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Regal Investment Advisors LLC

Q2 2026 13F filing

Updated 27 days ago

647 disclosed positions worth $1.9B

Portfolio value
$1.9B
Total holdings
647
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$126.4M
Shares
168.8K
% Port
6.57%
Q
2.QQQ

INVESCO QQQ TR

Value
$42M
Shares
57.0K
% Port
2.18%
A

APPLE INC

Value
$36.4M
Shares
125.7K
% Port
1.89%
S
4.SPY

STATE STR SPDR S&P 500 ETF T

Value
$35.8M
Shares
47.9K
% Port
1.86%
E

ISHARES TR

Value
$32.3M
Shares
699.0K
% Port
1.68%
S

SCHWAB STRATEGIC TR

Value
$28.7M
Shares
906.1K
% Port
1.49%
B
7.BLK

ISHARES TR

Value
$27.8M
Shares
255.1K
% Port
1.45%
N

NVIDIA CORPORATION

Value
$27.4M
Shares
136.9K
% Port
1.42%
F
9.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$26.7M
Shares
284.4K
% Port
1.39%
V
10.VGES

VANGUARD INDEX FDS

Value
$26.5M
Shares
307.9K
% Port
1.38%
E
11.ETHA

ISHARES TR

Value
$23.5M
Shares
170.9K
% Port
1.22%
M
12.MSFT

MICROSOFT CORP

Value
$22.8M
Shares
61.2K
% Port
1.19%
V
13.VGES

VANGUARD TAX-MANAGED FDS

Value
$22.5M
Shares
315.6K
% Port
1.17%
E
14.ETHA

BLACKROCK ETF TRUST

Value
$20.2M
Shares
296.8K
% Port
1.05%
E
15.ETHA

ISHARES TR

Value
$18.5M
Shares
124.4K
% Port
0.96%
E
16.ETHA

ISHARES TR

Value
$18.3M
Shares
80.4K
% Port
0.95%
A
17.ABBV

ABBVIE INC

Value
$17.4M
Shares
69.3K
% Port
0.91%
J
18.JNJ

JOHNSON & JOHNSON

Value
$16.6M
Shares
65.3K
% Port
0.86%
V
19.VGES

VANGUARD INDEX FDS

Value
$16.5M
Shares
44.5K
% Port
0.86%
E
20.ETHA

ISHARES TR

Value
$15.8M
Shares
163.4K
% Port
0.82%
E
21.ETHA

ISHARES INC

Value
$15.3M
Shares
185.1K
% Port
0.80%
?
22.N/A

INVESCO EXCHANGE TRADED FD T

Value
$14.7M
Shares
87.0K
% Port
0.76%
V
23.VGES

VANGUARD INTL EQUITY INDEX F

Value
$14.6M
Shares
244.2K
% Port
0.76%
V
24.VGES

VANGUARD WHITEHALL FDS

Value
$14.4M
Shares
146.6K
% Port
0.75%
F
25.FPF

FIRST TR EXCHANGE TRADED FD

Value
$13.2M
Shares
173.4K
% Port
0.68%
B
26.BX

VANGUARD SPECIALIZED FUNDS

Value
$12.9M
Shares
54.5K
% Port
0.67%
E
27.ETHA

ISHARES TR

Value
$12.6M
Shares
36.8K
% Port
0.65%
F
28.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$12.3M
Shares
335.6K
% Port
0.64%
G

GOLDMAN SACHS ETF TR

Value
$11.7M
Shares
82.3K
% Port
0.61%
E
30.ETHA

ISHARES TR

Value
$11.5M
Shares
106.9K
% Port
0.60%
E
31.ETHA

ISHARES TR

Value
$11.1M
Shares
89.6K
% Port
0.58%
V
32.VGES

VANGUARD INDEX FDS

Value
$11M
Shares
16.0K
% Port
0.57%
E
33.ETHA

INVESCO EXCHANGE TRADED FD T

Value
$10.8M
Shares
142.7K
% Port
0.56%
E
34.ETHA

ISHARES TR

Value
$10.7M
Shares
471.6K
% Port
0.56%
A
35.AMZN

AMAZON COM INC

Value
$10.7M
Shares
44.7K
% Port
0.55%
M
36.MO

ALTRIA GROUP INC

Value
$10.6M
Shares
146.7K
% Port
0.55%
E
37.ETHA

BLACKROCK ETF TRUST

Value
$10.4M
Shares
197.6K
% Port
0.54%
P
38.PG

PROCTER & GAMBLE CO

Value
$10.4M
Shares
70.7K
% Port
0.54%
C
39.CVX

CHEVRON CORPORATION

Value
$10.3M
Shares
62.4K
% Port
0.54%
?
40.N/A

INVESCO EXCHANGE TRADED FD T

Value
$10M
Shares
179.5K
% Port
0.52%
E
41.ETHA

ISHARES TR

Value
$9.9M
Shares
144.1K
% Port
0.51%
V
42.VGES

VANGUARD INDEX FDS

Value
$9.8M
Shares
49.4K
% Port
0.51%
S

SELECT SECTOR SPDR TR

Value
$9.8M
Shares
51.2K
% Port
0.51%
E
44.EMR

EMERSON ELEC CO

Value
$9.5M
Shares
66.6K
% Port
0.50%
V
45.VZ

VERIZON COMMUNICATIONS INC

Value
$9.3M
Shares
220.5K
% Port
0.48%
I
46.IBM

INTERNATIONAL BUSINESS MACHS

Value
$9.2M
Shares
32.8K
% Port
0.48%
P
47.PFE

PFIZER INC

Value
$9.1M
Shares
378.8K
% Port
0.47%
V
48.VGES

VANGUARD INDEX FDS

Value
$8.8M
Shares
28.6K
% Port
0.46%
W
49.WMT

WALMART INC

Value
$8.7M
Shares
76.9K
% Port
0.45%
G

ALPHABET INC

Value
$8.6M
Shares
24.0K
% Port
0.45%