EdgeMarket › What Regal Investment Advisors Llc reported owning
What Regal Investment Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
653Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 88.4M | 5.1% | 135.3K | 769.31 | +20.0% |
| AAPL Apple Inc. | 32.3M | 1.9% | 127.2K | 309.35 | +36.9% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 31.7M | 1.8% | 54.9K | 713.44 | +26.1% |
| SPY SPDR S&P 500 ETF TRUST | 30.4M | 1.8% | 46.7K | 765.72 | +20.0% |
| SCHD Schwab US Dividend Equity ETF | 27.9M | 1.6% | 908.8K | 35.11 | +27.6% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 26.7M | 1.5% | 244.6K | 105.92 | -3.5% |
| FTCS First Trust Capital Strength ETF | 25.2M | 1.5% | 271.9K | 101.52 | +8.5% |
| NVDA NVIDIA CORP | 23.2M | 1.3% | 133.1K | 214.72 | +22.4% |
| VUG Vanguard Morningstar Growth ETF | 23.1M | 1.3% | 52.8K | 87.50 | +15.9% |
| IUSB iShares Core Universal USD Bond ETF | 22.8M | 1.3% | 492.8K | 45.43 | -1.7% |
| MSFT MICROSOFT CORP | 22.3M | 1.3% | 60.3K | 483.24 | -4.4% |
| VEA Vanguard FTSE Developed Markets ETF | 20.1M | 1.2% | 312.9K | 73.42 | +24.7% |
| IVE iShares S&P 500 Value ETF | 20.0M | 1.2% | 94.9K | 237.24 | +17.6% |
| IVW iShares S&P 500 Growth ETF | 19.1M | 1.1% | 168.9K | 138.83 | +22.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 17.7M | 1.0% | 253.3K | 81.57 | +31.9% |
| JNJ JOHNSON & JOHNSON | 16.9M | 1.0% | 69.2K | 270.24 | +51.1% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 16.6M | 1.0% | 285.2K | 69.08 | +22.3% |
| ABBV AbbVie Inc. | 15.6M | 0.9% | 71.9K | 264.96 | +26.7% |
| IJR iShares Core S&P Small-Cap ETF | 15.2M | 0.9% | 122.2K | 147.31 | +29.0% |
| EFV iShares MSCI EAFE Value ETF | 15.1M | 0.9% | 203.2K | 82.23 | +21.4% |
| IEFA iShares Core MSCI EAFE ETF | 15.0M | 0.9% | 165.9K | 100.85 | +16.8% |
| VYMI Vanguard International High Dividend Yield ETF | 14.3M | 0.8% | 151.9K | 105.25 | +24.5% |
| CVX CHEVRON CORP | 13.5M | 0.8% | 65.1K | 205.27 | +34.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 13.3M | 0.8% | 41.6K | 378.24 | +20.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 12.8M | 0.7% | 236.1K | 60.45 | +17.7% |
| VIG Vanguard Div Appreciation ETF | 12.4M | 0.7% | 57.5K | 243.91 | +16.2% |
| VZ VERIZON COMMUNICATIONS INC | 11.4M | 0.7% | 227.8K | 49.45 | +9.7% |
| MUB iShares National Muni Bond ETF | 11.0M | 0.6% | 103.8K | 105.34 | +1.2% |
| PWB Invesco Large Cap Growth ETF | 10.9M | 0.6% | 86.8K | 155.97 | +31.6% |
| PFE PFIZER INC | 10.9M | 0.6% | 387.3K | 28.07 | +10.6% |
| PG PROCTER & GAMBLE Co | 10.7M | 0.6% | 73.9K | 144.68 | -9.3% |
| BUFR FT Vest Laddered Buffer ETF | 10.7M | 0.6% | 315.5K | 37.30 | +14.5% |
| FV First Trust Dorsey Wright Focus 5 ETF | 10.5M | 0.6% | 173.9K | 73.96 | +21.7% |
| T AT&T INC. | 10.4M | 0.6% | 359.8K | 25.29 | -13.6% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 10.2M | 0.6% | 81.6K | 146.19 | +16.7% |
| WMT Walmart Inc. | 10.0M | 0.6% | 80.2K | 103.70 | +1.1% |
| QUAL iShares MSCI USA Quality Factor ETF | 9.9M | 0.6% | 51.5K | 223.22 | +19.3% |
| MO ALTRIA GROUP, INC. | 9.8M | 0.6% | 148.8K | 66.09 | -2.2% |
| PWV Invesco Large Cap Value ETF | 9.6M | 0.6% | 137.2K | 82.22 | +29.2% |
| GOVT iShares U.S. Treasury Bond ETF | 9.5M | 0.5% | 413.3K | 22.45 | -2.0% |
| VOO Vanguard S&P 500 ETF | 9.3M | 0.5% | 15.5K | 703.71 | +20.0% |
| MTUM iShares MSCI USA Momentum Factor ETF | 9.2M | 0.5% | 38.5K | 305.17 | +25.7% |
| EMR EMERSON ELECTRIC CO | 9.2M | 0.5% | 70.0K | 157.26 | +20.1% |
| EFG iShares MSCI EAFE Growth ETF | 9.2M | 0.5% | 82.2K | 125.70 | +12.3% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 9.1M | 0.5% | 49.4K | 208.64 | +21.9% |
| XOM ExxonMobil Holdings Corp | 8.9M | 0.5% | 52.2K | 165.11 | +52.1% |
| MDT Medtronic plc | 8.8M | 0.5% | 101.5K | 93.35 | +0.1% |
| EEM iShares MSCI Emerging Markets ETF | 8.4M | 0.5% | 148.0K | 67.12 | +34.9% |
| AMZN AMAZON COM INC | 8.4M | 0.5% | 40.3K | 258.63 | +15.6% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 8.4M | 0.5% | 34.6K | 235.68 | -2.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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