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Regatta Research & Money Management

Q2 2026 13F filing

Updated 29 days ago

3,120 disclosed positions worth $105.7B

Portfolio value
$105.7B
Total holdings
3,120
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

A

VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF

Value
$839.8M
Shares
7.3K
% Port
0.79%
?
2.N/A

INNOVATOR ETFS TRUST US EQTY ACCELRTD

Value
$709.7M
Shares
19.6K
% Port
0.67%
V

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

Value
$587.2M
Shares
6.8K
% Port
0.56%
Q
4.QQQ

INVESCO QQQ TR UNIT SER 1

Value
$469.8M
Shares
638
% Port
0.44%
A

VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF

Value
$431.3M
Shares
3.7K
% Port
0.41%
?
6.N/A

VANECK ETF TRUST CHINEXT INNOVATORS ETF

Value
$415.5M
Shares
6.7K
% Port
0.39%
V

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

Value
$412.1M
Shares
4.8K
% Port
0.39%
V

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

Value
$411.9M
Shares
4.8K
% Port
0.39%
A

VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF

Value
$400.2M
Shares
3.5K
% Port
0.38%
N
10.NAD

NUVEEN QUALITY MUNCP INCOME FD COM

Value
$385.7M
Shares
31.8K
% Port
0.36%
?
11.N/A

LISTED FD TR ROUNDHILL MAGNIF

Value
$384.3M
Shares
6.0K
% Port
0.36%
E
12.ETHA

ISHARES CORE S&P 500 ETF

Value
$372.2M
Shares
497
% Port
0.35%
?
13.N/A

INNOVATOR ETFS TRUST US EQTY ACCELRTD

Value
$364.9M
Shares
10.1K
% Port
0.35%
V
14.VGES

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

Value
$357.7M
Shares
4.2K
% Port
0.34%
?
15.N/A

VANECK ETF TRUST CHINEXT INNOVATORS ETF

Value
$340.9M
Shares
5.5K
% Port
0.32%
V
16.VKQ

INVESCO TR INVT GRADE MUNS COM STK USD0.01

Value
$332.6M
Shares
31.4K
% Port
0.31%
?
17.N/A

AIM ETF PRODUCTS TRUST ALLIANZIM US EQUITY BUFFER15 UNCAPPED SE

Value
$315.7M
Shares
10.2K
% Port
0.30%
?
18.N/A

VANECK ETF TRUST CHINEXT INNOVATORS ETF

Value
$313.4M
Shares
5.0K
% Port
0.30%
?
19.N/A

INNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETF

Value
$281.5M
Shares
7.7K
% Port
0.27%
A
20.APWC

VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF

Value
$280.9M
Shares
2.4K
% Port
0.27%
A
21.APWC

VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF

Value
$280.7M
Shares
2.4K
% Port
0.27%
E
22.ETHA

ISHARES CORE S&P 500 ETF

Value
$261.4M
Shares
349
% Port
0.25%
E
23.ETHA

ISHARES CORE S&P 500 ETF

Value
$261.4M
Shares
349
% Port
0.25%
?
24.N/A

TIDAL TRUST II YIELDMAX GOLD MINERS OPTION INCM STRATEG

Value
$248.2M
Shares
24.6K
% Port
0.23%
Q
25.QQQ

INVESCO QQQ TR UNIT SER 1

Value
$246M
Shares
334
% Port
0.23%
A
26.APWC

VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF

Value
$243.8M
Shares
2.1K
% Port
0.23%
E
27.ETHA

INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY

Value
$239.6M
Shares
2.7K
% Port
0.23%
P
28.PCAR

PACER FDS TR TRENDP US LAR CP

Value
$237.1M
Shares
4.1K
% Port
0.22%
V
29.VALE

VALE S.A. SPONS ADS REPR 1 COM NPV

Value
$230.4M
Shares
15.3K
% Port
0.22%
P
30.PCAR

PACER FDS TR TRENDP US LAR CP

Value
$227.6M
Shares
3.9K
% Port
0.22%
E
31.ETHA

ISHARES CORE S&P 500 ETF

Value
$226.9M
Shares
303
% Port
0.21%
E
32.ETHA

ISHARES TR MSCI AC ASIA ETF

Value
$226.7M
Shares
1.9K
% Port
0.21%
A
33.APWC

VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF

Value
$222.8M
Shares
1.9K
% Port
0.21%
?
34.N/A

INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION 2 YR OCT 2027

Value
$222.2M
Shares
8.2K
% Port
0.21%
?
35.N/A

SIMPLIFY EXCHANGE TRADED FUNDS HIGH YIELD ETF

Value
$220.3M
Shares
10.4K
% Port
0.21%
S

SPDR SERIES TRUST STATE STREET BLOOMBERG HIGH YIELD BOND ETF

Value
$215M
Shares
2.2K
% Port
0.20%
?
37.N/A

INNOVATOR ETFS TRUST GRWT ACCLTD PLUS

Value
$206.3M
Shares
6.3K
% Port
0.20%
E
38.ETHA

ISHARES TR RUS 1000 GRW ETF

Value
$205.1M
Shares
1.7K
% Port
0.19%
V
39.VGES

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

Value
$204.7M
Shares
2.4K
% Port
0.19%
?
40.N/A

LISTED FD TR ROUNDHILL MAGNIF

Value
$196.9M
Shares
3.1K
% Port
0.19%
E
41.ETHA

ISHARES TR MSCI USA VALUE

Value
$194.8M
Shares
975
% Port
0.18%
E
42.ETHA

ISHARES MSCI TAIWAN ETF

Value
$194M
Shares
1.8K
% Port
0.18%
V
43.VGES

VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

Value
$191.8M
Shares
2.2K
% Port
0.18%
H
44.HODL

VANECK ETF TR VANECK BDC INCOME ETF

Value
$191.7M
Shares
15.1K
% Port
0.18%
A
45.AMGN

AMGEN INC

Value
$190.5M
Shares
526
% Port
0.18%
S

SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

Value
$188.8M
Shares
1.6K
% Port
0.18%
S

SCHWAB US DIVIDEND EQUITY ETF

Value
$188.7M
Shares
6.0K
% Port
0.18%
?
48.N/A

INNOVATOR ETFS TRUST US EQTY ACCELRTD

Value
$188.3M
Shares
5.2K
% Port
0.18%
?
49.N/A

AIM ETF PRODUCTS TRUST ALLIANZIM US EQT BUF15 UNCAPPED AUG ETF

Value
$187.9M
Shares
5.9K
% Port
0.18%
T
50.THQ

ABRDN HEALTHCARE OPPORTUNITIES FD COM USD0.01

Value
$187.3M
Shares
10.0K
% Port
0.18%