Chief Compliance Officer

0001951757-23-000647.txt : 20231030 0001951757-23-000647.hdr.sgml : 20231030 20231030122134 ACCESSION NUMBER: 0001951757-23-000647 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 FILER: COMPANY DATA: COMPANY CONFORMED NAME: REGATTA CAPITAL GROUP, LLC CENTRAL INDEX KEY: 0001911488 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: 231358732 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 09-30-2023 09-30-2023 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 10-30-2023 0 161 315188541 false INFORMATION TABLE 2 F_13F_Regatta_Q32023.xml AMAZON COM INC COM 023135106 7841186 61683 SH SOLE 0 0 61683 AMERICAN CENTY ETF TR US SML CP VALU 025072877 9944257 127572 SH SOLE 0 0 127572 AMERICAN CENTY ETF TR US EQT ETF 025072885 12208010 166639 SH SOLE 0 0 166639 APPLE INC COM 037833100 22034766 128700 SH SOLE 0 0 128700 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6608835 18866 SH SOLE 0 0 18866 COCA COLA CO COM 191216100 2001866 35760 SH SOLE 0 0 35760 ISHARES TR CORE S&P TTL STK 464287150 3895745 41360 SH SOLE 0 0 41360 MICROSOFT CORP COM 594918104 6613744 20946 SH SOLE 0 0 20946 NIKE INC CL B 654106103 1256149 13137 SH SOLE 0 0 13137 PROCTER AND GAMBLE CO COM 742718109 2375464 16286 SH SOLE 0 0 16286 UNION PAC CORP COM 907818108 340503 1672 SH SOLE 0 0 1672 VANGUARD WORLD FD ESG US STK ETF 921910733 4741352 63033 SH SOLE 0 0 63033 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