Regal Investment Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.73B
Q ending 2026-03-31
Prior quarter
$1.67B
Q ending 2025-12-31
Change
+3.6% QoQ · +40.1% YoY
Positions
653
reported holdings
Largest positions
Top 100 of 653 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $88.4M | 135K |
| Apple Inc | AAPL | Shares | $32.3M | 127K |
| Invesco Qqq Tr | QQQ | Shares | $31.7M | 55K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $30.4M | 47K |
| Schwab Strategic Tr | SCHD | Shares | $27.9M | 909K |
| Ishares Tr | LQD | Shares | $26.7M | 245K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $25.2M | 272K |
| Nvidia Corporation | NVDA | Shares | $23.2M | 133K |
| Vanguard Index Fds | VUG | Shares | $23.1M | 53K |
| Ishares Tr | IUSB | Shares | $22.8M | 493K |
| Microsoft Corp | MSFT | Shares | $22.3M | 60K |
| Vanguard Tax-Managed Fds | VEA | Shares | $20.1M | 313K |
| Ishares Tr | IVE | Shares | $20.0M | 95K |
| Ishares Tr | IVW | Shares | $19.1M | 169K |
| Ishares Inc | IEMG | Shares | $17.7M | 253K |
| Johnson & Johnson | JNJ | Shares | $16.9M | 69K |
| Blackrock Etf Trust | DYNF | Shares | $16.6M | 285K |
| Abbvie Inc | ABBV | Shares | $15.6M | 72K |
| Ishares Tr | IJR | Shares | $15.2M | 122K |
| Ishares Tr | EFV | Shares | $15.1M | 203K |
| Ishares Tr | IEFA | Shares | $15.0M | 166K |
| Vanguard Whitehall Fds | VYMI | Shares | $14.3M | 152K |
| Chevron Corporation | CVX | Shares | $13.5M | 65K |
| Vanguard Index Fds | VTI | Shares | $13.3M | 42K |
| Vanguard Intl Equity Index F | VWO | Shares | $12.8M | 236K |
| Vanguard Specialized Funds | VIG | Shares | $12.4M | 57K |
| Verizon Communications Inc | VZ | Shares | $11.4M | 228K |
| Ishares Tr | MUB | Shares | $11.0M | 104K |
| Invesco Exchange Traded Fd T | PWB | Shares | $10.9M | 87K |
| Pfizer Inc | PFE | Shares | $10.9M | 387K |
| Procter & Gamble Co | PG | Shares | $10.7M | 74K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $10.7M | 315K |
| First Tr Exchange Traded Fd | FV | Shares | $10.5M | 174K |
| At&T Inc | T | Shares | $10.4M | 360K |
| Goldman Sachs Etf Tr | GSLC | Shares | $10.2M | 82K |
| Walmart Inc | WMT | Shares | $10.0M | 80K |
| Ishares Tr | QUAL | Shares | $9.9M | 52K |
| Altria Group Inc | MO | Shares | $9.8M | 149K |
| Invesco Exchange Traded Fd T | PWV | Shares | $9.6M | 137K |
| Ishares Tr | GOVT | Shares | $9.5M | 413K |
| Vanguard Index Fds | VOO | Shares | $9.3M | 16K |
| Ishares Tr | MTUM | Shares | $9.2M | 38K |
| Emerson Elec Co | EMR | Shares | $9.2M | 70K |
| Ishares Tr | EFG | Shares | $9.2M | 82K |
| Vanguard Index Fds | VOE | Shares | $9.1M | 49K |
| Exxon Mobil Corp | XOM | Shares | $8.9M | 52K |
| Medtronic Plc | Shares | $8.8M | 102K | |
| Ishares Tr | EEM | Shares | $8.4M | 148K |
| Amazon Com Inc | AMZN | Shares | $8.4M | 40K |
| International Business Machs | IBM | Shares | $8.4M | 35K |
| Ishares Tr | TLH | Shares | $8.3M | 83K |
| Blackrock Etf Trust | BAI | Shares | $8.2M | 247K |
| Vanguard Bd Index Fds | BSV | Shares | $8.0M | 103K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $8.0M | 175K |
| Invesco Actively Managed Exc | GTO | Shares | $8.0M | 171K |
| Coca Cola Co | KO | Shares | $8.0M | 105K |
| Blackrock Etf Trust | THRO | Shares | $7.7M | 212K |
| Spdr Gold Tr | GLD | Shares | $7.6M | 18K |
| Select Sector Spdr Tr | XLK | Shares | $7.6M | 57K |
| Spdr Series Trust | SPYM | Shares | $7.6M | 99K |
| Amplify Etf Tr | DIVO | Shares | $7.4M | 165K |
| Ishares Tr | MBB | Shares | $7.4M | 78K |
| Vanguard Index Fds | VOT | Shares | $7.3M | 28K |
| Ishares Tr | PFF | Shares | $7.3M | 241K |
| Ishares Tr | AGG | Shares | $7.2M | 72K |
| Select Sector Spdr Tr | XLU | Shares | $7.1M | 156K |
| Alphabet Inc | GOOGL | Shares | $6.9M | 24K |
| Costco Wholesale Corporation | COST | Shares | $6.7M | 7K |
| Mcdonalds Corp | MCD | Shares | $6.5M | 21K |
| Vanguard Index Fds | VNQ | Shares | $6.4M | 72K |
| Blackrock Etf Trust | BDYN | Shares | $6.4M | 263K |
| Ishares Tr | IJH | Shares | $6.4M | 94K |
| Aflac Inc | AFL | Shares | $6.2M | 56K |
| Duke Energy Corp New | DUK | Shares | $6.1M | 47K |
| Cincinnati Finl Corp | CINF | Shares | $6.0M | 38K |
| First Tr Exchange-Traded Fd | FDN | Shares | $6.0M | 25K |
| Blackrock Etf Trust Ii | BINC | Shares | $5.8M | 112K |
| Select Sector Spdr Tr | XLE | Shares | $5.8M | 95K |
| Alphabet Inc | GOOG | Shares | $5.8M | 20K |
| Select Sector Spdr Tr | XLF | Shares | $5.8M | 117K |
| Blackrock Etf Trust | IDEF | Shares | $5.7M | 175K |
| Proshares Tr Ii | VIXM | Shares | $5.7M | 333K |
| Blackrock Etf Trust | BLCR | Shares | $5.6M | 136K |
| Vanguard Index Fds | VBR | Shares | $5.4M | 25K |
| Schwab Strategic Tr | SCHG | Shares | $5.3M | 181K |
| Ishares Tr | FLOT | Shares | $5.3M | 103K |
| Waste Mgmt Inc Del | WM | Shares | $5.2M | 23K |
| Royalty Pharma Plc | Shares | $5.1M | 107K | |
| Target Corp | TGT | Shares | $5.1M | 42K |
| Jpmorgan Chase & Co | JPM | Shares | $5.1M | 17K |
| Vanguard Index Fds | VO | Shares | $5.0M | 18K |
| Cisco Sys Inc | CSCO | Shares | $5.0M | 65K |
| Etf Ser Solutions | ACIO | Shares | $4.9M | 117K |
| Ishares Tr | IAGG | Shares | $4.9M | 98K |
| Vaneck Etf Trust | FLTR | Shares | $4.9M | 191K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.9M | 10K |
| Slb Limited | SLB | Shares | $4.8M | 93K |
| Ishares Tr | IGSB | Shares | $4.8M | 91K |
| Pepsico Inc | PEP | Shares | $4.7M | 30K |
| Ishares Tr | SHV | Shares | $4.7M | 43K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.