Regal Investment Advisors LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$1.3T
Holdings
481
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (481 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 112,526 | $69.9B | 5.24% | |
| 2 | NDQINVESCO QQQ TR | 61,997 | $34.2B | 2.56% | |
| 3 | SPYSPDR S&P 500 ETF TR | 45,958 | $28.4B | 2.13% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 996,545 | $26.4B | 1.98% | |
| 5 | MSFTMICROSOFT CORP | 51,573 | $25.7B | 1.92% | |
| 6 | AAPLAPPLE INC | 124,099 | $25.5B | 1.91% | |
| 7 | FTCSFIRST TR EXCHANGE-TRADED FD | 258,284 | $23.5B | 1.76% | |
| 8 | LQDISHARES TR | 209,214 | $22.9B | 1.72% | |
| 9 | VUGVANGUARD INDEX FDS | 47,459 | $20.8B | 1.56% | |
| 10 | IUSBISHARES TR | 426,073 | $19.7B | 1.48% | |
| 11 | NVDANVIDIA CORPORATION | 115,428 | $18.2B | 1.37% | |
| 12 | QUALISHARES TR | 95,707 | $17.5B | 1.31% | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 281,192 | $16.0B | 1.20% | |
| 14 | ABBVABBVIE INC | 78,719 | $14.6B | 1.10% | |
| 15 | IVWISHARES TR | 130,213 | $14.3B | 1.07% | |
| 16 | EFVISHARES TR | 216,033 | $13.7B | 1.03% | |
| 17 | IJRISHARES TR | 120,471 | $13.2B | 0.99% | |
| 18 | PFFISHARES TR | 410,639 | $12.6B | 0.94% | |
| 19 | GSLCGOLDMAN SACHS ETF TR | 103,595 | $12.6B | 0.94% | |
| 20 | PGPROCTER AND GAMBLE CO | 74,246 | $11.8B | 0.89% | |
| 21 | DYNFBLACKROCK ETF TRUST | 216,509 | $11.8B | 0.88% | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 54,145 | $11.1B | 0.83% | |
| 23 | IVEISHARES TR | 56,553 | $11.1B | 0.83% | |
| 24 | VWOVANGUARD INTL EQUITY INDEX F | 220,924 | $10.9B | 0.82% | |
| 25 | JNJJOHNSON & JOHNSON | 71,048 | $10.9B | 0.81% | |
| 26 | AQLTISHARES TR | 124,634 | $10.4B | 0.78% | |
| 27 | PWBINVESCO EXCHANGE TRADED FD T | 87,869 | $10.3B | 0.77% | |
| 28 | VTIVANGUARD INDEX FDS | 32,937 | $10.0B | 0.75% | |
| 29 | FAIFIRST TR EXCHANGE TRADED FD | 166,463 | $9.9B | 0.74% | |
| 30 | VYMIVANGUARD WHITEHALL FDS | 120,133 | $9.6B | 0.72% | |
| 31 | VOOVANGUARD INDEX FDS | 16,156 | $9.2B | 0.69% | |
| 32 | IEMGISHARES INC | 150,184 | $9.0B | 0.68% | |
| 33 | MOALTRIA GROUP INC | 152,687 | $9.0B | 0.67% | |
| 34 | EMREMERSON ELEC CO | 63,706 | $8.5B | 0.64% | |
| 35 | MUBISHARES TR | 80,020 | $8.4B | 0.63% | |
| 36 | BUFRFIRST TR EXCHNG TRADED FD VI | 262,842 | $8.4B | 0.63% | |
| 37 | TAT&T INC | 286,447 | $8.3B | 0.62% | |
| 38 | PWVINVESCO EXCHANGE TRADED FD T | 131,708 | $8.2B | 0.61% | |
| 39 | AMZNAMAZON COM INC | 37,193 | $8.2B | 0.61% | |
| 40 | MDTMEDTRONIC PLC | 90,912 | $7.9B | 0.59% | |
| 41 | CVXCHEVRON CORP NEW | 54,006 | $7.7B | 0.58% | |
| 42 | OEFISHARES TR | 25,379 | $7.7B | 0.58% | |
| 43 | PFEPFIZER INC | 313,582 | $7.6B | 0.57% | |
| 44 | VOTVANGUARD INDEX FDS | 26,584 | $7.6B | 0.57% | |
| 45 | BACVERIZON COMMUNICATIONS INC | 172,388 | $7.5B | 0.56% | |
| 46 | TLHISHARES TR | 72,900 | $7.4B | 0.56% | |
| 47 | GTOINVESCO ACTIVELY MANAGED EXC | 154,613 | $7.2B | 0.54% | |
| 48 | AGGISHARES TR | 71,356 | $7.1B | 0.53% | |
| 49 | FDNFIRST TR EXCHANGE-TRADED FD | 25,873 | $7.0B | 0.52% | |
| 50 | PRFZINVESCO EXCHANGE TRADED FD T | 167,645 | $6.8B | 0.51% | |
| 51 | IBMINTERNATIONAL BUSINESS MACHS | 23,128 | $6.8B | 0.51% | |
| 52 | AFLAFLAC INC | 63,892 | $6.7B | 0.51% | |
| 53 | IJHISHARES TR | 108,523 | $6.7B | 0.50% | |
| 54 | VOEVANGUARD INDEX FDS | 40,892 | $6.7B | 0.50% | |
| 55 | MBBISHARES TR | 70,629 | $6.6B | 0.50% | |
| 56 | IYWISHARES TR | 36,875 | $6.4B | 0.48% | |
| 57 | DIVOAMPLIFY ETF TR | 147,569 | $6.3B | 0.47% | |
| 58 | BSVVANGUARD BD INDEX FDS | 79,224 | $6.2B | 0.47% | |
| 59 | WMTWALMART INC | 63,405 | $6.2B | 0.46% | |
| 60 | MCDMCDONALDS CORP | 20,125 | $5.9B | 0.44% | |
| 61 | VNQVANGUARD INDEX FDS | 65,523 | $5.8B | 0.44% | |
| 62 | EEMISHARES TR | 120,911 | $5.8B | 0.44% | |
| 63 | GQ9SPDR GOLD TR | 18,535 | $5.7B | 0.42% | |
| 64 | EFGISHARES TR | 50,114 | $5.6B | 0.42% | |
| 65 | VCLTVANGUARD SCOTTSDALE FDS | 72,982 | $5.5B | 0.42% | |
| 66 | KOCOCA COLA CO | 76,899 | $5.4B | 0.41% | |
| 67 | IVOLKRANESHARES TRUST | 277,662 | $5.4B | 0.41% | |
| 68 | FLTRVANECK ETF TRUST | 210,904 | $5.4B | 0.40% | |
| 69 | AQLTISHARES TR | 229,726 | $5.4B | 0.40% | |
| 70 | THROBLACKROCK ETF TRUST | 148,692 | $5.3B | 0.40% | |
| 71 | COSTCOSTCO WHSL CORP NEW | 5,296 | $5.2B | 0.39% | |
| 72 | XLUSELECT SECTOR SPDR TR | 63,495 | $5.2B | 0.39% | |
| 73 | FAUGFIRST TR EXCHNG TRADED FD VI | 104,362 | $5.1B | 0.38% | |
| 74 | GOOGALPHABET INC | 27,898 | $4.9B | 0.37% | |
| 75 | SCHGSCHWAB STRATEGIC TR | 167,913 | $4.9B | 0.37% | |
| 76 | CSCOCISCO SYS INC | 67,803 | $4.7B | 0.35% | |
| 77 | CINFCINCINNATI FINL CORP | 31,519 | $4.7B | 0.35% | |
| 78 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,559 | $4.6B | 0.35% | |
| 79 | FLOTISHARES TR | 90,920 | $4.6B | 0.35% | |
| 80 | WMWASTE MGMT INC DEL | 19,011 | $4.4B | 0.33% | |
| 81 | FISFIDELITY NATL INFORMATION SV | 52,708 | $4.3B | 0.32% | |
| 82 | XLFSELECT SECTOR SPDR TR | 80,053 | $4.2B | 0.31% | |
| 83 | DYHTARGET CORP | 42,455 | $4.2B | 0.31% | |
| 84 | JPMJPMORGAN CHASE & CO. | 14,376 | $4.2B | 0.31% | |
| 85 | VOVANGUARD INDEX FDS | 14,712 | $4.1B | 0.31% | |
| 86 | LZBLA Z BOY INC | 109,856 | $4.1B | 0.31% | |
| 87 | XLKSELECT SECTOR SPDR TR | 15,850 | $4.0B | 0.30% | |
| 88 | GSIEGOLDMAN SACHS ETF TR | 101,147 | $4.0B | 0.30% | |
| 89 | FLTBFIDELITY MERRIMACK STR TR | 78,706 | $4.0B | 0.30% | |
| 90 | MTUMISHARES TR | 16,339 | $3.9B | 0.29% | |
| 91 | HEFAISHARES TR | 100,295 | $3.8B | 0.29% | |
| 92 | AVGOBROADCOM INC | 13,689 | $3.8B | 0.28% | |
| 93 | JNKSPDR SERIES TRUST | 38,573 | $3.8B | 0.28% | |
| 94 | VWOBVANGUARD WHITEHALL FDS | 56,920 | $3.7B | 0.28% | |
| 95 | BBARRICK MNG CORP | 173,080 | $3.6B | 0.27% | |
| 96 | TOLTOLL BROTHERS INC | 30,996 | $3.5B | 0.27% | |
| 97 | MUMICRON TECHNOLOGY INC | 28,414 | $3.5B | 0.26% | |
| 98 | VBRVANGUARD INDEX FDS | 17,940 | $3.5B | 0.26% | |
| 99 | VXFVANGUARD INDEX FDS | 18,154 | $3.5B | 0.26% | |
| 100 | EOGEOG RES INC | 28,587 | $3.4B | 0.26% |
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