StockDriftsStockDriftsTop 50 Regatta Research & Money Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VPL | VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF | 5.59% | 51.1K | $5.9M | new | $105.05(+8.30%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.35% | 6.1K | $4.6M | new | $691.91(+12.35%) | 2026-06-30 | |
| MAGS | LISTED FD TR ROUNDHILL MAGNIF | 3.56% | 58.6K | $3.8M | new | $59.85(+15.31%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 3.51% | 43.0K | $3.7M | new | $78.07(+14.08%) | 2026-06-30 | |
| VLUE | ISHARES TR MSCI USA VALUE | 2.74% | 14.5K | $2.9M | new | $169.14(+16.66%) | 2026-06-30 | |
| XTOC | INNOVATOR ETFS TRUST US EQTY ACCELRTD | 2.71% | 79.3K | $2.9M | new | $33.80(+8.98%) | 2026-06-30 | |
| CNXT | VANECK ETF TRUST CHINEXT INNOVATORS ETF | 2.67% | 45.2K | $2.8M | new | $53.87(-6.42%) | 2026-06-30 | |
| PTLC | PACER FDS TR TRENDP US LAR CP | 2.25% | 40.9K | $2.4M | new | $54.98(+9.81%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 | 1.84% | 25.8K | $1.9M | new | $80.22(+3.14%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 1.57% | 2.3K | $1.7M | new | $647.34(+11.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Regatta Research & Money Management reports $105.75M in US-listed equity holdings across 495 positions in its most recent 13F filing. Its largest disclosed positions are VPL (5.6%), IVV (4.3%) and MAGS (3.6%). The top 20 holdings account for 42.98% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Regatta Research & Money Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2137529). View Regatta Research & Money Management’s 13F filings on SEC