Regal Investment Advisors LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.7B

Holdings

584

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (584 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
124,234$85.1M5.09%
2
AAPLAPPLE INC
127,471$34.7M2.07%
3
NDQINVESCO QQQ TR
55,585$34.1M2.04%
4
SPYSPDR S&P 500 ETF TR
48,061$32.8M1.96%
5
SCHDSCHWAB STRATEGIC TR
966,159$26.5M1.58%
6
MSFTMICROSOFT CORP
54,544$26.4M1.58%
7
LQDISHARES TR
233,348$25.7M1.54%
8
NVDANVIDIA CORPORATION
133,510$24.9M1.49%
9
FTCSFIRST TR EXCHANGE-TRADED FD
267,350$24.7M1.48%
10
VUGVANGUARD INDEX FDS
50,018$24.4M1.46%
11
IVEISHARES TR
101,961$21.6M1.29%
12
IUSBISHARES TR
448,866$20.9M1.25%
13
VEAVANGUARD TAX-MANAGED FDS
323,750$20.2M1.21%
14
DYNFBLACKROCK ETF TRUST
326,791$19.9M1.19%
15
IVWISHARES TR
155,694$19.2M1.15%
16
IEMGISHARES INC
273,820$18.4M1.10%
17
OEFISHARES TR
50,412$17.3M1.03%
18
ABBVABBVIE INC
72,387$16.5M0.99%
19
JNJJOHNSON & JOHNSON
71,766$14.9M0.89%
20
IJRISHARES TR
122,206$14.7M0.88%
21
VYMIVANGUARD WHITEHALL FDS
159,714$14.4M0.86%
22
EFVISHARES TR
196,879$14.1M0.84%
23
AQLTISHARES TR
156,526$14.0M0.84%
24
VTIVANGUARD INDEX FDS
40,111$13.4M0.80%
25
VWOVANGUARD INTL EQUITY INDEX F
241,840$13.0M0.78%
26
VIGVANGUARD SPECIALIZED FUNDS
58,526$12.9M0.77%
27
GSLCGOLDMAN SACHS ETF TR
95,434$12.6M0.76%
28
PWBINVESCO EXCHANGE TRADED FD T
87,673$11.1M0.67%
29
FAIFIRST TR EXCHANGE TRADED FD
169,429$10.7M0.64%
30
PGPROCTER AND GAMBLE CO
73,835$10.6M0.63%
31
BUFRFIRST TR EXCHNG TRADED FD VI
296,543$10.2M0.61%
32
MUBISHARES TR
94,332$10.1M0.60%
33
TLHISHARES TR
95,180$9.7M0.58%
34
IBMINTERNATIONAL BUSINESS MACHS
32,644$9.7M0.58%
35
VOOVANGUARD INDEX FDS
15,369$9.6M0.58%
36
QUALISHARES TR
47,784$9.5M0.57%
37
MDTMEDTRONIC PLC
98,627$9.5M0.57%
38
CVXCHEVRON CORP NEW
60,911$9.3M0.56%
39
EMREMERSON ELEC CO
69,720$9.3M0.55%
40
PFEPFIZER INC
366,533$9.1M0.55%
41
WMTWALMART INC
81,104$9.0M0.54%
42
PWVINVESCO EXCHANGE TRADED FD T
135,666$9.0M0.54%
43
MTUMISHARES TR
35,755$8.9M0.54%
44
AMZNAMAZON COM INC
38,736$8.9M0.53%
45
MOALTRIA GROUP INC
150,810$8.7M0.52%
46
TAT&T INC
345,921$8.6M0.51%
47
VOEVANGUARD INDEX FDS
48,216$8.6M0.51%
48
BACVERIZON COMMUNICATIONS INC
209,578$8.5M0.51%
49
SPYMSPDR SERIES TRUST
101,524$8.1M0.49%
50
XLKSELECT SECTOR SPDR TR
55,966$8.1M0.48%
51
PRFZINVESCO EXCHANGE TRADED FD T
173,892$8.0M0.48%
52
BAIBLACKROCK ETF TRUST
234,591$7.8M0.47%
53
GTOINVESCO ACTIVELY MANAGED EXC
163,973$7.8M0.46%
54
DIVOAMPLIFY ETF TR
168,623$7.5M0.45%
55
VOTVANGUARD INDEX FDS
26,846$7.5M0.45%
56
THROBLACKROCK ETF TRUST
191,753$7.4M0.44%
57
MBBISHARES TR
76,842$7.3M0.44%
58
KOCOCA COLA CO
102,792$7.2M0.43%
59
PFFISHARES TR
231,936$7.2M0.43%
60
GQ9SPDR GOLD TR
18,095$7.2M0.43%
61
GOOGLALPHABET INC
22,652$7.1M0.42%
62
FDNFIRST TR EXCHANGE-TRADED FD
25,740$6.9M0.41%
63
EEMISHARES TR
125,416$6.9M0.41%
64
XLFSELECT SECTOR SPDR TR
124,865$6.8M0.41%
65
BSVVANGUARD BD INDEX FDS
86,276$6.8M0.41%
66
AGGISHARES TR
67,286$6.7M0.40%
67
IJHISHARES TR
100,928$6.7M0.40%
68
AFLAFLAC INC
58,997$6.5M0.39%
69
SCHGSCHWAB STRATEGIC TR
198,680$6.5M0.39%
70
XLUSELECT SECTOR SPDR TR
151,634$6.5M0.39%
71
BINCBLACKROCK ETF TRUST II
122,244$6.5M0.39%
72
MCDMCDONALDS CORP
20,788$6.4M0.38%
73
BDYNBLACKROCK ETF TRUST
246,518$6.3M0.38%
74
CINFCINCINNATI FINL CORP
37,434$6.1M0.37%
75
VNQVANGUARD INDEX FDS
66,347$5.9M0.35%
76
GOOGALPHABET INC
18,301$5.7M0.34%
77
JPMJPMORGAN CHASE & CO.
17,423$5.6M0.34%
78
IAU*ISHARES GOLD TR
66,628$5.4M0.32%
79
XOMEXXON MOBIL CORP
44,227$5.3M0.32%
80
DUKDUKE ENERGY CORP NEW
45,407$5.3M0.32%
81
VBRVANGUARD INDEX FDS
24,671$5.2M0.31%
82
AVGOBROADCOM INC
15,046$5.2M0.31%
83
VOVANGUARD INDEX FDS
17,843$5.2M0.31%
84
BRK/BBERKSHIRE HATHAWAY INC DEL
9,956$5.0M0.30%
85
FLOTISHARES TR
98,057$5.0M0.30%
86
ACIOETF SER SOLUTIONS
114,079$5.0M0.30%
87
FAUGFIRST TR EXCHNG TRADED FD VI
91,315$4.8M0.29%
88
FLTRVANECK ETF TRUST
189,138$4.8M0.29%
89
CSCOCISCO SYS INC
62,132$4.8M0.29%
90
IGSBISHARES TR
90,479$4.8M0.29%
91
BBARRICK MNG CORP
108,932$4.7M0.28%
92
COSTCOSTCO WHSL CORP NEW
5,365$4.6M0.28%
93
IVOLKRANESHARES TRUST
240,805$4.6M0.28%
94
WMWASTE MGMT INC DEL
20,835$4.6M0.27%
95
MUMICRON TECHNOLOGY INC
15,762$4.5M0.27%
96
IAGGISHARES TR
88,868$4.4M0.27%
97
RPRXROYALTY PHARMA PLC
113,341$4.4M0.26%
98
VSSVANGUARD INTL EQUITY INDEX F
30,384$4.4M0.26%
99
FLTBFIDELITY MERRIMACK STR TR
84,404$4.3M0.26%
100
VWOBVANGUARD WHITEHALL FDS
62,583$4.2M0.25%
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