Institutions / Regal Investment Advisors LLC

Regal Investment Advisors LLC

CIK 1559789 · Institution · as of Dec 31, 2025
Portfolio value
$1.67B
Positions
584
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 584 →
CompanyClassValueShares% of portfolio
iShares Tr$85.09M124,2345.1%
Apple Inc.$34.65M127,4712.1%
Invesco Qqq Tr$34.15M55,5852.0%
SPDR S&P 500 ETF Tr$32.77M48,0612.0%
Schwab Strategic Tr$26.50M966,1591.6%
Microsoft Corp$26.38M54,5441.6%
iShares MSCI UAE ETF$25.71M233,3481.5%
NVIDIA Corp$24.90M133,5101.5%
First Tr Exchange-Traded Fd$24.73M267,3501.5%
Vanguard Index Fds$24.40M50,0181.5%
iShares Tr$21.62M101,9611.3%
iShares Tr$20.89M448,8661.2%
Vanguard Tax-Managed Fds$20.22M323,7501.2%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$19.87M326,7911.2%
iShares Tr$19.19M155,6941.1%
iShares Inc$18.41M273,8201.1%
iShares Tr$17.29M50,4121.0%
AbbVie Inc.$16.54M72,3871.0%
Johnson & Johnson$14.85M71,7660.9%
iShares Tr$14.69M122,2060.9%
Vanguard Whitehall Fds$14.37M159,7140.9%
iShares Tr$14.06M196,8790.8%
iShares Tr$14.00M156,5260.8%
Vanguard Index Fds$13.45M40,1110.8%
Vanguard Intl Equity Index F$13.00M241,8400.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.