account_balance

Investment manager · 13F filer · SEC CIK 2137529

Regatta Research & Money Management

Reported value$106Mas of Jun 30, 2026

Positions495

Top 10 weight30.8%VPL alone is 6%

FiledAug 1243 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

VPLVanguard Intl Equity Index FDS Ftse Pacific ETF

5.6%

IVViShares Core S&P 500 ETF

4.3%

MAGSListed Fd Tr Roundhill Magnif

3.6%

VUGVanguard Index FDS Vanguard Growth ETF Formerly Vanguard Index Tr Vipers

3.5%

VLUEiShares Tr MSCI USA Value

2.7%

XTOCInnovator Etfs Trust US Eqty Accelrtd

2.7%

CNXTVaneck ETF Trust Chinext Innovators ETF

2.7%

PTLCPacer FDS Tr Trendp US Lar Cp

2.3%

IAUiShares Gold Trust

1.8%

AESRHorizon FDS Anfield U S Equity Sector Rotation ETF

1.6%

QQQInvesco QQQ Tr Unit Ser 1

1.6%

RSPInvesco Exchange Traded Fd Tr S&p500 Eql WGT

1.5%

VPLVanguard Intl Equity Index FDS Ftse Pacific ETF

5.6%

IVViShares Core S&P 500 ETF

4.3%

MAGSListed Fd Tr Roundhill Magnif

3.6%

VUGVanguard Index FDS Vanguard Growth ETF Formerly Vanguard Index Tr Vipers

3.5%

VLUEiShares Tr MSCI USA Value

2.7%

XTOCInnovator Etfs Trust US Eqty Accelrtd

2.7%

CNXTVaneck ETF Trust Chinext Innovators ETF

2.7%

PTLCPacer FDS Tr Trendp US Lar Cp

2.3%

IAUiShares Gold Trust

1.8%

AESR1.6%

QQQ1.6%

RSP1.5%

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

VPL Vanguard Intl Equity Index FDS Ftse Pacific ETF 5.6%

IVV iShares Core S&P 500 ETF 4.3%

MAGS Listed Fd Tr Roundhill Magnif 3.6%

VUG Vanguard Index FDS Vanguard Growth ETF Formerly Vanguard Index Tr Vipers 3.5%

VLUE iShares Tr MSCI USA Value 2.7%

XTOC Innovator Etfs Trust US Eqty Accelrtd 2.7%

CNXT Vaneck ETF Trust Chinext Innovators ETF 2.7%

PTLC Pacer FDS Tr Trendp US Lar Cp 2.3%

IAU iShares Gold Trust 1.8%

AESR Horizon FDS Anfield U S Equity Sector Rotation ETF 1.6%

QQQ Invesco QQQ Tr Unit Ser 1 1.6%

RSP Invesco Exchange Traded Fd Tr S&p500 Eql WGT 1.5%

Regatta Research & Money Management

Where the money is

Free weekly email