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 101–150 of 211
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 985 | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 11K | $500K+ | SH |
| TLH | ISHARES TR | 8K | $500K+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 16K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 9K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 4K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| ESGE | ISHARES INC | 18K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| GSST | GOLDMAN SACHS ETF TR | 15K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 10K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 13K | $500K+ | SH |
| LKQ | LKQ CORP | 23K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 343 | $500K+ | SH |
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| ICSH | ISHARES TR | 13K | $500K+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 13K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 14K | $500K+ | SH |
| IEFA | ISHARES TR | 7K | $500K+ | SH |
| SDG | ISHARES TR | 7K | $500K+ | SH |
| ACWI | ISHARES TR | 4K | $500K+ | SH |
| NVS | NOVARTIS AG | 4K | $500K+ | SH |
| EUSA | ISHARES INC | 6K | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 7K | $500K+ | SH |
| MGM | MGM RESORTS INTERNATIONAL | 15K | $500K+ | SH |
| IQV | IQVIA HLDGS INC | 2K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| FDX | FEDEX CORP | 2K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 4K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 4K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| URA | GLOBAL X FDS | 10K | $100K–$500K | SH |
| SHV | ISHARES TR | 4K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| LIN | LINDE PLC | 933 | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 8K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 3K | $100K–$500K | SH |