Regal Investment Advisors LLC

Institutional manager (13F) · CIK 1559789

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $826M

#	Issuer	Value	Shares
1	ISHARES TR	$88M	135,286
2	APPLE INC	$32M	127,198
3	INVESCO QQQ TR	$32M	54,916
4	STATE STR SPDR S&P 500 ETF T	$30M	46,742
5	SCHWAB STRATEGIC TR	$28M	908,819
6	ISHARES TR	$27M	244,646
7	FIRST TR EXCHANGE-TRADED FD	$25M	271,862
8	NVIDIA CORPORATION	$23M	133,066
9	VANGUARD INDEX FDS	$23M	52,839
10	ISHARES TR	$23M	492,806
11	MICROSOFT CORP	$22M	60,289
12	VANGUARD TAX-MANAGED FDS	$20M	312,947
13	ISHARES TR	$20M	94,899
14	ISHARES TR	$19M	168,925
15	ISHARES INC	$18M	253,252
16	JOHNSON & JOHNSON	$17M	69,190
17	BLACKROCK ETF TRUST	$17M	285,180
18	ABBVIE INC	$16M	71,921
19	ISHARES TR	$15M	122,203
20	ISHARES TR	$15M	203,162
21	ISHARES TR	$15M	165,885
22	VANGUARD WHITEHALL FDS	$14M	151,870
23	CHEVRON CORPORATION	$13M	65,106
24	VANGUARD INDEX FDS	$13M	41,589
25	VANGUARD INTL EQUITY INDEX F	$13M	236,054
26	VANGUARD SPECIALIZED FUNDS	$12M	57,460
27	VERIZON COMMUNICATIONS INC	$11M	227,786
28	ISHARES TR	$11M	103,778
29	INVESCO EXCHANGE TRADED FD T	$11M	86,807
30	PFIZER INC	$11M	387,317
31	PROCTER & GAMBLE CO	$11M	73,903
32	FIRST TR EXCHNG TRADED FD VI	$11M	315,475
33	FIRST TR EXCHANGE TRADED FD	$11M	173,870
34	AT&T INC	$10M	359,834
35	GOLDMAN SACHS ETF TR	$10M	81,641
36	WALMART INC	$10M	80,203
37	ISHARES TR	$10M	51,549
38	ALTRIA GROUP INC	$10M	148,761
39	INVESCO EXCHANGE TRADED FD T	$10M	137,150
40	ISHARES TR	$9M	413,334
41	VANGUARD INDEX FDS	$9M	15,523
42	ISHARES TR	$9M	38,459
43	EMERSON ELEC CO	$9M	70,041
44	ISHARES TR	$9M	82,172
45	VANGUARD INDEX FDS	$9M	49,413
46	EXXON MOBIL CORP	$9M	52,204
47	MEDTRONIC PLC	$9M	101,511
48	ISHARES TR	$8M	148,044
49	AMAZON COM INC	$8M	40,300
50	INTERNATIONAL BUSINESS MACHS	$8M	34,581

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.