§ 13F · FUND PROFILE
Regatta Research & Money Management.
AUM · $106M (13F)Positions · 3120Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VPL | VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF | 7K | $840K | — | — |
| 2 | XTOC | INNOVATOR ETFS TRUST US EQTY ACCELRTD | 20K | $710K | — | — |
| 3 | VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 7K | $587K | — | — |
| 4 | QQQ | INVESCO QQQ TR UNIT SER 1 | 638 | $470K | — | — |
| 5 | VPL | VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF | 4K | $431K | — | — |
| 6 | CNXT | VANECK ETF TRUST CHINEXT INNOVATORS ETF | 7K | $416K | — | — |
| 7 | VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 5K | $412K | — | — |
| 8 | VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 5K | $412K | — | — |
| 9 | VPL | VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF | 3K | $400K | — | — |
| 10 | NAD | NUVEEN QUALITY MUNCP INCOME FD COM | 32K | $386K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REGATTA SIGNAL
AC read
Regatta Research & Money Management is a institutional fund managing $106 million in assets. The fund runs a massive portfolio of 3,120 positions.
Read the full dossier →