Regatta Research & Money Management
Regatta Research & Money Management reported 495 stocks worth $106M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VPL (5.6%), IVV (4.3%) and MAGS (3.6%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VPL Vanguard Ftse Pacific ETF | $5.9M | 5.6% | 51K | – | 1 of 1 | |
| 2 |  IVV Ishares TR | $4.6M | 4.3% | 6,149 | – | 1 of 1 | |
| 3 |  MAGS Roundhill Magnificent Seven ETF | $3.8M | 3.6% | 59K | – | 1 of 1 | |
| 4 |  VUG Vanguard Index Fds | $3.7M | 3.5% | 43K | – | 1 of 1 | |
| 5 |  VLUE Ishares TR | $2.9M | 2.7% | 15K | – | 1 of 1 | |
| 6 |  XTOC Innovator Etfs Trust | $2.9M | 2.7% | 79K | – | 1 of 1 | |
| 7 |  CNXT Vaneck ETF Trust | $2.8M | 2.7% | 45K | – | 1 of 1 | |
| 8 |  PTLC Pacer Trendpilot US Large Cap ETF | $2.4M | 2.3% | 41K | – | 1 of 1 | |
| 9 |  IAU Ishares Gold TR | $1.9M | 1.8% | 26K | – | 1 of 1 | |
| 10 |  AESR Horizon Fds | $1.7M | 1.6% | 81K | – | 1 of 1 |
Positions at Jun 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Regatta Research & Money Management 13F FAQ
What does Regatta Research & Money Management own?
Regatta Research & Money Management reported 495 stocks worth $106M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VPL (5.6%), IVV (4.3%) and MAGS (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Regatta Research & Money Management buy and sell in Q2 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Regatta Research & Money Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Regatta Research & Money Management's portfolio worth?
The Q2 2026 filing reports $106M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.