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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.31B
$3.77 Million 0.26% of portfolio
109,856
Q2 2021 New
$722M
$607,000 0.04% of portfolio
13,500
Q3 2023 Reduced 21.75%
$1.16B
$640,000 0.04% of portfolio
60,596
Q3 2025 Reduced 4.83%
$1.13B
$600,000 0.04% of portfolio
4,950
Q4 2023 New
$954M
$482,000 0.03% of portfolio
13,405
Q3 2025 Added 91.64%
$1.91B
$277,000 0.02% of portfolio
17,279
Q3 2025 Added 0.69%
$1.42B
$357,000 0.02% of portfolio
14,765
Q3 2025 Reduced 2.91%
$1.37B
$107,000 0.01% of portfolio
11,234
Q3 2025 New
$444M
$110,000 0.01% of portfolio
18,774
Q3 2025 Added 8.23%
$855M
$150,000 0.01% of portfolio
30,225
Q3 2025 Added 15.25%
$597M
$0 0.0% of portfolio
-
Q3 2025 Reduced 15.38%
$461M
$57,000 0.0% of portfolio
14,168
Q3 2025 Reduced 0.85%

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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