Regatta Capital Group, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$660.8M
Holdings
214
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Held since at least Q1 2024
8.4%
02
$MOAT
VANECK ETF TRUST
Held since at least Q1 2024
7.1%
03
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
5.4%
04
$AVIG
AMERICAN CENTY ETF TR
Held since at least Q1 2024
5.0%
05
$AAPL
APPLE INC
Q4 2025: New position (7.7k shares)
4.8%
06
$AVUV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.0%
07
$CGMS
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
3.5%
08
$IXUS
ISHARES TR
Held since at least Q1 2024
3.4%
09
$GOOGL
ALPHABET INC
Q1 2026: New position (1.1k shares)
3.3%
10
$QUAL
ISHARES TR
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:29 UTC.