§ 13F · FUND PROFILE
REGATTA CAPITAL GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $582.4T (13F)Positions · 210Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$662.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 378K | $56.2T | 8.5% | NEW |
| 2 | MOAT | VANECK ETF TRUST | 476K | $49.3T | 7.4% | NEW |
| 3 | AAPL | APPLE INC | 139K | $37.8T | 5.7% | NEW |
| 4 | VTV | VANGUARD INDEX FDS | 179K | $34.2T | 5.2% | NEW |
| 5 | AVIG | AMERICAN CENTY ETF TR | 771K | $32.3T | 4.9% | NEW |
| 6 | AVUV | AMERICAN CENTY ETF TR | 229K | $23.3T | 3.5% | NEW |
| 7 | GOOGL | ALPHABET INC | 73K | $23.0T | 3.5% | NEW |
| 8 | CGMS | CAPITAL GRP FIXED INCM ETF T | 779K | $21.5T | 3.3% | NEW |
| 9 | QUAL | ISHARES TR | 105K | $20.9T | 3.2% | NEW |
| 10 | IXUS | ISHARES TR | 240K | $20.3T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REGATTA SIGNAL
AC read
REGATTA CAPITAL GROUP, LLC is a Other fund managing $582443.9 trillion in assets. The fund runs a broad portfolio of 210 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed