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Regal Wealth Group

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

Top 5 stock holdings are IWF, DFLV, IVV, LQD, VCSH, and represent 51.72% of Regal Wealth Group's stock portfolio.
Added to shares of these 10 stocks: RSP, DFAI, VONV, LQD, DFAS, VCSH, VO, MSFT, AGG, DFCF.
Started 1 new stock position in VONV.
Reduced shares in these 10 stocks: USMV, IWF, AAPL, DFLV, BA, MTUM, IWD, TSLA, SWKS, RTX.
Regal Wealth Group was a net buyer of stock by $2.7M.
Regal Wealth Group has $162M in assets under management (AUM), dropping by 10.70%.
Central Index Key (CIK): 0001656537

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Positions held by Regal Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Regal Wealth Group

Regal Wealth Group holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	17.5	$28M	-3%	97k	294.43	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	13.6	$22M		823k	26.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.0	$15M		31k	469.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.9	$9.5M	+3%	87k	109.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.7	$9.2M	+3%	119k	77.07	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.1	$8.2M	+3%	143k	57.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.4	$7.1M		31k	232.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.8	$6.2M	+4%	27k	227.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.5	$5.7M	+3%	57k	98.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.4	$5.6M	+6%	197k	28.22	View chart
Boeing Company (BA)	3.2	$5.2M		21k	244.94	View chart
Rockwell Automation (ROK)	2.8	$4.6M		15k	304.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.7	$4.3M		26k	164.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.7	$4.3M	-20%	55k	78.00	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.3	$3.7M	+3%	88k	42.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$3.0M	+653%	20k	155.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$2.6M		10k	257.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$2.2M		31k	72.87	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$2.1M		12k	173.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$1.8M		9.3k	193.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.2M		5.8k	206.43	View chart
Skyworks Solutions (SWKS)	0.7	$1.2M		11k	103.22	View chart
Apple (AAPL)	0.7	$1.2M	-7%	6.3k	181.90	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$749k		3.1k	242.78	View chart
Microsoft Corporation (MSFT)	0.4	$691k	+45%	1.9k	367.88	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$679k		4.5k	150.53	View chart
Raytheon Technologies Corp (RTX)	0.4	$664k		7.8k	85.41	View chart
Merck & Co (MRK)	0.4	$623k		5.3k	117.01	View chart
UnitedHealth (UNH)	0.3	$540k		991.00	545.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$383k		821.00	467.01	View chart
Marriott Intl Cl A (MAR)	0.2	$380k		1.7k	220.07	View chart
Edison International (EIX)	0.2	$365k		5.0k	72.29	View chart
Tesla Motors (TSLA)	0.2	$362k	-5%	1.5k	237.93	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$331k	NEW	4.6k	72.03	View chart
Procter & Gamble Company (PG)	0.2	$314k		2.1k	148.65	View chart
Ishares Msci Equal Weite (EUSA)	0.2	$295k		3.6k	82.69	View chart
Carrier Global Corporation (CARR)	0.2	$280k		5.0k	55.48	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$275k	-13%	1.8k	152.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$248k		681.00	363.68	View chart
Chevron Corporation (CVX)	0.1	$242k		1.6k	150.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$237k		2.7k	86.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$231k	+2%	1.2k	189.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$227k		2.2k	104.62	View chart

Past Filings by Regal Wealth Group

SEC 13F filings are viewable for Regal Wealth Group going back to 2016

Regal Wealth Group 2023 Q4 filed Feb. 23, 2024
Regal Wealth Group 2023 Q3 filed Oct. 11, 2023
Regal Wealth Group 2023 Q2 filed July 11, 2023
Regal Wealth Group 2023 Q1 filed April 24, 2023
Regal Wealth Group 2022 Q4 filed Jan. 30, 2023
Regal Wealth Group 2022 Q3 filed Nov. 9, 2022
Regal Wealth Group 2022 Q2 filed July 25, 2022
Regal Wealth Group 2022 Q1 filed April 15, 2022
Regal Wealth Group 2021 Q4 filed Jan. 20, 2022
Regal Wealth Group 2021 Q3 filed Oct. 14, 2021
Regal Wealth Group 2021 Q2 filed Aug. 2, 2021
Regal Wealth Group 2021 Q1 filed April 12, 2021
Regal Wealth Group 2020 Q4 filed Jan. 22, 2021
Regal Wealth Group 2020 Q3 filed Oct. 13, 2020
Regal Wealth Group 2020 Q2 filed July 9, 2020
Regal Wealth Group 2020 Q1 filed April 23, 2020

View all past filings

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