§ 13F · FUND PROFILE
Regal Investment Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1334.1T (13F)Positions · 481Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$50.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 124K | $85.1T | 5.1% | +4% |
| 2 | AAPL | APPLE INC | 127K | $34.7T | 2.1% | ±0% |
| 3 | QQQ | INVESCO QQQ TR | 56K | $34.1T | 2.0% | −12% |
| 4 | SPY | SPDR S&P 500 ETF TR | 48K | $32.8T | 2.0% | +1% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 966K | $26.5T | 1.6% | −4% |
| 6 | MSFT | MICROSOFT CORP | 55K | $26.4T | 1.6% | +3% |
| 7 | LQD | ISHARES TR | 233K | $25.7T | 1.5% | +4% |
| 8 | NVDA | NVIDIA CORPORATION | 134K | $24.9T | 1.5% | +7% |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | 267K | $24.7T | 1.5% | +2% |
| 10 | VUG | VANGUARD INDEX FDS | 50K | $24.4T | 1.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REGAL SIGNAL
AC read
Regal Investment Advisors LLC is a Other fund managing $1334148.2 trillion in assets. The fund runs a broad portfolio of 481 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed