Regatta Capital Group, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $550 Million distributed in 210 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 $50.5M, Vaneck Morningstar Wide Moat E with a value of $39.4M, Vanguard Value ETF with a value of $30.2M, Apple Inc. with a value of $25.8M, and American Centy ETF Tr Avantis with a value of $20.9M.
Examining the 13F form we can see an increase of $61.3M in the current position value, from $489M to 550M.
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.
Portfolio value
$550 Million
ETFs: $298 Million
Technology: $70.8 Million
Communication Services: $48.7 Million
Consumer Cyclical: $39.4 Million
Financial Services: $37.1 Million
Healthcare: $16.6 Million
Consumer Defensive: $15.1 Million
Industrials: $5.05 Million
Other: $9.76 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
