§ 13F · FUND PROFILE
Regal Investment Advisors LLC.
AUM · $1.9B (13F)Positions · 647Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$40M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 169K | $126M | 6.6% | +25% |
| 2 | QQQ | INVESCO QQQ TR | 57K | $42M | 2.2% | +4% |
| 3 | AAPL | APPLE INC | 126K | $36M | 1.9% | −1% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 48K | $36M | 1.9% | +2% |
| 5 | IUSB | ISHARES TR | 699K | $32M | 1.7% | +42% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 906K | $29M | 1.5% | ±0% |
| 7 | LQD | ISHARES TR | 255K | $28M | 1.4% | +4% |
| 8 | NVDA | NVIDIA CORPORATION | 137K | $27M | 1.4% | +3% |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | 284K | $27M | 1.4% | +5% |
| 10 | VUG | VANGUARD INDEX FDS | 308K | $27M | 1.4% | +483% |
§ 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 $1.9 billion in assets. The fund runs a broad portfolio of 647 positions.
Read the full dossier →