Regal Investment Advisors LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001559789 · KENTWOOD, MI

As of Sep 30, 2025, Regal Investment Advisors LLC reported 516 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	118,892	$79.6M	5.98%
INVESCO QQQ TRUST SERIES 1	QQQ	—	62,938	$37.8M	2.84%
APPLE INC	AAPL	Technology	127,944	$32.6M	2.45%
SPDR S&P 500 ETF TRUST	SPY	—	47,459	$31.6M	2.38%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	1,003,845	$27.4M	2.06%
MICROSOFT CORP	MSFT	Technology	52,890	$27.4M	2.06%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	LQD	—	224,987	$25.1M	1.89%
FIRST TRUST CAPITAL STRENGTH ETF	FTCS	—	262,228	$24.6M	1.85%
VANGUARD GROWTH INDEX FUND	VUG	—	48,750	$23.4M	1.76%
NVIDIA CORP	NVDA	Technology	125,238	$23.4M	1.76%
ISHARES CORE TOTAL USD BOND MARKET ETF	IUSB	—	388,894	8.2M	1.37%
VANGUARD TAX-MANAGED FUNDS	VEA	—	292,705	7.5M	1.32%
ABBVIE INC	ABBV	Equity	71,075	6.5M	1.24%
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF	DYNF	—	271,449	6.1M	1.21%
ISHARES S&P 500 GROWTH ETF	IVW	—	132,269	6.0M	1.20%
ISHARES S&P 100 ETF	OEF	—	44,978	5.0M	1.13%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	119,094	4.2M	1.06%
ISHARES MSCI USA QUALITY FACTOR ETF	QUAL	—	72,509	4.1M	1.06%
JOHNSON & JOHNSON	JNJ	Healthcare	71,870	3.3M	1.00%
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF	GSLC	—	99,965	3.0M	0.98%
ISHARES S&P 500 VALUE ETF	IVE	—	62,201	2.8M	0.97%
ISHARES MSCI EAFE VALUE ETF	EFV	—	188,622	2.8M	0.96%
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	VYMI	—	148,585	2.6M	0.95%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	226,705	2.3M	0.92%
ISHARES CORE MSCI EAFE ETF	IEFA	—	140,512	2.3M	0.92%