Arkolith/Funds/Regatta Capital Group, LLC

Regatta Capital Group, LLC

CIK 1911488
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Regatta Capital Group, LLC holds a focused book of 223 stocks worth $743.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Vaneck Morningstar Wide Moat. Their largest long position is Ishares Core S&P Total U.S. at 9% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
73
bought for the first time
Added to
109
already held, bought more
Trimmed
58
sold some, still holds it
Sold out
16
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.8%
+14.0%/yr · since Oct '24
Their reported book
+26.6%
held from quarter-end
S&P 500
+34.5%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Aug '26
Regatta Capital Group, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Regatta Capital Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
48%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Information Technology
18%
Consumer Discretionary
6%
Financials
4%
Industrials
3%
Health Care
2%
Materials
1%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Regatta Capital Group, LLC

Manager / fundShared namesTheir $ in those
Integrated Wealth Concepts LLC80 / 80$3.3B
MORGAN STANLEY79 / 80$507.7B
ROYAL BANK OF CANADA79 / 80$141.8B
WELLS FARGO & COMPANY/MN79 / 80$137.4B
RAYMOND JAMES FINANCIAL INC79 / 80$74.9B
LPL Financial LLC79 / 80$74.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO79 / 80$29.4B
FIFTH THIRD BANCORP79 / 80$18.4B

Ranked by how many of Regatta Capital Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

223 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P TTL STK
$66.0M401.6K
8.9%
+3.1%
Added · +12K sh
2Vaneck ETF Trust
MRNGSTR WDE MOAT
$49.7M477.9K
6.7%
−0.9%
Reduced · −4K sh
3Vanguard Index FDS
VALUE ETF
$40.2M184.6K
5.4%
+0.7%
Added · +1K sh
4Apple Inc
COM
$38.3M132.5K
5.2%
+6.8%
Added · +8K sh
5American Centy ETF TR
AVANTIS CORE FI
$35.8M865.5K
4.8%
+8.2%
Added · +66K sh
6American Centy ETF TR
US SML CP VALU
$28.8M231.1K
3.9%
−2.8%
Reduced · −7K sh
7Ishares TR
CORE MSCI TOTAL
$27.6M289.5K
3.7%
+12%
Added · +31K sh
8Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$24.8M907.5K
3.3%
+8.4%
Added · +70K sh
9Alphabet Inc
CAP STK CL A
$24.3M68.1K
3.3%
−9.3%
Reduced · −7K sh
10Ishares TR
MSCI USA QLT FCT
$24.2M110.2K
3.3%
+2.1%
Added · +2K sh
11BlackRock ETF Trust
ISHARES US EQUIT
$21.8M320.2K
2.9%
+1.7%
Added · +5K sh
12Vanguard World FD
ESG US STK ETF
$21.6M163.7K
2.9%
+2.1%
Added · +3K sh
13Amazon Com Inc
COM
$16.8M70.4K
2.3%
+0.5%
Added · +357 sh
14Nvidia Corporation
COM
$12.3M61.6K
1.7%
−1.4%
Reduced · −844 sh
15Meta Platforms Inc
CL A
$12.2M21.6K
1.6%
−0.1%
Reduced · −21 sh
16Microsoft Corp
COM
$9.9M26.5K
1.3%
+3.5%
Added · +891 sh
17Ishares TR
ESG MSCI USA ETF
$8.9M127.8K
1.2%
+0.8%
Added · +1K sh
18Berkshire Hathaway Inc Del
CL B NEW
$8.2M16.5K
1.1%
−0.3%
Reduced · −46 sh
19Broadcom Inc
COM
$7.9M21.0K
1.1%
+5.6%
Added · +1K sh
20Ishares TR
ESG AWARE MSCI
$7.6M136.2K
1.0%
+3.4%
Added · +4K sh
21Nushares ETF TR
NUVEEN ESG LRGVL
$7.5M150.6K
1.0%
+1.4%
Added · +2K sh
22JPMorgan Chase & Co
COM
$6.7M20.4K
0.9%
−16%
Reduced · −4K sh
23Legg Mason ETF Invt
FRANKLIN INTL LW
$6.0M147.4K
0.8%
+22%
Added · +26K sh
24Ishares TR
ESG EAFE ETF
$6.0M70.4K
0.8%
+23%
Added · +13K sh
25Costco Wholesale Corporation
COM
$5.8M6.2K
0.8%
+2.2%
Added · +132 sh
26Tesla Inc
COM
$5.4M12.9K
0.7%
+1.2%
Added · +158 sh
27Ishares TR
CORE HIGH DV ETF
$5.3M193.9K
0.7%
+473%
Added · +160K sh
28Alphabet Inc
CAP STK CL C
$5.3M14.9K
0.7%
−2.5%
Reduced · −379 sh
29Invesco QQQ TR
UNIT SER 1
$4.9M6.6K
0.7%
+24%
Added · +1K sh
30Capital Group Conservative E
SHS
$4.9M148.1K
0.7%
+12%
Added · +16K sh
31Visa Inc
COM CL A
$4.1M12.0K
0.6%
−0.6%
Reduced · −75 sh
32Marvell Technology Inc
COM
$4.0M13.3K
0.5%
−11%
Reduced · −2K sh
33Ishares TR
0-3 MTH TREASURY
$3.9M39.2K
0.5%
+33%
Added · +10K sh
34Disney Walt Co
COM
$3.7M38.5K
0.5%
+4.7%
Added · +2K sh
35Booking Holdings Inc
COM
$3.5M19.7K
0.5%
25×
Added · +19K sh
36Invesco Exch Traded FD TR II
SR LN ETF
$3.5M171.1K
0.5%
+3.8%
Added · +6K sh
37J P Morgan Exchange Traded F
ULTRA SHRT ETF
$3.3M65.4K
0.4%
+3.6%
Added · +2K sh
38Williams Sonoma Inc
COM
$3.2M13.9K
0.4%
−39%
Reduced · −9K sh
39Ishares TR
7-10 YR TRSY BD
$3.1M32.9K
0.4%
+44%
Added · +10K sh
40Ishares TR
ESG AWRE 1 5 YR
$3.1M123.2K
0.4%
+36%
Added · +32K sh
41Space Exploration Techn Corp
CLASS A COM STK
$3.0M17.6K
0.4%
New
New position
42Cencora Inc
COM
$2.9M10.3K
0.4%
+4.5%
Added · +443 sh
43Vanguard Index FDS
REAL ESTATE ETF
$2.9M29.8K
0.4%
+3.9%
Added · +1K sh
44Lam Research Corp
COM NEW
$2.8M6.4K
0.4%
−4.5%
Reduced · −305 sh
45Palo Alto Networks Inc
COM
$2.7M8.0K
0.4%
+9.9%
Added · +724 sh
46Amgen Inc
COM
$2.7M7.5K
0.4%
+2.5%
Added · +186 sh
47SPDR Series Trust
ST STR R1K LOWV
$2.7M14.8K
0.4%
+27%
Added · +3K sh
48Coca Cola Co
COM
$2.7M32.8K
0.4%
−2.6%
Reduced · −888 sh
49Ishares TR
3 7 YR TREAS BD
$2.7M22.6K
0.4%
+4.0%
Added · +866 sh
50Public Storage
COM
$2.5M8.0K
0.3%
+5.3%
Added · +401 sh
Showing 50 of 223 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026223$743.6M13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026215$660.8M13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026211$662.1M13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025214$633.1M13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025210$582.4M13F-HR
Q1 2025Mar 31, 2025Apr 14, 2025187$516.4M13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025186$515.9M13F-HR
Q3 2024Sep 30, 2024Oct 15, 2024188$515.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.