REGATTA CAPITAL GROUP, LLC
Q4 2025 13F Holdings
- Locationel segundo, CA
- Num holdings
211
- Value ($000)
$662,102
- Date Filed01/13/2026
- Form type13F-HR
- CIK0001911488
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $56.18M | 9 % | 377,803 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $49.26M | 7 % | 475,656 | ||
APPLE INC | COM | 037833100 | $37.81M | 6 % | 139,092 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $34.21M | 5 % | 179,102 | ||
AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $32.33M | 5 % | 771,101 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $23.32M | 4 % | 228,720 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $22.97M | 4 % | 73,373 | ||
CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | $21.52M | 3 % | 779,270 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $20.94M | 3 % | 105,426 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | $20.31M | 3 % | 239,970 |
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