13F Insight
DOSSIER · 13F-HR · Q1 2026

Regal Investment Advisors LLC

$1.7B in tracked AUM across 653 positions as of Q1 2026.

RI
CIK 0001559789 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
653
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Regal Investment Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$88M135K5.1%02
AAPL
APPLE INC
$32M127K1.9%03
QQQ
INVESCO QQQ TR
$32M55K1.8%04
SPY
STATE STR SPDR S&P 500 ETF T
$30M47K1.8%05
SCHD
SCHWAB STRATEGIC TR
$28M909K1.6%06
LQD
ISHARES TR
$27M245K1.5%07
FTCS
FIRST TR EXCHANGE-TRADED FD
$25M272K1.5%08
NVDA
NVIDIA CORPORATION
$23M133K1.3%09
VUG
VANGUARD INDEX FDS
$23M53K1.3%10
IUSB
ISHARES TR
$23M493K1.3%

Filing history

2026Q1Mar 31
$1.7B▲ 3.6%
653 positionsView →2025Q4Dec 31
$1.7B▲ 8.9%
584 positionsView →2025Q3Sep 30
$1.5B▲ 15.1%
516 positionsView →2025Q2Jun 30
$1.3B▲ 7.9%
481 positionsLocked2025Q1Mar 31
$1.2B▼ 7.1%
460 positionsLocked2024Q4Dec 31
$1.3B▼ 6.8%
465 positionsLocked2024Q3Sep 30
$1.4B▼ 6.8%
500 positionsLocked2024Q2Jun 30
$1.5B▲ 4.8%
570 positionsLocked2024Q1Mar 31
$1.5B▲ 10.6%
582 positionsLocked2023Q4Dec 31
$1.3B▲ 11.3%
544 positionsLocked2023Q3Sep 30
$1.2B▼ 0.4%
499 positionsLocked2023Q2Jun 30
$1.2B▲ 5.3%
514 positionsLocked
Showing 12 of 49