Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Regal Investment Advisors LLC (CIK 1559789) reported $1.73B across 648 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($88.4M, 5.10%), AAPL ($32.3M, 1.86%), QQQ ($31.7M, 1.83%), SPY ($30.4M, 1.75%), SCHD ($27.9M, 1.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $88.4M | 5.10% | 135,286 | Added |
| 2 | AAPL | APPLE INC | $32.3M | 1.86% | 127,198 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $31.7M | 1.83% | 54,916 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $30.4M | 1.75% | 46,742 | Trimmed |
| 5 | SCHD | SCHWAB STRATEGIC TR | $27.9M | 1.61% | 908,819 | Trimmed |
| 6 | LQD | ISHARES TR | $26.7M | 1.54% | 244,646 | Added |
| 7 | FTCS | FIRST TR EXCHANGE-TRADED FD | $25.2M | 1.46% | 271,862 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $23.2M | 1.34% | 133,066 | Trimmed |
| 9 | VUG | VANGUARD INDEX FDS | $23.1M | 1.33% | 52,839 | Added |
| 10 | IUSB | ISHARES TR | $22.8M | 1.31% | 492,806 | Added |
| 11 | MSFT | MICROSOFT CORP | $22.3M | 1.29% | 60,289 | Added |
| 12 | IVE | ISHARES TR | $20.0M | 1.16% | 94,899 | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $20.1M | 1.16% | 312,947 | Trimmed |
| 14 | IVW | ISHARES TR | $19.1M | 1.10% | 168,925 | Added |
| 15 | IEMG | ISHARES INC | $17.7M | 1.02% | 253,252 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $16.9M | 0.98% | 69,190 | Trimmed |
| 17 | DYNF | BLACKROCK ETF TRUST | $16.6M | 0.96% | 285,180 | Trimmed |
| 18 | ABBV | ABBVIE INC | $15.6M | 0.90% | 71,921 | Trimmed |
| 19 | IJR | ISHARES TR | $15.2M | 0.88% | 122,203 | Trimmed |
| 20 | IEFA | ISHARES TR | $15.0M | 0.87% | 165,885 | Added |
| 21 | EFV | ISHARES TR | $15.1M | 0.87% | 203,162 | Added |
| 22 | VYMI | VANGUARD WHITEHALL FDS | $14.3M | 0.83% | 151,870 | Trimmed |
| 23 | CVX | CHEVRON CORPORATION | $13.5M | 0.78% | 65,106 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $13.3M | 0.77% | 41,589 | Added |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $12.8M | 0.74% | 236,054 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31