Regal Investment Advisors LLC
655 holdingsFiling period: 2026-03-31Current AUM: $1.90Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 135.3K | $88.4M | $101.5M | 5.34% | +11.1K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 127.2K | $32.3M | $39.3M | 2.07% | -273 | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR | 54.9K | $31.7M | $37.8M | 1.99% | -669 | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 46.7K | $30.4M | $34.9M | 1.84% | -1,319 | 2026-03-31 |
| 5 | SCHD | SCHWAB STRATEGIC TR | 908.8K | $27.9M | $30.4M | 1.60% | -57,340 | 2026-03-31 |
| 6 | LQD | ISHARES TR | 244.6K | $26.7M | $26.0M | 1.37% | +11.3K | 2026-03-31 |
| 7 | FTCS | FIRST TR EXCHANGE-TRADED FD | 271.9K | $25.2M | $26.9M | 1.41% | +4.5K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 133.1K | $23.2M | $26.7M | 1.41% | -444 | 2026-03-31 |
| 9 | VUG | VANGUARD INDEX FDS | 52.8K | $23.1M | $27.0M | 1.42% | +2.8K | 2026-03-31 |
| 10 | IUSB | ISHARES TR | 492.8K | $22.8M | $22.4M | 1.18% | +43.9K | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 60.3K | $22.3M | $28.0M | 1.47% | +5.7K | 2026-03-31 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 312.9K | $20.1M | $22.1M | 1.16% | -10,803 | 2026-03-31 |
| 13 | IVE | ISHARES TR | 94.9K | $20.0M | $22.0M | 1.16% | -7,062 | 2026-03-31 |
| 14 | IVW | ISHARES TR | 168.9K | $19.1M | $22.8M | 1.20% | +13.2K | 2026-03-31 |
| 15 | IEMG | ISHARES INC | 253.3K | $17.7M | $19.7M | 1.03% | -20,568 | 2026-03-31 |
| 16 | JNJ | JOHNSON & JOHNSON | 69.2K | $16.9M | $17.7M | 0.93% | -2,576 | 2026-03-31 |
| 17 | DYNF | BLACKROCK ETF TRUST | 285.2K | $16.6M | $19.2M | 1.01% | -41,611 | 2026-03-31 |
| 18 | ABBV | ABBVIE INC | 71.9K | $15.6M | $18.0M | 0.95% | -466 | 2026-03-31 |
| 19 | IJR | ISHARES TR | 122.2K | $15.2M | $17.8M | 0.94% | -3 | 2026-03-31 |
| 20 | EFV | ISHARES TR | 203.2K | $15.1M | $16.4M | 0.86% | +6.3K | 2026-03-31 |
| 21 | IEFA | ISHARES TR | 165.9K | $15.0M | $16.3M | 0.86% | +9.4K | 2026-03-31 |
| 22 | VYMI | VANGUARD WHITEHALL FDS | 151.9K | $14.3M | $15.7M | 0.83% | -7,844 | 2026-03-31 |
| 23 | CVX | CHEVRON CORPORATION | 65.1K | $13.5M | $12.8M | 0.67% | +4.2K | 2026-03-31 |
| 24 | VTI | VANGUARD INDEX FDS | 41.6K | $13.3M | $15.3M | 0.81% | +1.5K | 2026-03-31 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | 236.1K | $12.8M | $13.9M | 0.73% | -5,786 | 2026-03-31 |
← Scroll →
Page 1 of 27