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Regal Investment Advisors

Latest statistics and disclosures from Regal Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, QQQ, SPY, SCHD, and represent 12.75% of Regal Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IVE (+$8.4M), IEMG (+$6.0M), XLK, SPYM, MTUM, IVV, ACIO, QQQM, XLU, DYNF.
Started 93 new stock positions in COKE, PSMT, CI, IGF, BPRE, FBND, WDAY, GLDM, QQQM, PCN.
Reduced shares in these 10 stocks: QUAL, QQQ, MU, DGRW, VRIG, TRPA, HEFA, FFEB, VOO, GOOG.
Sold out of its positions in OUSM, BABA, AB, LCTD, CAPR, DBEF, DAL, D, VPC, EQIX.
Regal Investment Advisors was a net buyer of stock by $123M.
Regal Investment Advisors has $1.7B in assets under management (AUM), dropping by 8.87%.
Central Index Key (CIK): 0001559789

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Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 584 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Regal Investment Advisors has 584 total positions. Only the first 250 positions are shown.

Sign up to view all of the Regal Investment Advisors Dec. 31, 2025 positions
Download the Regal Investment Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.1	$85M	+4%	124k	684.94	View chart
Apple (AAPL)	2.1	$35M		128k	271.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$34M	-11%	56k	614.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$33M		48k	681.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$27M	-3%	966k	27.43	View chart
Microsoft Corporation (MSFT)	1.6	$26M	+3%	55k	483.62	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.5	$26M	+3%	233k	110.19	View chart
NVIDIA Corporation (NVDA)	1.5	$25M	+6%	134k	186.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.5	$25M		267k	92.51	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$24M	+2%	50k	487.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$22M	+63%	102k	212.07	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.2	$21M	+15%	449k	46.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$20M	+10%	324k	62.47	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$20M	+20%	327k	60.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$19M	+17%	156k	123.26	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$18M	+48%	274k	67.22	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$17M	+12%	50k	342.97	View chart
Abbvie (ABBV)	1.0	$17M		72k	228.49	View chart
Johnson & Johnson (JNJ)	0.9	$15M		72k	206.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$15M	+2%	122k	120.18	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.9	$14M	+7%	160k	90.00	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$14M	+4%	197k	71.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$14M	+11%	157k	89.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$13M	+11%	40k	335.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$13M	+6%	242k	53.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$13M	+3%	59k	219.78	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$13M	-4%	95k	132.37	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.7	$11M		88k	127.11	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.6	$11M		169k	62.92	View chart
Procter & Gamble Company (PG)	0.6	$11M		74k	143.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$10M	+4%	297k	34.26	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$10M	+9%	94k	107.11	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$9.7M	+10%	95k	101.67	View chart
International Business Machines (IBM)	0.6	$9.7M	+9%	33k	296.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$9.6M	-15%	15k	627.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$9.5M	-34%	48k	198.62	View chart
Medtronic SHS (MDT)	0.6	$9.5M	+8%	99k	96.06	View chart
Chevron Corporation (CVX)	0.6	$9.3M	+9%	61k	152.41	View chart
Emerson Electric (EMR)	0.6	$9.3M	+2%	70k	132.72	View chart
Pfizer (PFE)	0.5	$9.1M	+4%	367k	24.90	View chart
Wal-Mart Stores (WMT)	0.5	$9.0M	+18%	81k	111.41	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.5	$9.0M		136k	66.52	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$8.9M	+71%	36k	250.31	View chart
Amazon (AMZN)	0.5	$8.9M		39k	230.82	View chart
Altria (MO)	0.5	$8.7M	+3%	151k	57.66	View chart
At&t (T)	0.5	$8.6M	+5%	346k	24.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$8.6M	+6%	48k	177.37	View chart
Verizon Communications (VZ)	0.5	$8.5M	+11%	210k	40.73	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$8.1M	+112%	102k	80.22	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$8.1M	+115%	56k	143.97	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.5	$8.0M		174k	45.89	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$7.8M	+31%	235k	33.30	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.5	$7.8M	+3%	164k	47.42	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$7.5M	-3%	169k	44.50	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$7.5M		27k	279.14	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$7.4M	+20%	192k	38.56	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$7.3M	+6%	77k	95.22	View chart
Coca-Cola Company (KO)	0.4	$7.2M	+7%	103k	69.91	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$7.2M		232k	30.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$7.2M	-4%	18k	396.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$7.1M	+6%	23k	313.00	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.4	$6.9M		26k	269.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$6.9M	+2%	125k	54.71	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$6.8M	+11%	125k	54.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$6.8M		86k	78.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$6.7M	-17%	67k	99.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$6.7M	-16%	101k	66.00	View chart
AFLAC Incorporated (AFL)	0.4	$6.5M	-2%	59k	110.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$6.5M	+8%	199k	32.62	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$6.5M	+113%	152k	42.69	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$6.5M	+51%	122k	52.77	View chart
McDonald's Corporation (MCD)	0.4	$6.4M	+2%	21k	305.63	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$6.3M	+2%	247k	25.61	View chart
Cincinnati Financial Corporation (CINF)	0.4	$6.1M	+5%	37k	163.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$5.9M		66k	88.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$5.7M	-23%	18k	313.80	View chart
JPMorgan Chase & Co. (JPM)	0.3	$5.6M	+15%	17k	322.22	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$5.4M	+16%	67k	81.17	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.3M	+4%	44k	120.34	View chart
Duke Energy Corp Com New (DUK)	0.3	$5.3M	+7%	45k	117.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$5.2M	+13%	25k	211.79	View chart
Broadcom (AVGO)	0.3	$5.2M	+11%	15k	346.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$5.2M	+20%	18k	290.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$5.0M		10k	502.66	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$5.0M	+4%	98k	50.86	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.3	$5.0M	+263%	114k	43.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$4.8M	-6%	91k	52.95	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$4.8M	-5%	189k	25.48	View chart
Cisco Systems (CSCO)	0.3	$4.8M	-6%	62k	77.03	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$4.8M	-6%	91k	52.88	View chart
Barrick Mng Corp Com Shs (B)	0.3	$4.7M	-16%	109k	43.55	View chart
Costco Wholesale Corporation (COST)	0.3	$4.6M		5.4k	862.27	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.3	$4.6M	-6%	241k	19.16	View chart
Waste Management (WM)	0.3	$4.6M	+5%	21k	219.71	View chart
Micron Technology (MU)	0.3	$4.5M	-44%	16k	285.40	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$4.4M	+27%	89k	50.01	View chart
Royalty Pharma Shs Class A (RPRX)	0.3	$4.4M	+3%	113k	38.64	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$4.4M	+8%	30k	143.33	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.3	$4.3M	+4%	84k	50.66	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$4.2M	+3%	63k	67.43	View chart
Target Corporation (TGT)	0.2	$4.1M		42k	97.75	View chart
Pepsi (PEP)	0.2	$4.1M	+5%	29k	143.52	View chart
Corpay Com Shs (CPAY)	0.2	$4.1M	+45%	14k	300.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.1M	+22%	8.7k	473.29	View chart
La-Z-Boy Incorporated (LZB)	0.2	$4.1M		110k	37.27	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$4.1M	+3%	42k	97.21	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$4.0M	-34%	161k	25.10	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.2	$4.0M	+4%	163k	24.81	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$4.0M	-5%	93k	42.94	View chart
Anthem (ELV)	0.2	$3.9M	+3%	11k	350.54	View chart
Toll Brothers (TOL)	0.2	$3.9M	-4%	29k	135.22	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$3.9M	-9%	6.4k	605.05	View chart
American Electric Power Company (AEP)	0.2	$3.8M	+8%	33k	115.31	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$3.8M	+119%	86k	44.71	View chart
Diamondback Energy (FANG)	0.2	$3.8M	+9%	25k	150.33	View chart
Fidelity National Information Services (FIS)	0.2	$3.8M	+8%	57k	66.46	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$3.7M	+22%	17k	214.69	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$3.7M	+80%	49k	75.44	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$3.7M	-5%	78k	46.71	View chart
Eli Lilly & Co. (LLY)	0.2	$3.6M	+23%	3.4k	1074.61	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$3.6M	+3%	158k	23.02	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.2	$3.6M	+220%	126k	28.47	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$3.6M		17k	209.12	View chart
SLB Com Stk (SLB)	0.2	$3.5M	+4%	92k	38.38	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$3.5M	NEW	14k	252.93	View chart
Builders FirstSource (BLDR)	0.2	$3.5M	+21%	34k	102.89	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$3.5M		31k	113.14	View chart
Meta Platforms Cl A (META)	0.2	$3.4M	+14%	5.2k	660.07	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$3.4M	-5%	22k	157.70	View chart
Old Dominion Freight Line (ODFL)	0.2	$3.3M	+4%	21k	156.80	View chart
EOG Resources (EOG)	0.2	$3.3M		32k	105.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.3M	+60%	17k	191.57	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.2M	+21%	84k	38.32	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.2	$3.2M		70k	45.32	View chart
Consolidated Edison (ED)	0.2	$3.1M	-2%	31k	99.32	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.1M	-3%	16k	199.68	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.2	$3.1M	+288%	126k	24.33	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$3.0M	+10%	35k	85.77	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$3.0M	+34%	19k	154.80	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$3.0M		48k	62.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$3.0M	+24%	31k	96.28	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.0M		9.8k	303.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$2.9M	-32%	58k	49.46	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$2.8M	-3%	24k	117.72	View chart
Merck & Co (MRK)	0.2	$2.8M	+138%	26k	105.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$2.8M	+2%	59k	47.02	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$2.7M	+20%	18k	155.12	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$2.7M	-52%	31k	89.43	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.7M	+10%	35k	77.68	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$2.7M	-9%	32k	83.75	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$2.7M		28k	96.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.7M	-8%	10k	257.94	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$2.7M	-6%	33k	79.87	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.6M	+7%	46k	57.24	View chart
Tesla Motors (TSLA)	0.2	$2.6M	+34%	5.8k	449.69	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$2.6M	-22%	25k	102.39	View chart
Entergy Corporation (ETR)	0.2	$2.5M	+35%	28k	92.43	View chart
Zoetis Cl A (ZTS)	0.2	$2.5M	NEW	20k	125.82	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.5M	+3%	27k	94.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$2.5M		24k	102.54	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.5M	-42%	60k	41.36	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.4M	-31%	6.8k	360.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$2.4M	-42%	43k	56.62	View chart
Bank of America Corporation (BAC)	0.1	$2.4M	+4%	44k	55.00	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$2.4M	-3%	28k	86.15	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$2.4M		23k	102.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.4M	-9%	16k	148.98	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$2.4M	-10%	10k	230.21	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.4M	-2%	5.7k	412.76	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.1	$2.3M		74k	31.45	View chart
Kinder Morgan (KMI)	0.1	$2.3M	+3%	83k	27.49	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$2.3M	+177%	42k	54.07	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.3M		77k	29.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.3M		12k	190.99	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$2.2M	-15%	19k	119.32	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$2.2M	+15%	48k	46.29	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.2M		22k	100.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.2M	+7%	15k	143.52	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$2.2M	+4%	45k	47.99	View chart
FactSet Research Systems (FDS)	0.1	$2.2M	NEW	7.5k	290.19	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.2M	-4%	13k	171.18	View chart
Generac Holdings (GNRC)	0.1	$2.1M	-3%	16k	136.37	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$2.1M	+2%	50k	43.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.1M	+47%	10k	210.34	View chart
Visa Com Cl A (V)	0.1	$2.1M	+42%	6.1k	350.72	View chart
Automatic Data Processing (ADP)	0.1	$2.1M	-2%	8.2k	257.24	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$2.1M	+21%	29k	70.98	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.1	$2.1M	+332%	56k	37.03	View chart
Constellation Energy (CEG)	0.1	$2.1M		5.8k	353.24	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.0M	+24%	32k	64.42	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.0M		47k	42.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.0M	+25%	21k	96.03	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.1	$2.0M	+264%	38k	51.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.9M	-2%	25k	77.53	View chart
Southern Company (SO)	0.1	$1.9M	+4%	22k	87.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.9M	+14%	4.1k	468.71	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$1.9M		50k	38.22	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.9M	-40%	23k	82.82	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.9M	+133%	16k	119.41	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.9M	+5%	3.3k	570.87	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.9M	+2%	15k	121.61	View chart
AECOM Technology Corporation (ACM)	0.1	$1.8M	NEW	19k	95.33	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$1.8M	+7%	34k	52.87	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$1.8M	-3%	25k	74.09	View chart
Clorox Company (CLX)	0.1	$1.8M		18k	100.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.8M		36k	50.29	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$1.8M		17k	106.70	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.8M	-13%	19k	94.40	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.7M		37k	47.08	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+3%	7.1k	241.15	View chart
Abbott Laboratories (ABT)	0.1	$1.7M	+14%	14k	125.29	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$1.7M	+77%	15k	110.15	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+29%	8.7k	194.91	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.1	$1.7M		26k	65.66	View chart
Advanced Micro Devices (AMD)	0.1	$1.7M	-2%	7.9k	214.15	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.7M	+107%	19k	87.16	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.7M		12k	141.16	View chart
Amgen (AMGN)	0.1	$1.6M	+4%	5.0k	327.31	View chart
Walt Disney Company (DIS)	0.1	$1.6M	+8%	14k	113.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.6M	+6%	2.1k	753.80	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$1.6M	+185%	17k	91.38	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$1.6M	+8%	39k	40.63	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$1.6M	+34%	63k	24.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M		11k	141.15	View chart
Etf Ser Solutions Aptus Deferred I (DEFR)	0.1	$1.6M	+175%	58k	26.71	View chart
Morgan Stanley Com New (MS)	0.1	$1.5M	-3%	8.7k	177.53	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$1.5M		33k	46.25	View chart
UnitedHealth (UNH)	0.1	$1.5M	+4%	4.6k	330.13	View chart
Cme (CME)	0.1	$1.5M	-41%	5.4k	273.09	View chart
Expedia Group Com New (EXPE)	0.1	$1.5M	-4%	5.2k	283.31	View chart
Prudential Financial (PRU)	0.1	$1.5M		13k	112.88	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.4M	+5%	5.2k	268.29	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$1.4M	+21%	31k	45.01	View chart
S&p Global (SPGI)	0.1	$1.4M	+5%	2.6k	522.53	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$1.4M	-39%	12k	118.16	View chart
Amphenol Corp Cl A (APH)	0.1	$1.3M		9.9k	135.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.3M	+9%	5.4k	246.18	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$1.3M	-3%	10k	128.82	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$1.3M	+5%	56k	23.62	View chart
Brown Forman Corp CL B (BF.B)	0.1	$1.3M	+9%	51k	26.06	View chart
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)	0.1	$1.3M	NEW	48k	26.78	View chart
CBOE Holdings (CBOE)	0.1	$1.3M	-4%	5.2k	250.99	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.3M	NEW	12k	105.69	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M	+16%	7.2k	173.49	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.2M	+25%	27k	46.86	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.2M	+8%	6.0k	204.84	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.2M		4.0k	302.13	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$1.2M	+6%	26k	45.84	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.2M	-4%	30k	39.45	View chart
Home Depot (HD)	0.1	$1.2M	-32%	3.4k	344.07	View chart

Past Filings by Regal Investment Advisors

SEC 13F filings are viewable for Regal Investment Advisors going back to 2013

Regal Investment Advisors 2025 Q4 filed Feb. 17, 2026
Regal Investment Advisors 2025 Q3 filed Nov. 13, 2025
Regal Investment Advisors 2025 Q2 filed Aug. 11, 2025
Regal Investment Advisors 2025 Q1 filed May 12, 2025
Regal Investment Advisors 2024 Q4 filed Feb. 13, 2025
Regal Investment Advisors 2024 Q3 filed Nov. 12, 2024
Regal Investment Advisors 2024 Q2 filed Aug. 15, 2024
Regal Investment Advisors 2024 Q1 filed May 15, 2024
Regal Investment Advisors 2023 Q3 filed Nov. 13, 2023
Regal Investment Advisors 2023 Q2 filed Aug. 11, 2023
Regal Investment Advisors 2023 Q1 filed May 11, 2023
Regal Investment Advisors 2022 Q4 filed March 1, 2023
Regal Investment Advisors 2022 Q3 filed Nov. 15, 2022
Regal Investment Advisors 2022 Q2 filed Aug. 9, 2022
Regal Investment Advisors 2022 Q1 filed May 9, 2022
Regal Investment Advisors 2021 Q4 filed Feb. 10, 2022

View all past filings

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