REGATTA CAPITAL GROUP, LLC — 13F holdings

REGATTA CAPITAL GROUP, LLC reported 233 holdings worth $791M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. ITOT ISHARES TR — $70.6M (8.9%)
  2. MOAT VANECK ETF TRUST — $51.1M (6.5%)
  3. AAPL APPLE INC — $44.3M (5.6%)
  4. VTV VANGUARD INDEX FDS — $41.0M (5.2%)
  5. AVIG AMERICAN CENTY ETF TR — $35.7M (4.5%)
  6. IXUS ISHARES TR — $29.2M (3.7%)
  7. AVUV AMERICAN CENTY ETF TR — $28.0M (3.5%)
  8. CGMS CAPITAL GRP FIXED INCM ETF T — $25.5M (3.2%)
  9. QUAL ISHARES TR — $25.3M (3.2%)
  10. GOOGL ALPHABET INC — $23.7M (3.0%)