REGATTA CAPITAL GROUP, LLC 13F Holdings
CIK 0001911488 · EL SEGUNDO, CA
As of Sep 30, 2025, REGATTA CAPITAL GROUP, LLC reported 214 positions worth $630.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 377,064 | $54.9M | 8.71% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 461,189 | $45.7M | 7.25% |
| VANGUARD VALUE INDEX FUND | VTV | — | 174,322 | $32.5M | 5.15% |
| APPLE INC | AAPL | Technology | 126,099 | $32.1M | 5.09% |
| AMERICAN CENTY ETF TR | AVIG | — | 529,857 | $22.3M | 3.53% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 216,573 | $21.6M | 3.42% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 104,497 | $20.3M | 3.22% |
| CAPITAL GROUP CORE BOND ETF | CGCB | — | 755,559 | $20.1M | 3.18% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 232,523 |