Regal Investment Advisors LLC
CIK 0001559789 · KENTWOOD, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.92B
2026 Q2
Positions
647
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
21.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
6.6%
QQQ
INVESCO QQQ TR
2.2%
AAPL
APPLE INC
1.9%
SPY
STATE STR SPDR S&P 500 ETF T
1.9%
IUSB
ISHARES TR
1.7%
SCHD
SCHWAB STRATEGIC TR
1.5%
LQD
ISHARES TR
1.4%
NVDA
NVIDIA CORPORATION
1.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.