Regal Investment Advisors LLC — 13F holdings

Regal Investment Advisors LLC reported 647 holdings worth $1.92B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. IVV ISHARES TR — $126M (6.6%)
  2. QQQ Invesco Qqq Tr — $42.0M (2.2%)
  3. AAPL APPLE INC — $36.4M (1.9%)
  4. SPY SPDR S&P 500 ETF TR — $35.8M (1.9%)
  5. IUSB ISHARES TR — $32.3M (1.7%)
  6. SCHD SCHWAB STRATEGIC TR — $28.7M (1.5%)
  7. LQD ISHARES TR — $27.8M (1.4%)
  8. NVDA NVIDIA CORPORATION — $27.4M (1.4%)
  9. FTCS FIRST TR EXCHANGE-TRADED FD — $26.7M (1.4%)
  10. VUG VANGUARD INDEX FDS — $26.5M (1.4%)