46.AMGN

AMGEN INC

Value
$2.7M
Shares
7.5K
% Port
0.36%
S

SPDR SERIES TRUST

Value
$2.7M
Shares
14.8K
% Port
0.36%
K
48.KO

COCA COLA CO

Value
$2.7M
Shares
32.8K
% Port
0.36%
E
49.ETHA

ISHARES TR

Value
$2.7M
Shares
22.6K
% Port
0.36%
P

PUBLIC STORAGE

Value
$2.5M
Shares
8.0K
% Port
0.34%