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Portfolio (Quarterly) Guide ↗

REGATTA CAPITAL GROUP, LLC

· CIK 0001911488
13F Portfolio $744M AUM 223 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 98 Added 51 Reduced 16 Exited
Page 1 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ITOT ISHARES TR 401,634.0 $66.0M 8.87% +12K +3.1% $164.27 +3.3%
2 MOAT VANECK ETF TRUST 477,919.0 $49.7M 6.68% -4K -0.9% $103.96 +7.6%
3 VTV VANGUARD INDEX FDS 184,611.0 $40.2M 5.41% +1K +0.7% $217.93 +4.0%
4 AAPL APPLE INC Technology 132,482.0 $38.3M 5.16% +8K +6.8% $289.36 +5.6%
5 AVIG AMERICAN CENTY ETF TR 865,475.0 $35.8M 4.82% +66K +8.2% $41.41 -1.7%
6 AVUV AMERICAN CENTY ETF TR 231,102.0 $28.8M 3.88% -7K -2.8% $124.76 +2.8%
7 IXUS ISHARES TR 289,517.0 $27.6M 3.72% +31K +12.0% $95.44 +2.8%
8 CGMS CAPITAL GRP FIXED INCM ETF T 907,530.0 $24.8M 3.33% +70K +8.4% $27.33 -0.7%
9 GOOGL ALPHABET INC Communication Services 68,081.0 $24.3M 3.27% -7K -9.3% $357.37 -3.7%
10 QUAL ISHARES TR 110,194.0 $24.2M 3.25% +2K +2.1% $219.43 +2.4%
11 DYNF BLACKROCK ETF TRUST 320,158.0 $21.8M 2.93% +5K +1.7% $68.01 +3.2%
12 ESGV VANGUARD WORLD FD 163,717.0 $21.6M 2.91% +3K +2.1% $132.24 +3.3%
13 AMZN AMAZON COM INC Consumer Cyclical 70,392.0 $16.8M 2.26% +357.0 +0.5% $238.34 +9.6%
14 NVDA NVIDIA CORPORATION Technology 61,584.0 $12.3M 1.66% -844.0 -1.4% $200.09 +12.5%
15 META META PLATFORMS INC Communication Services 21,601.0 $12.2M 1.64% $563.29 +1.0%
16 MSFT MICROSOFT CORP Technology 26,462.0 $9.9M 1.33% +891.0 +3.5% $373.02 +28.8%
17 USXF ISHARES TR 127,807.0 $8.9M 1.19% +1K +0.8% $69.45 +0.8%
18 BERKSHIRE HATHAWAY INC DEL 16,467.0 $8.2M 1.11% $500.38
19 AVGO BROADCOM INC Technology 20,996.0 $7.9M 1.07% +1K +5.7% $377.75 +3.9%
20 ESML ISHARES TR 136,226.0 $7.6M 1.02% +4K +3.4% $55.93 +1.3%
Page 1 of 12  ·  223 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Communication Services 19.8%
Consumer Cyclical 14.5%
Financial Services 13.3%
Healthcare 6.2%
Consumer Defensive 4.6%
Industrials 2.6%
Energy 2.0%
Real Estate 1.3%
Utilities 1.1%