SEC Form 13F

REGATTA CAPITAL GROUP, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$743,631,677
Positions223

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$65,976,422401,634
VANECK ETF TRUSTMOATMRNGSTR WDE MOAT$49,684,524477,919
VANGUARD INDEX FDSVTVVALUE ETF$40,232,395184,611
APPLE INCAAPLCOM$38,334,874132,482
AMERICAN CENTY ETF TRAVIGAVANTIS CORE FI$35,839,327865,475
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$28,832,254231,102
ISHARES TRIXUSCORE MSCI TOTAL$27,631,523289,517
CAPITAL GRP FIXED INCM ETF TCGMSUS MULTI-SECTOR$24,802,784907,530
ALPHABET INCGOOGLCAP STK CL A$24,330,26568,081
ISHARES TRQUALMSCI USA QLT FCT$24,179,910110,194

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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