Regal Investment Advisors
$1.9B 13F equity value
697 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Regal Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 168,826 | $126M | 6.6% |
| QQQ | INVESCO QQQ TR | 57,047 | $42M | 2.2% |
| AAPL | APPLE INC | 125,654 | $36M | 1.9% |
| SPY | STATE STR SPDR S&P 500 ETF T | 47,879 | $36M | 1.9% |
| IUSB | ISHARES TR | 699,010 | $32M | 1.7% |
| SCHD | SCHWAB STRATEGIC TR | 906,142 | $29M | 1.5% |
| LQD | ISHARES TR | 255,073 | $28M | 1.4% |
| NVDA | NVIDIA CORPORATION | 136,901 | $27M | 1.4% |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 284,367 | $27M | 1.4% |
| VUG | VANGUARD INDEX FDS | 307,894 | $27M | 1.4% |
Track Regal Investment Advisors's 13F portfolio: $1.9B in reported holdings, 697 positions. Top holdings and quarterly changes on SentiSense.
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