Regal Investment Advisors LLC
650 holdingsFiling period: 2026-06-30Current AUM: $1.95Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 168.8K | $126.4M | $128.1M | 6.58% | +33.5K | 2026-06-30 |
| 2 | QQQ | INVESCO QQQ TR | 57.0K | $42.0M | $40.2M | 2.06% | +2.1K | 2026-06-30 |
| 3 | AAPL | APPLE INC | 125.7K | $36.4M | $41.6M | 2.14% | -1,544 | 2026-06-30 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 47.9K | $35.8M | $36.3M | 1.86% | +1.1K | 2026-06-30 |
| 5 | IUSB | ISHARES TR | 699.0K | $32.3M | $31.3M | 1.60% | +206.2K | 2026-06-30 |
| 6 | SCHD | SCHWAB STRATEGIC TR | 906.1K | $28.7M | $31.1M | 1.60% | -2,677 | 2026-06-30 |
| 7 | LQD | ISHARES TR | 255.1K | $27.8M | $26.6M | 1.37% | +10.4K | 2026-06-30 |
| 8 | NVDA | NVIDIA CORPORATION | 136.9K | $27.4M | $29.0M | 1.49% | +3.8K | 2026-06-30 |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | 284.4K | $26.7M | $27.8M | 1.43% | +12.5K | 2026-06-30 |
| 10 | VUG | VANGUARD INDEX FDS | 307.9K | $26.5M | $26.8M | 1.38% | +255.1K | 2026-06-30 |
| 11 | IVW | ISHARES TR | 170.9K | $23.5M | $23.5M | 1.21% | +2.0K | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 61.2K | $22.8M | $30.4M | 1.56% | +915 | 2026-06-30 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 315.6K | $22.5M | $22.6M | 1.16% | +2.7K | 2026-06-30 |
| 14 | DYNF | BLACKROCK ETF TRUST | 296.8K | $20.2M | $20.4M | 1.05% | +11.6K | 2026-06-30 |
| 15 | IJR | ISHARES TR | 124.4K | $18.5M | $17.4M | 0.89% | +2.2K | 2026-06-30 |
| 16 | IVE | ISHARES TR | 80.4K | $18.3M | $18.7M | 0.96% | -14,523 | 2026-06-30 |
| 17 | ABBV | ABBVIE INC | 69.3K | $17.4M | $18.2M | 0.94% | -2,603 | 2026-06-30 |
| 18 | JNJ | JOHNSON & JOHNSON | 65.3K | $16.6M | $17.5M | 0.90% | -3,841 | 2026-06-30 |
| 19 | VTI | VANGUARD INDEX FDS | 44.5K | $16.5M | $16.6M | 0.85% | +2.9K | 2026-06-30 |
| 20 | IEFA | ISHARES TR | 163.4K | $15.8M | $16.1M | 0.82% | -2,461 | 2026-06-30 |
| 21 | IEMG | ISHARES INC | 185.1K | $15.3M | $14.8M | 0.76% | -68,115 | 2026-06-30 |
| 22 | PWB | INVESCO EXCHANGE TRADED FD T | 87.0K | $14.7M | $13.2M | 0.68% | +216 | 2026-06-30 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | 244.2K | $14.6M | $14.5M | 0.74% | +8.1K | 2026-06-30 |
| 24 | VYMI | VANGUARD WHITEHALL FDS | 146.6K | $14.4M | $15.4M | 0.79% | -5,314 | 2026-06-30 |
| 25 | FV | FIRST TR EXCHANGE TRADED FD | 173.4K | $13.2M | $12.4M | 0.64% | -423 | 2026-06-30 |
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