Holders — by stockHoldings — by fund
Regal Investment Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1559789
$1.92B
disclosed book value
647
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 100 of 647 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 168,826 | $126.4M | 6.6% |
| 2 | QQQINVESCO QQQ TR | 57,047 | $42.0M | 2.2% |
| 3 | AAPLAPPLE INC | 125,654 | $36.4M | 1.9% |
| 4 | SPYSTATE STR SPDR S&P 500 ETF T | 47,879 | $35.8M | 1.9% |
| 5 | IUSBISHARES TR | 699,010 | $32.3M | 1.7% |
| 6 | SCHDSCHWAB STRATEGIC TR | 906,142 | $28.7M | 1.5% |
| 7 | LQDISHARES TR | 255,073 | $27.8M | 1.4% |
| 8 | NVDANVIDIA CORPORATION | 136,901 | $27.4M | 1.4% |
| 9 | FTCSFIRST TR EXCHANGE-TRADED FD | 284,367 | $26.7M | 1.4% |
| 10 | VUGVANGUARD INDEX FDS | 307,894 | $26.5M | 1.4% |
| 11 | IVWISHARES TR | 170,924 | $23.5M | 1.2% |
| 12 | MSFTMICROSOFT CORP | 61,204 | $22.8M | 1.2% |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 315,638 | $22.5M | 1.2% |
| 14 | DYNFBLACKROCK ETF TRUST | 296,824 | $20.2M | 1% |
| 15 | IJRISHARES TR | 124,445 | $18.5M | 1% |
| 16 | IVEISHARES TR | 80,376 | $18.3M | 0.9% |
| 17 | ABBVABBVIE INC | 69,318 | $17.4M | 0.9% |
| 18 | JNJJOHNSON & JOHNSON | 65,349 | $16.6M | 0.9% |
| 19 | VTIVANGUARD INDEX FDS | 44,510 | $16.5M | 0.9% |
| 20 | IEFAISHARES TR | 163,424 | $15.8M | 0.8% |
| 21 | IEMGISHARES INC | 185,137 | $15.3M | 0.8% |
| 22 | PWBINVESCO EXCHANGE TRADED FD T | 87,023 | $14.7M | 0.8% |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 244,178 | $14.6M | 0.8% |
| 24 | VYMIVANGUARD WHITEHALL FDS | 146,556 | $14.4M | 0.7% |
| 25 | FVFIRST TR EXCHANGE TRADED FD | 173,447 | $13.2M | 0.7% |
| 26 | VIGVANGUARD SPECIALIZED FUNDS | 54,452 | $12.9M | 0.7% |
| 27 | MTUMISHARES TR | 36,766 | $12.6M | 0.7% |
| 28 | BUFRFIRST TR EXCHNG TRADED FD VI | 335,642 | $12.3M | 0.6% |
| 29 | GSLCGOLDMAN SACHS ETF TR | 82,281 | $11.7M | 0.6% |
| 30 | MUBISHARES TR | 106,890 | $11.5M | 0.6% |
| 31 | EFGISHARES TR | 89,583 | $11.1M | 0.6% |
| 32 | VOOVANGUARD INDEX FDS | 16,017 | $11.0M | 0.6% |
| 33 | PWVINVESCO EXCHANGE TRADED FD T | 142,748 | $10.8M | 0.6% |
| 34 | GOVTISHARES TR | 471,560 | $10.7M | 0.6% |
| 35 | AMZNAMAZON COM INC | 44,748 | $10.7M | 0.6% |
| 36 | MOALTRIA GROUP INC | 146,676 | $10.6M | 0.5% |
| 37 | BAIBLACKROCK ETF TRUST | 197,643 | $10.4M | 0.5% |
| 38 | PGPROCTER & GAMBLE CO | 70,664 | $10.4M | 0.5% |
| 39 | CVXCHEVRON CORPORATION | 62,380 | $10.3M | 0.5% |
| 40 | PRFZINVESCO EXCHANGE TRADED FD T | 179,531 | $10.0M | 0.5% |
| 41 | EEMISHARES TR | 144,108 | $9.9M | 0.5% |
| 42 | VOEVANGUARD INDEX FDS | 49,374 | $9.8M | 0.5% |
| 43 | XLKSELECT SECTOR SPDR TR | 51,191 | $9.8M | 0.5% |
| 44 | EMREMERSON ELEC CO | 66,586 | $9.5M | 0.5% |
| 45 | VZVERIZON COMMUNICATIONS INC | 220,491 | $9.3M | 0.5% |
| 46 | IBMINTERNATIONAL BUSINESS MACHS | 32,809 | $9.2M | 0.5% |
| 47 | PFEPFIZER INC | 378,806 | $9.1M | 0.5% |
| 48 | VOTVANGUARD INDEX FDS | 28,634 | $8.8M | 0.5% |
| 49 | WMTWALMART INC | 76,908 | $8.7M | 0.5% |
| 50 | GOOGLALPHABET INC | 24,021 | $8.6M | 0.4% |
| 51 | MBBISHARES TR | 90,635 | $8.6M | 0.4% |
| 52 | GTOINVESCO ACTIVELY MANAGED EXC | 181,605 | $8.5M | 0.4% |
| 53 | SPYMSPDR SERIES TRUST | 96,590 | $8.5M | 0.4% |
| 54 | BSVVANGUARD BD INDEX FDS | 105,018 | $8.2M | 0.4% |
| 55 | BDYNBLACKROCK ETF TRUST | 294,897 | $8.2M | 0.4% |
| 56 | KOCOCA COLA CO | 99,929 | $8.1M | 0.4% |
| 57 | BLCRBLACKROCK ETF TRUST | 156,435 | $7.9M | 0.4% |
| 58 | EFVISHARES TR | 98,986 | $7.6M | 0.4% |
| 59 | AGGISHARES TR | 76,418 | $7.6M | 0.4% |
| 60 | MEDTRONIC PLC | 96,561 | $7.6M | 0.4% |
| 61 | VNQVANGUARD INDEX FDS | 75,666 | $7.3M | 0.4% |
| 62 | COROBLACKROCK ETF TRUST | 198,750 | $7.3M | 0.4% |
| 63 | TAT&T INC | 348,962 | $7.2M | 0.4% |
| 64 | IJHISHARES TR | 93,526 | $7.2M | 0.4% |
| 65 | DIVOAMPLIFY ETF TR | 152,773 | $7.0M | 0.4% |
| 66 | PFFISHARES TR | 226,182 | $6.9M | 0.4% |
| 67 | IDEFBLACKROCK ETF TRUST | 215,719 | $6.9M | 0.4% |
| 68 | GOOGALPHABET INC | 19,164 | $6.8M | 0.4% |
| 69 | SCHGSCHWAB STRATEGIC TR | 198,873 | $6.7M | 0.3% |
| 70 | EXMOCEXXON MOBIL CORP | 48,600 | $6.6M | 0.3% |
| 71 | CINFCINCINNATI FINL CORP | 35,861 | $6.6M | 0.3% |
| 72 | XLFSELECT SECTOR SPDR TR | 123,766 | $6.6M | 0.3% |
| 73 | XLUSELECT SECTOR SPDR TR | 145,460 | $6.6M | 0.3% |
| 74 | AVGOBROADCOM INC | 17,336 | $6.5M | 0.3% |
| 75 | FDNFIRST TR EXCHANGE-TRADED FD | 24,265 | $6.4M | 0.3% |
| 76 | TLHISHARES TR | 63,662 | $6.4M | 0.3% |
| 77 | GLDSPDR GOLD TR | 17,123 | $6.3M | 0.3% |
| 78 | VBRVANGUARD INDEX FDS | 25,216 | $6.1M | 0.3% |
| 79 | AFLAFLAC INC | 52,221 | $6.1M | 0.3% |
| 80 | THROBLACKROCK ETF TRUST | 136,861 | $5.9M | 0.3% |
| 81 | ROYALTY PHARMA PLC | 103,861 | $5.8M | 0.3% |
| 82 | VOVANGUARD INDEX FDS | 71,696 | $5.8M | 0.3% |
| 83 | DUKDUKE ENERGY CORP NEW | 45,339 | $5.7M | 0.3% |
| 84 | SPMOINVESCO EXCH TRADED FD TR II | 35,132 | $5.7M | 0.3% |
| 85 | LRCXLAM RESEARCH CORP | 12,758 | $5.5M | 0.3% |
| 86 | FLOTISHARES TR | 107,071 | $5.5M | 0.3% |
| 87 | MCDMCDONALDS CORP | 20,090 | $5.4M | 0.3% |
| 88 | ACIOETF SER SOLUTIONS | 117,339 | $5.4M | 0.3% |
| 89 | BLACKROCK ETF TRUST | 192,050 | $5.4M | 0.3% |
| 90 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 11,182 | $5.3M | 0.3% |
| 91 | SDVYFIRST TR EXCHANGE TRADED FD | 123,381 | $5.3M | 0.3% |
| 92 | CSCOCISCO SYS INC | 45,156 | $5.3M | 0.3% |
| 93 | COSTCOSTCO WHOLESALE CORPORATION | 5,658 | $5.3M | 0.3% |
| 94 | JPMJPMORGAN CHASE & CO | 15,845 | $5.2M | 0.3% |
| 95 | LLYELI LILLY & CO | 4,324 | $5.2M | 0.3% |
| 96 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,347 | $5.2M | 0.3% |
| 97 | TGTTARGET CORP | 39,445 | $5.2M | 0.3% |
| 98 | AMDADVANCED MICRO DEVICES INC | 8,812 | $5.1M | 0.3% |
| 99 | XLESELECT SECTOR SPDR TR | 92,183 | $4.9M | 0.3% |
| 100 | WMWASTE MGMT INC DEL | 21,939 | $4.9M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.