Regal Investment Advisors LLC

Est. AUM

$1.72B

13F long equity, this entity only

Positions

642

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$88.4M	135286	5.13%	SOLE
2	APPLE INC	COM	$32.3M	127198	1.87%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$31.7M	54916	1.84%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$30.4M	46742	1.76%	SOLE
5	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$27.9M	908819	1.62%	SOLE
6	ISHARES TR	IBOXX INV CP ETF	$26.7M	244646	1.55%	SOLE
7	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$25.2M	271862	1.46%	SOLE
8	NVIDIA CORPORATION	COM	$23.2M	133066	1.35%	SOLE
9	VANGUARD INDEX FDS	GROWTH ETF	$23.1M	52839	1.34%	SOLE
10	ISHARES TR	CORE UNIVRSL USD	$22.8M	492806	1.32%	SOLE
11	MICROSOFT CORP	COM	$22.3M	60289	1.30%	SOLE
12	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$20.1M	312947	1.16%	SOLE
13	ISHARES TR	S&P 500 VAL ETF	$20.0M	94899	1.16%	SOLE
14	ISHARES TR	S&P 500 GRWT ETF	$19.1M	168925	1.11%	SOLE
15	ISHARES INC	CORE MSCI EMKT	$17.7M	253252	1.03%	SOLE
16	JOHNSON & JOHNSON	COM	$16.9M	69190	0.98%	SOLE
17	BLACKROCK ETF TRUST	ISHARES US EQUIT	$16.6M	285180	0.96%	SOLE
18	ABBVIE INC	COM	$15.6M	71921	0.91%	SOLE
19	ISHARES TR	CORE S&P SCP ETF	$15.2M	122203	0.88%	SOLE
20	ISHARES TR	EAFE VALUE ETF	$15.1M	203162	0.88%	SOLE
21	ISHARES TR	CORE MSCI EAFE	$15.0M	165885	0.87%	SOLE
22	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$14.3M	151870	0.83%	SOLE
23	CHEVRON CORPORATION	COM	$13.5M	65106	0.78%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$13.3M	41589	0.77%	SOLE
25	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.8M	236054	0.74%	SOLE
26	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.4M	57460	0.72%	SOLE
27	VERIZON COMMUNICATIONS INC	COM	$11.4M	227786	0.66%	SOLE
28	ISHARES TR	NATIONAL MUN ETF	$11.0M	103778	0.64%	SOLE
29	INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$10.9M	86807	0.63%	SOLE
30	PFIZER INC	COM	$10.9M	387317	0.63%	SOLE
31	PROCTER & GAMBLE CO	COM	$10.7M	73903	0.62%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$10.7M	315475	0.62%	SOLE
33	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$10.5M	173870	0.61%	SOLE
34	AT&T INC	COM	$10.4M	359834	0.61%	SOLE
35	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$10.2M	81641	0.59%	SOLE
36	WALMART INC	COM	$10.0M	80203	0.58%	SOLE
37	ISHARES TR	MSCI USA QLT FCT	$9.9M	51549	0.57%	SOLE
38	ALTRIA GROUP INC	COM	$9.8M	148761	0.57%	SOLE
39	INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$9.6M	137150	0.56%	SOLE
40	ISHARES TR	US TREAS BD ETF	$9.5M	413334	0.55%	SOLE
41	VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.3M	15523	0.54%	SOLE
42	ISHARES TR	MSCI USA MMENTM	$9.2M	38459	0.54%	SOLE
43	EMERSON ELEC CO	COM	$9.2M	70041	0.53%	SOLE
44	ISHARES TR	EAFE GRWTH ETF	$9.2M	82172	0.53%	SOLE
45	VANGUARD INDEX FDS	MCAP VL IDXVIP	$9.1M	49413	0.53%	SOLE
46	EXXON MOBIL CORP	COM	$8.9M	52204	0.51%	SOLE
47	MEDTRONIC PLC	SHS	$8.8M	101511	0.51%	SOLE
48	ISHARES TR	MSCI EMG MKT ETF	$8.4M	148044	0.49%	SOLE
49	AMAZON COM INC	COM	$8.4M	40300	0.49%	SOLE
50	INTERNATIONAL BUSINESS MACHS	COM	$8.4M	34581	0.49%	SOLE

1–50 of 642

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.