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CIK: 0001559789
Total reported value
$1.9B
$1.9B
584 檔
11.1%
The Q4 2025 SEC filing reveals that Regal Investment Advisors LLC held a total portfolio value of $1.9B, covering 584 public equity positions.
In Q4 2025, Regal Investment Advisors LLC displayed an active expansion posture, initiating 51 new positions and adding to 99 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 584 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.09% | +1.47% | +4.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.03% | -0.37% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | +0.35% | -11.68% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | +0.11% | +1.27% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.58% | -0.12% | -3.75% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.10% | +3.13% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.54% | -0.09% | +3.72% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.08% | +6.61% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 1.48% | -0.07% | +1.95% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.46% | +0.05% | +2.60% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.29% | -0.21% | +63.92% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.25% | +0.37% | +15.42% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.21% | +0.01% | +10.61% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.19% | +0.09% | +20.39% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.12% | +17.71% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | -0.22% | +48.68% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.03% | +0.01% | +12.08% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.01% | +1.85% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.12% | -0.14% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.88% | +0.08% | +2.61% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.86% | -0.08% | +7.49% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.84% | -0.48% | +4.38% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.05% | +11.40% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | +0.09% | +11.15% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | +0.02% | +6.68% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.77% | -0.04% | +3.67% | |
| 27 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.76% | +0.02% | -4.53% | |
| 28 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.13% | +0.22% | |
| 29 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.64% | +0.07% | +1.74% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.08% | +0.47% | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.61% | +0.02% | +4.36% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.60% | -0.04% | +9.79% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.58% | -0.15% | +10.09% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | — | +9.42% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.03% | -15.68% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.57% | -0.36% | -34.10% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.57% | -0.12% | +8.53% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.24% | +9.52% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | -0.03% | +2.71% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.55% | -0.16% | +4.74% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.13% | +18.15% | |
| 42 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +1.72% | |
| 43 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.54% | +0.12% | +71.45% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.07% | -1.58% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.52% | -0.02% | +3.54% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.51% | -0.22% | +5.28% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.51% | -0.02% | +6.05% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.18% | +11.89% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | +112.82% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.07% | +115.79% |
According to official SEC Form 13F filings, Regal Investment Advisors LLC reported a total U.S. public equity portfolio value of $1.9B across 584 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, QQQ) accounted for 11.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
QQQM
市值: $3.5M
Top Position Liquidated / Trimmed
ON
前期市值: $1.8M
During Q4 2025, Regal Investment Advisors LLC's top holdings by market value included IVV (5.1%)、AAPL (2.1%)、QQQ (2.0%). The largest single position, IVV, represented 5.1% of total portfolio value.
In Q4 2025, Regal Investment Advisors LLC made 200 total portfolio adjustments, initiating 51 new buys, adding to 99 positions, trimming 37 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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