account_balance
Investment manager · 13F filer · SEC CIK 1911488
Regatta Capital Group, LLC
Reported value$791Mas of Sep 30, 2026
Positions233 24 new, 14 sold out
Top 10 weight47.4%ITOT alone is 9%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
8.9%Added +6%
MOATVaneck ETF Trust
6.5%
AAPLApple Inc.
5.6%
VTVVanguard Index FDS
5.2%Added +3%
AVIGAmerican Centy ETF Tr
4.5%Added +5%
IXUSiShares Tr
3.7%Added +6%
AVUVAmerican Centy ETF Tr
3.5%Added +3%
CGMSCapital GRP Fixed Incm ETF T
3.2%Added +7%
QUALiShares Tr
3.2%Added +3%
GOOGLAlphabet Inc.
3.0%
DYNFBlackRock ETF Trust
3.0%Added +5%
ESGVVanguard World Fd
2.9%Added +4%
ITOTiShares Tr
8.9%Added +6%
MOATVaneck ETF Trust
6.5%
AAPLApple Inc.
5.6%
VTVVanguard Index FDS
5.2%+3%
AVIGAmerican Centy ETF Tr
4.5%+5%
IXUSiShares Tr
3.7%
AVUVAmerican Centy ETF Tr
3.5%
CGMSCapital GRP Fixed Incm ETF T
3.2%
QUALiShares Tr
3.2%
DYNF
ESGV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Tr 8.9% Added +6%
MOAT Vaneck ETF Trust 6.5% Held
AAPL Apple Inc. 5.6% HeldVTV Vanguard Index FDS 5.2% Added +3%
AVIG American Centy ETF Tr 4.5% Added +5%
IXUS iShares Tr 3.7% Added +6%
AVUV American Centy ETF Tr 3.5% Added +3%
CGMS Capital GRP Fixed Incm ETF T 3.2% Added +7%
QUAL iShares Tr 3.2% Added +3%
GOOGL Alphabet Inc. 3.0% HeldDYNF BlackRock ETF Trust 3.0% Added +5%
ESGV Vanguard World Fd 2.9% Added +4%
What changed
Biggest moves since Jun 30, 2026
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