Regal Investment Advisors
$1.7B Assets Reported
680 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 135,286 | $88M | 5.1% |
| AAPL | APPLE INC | 127,198 | $32M | 1.9% |
| QQQ | INVESCO QQQ TR | 54,916 | $32M | 1.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 46,742 | $30M | 1.8% |
| SCHD | SCHWAB STRATEGIC TR | 908,819 | $28M | 1.6% |
| LQD | ISHARES TR | 244,646 | $27M | 1.5% |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 271,862 | $25M | 1.5% |
| NVDA | NVIDIA CORPORATION | 133,066 | $23M | 1.3% |
| VUG | VANGUARD INDEX FDS | 52,839 | $23M | 1.3% |
| IUSB | ISHARES TR | 492,806 | $23M | 1.3% |
Track Regal Investment Advisors's 13F portfolio: $1.7B in reported holdings, 680 positions. Top holdings, AUM, and quarterly changes on SentiSense.