Regal Investment Advisors LLC Portfolio Holdings

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025

Regal Investment Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 516 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $79.6M, Invesco Qqq Trust, Series 1 with a value of $37.8M, Apple Inc. with a value of $32.6M, Spdr S&P 500 ETF Trust with a value of $31.6M, and Schwab Strategic Tr Us Dividen with a value of $27.4M.

Examining the 13F form we can see an increase of $169M in the current position value, from $1.29B to 1.46B.

Regal Investment Advisors LLC is based out at Kentwood, MI

Below you can find more details about Regal Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.46 Billion
ETFs: $982 Million
Technology: $135 Million
Healthcare: $69.2 Million
Consumer Defensive: $55.8 Million
Financial Services: $48.2 Million
Consumer Cyclical: $39.2 Million
Industrials: $35.9 Million
Communication Services: $35.1 Million
Other: $56.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$79.6 Million 5.45% of portfolio
118,892
Q3 2025 Added 5.66%
$0
$37.8 Million 2.59% of portfolio
62,938
Q3 2025 Added 1.52%
$4.3T
$32.6 Million 2.23% of portfolio
127,944
Q3 2025 Added 3.1%
$0
$31.6 Million 2.16% of portfolio
47,459
Q3 2025 Added 3.27%
$0
$27.4 Million 1.88% of portfolio
1,003,845
Q3 2025 Added 0.73%
$3.78T
$27.4 Million 1.87% of portfolio
52,890
Q3 2025 Added 2.55%
$0
$25.1 Million 1.72% of portfolio
224,987
Q3 2025 Added 7.54%
$0
$24.6 Million 1.68% of portfolio
262,228
Q3 2025 Added 1.53%
$465B
$23.4 Million 1.6% of portfolio
125,238
Q3 2025 Added 8.5%
$0
$23.4 Million 1.6% of portfolio
48,750
Q3 2025 Added 2.72%
$0
$18.2 Million 1.24% of portfolio
388,894
Q3 2025 Reduced 8.73%
$0
$17.5 Million 1.2% of portfolio
292,705
Q3 2025 Added 4.09%
$414B
$16.5 Million 1.13% of portfolio
71,075
Q3 2025 Reduced 9.71%
$0
$16.1 Million 1.1% of portfolio
271,449
Q3 2025 Added 25.38%
$0
$16 Million 1.09% of portfolio
132,269
Q3 2025 Added 1.58%
$0
$14.2 Million 0.97% of portfolio
119,094
Q3 2025 Reduced 1.14%
$522B
$13.3 Million 0.91% of portfolio
71,870
Q3 2025 Added 1.16%
$0
$13 Million 0.89% of portfolio
99,965
Q3 2025 Reduced 3.5%
$0
$12.8 Million 0.88% of portfolio
188,622
Q3 2025 Reduced 12.69%
$0
$12.8 Million 0.88% of portfolio
62,201
Q3 2025 Added 9.99%
$0
$12.6 Million 0.86% of portfolio
148,585
Q3 2025 Added 23.68%
$0
$12.3 Million 0.84% of portfolio
226,705
Q3 2025 Added 2.62%
$0
$12.3 Million 0.84% of portfolio
140,512
Q3 2025 Added 12.74%
$0
$12 Million 0.82% of portfolio
44,978
Q3 2025 Added 77.23%
$0
$11.8 Million 0.81% of portfolio
36,087
Q3 2025 Added 9.56%
$346B
$11.3 Million 0.77% of portfolio
73,493
Q3 2025 Reduced 1.01%
$0
$11.2 Million 0.76% of portfolio
18,228
Q3 2025 Added 12.82%
$0
$11 Million 0.75% of portfolio
87,484
Q3 2025 Reduced 0.44%
$0
$10.3 Million 0.71% of portfolio
166,524
Q3 2025 Added 0.04%
$0
$10.3 Million 0.7% of portfolio
56,453
Q3 2025 Added 4.26%
$0
$9.88 Million 0.68% of portfolio
184,166
Q3 2025 Added 22.63%
$104B
$9.62 Million 0.66% of portfolio
145,656
Q3 2025 Reduced 4.6%
$0
$9.5 Million 0.65% of portfolio
284,167
Q3 2025 Added 8.11%
$0
$9.15 Million 0.63% of portfolio
85,924
Q3 2025 Added 7.38%
$181B
$9.28 Million 0.63% of portfolio
328,573
Q3 2025 Added 14.71%
$75.4B
$8.9 Million 0.61% of portfolio
67,882
Q3 2025 Added 6.56%
$0
$8.9 Million 0.61% of portfolio
86,460
Q3 2025 Added 18.6%
$141B
$8.92 Million 0.61% of portfolio
349,934
Q3 2025 Added 11.59%
$0
$8.7 Million 0.6% of portfolio
133,371
Q3 2025 Added 1.26%
$2.39T
$8.64 Million 0.59% of portfolio
39,359
Q3 2025 Added 5.82%
$303B
$8.64 Million 0.59% of portfolio
55,617
Q3 2025 Added 2.98%
$128B
$8.65 Million 0.59% of portfolio
90,872
Q3 2025 Reduced 0.04%
$266B
$8.42 Million 0.58% of portfolio
29,835
Q3 2025 Added 29.0%
$0
$8.22 Million 0.56% of portfolio
81,994
Q3 2025 Added 14.91%
$172B
$8.23 Million 0.56% of portfolio
187,300
Q3 2025 Added 8.65%
$0
$7.84 Million 0.54% of portfolio
120,171
Q3 2025 Added 10.73%
$0
$7.94 Million 0.54% of portfolio
45,465
Q3 2025 Added 11.18%
$0
$7.77 Million 0.53% of portfolio
26,431
Q3 2025 Reduced 0.58%
$0
$7.76 Million 0.53% of portfolio
170,909
Q3 2025 Added 1.95%

Summary

  • Portfolio
  • No. of Stocks 516
  • Current Value $1.46 Billion
  • Prior Value $1.29 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 48 stocks
  • Additional Purchases 284 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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