Regal Investment Advisors LLC

CIK

1559789

Location

KENTWOOD, MI

Portfolio Value

Mid $1,919,427,869

Diversification

Diversified

Filing Date

Global Rank

#1,644 / 8,794 ▲ 181 · as of Jun 2026

Top Industry

Drug Manufacturers - General 9.1%

Period ended 3 months ago

Filed Aug 14, 2026 · 50d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

369 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.2%

+19.7 pts

Top 5

37.5%

+20.4 pts

Top 10

46.4%

+18.5 pts

HHI

681

Diversified+541

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.9%	$1,303,075,784	103
Technology	8.7%	$167,657,072	42
Healthcare	4.5%	$87,199,889	30
Financial Services	4.1%	$79,544,735	56
Consumer Defensive	3.4%	$64,488,465	19
Industrials	2.7%	$52,130,791	40
Consumer Cyclical	2.1%	$41,139,438	18
Communication Services	2.1%	$40,841,551	9
Energy	2.1%	$39,749,733	16
Utilities	1.5%	$28,028,763	15
Basic Materials	0.6%	$11,083,219	14
Real Estate	0.2%	$4,488,429	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	+377,696	1,882,997	$78,425,156
VB	Vanguard Morningstar Small-Cap ETF	+312,531	573,524	$92,991,289
—		+56,193	73,713	$2,513,966
AIRR	First Trust RBA American Industrial Renaissance ETF	+52,608	435,126	$26,216,613
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+49,107	4,325,714	$464,018,038
BCLO	iShares BBB-B CLO Active ETF	+42,643	155,123	$7,942,894
CVY	Invesco Zacks Multi-Asset Income ETF	+36,253	364,078	$24,704,276
FNDA	Schwab Fundamental U.S. Small Company ETF	+24,412	1,338,778	$42,536,982
FBCG	Fidelity Blue Chip Growth ETF	+24,056	154,853	$7,694,015
GOOGL	Alphabet Inc.	+20,979	65,033	$16,467,444
EDV	Vanguard World Funds Extended Duration ETF	+18,025	24,522	$2,836,963
CMCSA	Comcast Corp	+17,499	55,386	$1,359,726
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+16,396	209,187	$11,014,688
TTEK	Tetra Tech Inc	+16,049	45,299	$1,308,688
DVVY	Invesco Diversified Dividend Opportunities ETF	+15,408	363,683	$13,089,926
CWI	State Street SPDR MSCI ACWI ex-US ETF	+14,257	96,970	$6,298,649
CGDV	Capital Group Dividend Value ETF	+12,892	20,576	$1,013,985
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+11,884	344,106	$38,630,975
AGNC	AGNC Investment Corp.	+11,761	90,191	$983,081
CAAA	First Trust AAA CMBS ETF	+11,403	78,378	$3,319,189
ABI	VictoryShares Pioneer Asset-Based Income ETF	+11,287	148,537	$23,439,895
AGNG	Global X Funds Global X Aging Population ETF	+10,914	73,487	$2,244,979
—		+10,671	690,667	$24,775,851
SMR	NUSCALE POWER Corp	+9,509	29,031	$291,180
FIS	Fidelity National Information Services, Inc.	+9,494	69,699	$2,709,897
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGQ	ProShares Trust II	−317,618	15,276	$219,210
—		−69,665	177,461	$3,068,300
CSCO	Cisco Systems, Inc.	−19,664	45,156	$5,304,023
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−17,620	370,777	$33,218,820
AIEQ	Amplify AI Powered Equity ETF	−12,723	169,425	$7,173,723
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	−12,703	54,082	$858,822
T	At&T Inc.	−10,872	348,962	$7,223,513
CLF	Cleveland-Cliffs Inc.	−9,100	26,157	$245,614
PFE	Pfizer Inc	−8,511	378,806	$9,121,648
FAB	First Trust Multi Cap Value AlphaDEX Fund	−7,512	163,899	$15,284,320
VZ	Verizon Communications Inc	−7,295	220,491	$9,335,588
GNRC	Generac Holdings Inc.	−6,500	6,963	$2,038,836
BKF	iShares MSCI BIC ETF	−6,328	187,024	$16,472,406
AFK	VanEck Africa Index ETF	−5,395	235,816	$12,894,013
ACES	ALPS Clean Energy ETF	−5,379	65,144	$3,283,873
MDT	Medtronic plc	−4,950	96,561	$7,553,967
MS	Morgan Stanley	−4,933	4,008	$837,832
KO	Coca Cola Co	−4,913	99,929	$8,121,229
AIOT	Powerfleet, Inc.	−4,847	21,618	$82,796
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−4,440	103,876	$6,852,384
AFL	Aflac Inc	−3,889	52,221	$6,122,912
ODFL	Old Dominion Freight Line, Inc.	−3,869	17,646	$3,822,123
JNJ	Johnson & Johnson	−3,841	65,349	$16,596,685
XOM	ExxonMobil Holdings Corp	−3,604	48,600	$6,644,592
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	−3,464	14,154	$1,116,269
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
BFLX	Cann American Corp.	90,105	$2,308,490
DVN	Devon Energy Corp/De	41,301	$1,706,557
FTNT	Fortinet, Inc.	4,002	$614,787
ECL	Ecolab Inc.	1,982	$552,205
SPXC	SPX Technologies, Inc.	2,142	$525,154
HONA	Honeywell Aerospace Inc.	2,322	$513,347
RDDT	Reddit, Inc.	2,835	$492,099
MCO	Moodys Corp /De/	1,084	$490,965
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	2,421	$464,226
MRVL	Marvell Technology, Inc.	1,389	$413,769
DELL	Dell Technologies Inc.	847	$365,446
LMT	Lockheed Martin Corp	690	$351,527
NOC	Northrop Grumman Corp /De/	605	$308,132
SNDK	Sandisk Corp	126	$286,489
SPCX	Space Exploration Technologies Corp	1,625	$277,647
DFTX	Definium Therapeutics, Inc.	5,709	$268,551
BDBT	Bluemonte Core Bond ETF	6,727	$250,849
NMZ	Nuveen Municipal High Income Opportunity Fund	19,067	$201,538
LAND	GLADSTONE LAND Corp	17,419	$148,584
EVLV	Evolv Technologies Holdings, Inc.	14,808	$85,886
VSTM	Verastem, Inc.	14,071	$53,751
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CBOE	Cboe Global Markets, Inc.	4,274	$1,201,293
PSMT	Pricesmart Inc	3,413	$513,656
WDAY	Workday, Inc.	3,152	$409,507
DOW	Dow Inc.	7,660	$319,039
SIVR	abrdn Silver ETF Trust	3,679	$263,453
HSY	Hershey Co	1,245	$258,823
GIS	General Mills Inc	6,860	$255,329
ADBE	Adobe Inc.	1,044	$253,775
HESM	Hess Midstream LP	6,449	$250,672
SCHW	Schwab Charles Corp	2,573	$241,810
BABA	Alibaba Group Holding Ltd	1,915	$240,255
LIN	Linde PLC	482	$238,956
MSI	Motorola Solutions, Inc.	550	$238,683
PPLT	abrdn Platinum ETF Trust	1,281	$228,312
JCI	Johnson Controls International plc	1,731	$226,674
AZN	Astrazeneca PLC	1,146	$226,014
PGR	Progressive Corp/Oh/	1,136	$225,200
JKHY	Jack Henry & Associates Inc	1,409	$222,678
AMT	American Tower Corp /Ma/	1,287	$222,110
CRM	Salesforce, Inc.	1,177	$219,710
CSX	Csx Corp	5,351	$219,658
GILD	Gilead Sciences, Inc.	1,573	$219,229
CTVA	Corteva, Inc.	2,555	$213,879
AB	Alliancebernstein Holding L.P.	5,685	$212,846
TTE	TotalEnergies SE	2,309	$210,072
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

369 tracked positions · $1,919,427,869 total · filing declares 647 positions · $1,924,962,184 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 369 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	4,325,714	+49,107	$464,018,038	—	24.17%
VB	Vanguard Morningstar Small-Cap ETF	Added	573,524	+312,531	$92,991,289	+62.8%	4.84%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	1,882,997	+377,696	$78,425,156	+40.4%	4.09%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,338,778	+24,412	$42,536,982	+6.8%	2.22%
QQQ	Invesco Qqq Trust, Series 1	Added	57,047	+2,131	$42,009,410	+32.5%	2.19%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	344,106	+11,884	$38,630,975	+9.7%	2.01%
AAPL	Apple Inc. Technology	Reduced	125,654	-1,544	$36,359,241	+12.6%	1.89%
SPY	Spdr S&P 500 ETF Trust	Added	47,879	+1,137	$35,754,600	+17.6%	1.86%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	370,777	-17,620	$33,218,820	+6.7%	1.73%
NVDA	Nvidia Corp Technology	Added	136,901	+3,835	$27,392,521	+18.0%	1.43%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	435,126	+52,608	$26,216,613	+31.8%	1.37%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	337,799	+309	$24,911,409	+10.1%	1.30%
		Added	690,667	+10,671	$24,775,851	+14.7%	1.29%
CVY	Invesco Zacks Multi-Asset Income ETF	Added	364,078	+36,253	$24,704,276	+30.8%	1.29%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	148,537	+11,287	$23,439,895	+30.8%	1.22%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	238,493	-851	$22,925,829	+4.9%	1.19%
MSFT	Microsoft Corp Technology	Added	61,204	+915	$22,830,316	+2.3%	1.19%
VEA	Vanguard FTSE Developed Markets ETF	Added	315,638	+2,691	$22,489,207	+12.1%	1.17%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	313,608	+6,608	$21,615,238	+10.8%	1.13%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	296,557	+3,658	$21,126,378	+14.2%	1.10%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	505,203	+5,825	$20,972,192	+8.2%	1.09%
VIG	Vanguard Dividend Appreciation ETF	Added	130,118	+495	$20,180,904	+7.6%	1.05%
ABBV	AbbVie Inc. Healthcare	Reduced	69,318	-2,603	$17,443,181	+11.5%	0.91%
JNJ	Johnson & Johnson Healthcare	Reduced	65,349	-3,841	$16,596,685	−1.9%	0.86%
BKF	iShares MSCI BIC ETF	Reduced	187,024	-6,328	$16,472,406	+21.1%	0.86%
GOOGL	Alphabet Inc. Communication Services	Added	65,033	+20,979	$16,467,444	+30.1%	0.86%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	163,899	-7,512	$15,284,320	+7.4%	0.80%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	363,683	+15,408	$13,089,926	+5.1%	0.68%
IVZ	Invesco Ltd. Financial Services	Added	132,672	+2,489	$12,958,479	+27.1%	0.68%
AFK	VanEck Africa Index ETF	Reduced	235,816	-5,395	$12,894,013	+10.9%	0.67%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	209,187	+16,396	$11,014,688	+10.2%	0.57%
AMZN	Amazon Com Inc Consumer Cyclical	Added	44,748	+4,448	$10,665,238	+27.1%	0.56%
MO	Altria Group, Inc. Consumer Defensive	Reduced	146,676	-2,085	$10,553,338	+7.5%	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	70,664	-3,239	$10,362,168	−2.9%	0.54%
BIV	Vanguard Intermediate-Term Bond ETF	Added	134,540	+4,363	$10,349,162	+2.7%	0.54%
CVX	Chevron Corp Energy	Reduced	62,380	-2,726	$10,340,108	−23.2%	0.54%
EMR	Emerson Electric Co Industrials	Reduced	66,586	-3,455	$9,531,785	+3.9%	0.50%
VZ	Verizon Communications Inc Communication Services	Reduced	220,491	-7,295	$9,335,588	−18.4%	0.49%
IBM	International Business Machines Corp Technology	Reduced	32,809	-1,772	$9,226,218	+10.1%	0.48%
PFE	Pfizer Inc Healthcare	Reduced	378,806	-8,511	$9,121,648	−16.1%	0.48%
		Reduced	162,367	-1,963	$8,912,844	+1.8%	0.46%
WMT	Walmart Inc. Consumer Defensive	Reduced	76,908	-3,295	$8,710,600	−12.6%	0.45%
KO	Coca Cola Co Consumer Defensive	Reduced	99,929	-4,913	$8,121,229	+1.9%	0.42%
BCLO	iShares BBB-B CLO Active ETF	Added	155,123	+42,643	$7,942,894	+36.0%	0.41%
FBCG	Fidelity Blue Chip Growth ETF	Added	154,853	+24,056	$7,694,015	+34.1%	0.40%
MDT	Medtronic plc Healthcare	Reduced	96,561	-4,950	$7,553,967	−14.1%	0.39%
T	At&T Inc. Communication Services	Reduced	348,962	-10,872	$7,223,513	−30.8%	0.38%
AIEQ	Amplify AI Powered Equity ETF	Reduced	169,425	-12,723	$7,173,723	−5.5%	0.37%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	103,876	-4,440	$6,852,384	+2.4%	0.36%
XOM	ExxonMobil Holdings Corp Energy	Reduced	48,600	-3,604	$6,644,592	−25.0%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.