Regal Investment Advisors LLC
CIK 1559789
13F filing for Q2 2026・No. 1,685
- Holdings
- US$1.92B
- Quarter change
- +US$192.8M
- Entries
- 647
- Net bought (estimate)
- +US$28.5M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 46
- Sold out 51
- Cut 273
- Added 295
- Corporate actions 2
- Unchanged 33
Largest holdings
647 stocks worth US$1.92B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 168,826 | US$126.43M | 6.57% |
| QQQInvesco QQQUNIT SER 1 | Added | 57,047 | US$42.01M | 2.18% |
| AAPLAppleCOM | Cut | 125,654 | US$36.36M | 1.89% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 47,879 | US$35.75M | 1.86% |
| ISHARES TRCORE UNIVRSL USD | Added | 699,010 | US$32.26M | 1.68% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Cut | 906,142 | US$28.73M | 1.49% |
| LQDISHARES TRIBOXX INV CP ETF | Added | 255,073 | US$27.82M | 1.45% |
| NVDANvidiaCOM | Added | 136,901 | US$27.39M | 1.42% |
| FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF | Added | 284,367 | US$26.71M | 1.39% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 307,894 | US$26.52M | 1.38% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.