Regal Investment Advisors LLC
Sector Allocation
- Other64.1%$1.2B
- Technology10.8%$207.5M
- Financials7.4%$142.9M
- Healthcare4.5%$87.2M
- Consumer Staples3.2%$61.3M
- Energy2.1%$39.7M
- Industrials2.0%$38.8M
- Consumer Discretionary2.0%$37.9M
- Utilities1.7%$33.4M
- Communication Services1.1%$20.3M
AUM History
13fpro.ai/research/fund/regal-investment-advisors-llc-1559789
Conviction and streaks
Concentrating · top 10 = 21.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$126.4M
QQQ
$42.0MAAPL
$36.4MSPY
$35.8M- ISHARES$32.3M
- SCHWAB$28.7M
- ISHARES$27.8M
NVDA
$27.4M- FIRST$26.7M
- VANGUARD$26.5M
- ISHARES$23.5M
MSFT
$22.8M- VANGUARD$22.5M
- BLACKROCK$20.2M
- ISHARES$18.5M
- ISHARES$18.3M
ABBV
$17.4MJNJ
$16.6M- VANGUARD$16.5M
- ISHARES$15.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/regal-investment-advisors-llc-1559789
Regal Investment Advisors LLC 13F holdings — Q2 2026
$1.9B portfolio (+11.1% QoQ) · 647 holdings · Q2 2026 13F · top 10 are 21% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$126.4M
6.6% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— $42.0M
2.2% of stocks
+4%This quarter-2.6%Since filed10+ qtrsHeld$36.4M
1.9% of stocks
-1%This quarter+12.4%Since filed10+ qtrsHeld$35.8M
1.9% of stocks
+2%This quarter-1.4%Since filed10+ qtrsHeld- 5
ISHARES TR - CORE UNIVRSL USD
$32.3M
1.7% of stocks
+42%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$28.7M
1.5% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - IBOXX INV CP ETF
$27.8M
1.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $27.4M
1.4% of stocks
+3%This quarter-4.1%Since filed10+ qtrsHeld- 9
FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF
$26.7M
1.4% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - GROWTH ETF
$26.5M
1.4% of stocks
+483%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $126.4M | 6.6% | +25% | — | — | — | — | |
| 2 | $42.0M | 2.2% | +4% | -2.6% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $36.4M | 1.9% | -1% | +12.4% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $35.8M | 1.9% | +2% | -1.4% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - CORE UNIVRSL USD | $32.3M | 1.7% | +42% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $28.7M | 1.5% | -0.3% | — | — | — | — | |
| 7 | ISHARES TR - IBOXX INV CP ETF | $27.8M | 1.4% | +4% | — | — | — | — | |
| 8 | $27.4M | 1.4% | +3% | -4.1% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $26.7M | 1.4% | +5% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - GROWTH ETF | $26.5M | 1.4% | +483% | — | — | — | — |
All holdings — Regal Investment Advisors LLC (Q2 2026)
647 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $23.5M | 1.2% | 171K | +1% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $22.8M | 1.2% | 61K | +2% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $22.5M | 1.2% | 316K | +0.9% | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $20.2M | 1.1% | 297K | +4% | — | — | 13F |
| 15 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $18.5M | 1.0% | 124K | +2% | — | — | 13F |
| 16 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $18.3M | 0.9% | 80K | -15% | — | — | 13F |
| 17 | AbbVie Inc. | Healthcare | $17.4M | 0.9% | 69K | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | JOHNSON & JOHNSON | Healthcare | $16.6M | 0.9% | 65K | -6% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $16.5M | 0.9% | 45K | +7% | — | — | 13F |
| 20 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $15.8M | 0.8% | 163K | -1% | — | — | 13F |
| 21 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $15.3M | 0.8% | 185K | -27% | — | — | 13F |
| 22 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETFetf/fund | — | $14.7M | 0.8% | 87K | +0.2% | — | — | 13F |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $14.6M | 0.8% | 244K | +3% | — | — | 13F |
| 24 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund | — | $14.4M | 0.8% | 147K | -3% | — | — | 13F |
| 25 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETFetf/fund | — | $13.2M | 0.7% | 173K | -0.2% | — | — | 13F |
| 26 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $12.9M | 0.7% | 54K | -5% | |||
| 27 | — | ISHARES TR - MSCI USA MMENTM | — | $12.6M | 0.7% | 37K | -4% | |||
| 28 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $12.3M | 0.6% | 336K | +6% | |||
| 29 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $11.7M | 0.6% | 82K | +0.8% | |||
| 30 | — | ISHARES TR - NATIONAL MUN ETF | — | $11.5M | 0.6% | 107K | +3% | |||
| 31 | — | ISHARES TR - EAFE GRWTH ETF | — | $11.1M | 0.6% | 90K | +9% | |||
| 32 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $11.0M | 0.6% | 16K | +3% | |||
| 33 | $IVZ | Invesco Ltd. | Financials | $10.8M | 0.6% | 143K | +4% | |||
| 34 | — | ISHARES TR - US TREAS BD ETF | — | $10.7M | 0.6% | 472K | +14% | |||
| 35 | $AMZN | AMAZON COM INC | Consumer Discretionary | $10.7M | 0.6% | 45K | +11% | |||
| 36 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $10.6M | 0.6% | 147K | -1% | |||
| 37 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $10.4M | 0.5% | 198K | -20% | |||
| 38 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $10.4M | 0.5% | 71K | -4% | |||
| 39 | $CVX | CHEVRON CORP | Energy | $10.3M | 0.5% | 62K | -4% | |||
| 40 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | — | $10.0M | 0.5% | 180K | +3% | |||
| 41 | — | ISHARES TR - MSCI EMG MKT ETF | — | $9.9M | 0.5% | 144K | -3% | |||
| 42 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $9.8M | 0.5% | 49K | -0.1% | |||
| 43 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $9.8M | 0.5% | 51K | -11% | |||
| 44 | $EMR | EMERSON ELECTRIC CO | Industrials | $9.5M | 0.5% | 67K | -5% | |||
| 45 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $9.3M | 0.5% | 220K | -3% | |||
| 46 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $9.2M | 0.5% | 33K | -5% | |||
| 47 | $PFE | PFIZER INC | Healthcare | $9.1M | 0.5% | 379K | -2% | |||
| 48 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $8.8M | 0.5% | 29K | +0.6% | |||
| 49 | $WMT | Walmart Inc. | Consumer Staples | $8.7M | 0.5% | 77K | -4% | |||
| 50 | $GOOGL | Alphabet Inc. | Technology | $8.6M | 0.5% | 24K | +0.6% | |||
| 51 | — | ISHARES TR - MBS ETF | — | $8.6M | 0.5% | 91K | +16% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $8.5M | 0.4% | 182K | +6% | |||
| 53 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $8.5M | 0.4% | 97K | -2% | |||
| 54 | $META | Meta Platforms, Inc. | Technology | $8.2M | 0.4% | 105K | +2% | |||
| 55 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $8.2M | 0.4% | 295K | +12% | |||
| 56 | $KO | COCA COLA CO | Consumer Staples | $8.1M | 0.4% | 100K | -5% | |||
| 57 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $7.9M | 0.4% | 156K | +15% | |||
| 58 | — | ISHARES TR - EAFE VALUE ETF | — | $7.6M | 0.4% | 99K | -51% | |||
| 59 | — | ISHARES TR - CORE US AGGBD ET | — | $7.6M | 0.4% | 76K | +6% | |||
| 60 | $MDT | Medtronic plc | Healthcare | $7.6M | 0.4% | 97K | -5% | |||
| 61 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $7.3M | 0.4% | 76K | +5% | |||
| 62 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $7.3M | 0.4% | 199K | New | |||
| 63 | $T | AT&T INC. | Communication Services | $7.2M | 0.4% | 349K | -3% | |||
| 64 | — | ISHARES TR - CORE S&P MCP ETF | — | $7.2M | 0.4% | 94K | -0.9% | |||
| 65 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $7.0M | 0.4% | 153K | -7% | |||
| 66 | — | ISHARES TR - PFD AND INCM SEC | — | $6.9M | 0.4% | 226K | -6% | |||
| 67 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | — | $6.9M | 0.4% | 216K | +23% | |||
| 68 | $GOOG | Alphabet Inc. | Technology | $6.8M | 0.3% | 19K | -5% | |||
| 69 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $6.7M | 0.3% | 199K | +10% | |||
| 70 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $6.6M | 0.3% | 49K | -7% | |||
| 71 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $6.6M | 0.3% | 36K | -6% | |||
| 72 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $6.6M | 0.3% | 124K | +6% | |||
| 73 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $6.6M | 0.3% | 145K | -7% | |||
| 74 | $AVGO | Broadcom Inc. | Technology | $6.5M | 0.3% | 17K | +16% | |||
| 75 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $6.4M | 0.3% | 24K | -5% | |||
| 76 | — | ISHARES TR - 10-20 YR TRS ETF | — | $6.4M | 0.3% | 64K | -23% | |||
| 77 | $GLD | SPDR GOLD TRUST | Financials | $6.3M | 0.3% | 17K | -4% | |||
| 78 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $6.1M | 0.3% | 25K | +0.8% | |||
| 79 | $AFL | AFLAC INC | Financials | $6.1M | 0.3% | 52K | -7% | |||
| 80 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $5.9M | 0.3% | 137K | -36% | |||
| 81 | $RPRX | Royalty Pharma plc | Healthcare | $5.8M | 0.3% | 104K | -3% | |||
| 82 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $5.8M | 0.3% | 72K | +308% | |||
| 83 | $DUK | Duke Energy CORP | Utilities | $5.7M | 0.3% | 45K | -3% | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $5.7M | 0.3% | 35K | +1% | |||
| 85 | $LRCX | LAM RESEARCH CORP | Technology | $5.5M | 0.3% | 13K | -3% | |||
| 86 | — | ISHARES TR - FLTG RATE NT ETF | — | $5.5M | 0.3% | 107K | +4% | |||
| 87 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5.4M | 0.3% | 20K | -3% | |||
| 88 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | — | $5.4M | 0.3% | 117K | -0.1% | |||
| 89 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $5.4M | 0.3% | 192K | New | |||
| 90 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $5.3M | 0.3% | 11K | -4% | |||
| 91 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $5.3M | 0.3% | 123K | +23% | |||
| 92 | $CSCO | CISCO SYSTEMS, INC. | Technology | $5.3M | 0.3% | 45K | -30% | |||
| 93 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.3M | 0.3% | 5,658 | -16% | |||
| 94 | $JPM | JPMORGAN CHASE & CO | Financials | $5.2M | 0.3% | 16K | -8% | |||
| 95 | $LLY | ELI LILLY & Co | Healthcare | $5.2M | 0.3% | 4,324 | +17% | |||
| 96 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 0.3% | 10K | +2% | |||
| 97 | $TGT | TARGET CORP | Consumer Staples | $5.2M | 0.3% | 39K | -6% | |||
| 98 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $5.1M | 0.3% | 8,812 | +1% | |||
| 99 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $4.9M | 0.3% | 92K | -3% | |||
| 100 | $WM | WASTE MANAGEMENT INC | Utilities | $4.9M | 0.3% | 22K | -4% | |||
| 101 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $4.8M | 0.3% | 26K | +43% | |||
| 102 | $IVZ | Invesco Ltd. | Financials | $4.8M | 0.3% | 16K | -4% | |||
| 103 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $4.8M | 0.3% | 35K | -0.0% | |||
| 104 | — | VANECK ETF TRUST - IG FLOA RATE ETF | — | $4.8M | 0.3% | 186K | -3% | |||
| 105 | — | FIDELITY MERRIMACK STR TR - LTD TRM BD ETF | — | $4.7M | 0.3% | 94K | +8% | |||
| 106 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $4.7M | 0.3% | 31K | -1% | |||
| 107 | — | ISHARES TR - RUS 1000 GRW ETF | — | $4.7M | 0.3% | 38K | +337% | |||
| 108 | $TOL | Toll Brothers, Inc. | Industrials | $4.7M | 0.2% | 28K | -3% | |||
| 109 | — | ISHARES TR - ISHS 1-5YR INVS | — | $4.5M | 0.2% | 86K | -5% | |||
| 110 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $4.5M | 0.2% | 6,900 | -0.0% | |||
| 111 | $CPAY | CORPAY, INC. | Financials | $4.5M | 0.2% | 14K | -2% | |||
| 112 | $SNPS | SYNOPSYS INC | Technology | $4.4M | 0.2% | 66K | +3% | |||
| 113 | $LZB | LA-Z-BOY INC | Consumer Discretionary | $4.4M | 0.2% | 110K | — | |||
| 114 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | — | $4.4M | 0.2% | 168K | +5% | |||
| 115 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $4.3M | 0.2% | 30K | -2% | |||
| 116 | $SLB | SLB LIMITED/NV | Energy | $4.3M | 0.2% | 93K | -0.2% | |||
| 117 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $4.3M | 0.2% | 86K | New | |||
| 118 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $4.3M | 0.2% | 44K | +4% | |||
| 119 | — | ISHARES TR - MICRO-CAP ETF | — | $4.2M | 0.2% | 21K | -3% | |||
| 120 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $4.2M | 0.2% | 49K | +3% | |||
| 121 | — | ISHARES TR - S&P 100 ETF | — | $4.2M | 0.2% | 11K | -0.9% | |||
| 122 | $ELV | Elevance Health, Inc. | Healthcare | $4.2M | 0.2% | 11K | -4% | |||
| 123 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $4.1M | 0.2% | 73K | -10% | |||
| 124 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $4.1M | 0.2% | 17K | +1% | |||
| 125 | $PEP | PEPSICO INC | Consumer Staples | $4.1M | 0.2% | 30K | -0.1% | |||
| 126 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $4.1M | 0.2% | 26K | +23% | |||
| 127 | — | ISHARES TR - MSCI USA QLT FCT | — | $4.0M | 0.2% | 18K | -65% | |||
| 128 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $3.9M | 0.2% | 13K | -0.4% | |||
| 129 | — | ISHARES TR - U.S. TECH ETF | — | $3.9M | 0.2% | 16K | +2% | |||
| 130 | $IVZ | Invesco Ltd. | Financials | $3.9M | 0.2% | 156K | +2% | |||
| 131 | $B | BARRICK MINING CORP | Materials | $3.9M | 0.2% | 106K | -3% | |||
| 132 | — | ETF SER SOLUTIONS - APTUS DEFINED | — | $3.8M | 0.2% | 133K | +0.4% | |||
| 133 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $3.8M | 0.2% | 18K | -18% | |||
| 134 | $META | Meta Platforms, Inc. | Technology | $3.8M | 0.2% | 6,668 | +13% | |||
| 135 | $ETR | ENTERGY CORP /DE/ | Utilities | $3.7M | 0.2% | 33K | +0.4% | |||
| 136 | $EOG | EOG RESOURCES INC | Energy | $3.7M | 0.2% | 29K | -2% | |||
| 137 | $IVZ | Invesco Ltd. | Financials | $3.7M | 0.2% | 17K | -7% | |||
| 138 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $3.6M | 0.2% | 69K | -39% | |||
| 139 | $FANG | Diamondback Energy, Inc. | Energy | $3.6M | 0.2% | 20K | -3% | |||
| 140 | — | ETF SER SOLUTIONS - APTUS INT ENH YL | — | $3.6M | 0.2% | 129K | +0.3% | |||
| 141 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $3.5M | 0.2% | 34K | +32% | |||
| 142 | $MRK | Merck & Co., Inc. | Healthcare | $3.4M | 0.2% | 26K | -2% | |||
| 143 | $V | VISA INC. | Financials | $3.4M | 0.2% | 9,825 | +11% | |||
| 144 | $IVZ | Invesco Ltd. | Financials | $3.3M | 0.2% | 37K | +212% | |||
| 145 | $BLDR | Builders FirstSource, Inc. | Industrials | $3.3M | 0.2% | 37K | +8% | |||
| 146 | $WT | WisdomTree, Inc. | Financials | $3.3M | 0.2% | 61K | -18% | |||
| 147 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | — | $3.3M | 0.2% | 27K | +12% | |||
| 148 | $ED | CONSOLIDATED EDISON INC | Utilities | $3.2M | 0.2% | 29K | -3% | |||
| 149 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $3.2M | 0.2% | 29K | -31% | |||
| 150 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $3.2M | 0.2% | 7,145 | +23% |
What changed in Q2 2026
Against the previous quarter's 13F: 43 new, 301 added to, 268 trimmed, 50 sold out. Share-count changes; largest moves by dollar size first.
New positions (43)
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$7.3M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$5.4M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA GLO USD ETF$4.3M
first bought this quarter
$BFLXCann American Corp.$2.3M
first bought this quarter
$DVNDEVON ENERGY CORP/DE$1.7M
first bought this quarter
- ETF SER SOLUTIONS - DEFIA QUANT ETF$1.2M
first bought this quarter
+37 more in the Excel export
Added to (301)
- ISHARES TR - CORE S&P500 ETF+25%
now $126.4M
- VANGUARD INDEX FDS - GROWTH ETF+483%
now $26.5M
- ISHARES TR - CORE UNIVRSL USD+42%
now $32.3M
- VANGUARD INDEX FDS - MID CAP ETF+308%
now $5.8M
- ISHARES TR - RUS 1000 GRW ETF+337%
now $4.7M
- VANGUARD WORLD FD - INF TECH ETF+672%
now $1.9M
+295 more in the Excel export
Trimmed (268)
- ISHARES TR - EAFE VALUE ETF-51%
now $7.6M
- ISHARES TR - MSCI USA QLT FCT-65%
now $4.0M
- ISHARES INC - CORE MSCI EMKT-27%
now $15.3M
- PROSHARES TR II - VIX MDTRM FUTR N-95%
now $219K
- ISHARES TR - S&P 500 VAL ETF-15%
now $18.3M
- BLACKROCK ETF TRUST - ISHA US THEM ETF-36%
now $5.9M
+262 more in the Excel export
Sold out (50)
- ISHARES TRwas $4.9M
$CBOECboe Global Markets, Inc.was $1.2M
held 9+ qtrs
- ISHARES TRwas $1.0M
- SCHWAB STRATEGIC TRwas $673K
- ISHARES INCwas $656K
- MORGAN STANLEY ETF TRUSTwas $620K
+44 more in the Excel export
Holdings by quarter
Every 13F Regal Investment Advisors LLC has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Regal Investment Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 18% over the last 4
Top 10 weight
21%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Regal Investment Advisors LLC disclosed 647 positions worth $1.9B in its Form 13F-HR for Q2 2026, followed by $QQQ and $AAPL. During the quarter the fund opened 43 new positions and exited 50. The portfolio is most concentrated in Other (64.1% of disclosed assets). All figures are sourced directly from Regal Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1559789.
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AI-Powered Hedge Fund Analysis: Regal Investment Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Regal Investment Advisors LLC (SEC CIK: 1559789), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Regal Investment Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.