REGATTA CAPITAL GROUP, LLC
All 13F Filings
- Location
- El Segundo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 743,632
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 223 | 743,632 | 13F-HR | REGATTA CAPITAL GROUP, LLC |
| 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 | 276.8 K | 37.2% | 19.47 K | 0 | 19.47 K |
| ETFs | 465.4 K | 62.6% | 64.54 K | 0 | 64.54 K |
| Debt | 1.416 K | 0.2% | 0 | 1.145 K | -1.145 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
743,632
Holdings
223
QoQ value change ($000)
82,866
(12.5%)
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.