REGATTA CAPITAL GROUP, LLC
All 13F Filings
- Location
- El Segundo, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 660,766
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 215 | 660,766 | 13F-HR | REGATTA CAPITAL GROUP, LLC |
| Q4 2025 | 1/13/2026 | 211 | 662,102 | 13F-HR | REGATTA CAPITAL GROUP, LLC |
| Q3 2025 | 10/17/2025 | 214 | 633,095 | 13F-HR | REGATTA CAPITAL GROUP, LLC |
| Q2 2025 | 7/15/2025 | 210 | 582,444 | 13F-HR | REGATTA CAPITAL GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 257.3 K | 38.9% | 0 | 290 K | -290 K |
| ETFs | 400.9 K | 60.7% | 288.9 K | 0 | 288.9 K |
| Debt | 2.561 K | 0.4% | 0 | 294 | -294 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
660,766
Holdings
215
QoQ value change ($000)
-1,336
(-0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.