Regal Investment Advisors LLC
CIK: 0001559789Latest portfolio: $1.7B · Q4 2025
Holdings
584
Total Value
$1.7B
New Positions
91
Closed Positions
24
Top Holdings
View All 584 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 124,234 | $85.1M | 5.09% | +5K | |
| 2 | AAPLAPPLE INC | 127,471 | $34.7M | 2.07% | -473 | |
| 3 | NDQINVESCO QQQ TR | 55,585 | $34.1M | 2.04% | -7,353 | |
| 4 | SPYSPDR S&P 500 ETF TR | 48,061 | $32.8M | 1.96% | +602 | |
| 5 | SCHDSCHWAB STRATEGIC TR | 966,159 | $26.5M | 1.58% | -37,686 | |
| 6 | MSFTMICROSOFT CORP | 54,544 | $26.4M | 1.58% | +2K | |
| 7 | LQDISHARES TR | 233,348 | $25.7M | 1.54% | +8K | |
| 8 | NVDANVIDIA CORPORATION | 133,510 | $24.9M | 1.49% | +8K | |
| 9 | FTCSFIRST TR EXCHANGE-TRADED FD | 267,350 | $24.7M | 1.48% | +5K | |
| 10 | VUGVANGUARD INDEX FDS | 50,018 | $24.4M | 1.46% | +1K | |
| 11 | IVEISHARES TR | 101,961 | $21.6M | 1.29% | +40K | |
| 12 | IUSBISHARES TR | 448,866 | $20.9M | 1.25% | +60K | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 323,750 | $20.2M | 1.21% | +31K | |
| 14 | DYNFBLACKROCK ETF TRUST | 326,791 | $19.9M | 1.19% | +55K | |
| 15 | IVWISHARES TR | 155,694 | $19.2M | 1.15% | +23K | |
| 16 | IEMGISHARES INC | 273,820 | $18.4M | 1.10% | +90K | |
| 17 | OEFISHARES TR | 50,412 | $17.3M | 1.03% | +5K | |
| 18 | ABBVABBVIE INC | 72,387 | $16.5M | 0.99% | +1K | |
| 19 | JNJJOHNSON & JOHNSON | 71,766 | $14.9M | 0.89% | -104 | |
| 20 | IJRISHARES TR | 122,206 | $14.7M | 0.88% | +3K | |
| 21 | VYMIVANGUARD WHITEHALL FDS | 159,714 | $14.4M | 0.86% | +11K | |
| 22 | EFVISHARES TR | 196,879 | $14.1M | 0.84% | +8K | |
| 23 | AQLTISHARES TR | 156,526 | $14.0M | 0.84% | +16K | |
| 24 | VTIVANGUARD INDEX FDS | 40,111 | $13.4M | 0.80% | +4K | |
| 25 | VWOVANGUARD INTL EQUITY INDEX F | 241,840 | $13.0M | 0.78% | +15K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.465426378249e+181T)
Unknown0.0% ($3.4146140021066074e+110T)
Industrials0.0% ($9.253457734693337e+94T)
Healthcare0.0% ($1.6539148519474913e+94T)
Consumer Cyclical0.0% ($8.941635340943896e+53T)
Consumer Defensive0.0% ($1.0581903586967186e+49T)
Utilities0.0% ($5.322383331072542e+36T)
Energy0.0% ($9.28353223787353e+33T)
Basic Materials0.0% ($4.743114510537115e+23T)
Communication Services0.0% ($85927090574234464.0T)
Real Estate0.0% ($997927.9T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $1.7B | 584 |
| Q3 2025 | Nov 13, 2025 | $1.5T | 516 |
| Q2 2025 | Aug 11, 2025 | $1.3T | 481 |
| Q1 2025 | May 12, 2025 | $1.2T | 460 |
| Q4 2024 | Feb 13, 2025 | $1.3T | 465 |
| Q3 2024 | Nov 12, 2024 | $1428.1T | 500 |
| Q2 2024 | Aug 15, 2024 | $1532.5T | 570 |
| Q1 2024 | May 15, 2024 | $1462.5T | 582 |
| Q4 2023 | Feb 14, 2024 | $1322.0T | 544 |
| Q3 2023 | Nov 13, 2023 | $1187.9T | 499 |
| Q2 2023 | Aug 11, 2023 | $1192.9T | 514 |
| Q1 2023 | May 11, 2023 | $1132.4T | 517 |
| Q4 2022 | Mar 1, 2023 | $1032.7T | 492 |
| Q3 2022 | Nov 15, 2022 | $948.0B | 480 |
| Q2 2022 | Aug 9, 2022 | $960.6B | 498 |
| Q1 2022 | May 9, 2022 | $1.1T | 528 |
| Q4 2021 | Feb 10, 2022 | $1.1T | 535 |
| Q3 2021 | Nov 5, 2021 | $1.0T | 526 |
| Q2 2021 | Aug 9, 2021 | $996.9B | 527 |
| Q1 2021 | May 12, 2021 | $98.7B | 28 |
| Q4 2020 | Feb 12, 2021 | $884.5B | 468 |
| Q3 2020 | Nov 13, 2020 | $84.6B | 28 |
| Q2 2020 | Aug 3, 2020 | $545.5B | 330 |
| Q1 2020 | May 12, 2020 | $68.1B | 27 |
| Q4 2019 | Jan 29, 2020 | $555.9B | 344 |
| Q3 2019 | Nov 15, 2019 | $512.4B | 318 |
| Q2 2019 | Jul 26, 2019 | $513.2B | 317 |
| Q1 2019 | May 9, 2019 | $491.9B | 355 |
| Q4 2018 | Feb 4, 2019 | $456.4B | 333 |
| Q3 2018 | Nov 5, 2018 | $475.0B | 319 |
| Q2 2018 | Aug 10, 2018 | $329.3B | 257 |
| Q1 2018 | Apr 25, 2018 | $452.5B | 311 |
| Q4 2017 | Feb 6, 2018 | $448.7B | 286 |
| Q3 2017 | Nov 8, 2017 | $428.7B | 279 |
| Q2 2017 | Aug 10, 2017 | $403.7B | 261 |
| Q1 2017 | May 12, 2017 | $383.3B | 262 |
| Q4 2016 | Feb 6, 2017 | $361.7B | 244 |
| Q3 2016 | Oct 27, 2016 | $352.5B | 259 |
| Q2 2016 | Aug 5, 2016 | $363.8B | 246 |
| Q1 2016 | May 16, 2016 | $369.2B | 245 |
Fund Information
Regal Investment Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.7B across 584 holdings. The largest position is ISHARES TR (IVV), representing 5.1% of the portfolio. Compared to the previous quarter, the fund opened 93 new positions and closed 25 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.