Institutional Manager · CIK 0001559789
Regal Investment Advisors LLC
Kentwood, MI · File #028-15474
Latest AUM
$1.67B
Positions
584
Top-10 Concentration
40.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025584 pos · $1.67B
- 13F HOLDINGS REPORTQ/E Sep 2025516 pos · $1.54B
- 13F HOLDINGS REPORTQ/E Jun 2025481 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Mar 2025460 pos · $1.24B
- 13F HOLDINGS REPORTQ/E Dec 2024465 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Sep 2024500 pos · $1.43B
- 13F HOLDINGS REPORTQ/E Jun 2024570 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Mar 2024582 pos · $1.46B
- 13F HOLDINGS REPORTQ/E Dec 2023499 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Sep 2023514 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Jun 2023517 pos · $1.13B
- 13F HOLDINGS REPORTQ/E Mar 2023492 pos · $1.03B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 124,234 | $85.1M | 10.23% |
| 2 | APPLE INC | AAPL | 127,471 | $34.7M | 4.16% |
| 3 | INVESCO QQQ TR | IVZ | 55,585 | $34.1M | 4.10% |
| 4 | SPDR S&P 500 ETF TR | SPY | 48,061 | $32.8M | 3.94% |
| 5 | SCHWAB STRATEGIC TR | 808524797 | 966,159 | $26.5M | 3.19% |
| 6 | MICROSOFT CORP | MSFT | 54,544 | $26.4M | 3.17% |
| 7 | ISHARES TR | 464287242 | 233,348 | $25.7M | 3.09% |
| 8 | NVIDIA CORPORATION | NVDA | 133,510 | $24.9M | 2.99% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 267,350 | $24.7M | 2.97% |
| 10 | VANGUARD INDEX FDS | 922908736 | 50,018 | $24.4M | 2.93% |
| 11 | ISHARES TR | 464287408 | 101,961 | $21.6M | 2.60% |
| 12 | ISHARES TR | 46434V613 | 448,866 | $20.9M | 2.51% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 323,750 | $20.2M | 2.43% |
| 14 | BLACKROCK ETF TRUST | BLK | 326,791 | $19.9M | 2.39% |
| 15 | ISHARES TR | 464287309 | 155,694 | $19.2M | 2.31% |
| 16 | ISHARES INC | 46434G103 | 273,820 | $18.4M | 2.21% |
| 17 | ISHARES TR | 464287101 | 50,412 | $17.3M | 2.08% |
| 18 | ABBVIE INC | ABBV | 72,387 | $16.5M | 1.99% |
| 19 | JOHNSON & JOHNSON | JNJ | 71,766 | $14.9M | 1.78% |
| 20 | ISHARES TR | 464287804 | 122,206 | $14.7M | 1.77% |