Chief Compliance Officer

0001951757-24-000624.txt : 20240802 0001951757-24-000624.hdr.sgml : 20240802 20240802061317 ACCESSION NUMBER: 0001951757-24-000624 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240802 DATE AS OF CHANGE: 20240802 EFFECTIVENESS DATE: 20240802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: REGATTA CAPITAL GROUP, LLC CENTRAL INDEX KEY: 0001911488 ORGANIZATION NAME: IRS NUMBER: 260825177 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22325 FILM NUMBER: 241168747 BUSINESS ADDRESS: STREET 1: 880 APOLLO ST. STREET 2: SUITE 129 CITY: EL SEGUNDO STATE: CA ZIP: 90245 BUSINESS PHONE: 310-725-9102 MAIL ADDRESS: STREET 1: 880 APOLLO ST. STREET 2: SUITE 129 CITY: EL SEGUNDO STATE: CA ZIP: 90245 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001911488 XXXXXXXX 06-30-2024 06-30-2024 REGATTA CAPITAL GROUP, LLC

880 APOLLO ST. SUITE 129 EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-22325 N Russell Mohberg Chief Compliance Officer (310) 725-9102 Russell Mohberg El Segundo CA 08-02-2024 0 184 464254207 false INFORMATION TABLE 2 F_13F_Regatta_Q22024.xml 3M CO COM 88579Y101 1024347 10024 SH SOLE 0 0 10024 ABBOTT LABS COM 002824100 447185 4304 SH SOLE 0 0 4304 ABBVIE INC COM 00287Y109 2020493 11780 SH SOLE 0 0 11780 ADOBE INC COM 00724F101 316560 570 SH SOLE 0 0 570 ADVANCED MICRO DEVICES INC COM 007903107 3184077 19629 SH SOLE 0 0 19629 AIRBNB INC COM CL A 009066101 2956690 19499 SH SOLE 0 0 19499 ALBEMARLE CORP COM 012653101 273337 2862 SH SOLE 0 0 2862 ALPHABET INC CAP STK CL A 02079K305 12165431 66788 SH SOLE 0 0 66788 ALPHABET INC CAP STK CL C 02079K107 2829328 15425 SH SOLE 0 0 15425 AMAZON COM INC COM 023135106 11940602 61788 SH SOLE 0 0 61788 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 14998275 367785 SH SOLE 0 0 367785 AMERICAN CENTY ETF TR US EQT ETF 025072885 7734686 85760 SH SOLE 0 0 85760 AMERICAN CENTY ETF TR US SML CP VALU 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