Regal Investment Advisors LLC
Regal Investment Advisors LLC reported 647 positions worth $1.92B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $126.4M | 6.57% | 168,826 | — | — | |
| ▸ 2 | QQQ | SH | $42.0M | 2.18% | 57,047 | — | — | |
| ▸ 3 | AAPL | SH | $36.4M | 1.89% | 125,654 | — | — | |
| ▸ 4 | SPY | SH | $35.8M | 1.86% | 47,879 | — | — | |
| ▸ 5 | IUSB | SH | $32.3M | 1.68% | 699,010 | — | — | |
| ▸ 6 | SCHD | SH | $28.7M | 1.49% | 906,142 | — | — | |
| ▸ 7 | LQD | SH | $27.8M | 1.45% | 255,073 | — | — | |
| ▸ 8 | NVDA | SH | $27.4M | 1.42% | 136,901 | — | — | |
| ▸ 9 | FTCS | SH | $26.7M | 1.39% | 284,367 | — | — | |
| ▸ 10 | VUG | SH | $26.5M | 1.38% | 307,894 | — | — |
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Frequently Asked Questions
What stocks does Regal Investment Advisors LLC hold as of Q2 2026?
Regal Investment Advisors LLC reported 647 positions worth $1.92B in its Q2 2026 13F filing. Largest positions: IVV (6.6%), QQQ (2.2%), AAPL (1.9%), SPY (1.9%) and IUSB (1.7%).
What did Regal Investment Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Regal Investment Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.