Regatta Research & Money Management: 13F holdings
CIK 21375292026Q2
| Positions | 495 |
|---|---|
| Reported value | $105.7m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VPL VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF | 51,103 | $5.9m | 5.6% |
| IVV ISHARES CORE S&P 500 ETF | 6,149 | $4.6m | 4.3% |
| LISTED FD TR ROUNDHILL MAGNIF | 58,552 | $3.8m | 3.6% |
| VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 43,045 | $3.7m | 3.5% |
| VLUE ISHARES TR MSCI USA VALUE | 14,530 | $2.9m | 2.7% |
| INNOVATOR ETFS TRUST US EQTY ACCELRTD | 79,344 | $2.9m | 2.7% |
| VANECK ETF TRUST CHINEXT INNOVATORS ETF | 45,244 | $2.8m | 2.7% |
| PTLC PACER FDS TR TRENDP US LAR CP | 40,906 | $2.4m | 2.3% |
| IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 | 25,766 | $1.9m | 1.8% |
| HORIZON FDS ANFIELD U S EQUITY SECTOR ROTATION ETF | 80,562 | $1.7m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2137529")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.