Notify me when REGATTA CAPITAL GROUP, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 211 | $662,102,224 | +$57,834,148 | -$39,256,016 | +$18,578,132 | ITOT, MOAT, AAPL, VTV, AVIG | 13F-HR | 13 Jan 2026, 09:29 |
| Q3 2025 | 214 | $633,095,012 | +$21,960,169 | -$10,187,956 | +$11,772,213 | ITOT, MOAT, VTV, AAPL, AVIG | 13F-HR | 17 Oct 2025, 13:20 |
| Q2 2025 | 210 | $582,443,867 | +$42,971,620 | -$15,856,760 | +$27,114,860 | ITOT, MOAT, VTV, AAPL, AVIG | 13F-HR | 15 Jul 2025, 17:23 |
| Q1 2025 | 187 | $516,362,807 | +$32,147,388 | -$13,171,748 | +$18,975,640 | MOAT, ITOT, AAPL, VTV, AVIG | 13F-HR | 14 Apr 2025, 17:29 |
| Q4 2024 | 186 | $515,889,540 | +$33,070,171 | -$36,957,512 | -$3,887,341 | MOAT, ITOT, AAPL, VTV, AVIG | 13F-HR | 21 Jan 2025, 17:12 |
| Q3 2024 | 188 | $515,281,612 | +$51,179,830 | -$25,524,205 | +$25,655,625 | MOAT, ITOT, AAPL, VTV, TLH | 13F-HR | 15 Oct 2024, 17:24 |
| Q2 2024 | 184 | $464,254,207 | +$22,967,144 | -$4,124,073 | +$18,843,071 | MOAT, ITOT, VTV, AAPL, TLH | 13F-HR | 02 Aug 2024, 06:13 |
| Q1 2024 | 184 | $444,445,079 | +$61,679,658 | -$23,965,204 | +$37,714,454 | MOAT, ITOT, VTV, AAPL, TLH | 13F-HR | 23 Apr 2024, 10:12 |
| Q4 2023 | 172 | $380,319,763 | +$54,746,731 | -$23,284,070 | +$31,462,661 | MOAT, VTV, AAPL, ITOT, AVIG | 13F-HR | 22 Jan 2024, 09:18 |
| Q3 2023 | 161 | $315,188,541 | +$28,120,056 | -$17,030,902 | +$11,089,154 | MOAT, VTV, AAPL, RDVY, AVUS | 13F-HR | 30 Oct 2023, 12:21 |
| Q2 2023 | 168 | $314,820,756 | +$20,618,623 | -$25,438,456 | -$4,819,833 | MOAT, VTV, AAPL, RDVY, AVUS | 13F-HR | 13 Jul 2023, 11:16 |
| Q1 2023 | 174 | $242,505,087 | $0 | $0 | $0 | VTV, MOAT, RDVY, AVUS, IEF | 13F-HR | 01 May 2023, 09:42 |
| Q4 2022 | 174 | $280,832,140 | +$64,842,040 | -$24,491,911 | +$40,350,129 | VTV, MOAT, AAPL, RDVY, AVUS | 13F-HR | 07 Feb 2023, 10:03 |
| Q3 2022 | 164 | $219,570,000 | +$32,677,497 | -$8,355 | +$32,669,142 | AAPL, MOAT, AVUS, RDVY, VTV | 13F-HR | 14 Nov 2022, 09:40 |
| Q2 2022 | 152 | $209,869,000 | +$12,456,531 | -$35,658,373 | -$23,201,842 | MOAT, AAPL, AVUS, RDVY, VTV | 13F-HR | 08 Aug 2022, 20:55 |
| Q1 2022 | 167 | $289,845,000 | +$43,992,324 | -$24,192,567 | +$19,799,757 | AAPL, MOAT, AVUS, RDVY, AMZN | 13F-HR | 16 May 2022, 08:58 |
| Q4 2021 | 184 | $285,997,000 | $0 | $0 | $0 | MOAT, AAPL, AMZN, GOOGL, META | 13F-HR | 23 Feb 2022, 16:58 |