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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, QQQ, AAPL, SPY, IUSB, and represent 14.17% of Regal Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$25M), VUG (+$22M), IUSB (+$9.5M), CORO (+$7.3M), IALT (+$5.4M), VO, GGOV, IWF, Blackrock Etf Trust, SPHQ.
Started 46 new stock positions in HONA, FENY, EVLV, LAND, IALT, VSTM, BOTZ, ICLN, SPTM, HTEC.
Reduced shares in these 10 stocks: EFV (-$8.0M), QUAL (-$7.3M), IEMG (-$5.6M), IAGG, VIXM, IVE, THRO, BAI, CSCO, BINC.
Sold out of its positions in OUSM, PPLT, SIVR, ADBE, BABA, AB, AMT, Assertio Holdings, BLZE, CBOE.
Regal Investment Advisors was a net buyer of stock by $63M.
Regal Investment Advisors has $1.9B in assets under management (AUM), dropping by 11.13%.
Central Index Key (CIK): 0001559789

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Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 647 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Regal Investment Advisors has 647 total positions. Only the first 250 positions are shown.

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Download the Regal Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.6	$126M	+24%	169k	748.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$42M	+3%	57k	736.39	View chart
Apple (AAPL)	1.9	$36M		126k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$36M	+2%	48k	746.77	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.7	$32M	+41%	699k	46.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$29M		906k	31.71	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$28M	+4%	255k	109.07	View chart
NVIDIA Corporation (NVDA)	1.4	$27M	+2%	137k	200.09	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.4	$27M	+4%	284k	93.92	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$27M	+482%	308k	86.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$24M		171k	137.53	View chart
Microsoft Corporation (MSFT)	1.2	$23M		61k	373.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$23M		316k	71.25	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$20M	+4%	297k	68.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$19M		124k	148.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$18M	-15%	80k	227.06	View chart
Abbvie (ABBV)	0.9	$17M	-3%	69k	251.64	View chart
Johnson & Johnson (JNJ)	0.9	$17M	-5%	65k	253.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$17M	+7%	45k	370.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$16M		163k	96.58	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$15M	-26%	185k	82.84	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.8	$15M		87k	168.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$15M	+3%	244k	59.69	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.7	$14M	-3%	147k	98.20	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.7	$13M		173k	75.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$13M	-5%	55k	236.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$13M	-4%	37k	342.83	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.6	$12M	+6%	336k	36.53	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$12M		82k	141.89	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$12M	+2%	107k	107.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$11M	+9%	90k	124.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$11M	+3%	16k	686.80	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.6	$11M	+4%	143k	75.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$11M	+14%	472k	22.78	View chart
Amazon (AMZN)	0.6	$11M	+11%	45k	238.34	View chart
Altria (MO)	0.5	$11M		147k	71.95	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.5	$10M	-20%	198k	52.72	View chart
Procter & Gamble Company (PG)	0.5	$10M	-4%	71k	146.64	View chart
Chevron Corporation (CVX)	0.5	$10M	-4%	62k	165.76	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.5	$10M	+2%	180k	55.77	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$9.9M	-2%	144k	68.41	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$9.8M		49k	197.60	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$9.8M	-10%	51k	190.52	View chart
Emerson Electric (EMR)	0.5	$9.5M	-4%	67k	143.15	View chart
Verizon Communications (VZ)	0.5	$9.3M	-3%	221k	42.34	View chart
International Business Machines (IBM)	0.5	$9.2M	-5%	33k	281.21	View chart
Pfizer (PFE)	0.5	$9.1M	-2%	379k	24.08	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$8.8M		29k	306.30	View chart
Wal-Mart Stores (WMT)	0.5	$8.7M	-4%	77k	113.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$8.6M		24k	357.37	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$8.6M	+16%	91k	94.52	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.4	$8.5M	+6%	182k	46.87	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$8.5M	-2%	97k	87.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$8.2M	+2%	105k	77.91	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$8.2M	+12%	295k	27.74	View chart
Coca-Cola Company (KO)	0.4	$8.1M	-4%	100k	81.27	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.4	$7.9M	+15%	156k	50.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$7.6M	-51%	99k	76.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$7.6M	+5%	76k	98.98	View chart
Medtronic SHS (MDT)	0.4	$7.6M	-4%	97k	78.23	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$7.3M	+4%	76k	96.43	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.4	$7.3M	NEW	199k	36.60	View chart
At&t (T)	0.4	$7.2M	-3%	349k	20.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$7.2M		94k	77.11	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$7.0M	-7%	153k	45.70	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$6.9M	-6%	226k	30.49	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$6.9M	+23%	216k	31.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.8M	-5%	19k	353.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$6.7M	+9%	199k	33.84	View chart
Exxon Mobil Corporation (XOM)	0.3	$6.6M	-6%	49k	136.72	View chart
Cincinnati Financial Corporation (CINF)	0.3	$6.6M	-6%	36k	185.14	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$6.6M	+5%	124k	53.61	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$6.6M	-6%	146k	45.34	View chart
Broadcom (AVGO)	0.3	$6.5M	+15%	17k	377.75	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$6.4M	-4%	24k	264.71	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$6.4M	-23%	64k	100.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.3M	-3%	17k	368.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$6.1M		25k	243.00	View chart
AFLAC Incorporated (AFL)	0.3	$6.1M	-6%	52k	117.25	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.3	$5.9M	-35%	137k	43.11	View chart
Royalty Pharma Shs Class A (RPRX)	0.3	$5.8M	-2%	104k	56.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$5.8M	+307%	72k	80.57	View chart
Duke Energy Corp Com New (DUK)	0.3	$5.7M	-2%	45k	126.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$5.7M		35k	161.54	View chart
Lam Research Corp Com New (LRCX)	0.3	$5.5M	-3%	13k	433.32	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$5.5M	+3%	107k	51.05	View chart
McDonald's Corporation (MCD)	0.3	$5.4M	-3%	20k	270.31	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.3	$5.4M		117k	46.14	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.3	$5.4M	NEW	192k	28.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$5.3M	-3%	11k	477.59	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$5.3M	+23%	123k	43.14	View chart
Cisco Systems (CSCO)	0.3	$5.3M	-30%	45k	117.46	View chart
Costco Wholesale Corporation (COST)	0.3	$5.3M	-15%	5.7k	935.43	View chart
JPMorgan Chase & Co. (JPM)	0.3	$5.2M	-8%	16k	327.33	View chart
Eli Lilly & Co. (LLY)	0.3	$5.2M	+16%	4.3k	1199.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$5.2M		10k	500.37	View chart
Target Corporation (TGT)	0.3	$5.2M	-6%	39k	130.61	View chart
Advanced Micro Devices (AMD)	0.3	$5.1M		8.8k	580.90	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$4.9M	-2%	92k	53.11	View chart
Waste Management (WM)	0.3	$4.9M	-3%	22k	222.88	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$4.8M	+42%	26k	185.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$4.8M	-4%	16k	302.96	View chart
American Electric Power Company (AEP)	0.2	$4.8M		35k	136.81	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.2	$4.8M	-3%	186k	25.61	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.2	$4.7M	+7%	94k	50.13	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$4.7M		31k	154.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.7M	+336%	38k	124.17	View chart
Toll Brothers (TOL)	0.2	$4.7M	-2%	28k	164.75	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$4.5M	-4%	86k	52.41	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$4.5M		6.9k	655.89	View chart
Corpay Com Shs (CPAY)	0.2	$4.5M		14k	333.27	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$4.4M	+3%	66k	67.24	View chart
La-Z-Boy Incorporated (LZB)	0.2	$4.4M		110k	40.12	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.2	$4.4M	+4%	168k	25.98	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$4.3M		30k	144.30	View chart
SLB Com Stk (SLB)	0.2	$4.3M		93k	46.49	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.2	$4.3M	NEW	86k	50.29	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.2	$4.3M	+3%	44k	96.37	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$4.2M	-2%	21k	200.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$4.2M	+3%	49k	85.49	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$4.2M		11k	365.87	View chart
Anthem (ELV)	0.2	$4.2M	-4%	11k	386.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$4.1M	-10%	73k	56.51	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$4.1M		17k	246.21	View chart
Pepsi (PEP)	0.2	$4.1M		31k	135.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.1M	+22%	26k	158.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.0M	-64%	18k	219.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.9M		13k	303.12	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.9M		16k	252.23	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$3.9M	+2%	156k	25.07	View chart
Barrick Mng Corp Com Shs (B)	0.2	$3.9M	-3%	106k	36.73	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.2	$3.8M		133k	28.75	View chart
Old Dominion Freight Line (ODFL)	0.2	$3.8M	-17%	18k	216.60	View chart
Meta Platforms Cl A (META)	0.2	$3.8M	+13%	6.7k	563.31	View chart
Entergy Corporation (ETR)	0.2	$3.7M		33k	114.86	View chart
EOG Resources (EOG)	0.2	$3.7M	-2%	29k	129.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.7M	-6%	17k	212.77	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$3.6M	-38%	69k	52.34	View chart
Diamondback Energy (FANG)	0.2	$3.6M	-3%	20k	175.78	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.2	$3.6M		129k	27.48	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$3.5M	+31%	34k	102.16	View chart
Merck & Co (MRK)	0.2	$3.4M		26k	128.50	View chart
Visa Com Cl A (V)	0.2	$3.4M	+11%	9.8k	343.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$3.3M	+212%	37k	90.10	View chart
Builders FirstSource (BLDR)	0.2	$3.3M	+8%	37k	89.48	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$3.3M	-18%	61k	53.79	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.2	$3.3M	+11%	27k	122.01	View chart
Consolidated Edison (ED)	0.2	$3.2M	-3%	29k	110.63	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$3.2M	-30%	29k	110.35	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.2	$3.2M	+23%	7.1k	451.00	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$3.2M		28k	114.88	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.2	$3.1M		46k	67.31	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$3.1M	-2%	20k	158.66	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.2	$3.1M	-28%	178k	17.29	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$3.1M	-6%	9.1k	334.69	View chart
Constellation Energy (CEG)	0.2	$3.1M	+17%	12k	248.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$3.0M	+16%	40k	75.51	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$2.9M	+12%	55k	53.50	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$2.9M		31k	95.62	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$2.9M		56k	51.85	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$2.9M	-6%	35k	83.07	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.8M	+2%	61k	46.93	View chart
Micron Technology (MU)	0.1	$2.8M	-27%	2.5k	1154.31	View chart
FactSet Research Systems (FDS)	0.1	$2.8M		12k	230.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.8M	+6%	49k	56.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.8M		79k	34.81	View chart
Fidelity National Information Services (FIS)	0.1	$2.7M	+15%	70k	38.88	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$2.7M		28k	96.80	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.7M	+3%	3.5k	763.17	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$2.7M		59k	45.70	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$2.7M		24k	110.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.7M	+10%	11k	242.43	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$2.7M	+18%	22k	118.99	View chart
Palo Alto Networks (PANW)	0.1	$2.6M	+10%	7.7k	341.01	View chart
Brown Forman Corp CL B (BF.B)	0.1	$2.6M		99k	26.65	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$2.6M	-7%	28k	91.64	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$2.6M		56k	45.91	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$2.6M	+5%	56k	46.05	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.6M		16k	163.67	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.6M	-4%	31k	82.65	View chart
Kinder Morgan (KMI)	0.1	$2.5M	-3%	80k	31.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$2.5M		41k	60.98	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.1	$2.5M	+2%	56k	44.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.5M	+8%	24k	103.88	View chart
Applied Materials (AMAT)	0.1	$2.5M	+6%	3.4k	723.04	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.1	$2.5M		59k	42.19	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.1	$2.5M	-8%	27k	91.12	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$2.5M	+2%	33k	75.45	View chart
Bank of America Corporation (BAC)	0.1	$2.4M		43k	56.98	View chart
Zoom Communications Cl A (ZM)	0.1	$2.4M		28k	86.31	View chart
Tesla Motors (TSLA)	0.1	$2.4M	-3%	5.7k	420.60	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$2.4M		40k	59.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.4M	-3%	11k	217.93	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$2.4M		47k	50.23	View chart
Ssga Active Etf Tr St Str Real Etf (RLY)	0.1	$2.4M		68k	34.51	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.3M	-2%	21k	109.77	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$2.3M	-9%	22k	107.13	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$2.3M	-11%	24k	96.46	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$2.3M		48k	47.71	View chart
Blackrock Etf Trust Isha Flex Eq Etf	0.1	$2.3M	NEW	90k	25.62	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$2.3M		47k	47.97	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.2M		27k	82.27	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.1	$2.2M		40k	55.65	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$2.2M		12k	178.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.2M	+7%	30k	73.41	View chart
Southern Company (SO)	0.1	$2.1M	-3%	22k	95.71	View chart
Etf Ser Solutions Aptus Large Cap (DUBS)	0.1	$2.1M		49k	41.65	View chart
Generac Holdings (GNRC)	0.1	$2.0M	-48%	7.0k	292.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M	+3%	4.0k	513.62	View chart
Ge Aerospace Com New (GE)	0.1	$2.0M	+2%	5.4k	373.74	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$2.0M		49k	41.10	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.1	$2.0M		26k	74.30	View chart
AECOM Technology Corporation (ACM)	0.1	$2.0M	+47%	28k	69.80	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.9M	-4%	47k	41.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$1.9M	+337%	17k	112.88	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.9M	+391%	70k	27.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.9M	+672%	16k	119.52	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.9M	+2%	40k	46.81	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.9M	-3%	18k	103.10	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$1.9M		44k	41.82	View chart
Zoetis Cl A (ZTS)	0.1	$1.9M	+26%	26k	71.86	View chart
Eaton Corp SHS (ETN)	0.1	$1.8M	+134%	4.3k	426.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M		5.9k	300.44	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.7M	+153%	5.2k	334.83	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$1.7M		22k	80.16	View chart
Ge Vernova (GEV)	0.1	$1.7M	+12%	1.5k	1174.51	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.7M	+2%	32k	53.09	View chart
Devon Energy Corporation (DVN)	0.1	$1.7M	NEW	41k	41.32	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$1.7M	-20%	14k	117.28	View chart
Automatic Data Processing (ADP)	0.1	$1.7M	-6%	7.5k	223.96	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$1.7M		66k	25.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.7M	-2%	20k	82.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M		33k	50.58	View chart
Caterpillar (CAT)	0.1	$1.6M	-23%	1.5k	1064.61	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M	+2%	11k	156.29	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.6M	+34%	16k	102.31	View chart
Clorox Company (CLX)	0.1	$1.6M	-3%	17k	95.44	View chart
Etf Ser Solutions Aptu Defd In Etf (DEFR)	0.1	$1.6M		60k	26.75	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.6M	+25%	3.2k	496.66	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.6M	+144%	13k	124.44	View chart
Amphenol Corp Cl A (APH)	0.1	$1.6M	-10%	9.0k	176.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.6M		4.3k	365.69	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.6M	+68%	27k	59.73	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.6M	+4%	2.5k	640.86	View chart
Marriott Intl Cl A (MAR)	0.1	$1.6M		4.2k	370.55	View chart
Corning Incorporated (GLW)	0.1	$1.6M	+30%	6.1k	255.41	View chart
Amgen (AMGN)	0.1	$1.5M	-3%	4.3k	362.08	View chart
Oneok (OKE)	0.1	$1.5M	+3%	18k	86.94	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$1.5M		26k	57.67	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.5M		6.9k	219.21	View chart

Past Filings by Regal Investment Advisors

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

Regal Investment Advisors 2026 Q2 filed Aug. 14, 2026
Regal Investment Advisors 2026 Q1 filed May 14, 2026
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

View all past filings

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