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 51–100 of 211
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SUSB | ISHARES TR | 88K | $1M+ | SH |
| AMGN | AMGEN INC | 7K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 27K | $1M+ | SH |
| SHEL | SHELL PLC | 29K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 15K | $1M+ | SH |
| IEF | ISHARES TR | 22K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 79K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 22K | $1M+ | SH |
| EEM | ISHARES TR | 37K | $1M+ | SH |
| MINT | PIMCO ETF TR | 19K | $1M+ | SH |
| IJH | ISHARES TR | 28K | $1M+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 37K | $1M+ | SH |
| CRM | SALESFORCE INC | 7K | $1M+ | SH |
| PSA | PUBLIC STORAGE OPER CO | 7K | $1M+ | SH |
| NKE | NIKE INC | 28K | $1M+ | SH |
| LGLV | SPDR SERIES TRUST | 10K | $1M+ | SH |
| ZTS | ZOETIS INC | 14K | $1M+ | SH |
| IJR | ISHARES TR | 14K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| PULS | PGIM ETF TR | 31K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 22K | $1M+ | SH |
| BA | BOEING CO | 7K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 17K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 9K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 7K | $1M+ | SH |
| NUMV | NUSHARES ETF TR | 32K | $1M+ | SH |
| NCA | NUVEEN CALIFORNIA MUNI VLU F | 137K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 7K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| SHOP | SHOPIFY INC | 7K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 13K | $1M+ | SH |
| BALY | BALLYS CORPORATION | 63K | $1M+ | SH |
| NDMO | NUVEEN DYNAMIC MUN OPPORTUNI | 102K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| SMMV | ISHARES TR | 22K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 8K | $500K+ | SH |
| SNY | SANOFI SA | 19K | $500K+ | SH |
| LLY | ELI LILLY & CO | 839 | $500K+ | SH |
| CSGP | COSTAR GROUP INC | 13K | $500K+ | SH |
| ESGD | ISHARES TR | 9K | $500K+ | SH |
| PEP | PEPSICO INC | 6K | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 36K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 9K | $500K+ | SH |