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 $1.92B across 647 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($126.4M, 6.57%), QQQ ($42.0M, 2.18%), AAPL ($36.4M, 1.89%), SPY ($35.8M, 1.86%), IUSB ($32.3M, 1.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $126.4M | 6.57% | 168,826 | Added |
| 2 | QQQ | INVESCO QQQ TR | $42.0M | 2.18% | 57,047 | Added |
| 3 | AAPL | APPLE INC | $36.4M | 1.89% | 125,654 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $35.8M | 1.86% | 47,879 | Added |
| 5 | IUSB | ISHARES TR | $32.3M | 1.68% | 699,010 | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $28.7M | 1.49% | 906,142 | Trimmed |
| 7 | LQD | ISHARES TR | $27.8M | 1.45% | 255,073 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $27.4M | 1.42% | 136,901 | Added |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | $26.7M | 1.39% | 284,367 | Added |
| 10 | VUG | VANGUARD INDEX FDS | $26.5M | 1.38% | 307,894 | Added |
| 11 | IVW | ISHARES TR | $23.5M | 1.22% | 170,924 | Added |
| 12 | MSFT | MICROSOFT CORP | $22.8M | 1.19% | 61,204 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $22.5M | 1.17% | 315,638 | Added |
| 14 | DYNF | BLACKROCK ETF TRUST | $20.2M | 1.05% | 296,824 | Added |
| 15 | IJR | ISHARES TR | $18.5M | 0.96% | 124,445 | Added |
| 16 | IVE | ISHARES TR | $18.3M | 0.95% | 80,376 | Trimmed |
| 17 | ABBV | ABBVIE INC | $17.4M | 0.91% | 69,318 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $16.5M | 0.86% | 44,510 | Added |
| 19 | JNJ | JOHNSON & JOHNSON | $16.6M | 0.86% | 65,349 | Trimmed |
| 20 | IEFA | ISHARES TR | $15.8M | 0.82% | 163,424 | Trimmed |
| 21 | IEMG | ISHARES INC | $15.3M | 0.80% | 185,137 | Trimmed |
| 22 | VWO | VANGUARD INTL EQUITY INDEX F | $14.6M | 0.76% | 244,178 | Added |
| 23 | PWB | INVESCO EXCHANGE TRADED FD T | $14.7M | 0.76% | 87,023 | Added |
| 24 | VYMI | VANGUARD WHITEHALL FDS | $14.4M | 0.75% | 146,556 | Trimmed |
| 25 | FV | FIRST TR EXCHANGE TRADED FD | $13.2M | 0.68% | 173,447 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30