REGATTA CAPITAL GROUP, LLC - Portfolio overview

REGATTA CAPITAL GROUP, LLC has 235 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 8.31%
2. MOAT - VANECK ETF TRUST, 6.99%
3. VTV - VANGUARD INDEX FDS, 5.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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