Regatta Capital Group, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $608 Million distributed in 211 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $55.3M, Vaneck Morningstar Wide Moat E with a value of $40.8M, Apple Inc. with a value of $37.2M, Vanguard Value ETF with a value of $33.5M, and American Centy ETF Tr Avantis with a value of $32.3M.
Examining the 13F form we can see an increase of $12.6M in the current position value, from $595M to 608M.
Regatta Capital Group, LLC is based out at El Segundo, CA
Below you can find more details about Regatta Capital Group, LLC portfolio as well as his latest detailed transactions.
