Regal Investment Advisors LLC
650 holdingsFiling period: 2026-06-30Current AUM: $1.96Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 168.8K | $126.4M | $130.4M | 6.65% | +33.5K | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 57.0K | $42.0M | $40.9M | 2.09% | +2.1K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 125.7K | $36.4M | $42.7M | 2.18% | -1,544 | 2026-06-30 |
| 4 | SPY | State Str Spdr S&P 500 ETF T | 47.9K | $35.8M | $36.8M | 1.88% | +1.1K | 2026-06-30 |
| 5 | IUSB | iShares TR | 699.0K | $32.3M | $31.0M | 1.58% | +206.2K | 2026-06-30 |
| 6 | SCHD | Schwab Strategic TR | 906.1K | $28.7M | $31.4M | 1.60% | -2,677 | 2026-06-30 |
| 7 | LQD | iShares TR | 255.1K | $27.8M | $26.3M | 1.34% | +10.4K | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 136.9K | $27.4M | $29.6M | 1.51% | +3.8K | 2026-06-30 |
| 9 | FTCS | First TR Exchange-Traded FD | 284.4K | $26.7M | $28.4M | 1.45% | +12.5K | 2026-06-30 |
| 10 | VUG | Vanguard Index Fds | 307.9K | $26.5M | $27.3M | 1.39% | +255.1K | 2026-06-30 |
| 11 | IVW | iShares TR | 170.9K | $23.5M | $23.9M | 1.22% | +2.0K | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 61.2K | $22.8M | $32.6M | 1.66% | +915 | 2026-06-30 |
| 13 | VEA | Vanguard Tax-Managed Fds | 315.6K | $22.5M | $22.0M | 1.12% | +2.7K | 2026-06-30 |
| 14 | DYNF | BlackRock ETF Trust | 296.8K | $20.2M | $20.5M | 1.04% | +11.6K | 2026-06-30 |
| 15 | IJR | iShares TR | 124.4K | $18.5M | $17.1M | 0.87% | +2.2K | 2026-06-30 |
| 16 | IVE | iShares TR | 80.4K | $18.3M | $19.1M | 0.97% | -14,523 | 2026-06-30 |
| 17 | ABBV | Abbvie Inc | 69.3K | $17.4M | $20.0M | 1.02% | -2,603 | 2026-06-30 |
| 18 | JNJ | Johnson & Johnson | 65.3K | $16.6M | $16.9M | 0.86% | -3,841 | 2026-06-30 |
| 19 | VTI | Vanguard Index Fds | 44.5K | $16.5M | $16.8M | 0.86% | +2.9K | 2026-06-30 |
| 20 | IEFA | iShares TR | 163.4K | $15.8M | $15.8M | 0.81% | -2,461 | 2026-06-30 |
| 21 | IEMG | iShares Inc | 185.1K | $15.3M | $14.3M | 0.73% | -68,115 | 2026-06-30 |
| 22 | PWB | Invesco Exchange Traded FD T | 87.0K | $14.7M | $13.4M | 0.68% | +216 | 2026-06-30 |
| 23 | VWO | Vanguard Intl Equity Index F | 244.2K | $14.6M | $14.2M | 0.73% | +8.1K | 2026-06-30 |
| 24 | VYMI | Vanguard Whitehall Fds | 146.6K | $14.4M | $15.0M | 0.76% | -5,314 | 2026-06-30 |
| 25 | FV | First TR Exchange Traded FD | 173.4K | $13.2M | $12.9M | 0.66% | -423 | 2026-06-30 |
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