Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
REGATTA CAPITAL GROUP, LLC (CIK 1911488) reported $660.8M across 215 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($55.5M, 8.40%), MOAT ($46.6M, 7.06%), VTV ($36.0M, 5.44%), AVIG ($33.2M, 5.03%), AAPL ($31.5M, 4.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $55.5M | 8.40% | 389,492 | Added |
| 2 | MOAT | VANECK ETF TRUST | $46.6M | 7.06% | 482,403 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $36.0M | 5.44% | 183,365 | Added |
| 4 | AVIG | AMERICAN CENTY ETF TR | $33.2M | 5.03% | 799,615 | Added |
| 5 | AAPL | APPLE INC | $31.5M | 4.76% | 124,009 | Trimmed |
| 6 | AVUV | AMERICAN CENTY ETF TR | $26.3M | 3.98% | 237,835 | Added |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | $22.8M | 3.45% | 837,226 | Added |
| 8 | IXUS | ISHARES TR | $22.4M | 3.39% | 258,460 | Added |
| 9 | GOOGL | ALPHABET INC | $21.6M | 3.27% | 75,029 | Added |
| 10 | QUAL | ISHARES TR | $20.7M | 3.13% | 107,966 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $18.3M | 2.77% | 314,721 | Added |
| 12 | ESGV | VANGUARD WORLD FD | $18.0M | 2.73% | 160,397 | Added |
| 13 | AMZN | AMAZON COM INC | $14.6M | 2.21% | 70,035 | Added |
| 14 | META | META PLATFORMS INC | $12.4M | 1.87% | 21,622 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $10.9M | 1.65% | 62,428 | Added |
| 16 | MSFT | MICROSOFT CORP | $9.5M | 1.43% | 25,571 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.9M | 1.20% | 16,513 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $7.1M | 1.08% | 24,218 | Added |
| 19 | USXF | ISHARES TR | $7.0M | 1.06% | 126,785 | Added |
| 20 | NULV | NUSHARES ETF TR | $6.8M | 1.02% | 148,558 | Added |
| 21 | ESML | ISHARES TR | $6.2M | 0.94% | 131,796 | Added |
| 22 | AVGO | BROADCOM INC | $6.2M | 0.93% | 19,874 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $6.0M | 0.91% | 6,023 | Added |
| 24 | LVHI | LEGG MASON ETF INVT | $4.9M | 0.74% | 121,256 | Added |
| 25 | TSLA | TESLA INC | $4.7M | 0.71% | 12,707 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31