Filed: 5/14/2026ACC: 0001559789-26-000003
📋 What this filing means
REGAL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 653 equity positions with a total reported market value of $1.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
653
Positions
$1.73B
Total AUM (reported)
22.49M
Total Shares
Allocation by class
COM$449.31M25.9%
CORE S&P500 ETF$88.37M5.1%
STATE STREET SPD$32.65M1.9%
UNIT SER 1$31.70M1.8%
TR UNIT$30.40M1.8%
US DIVIDEND EQ$27.88M1.6%
IBOXX INV CP ETF$26.66M1.5%
Portfolio Concentration
Top 3$152.35M8.8%
4–10$179.21M10.3%
11–25$247.52M14.3%
Rest$1.15B66.6%
Top 3 weight
8.8%
Top 10 weight
19.1%
Voting Authority Distribution
Total shares with voting rights: 22.49M
Sole
Full voting authority
5.10M
shares
% of voting shares22.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.39M
shares
% of voting shares77.3%
Investment Discretion (by position count)
Sole653
Shared0
Other0
Dominant voting typeNone · 77.3% of voting shares
Institutional Holdings653
Rows:
ISHARES TR
SOLEShares135.29K
TypeSH
Market value$88.37M
5.10%
Sole
50.15K
Shared
0.00
None
85.14K
APPLE INC
SOLEShares127.20K
TypeSH
Market value$32.28M
1.86%
Sole
64.64K
Shared
0.00
None
62.55K
INVESCO QQQ TR
SOLEShares54.92K
TypeSH
Market value$31.70M
1.83%
Sole
29.78K
Shared
0.00
None
25.14K
STATE STR SPDR S&P 500 ETF T
SOLEShares46.74K
TypeSH
Market value$30.40M
1.75%
Sole
28.15K
Shared
0.00
None
18.59K
SCHWAB STRATEGIC TR
SOLEShares908.82K
TypeSH
Market value$27.88M
1.61%
Sole
20.20K
Shared
0.00
None
888.62K
ISHARES TR
SOLEShares244.65K
TypeSH
Market value$26.66M
1.54%
Sole
0.00
Shared
0.00
None
244.65K
FIRST TR EXCHANGE-TRADED FD
SOLEShares271.86K
TypeSH
Market value$25.22M
1.46%
Sole
217.73K
Shared
0.00
None
54.13K
NVIDIA CORPORATION
SOLEShares133.07K
TypeSH
Market value$23.21M
1.34%
Sole
76.88K
Shared
0.00
None
56.18K
VANGUARD INDEX FDS
SOLEShares52.84K
TypeSH
Market value$23.08M
1.33%
Sole
1.20K
Shared
0.00
None
51.64K
ISHARES TR
SOLEShares492.81K
TypeSH
Market value$22.76M
1.31%
Sole
83.43K
Shared
0.00
None
409.38K
MICROSOFT CORP
SOLEShares60.29K
TypeSH
Market value$22.32M
1.29%
Sole
17.53K
Shared
0.00
None
42.76K
VANGUARD TAX-MANAGED FDS
SOLEShares312.95K
TypeSH
Market value$20.05M
1.16%
Sole
584.00
Shared
0.00
None
312.36K
ISHARES TR
SOLEShares94.90K
TypeSH
Market value$20.04M
1.16%
Sole
19.96K
Shared
0.00
None
74.94K
ISHARES TR
SOLEShares168.93K
TypeSH
Market value$19.11M
1.10%
Sole
35.54K
Shared
0.00
None
133.38K
ISHARES INC
SOLEShares253.25K
TypeSH
Market value$17.66M
1.02%
Sole
46.02K
Shared
0.00
None
207.23K
JOHNSON & JOHNSON
SOLEShares69.19K
TypeSH
Market value$16.91M
0.98%
Sole
18.45K
Shared
0.00
None
50.74K
BLACKROCK ETF TRUST
SOLEShares285.18K
TypeSH
Market value$16.59M
0.96%
Sole
56.29K
Shared
0.00
None
228.89K
ABBVIE INC
SOLEShares71.92K
TypeSH
Market value$15.64M
0.90%
Sole
20.20K
Shared
0.00
None
51.72K
ISHARES TR
SOLEShares122.20K
TypeSH
Market value$15.19M
0.88%
Sole
14.45K
Shared
0.00
None
107.75K
ISHARES TR
SOLEShares203.16K
TypeSH
Market value$15.11M
0.87%
Sole
37.41K
Shared
0.00
None
165.75K
ISHARES TR
SOLEShares165.88K
TypeSH
Market value$15.02M
0.87%
Sole
7.09K
Shared
0.00
None
158.79K
VANGUARD WHITEHALL FDS
SOLEShares151.87K
TypeSH
Market value$14.31M
0.83%
Sole
9.46K
Shared
0.00
None
142.41K
CHEVRON CORPORATION
SOLEShares65.11K
TypeSH
Market value$13.47M
0.78%
Sole
12.67K
Shared
0.00
None
52.44K
VANGUARD INDEX FDS
SOLEShares41.59K
TypeSH
Market value$13.34M
0.77%
Sole
7.07K
Shared
0.00
None
34.52K
VANGUARD INTL EQUITY INDEX F
SOLEShares236.05K
TypeSH
Market value$12.76M
0.74%
Sole
234.00
Shared
0.00
None
235.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 135.29K | SH | $88.37M 5.10% | 50.15K | 0.00 | 85.14K |
APPLE INCSOLE | COM | 127.20K | SH | $32.28M 1.86% | 64.64K | 0.00 | 62.55K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 54.92K | SH | $31.70M 1.83% | 29.78K | 0.00 | 25.14K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 46.74K | SH | $30.40M 1.75% | 28.15K | 0.00 | 18.59K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 908.82K | SH | $27.88M 1.61% | 20.20K | 0.00 | 888.62K |
ISHARES TRSOLE | IBOXX INV CP ETF | 244.65K | SH | $26.66M 1.54% | 0.00 | 0.00 | 244.65K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 271.86K | SH | $25.22M 1.46% | 217.73K | 0.00 | 54.13K |
NVIDIA CORPORATIONSOLE | COM | 133.07K | SH | $23.21M 1.34% | 76.88K | 0.00 | 56.18K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 52.84K | SH | $23.08M 1.33% | 1.20K | 0.00 | 51.64K |
ISHARES TRSOLE | CORE UNIVRSL USD | 492.81K | SH | $22.76M 1.31% | 83.43K | 0.00 | 409.38K |
MICROSOFT CORPSOLE | COM | 60.29K | SH | $22.32M 1.29% | 17.53K | 0.00 | 42.76K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 312.95K | SH | $20.05M 1.16% | 584.00 | 0.00 | 312.36K |
ISHARES TRSOLE | S&P 500 VAL ETF | 94.90K | SH | $20.04M 1.16% | 19.96K | 0.00 | 74.94K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 168.93K | SH | $19.11M 1.10% | 35.54K | 0.00 | 133.38K |
ISHARES INCSOLE | CORE MSCI EMKT | 253.25K | SH | $17.66M 1.02% | 46.02K | 0.00 | 207.23K |
JOHNSON & JOHNSONSOLE | COM | 69.19K | SH | $16.91M 0.98% | 18.45K | 0.00 | 50.74K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 285.18K | SH | $16.59M 0.96% | 56.29K | 0.00 | 228.89K |
ABBVIE INCSOLE | COM | 71.92K | SH | $15.64M 0.90% | 20.20K | 0.00 | 51.72K |
ISHARES TRSOLE | CORE S&P SCP ETF | 122.20K | SH | $15.19M 0.88% | 14.45K | 0.00 | 107.75K |
ISHARES TRSOLE | EAFE VALUE ETF | 203.16K | SH | $15.11M 0.87% | 37.41K | 0.00 | 165.75K |
ISHARES TRSOLE | CORE MSCI EAFE | 165.88K | SH | $15.02M 0.87% | 7.09K | 0.00 | 158.79K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 151.87K | SH | $14.31M 0.83% | 9.46K | 0.00 | 142.41K |
CHEVRON CORPORATIONSOLE | COM | 65.11K | SH | $13.47M 0.78% | 12.67K | 0.00 | 52.44K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 41.59K | SH | $13.34M 0.77% | 7.07K | 0.00 | 34.52K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 236.05K | SH | $12.76M 0.74% | 234.00 | 0.00 | 235.82K |
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