CIK 1911488
REGATTA CAPITAL GROUP, LLC
Institutional 13F holdings & portfolio
Holdings
211
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 211
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITOT | ISHARES TR | 378K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 476K | $1M+ | SH |
| AAPL | APPLE INC | 139K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 179K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 771K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 229K | $1M+ | SH |
| GOOGL | ALPHABET INC | 73K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 779K | $1M+ | SH |
| QUAL | ISHARES TR | 105K | $1M+ | SH |
| IXUS | ISHARES TR | 240K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 152K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 300K | $1M+ | SH |
| AMZN | AMAZON COM INC | 66K | $1M+ | SH |
| META | META PLATFORMS INC | 22K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 25K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 58K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 16K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 23K | $1M+ | SH |
| USXF | ISHARES TR | 119K | $1M+ | SH |
| AVGO | BROADCOM INC | 19K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 139K | $1M+ | SH |
| TSLA | TESLA INC | 13K | $1M+ | SH |
| ESML | ISHARES TR | 126K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| GOOG | ALPHABET INC | 15K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 20K | $1M+ | SH |
| V | VISA INC | 12K | $1M+ | SH |
| DMXF | ISHARES TR | 54K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 754 | $1M+ | SH |
| DIS | DISNEY WALT CO | 35K | $1M+ | SH |
| NFLX | NETFLIX INC | 42K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 21K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE E | 112K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 92K | $1M+ | SH |
| HDV | ISHARES TR | 28K | $1M+ | SH |
| COR | CENCORA INC | 9K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 60K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 138K | $1M+ | SH |
| RMD | RESMED INC | 10K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 10K | $1M+ | SH |
| ABBV | ABBVIE INC | 11K | $1M+ | SH |
| IEI | ISHARES TR | 20K | $1M+ | SH |
| UL | UNILEVER PLC | 36K | $1M+ | SH |
| ABNB | AIRBNB INC | 17K | $1M+ | SH |
| T | AT&T INC | 94K | $1M+ | SH |
| KO | COCA COLA CO | 33K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 26K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 57K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |