Regal Investment Advisors LLC Portfolio Holdings

Regal Investment Advisors LLC

  • $1.46 Billion
  • Q3 2025

Regal Investment Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 516 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $79.6M, Invesco Qqq Trust, Series 1 with a value of $37.8M, Apple Inc. with a value of $32.6M, Spdr S&P 500 ETF Trust with a value of $31.6M, and Schwab Strategic Tr Us Dividen with a value of $27.4M.

Examining the 13F form we can see an increase of $169M in the current position value, from $1.29B to 1.46B.

Regal Investment Advisors LLC is based out at Kentwood, MI

Below you can find more details about Regal Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.46 Billion
ETFs: $982 Million
Technology: $135 Million
Healthcare: $69.2 Million
Consumer Defensive: $55.8 Million
Financial Services: $48.2 Million
Consumer Cyclical: $39.2 Million
Industrials: $35.9 Million
Communication Services: $35.1 Million
Other: $56.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$32.6 Million 2.23% of portfolio
127,944
Q3 2025 Added 3.1%
$3.78T
$27.4 Million 1.87% of portfolio
52,890
Q3 2025 Added 2.55%
$465B
$23.4 Million 1.6% of portfolio
125,238
Q3 2025 Added 8.5%
$414B
$16.5 Million 1.13% of portfolio
71,075
Q3 2025 Reduced 9.71%
$522B
$13.3 Million 0.91% of portfolio
71,870
Q3 2025 Added 1.16%
$346B
$11.3 Million 0.77% of portfolio
73,493
Q3 2025 Reduced 1.01%
$104B
$9.62 Million 0.66% of portfolio
145,656
Q3 2025 Reduced 4.6%
$181B
$9.28 Million 0.63% of portfolio
328,573
Q3 2025 Added 14.71%
$75.4B
$8.9 Million 0.61% of portfolio
67,882
Q3 2025 Added 6.56%
$141B
$8.92 Million 0.61% of portfolio
349,934
Q3 2025 Added 11.59%
$2.39T
$8.64 Million 0.59% of portfolio
39,359
Q3 2025 Added 5.82%
$303B
$8.64 Million 0.59% of portfolio
55,617
Q3 2025 Added 2.98%
$128B
$8.65 Million 0.59% of portfolio
90,872
Q3 2025 Reduced 0.04%
$266B
$8.42 Million 0.58% of portfolio
29,835
Q3 2025 Added 29.0%
$172B
$8.23 Million 0.56% of portfolio
187,300
Q3 2025 Added 8.65%
$279B
$7.07 Million 0.48% of portfolio
68,644
Q3 2025 Added 8.26%
$306B
$6.32 Million 0.43% of portfolio
95,288
Q3 2025 Added 23.91%
$224B
$6.18 Million 0.42% of portfolio
20,340
Q3 2025 Added 1.07%
$1.74T
$5.85 Million 0.4% of portfolio
24,008
Q3 2025 Reduced 13.94%
$26.1B
$5.63 Million 0.39% of portfolio
35,629
Q3 2025 Added 13.04%
$96.4B
$5.24 Million 0.36% of portfolio
42,375
Q3 2025 Added 47.86%
$1.65T
$5.18 Million 0.35% of portfolio
21,301
Q3 2025 Added 13.49%
$662B
$5.02 Million 0.34% of portfolio
9,995
Q3 2025 Added 4.56%
$404B
$4.93 Million 0.34% of portfolio
5,327
Q3 2025 Added 0.59%
$881B
$4.75 Million 0.33% of portfolio
15,056
Q3 2025 Added 4.73%
$490B
$4.79 Million 0.33% of portfolio
42,441
Q3 2025 Added 37.36%
$268B
$4.73 Million 0.32% of portfolio
28,296
Q3 2025 Reduced 0.42%
$139B
$4.46 Million 0.31% of portfolio
13,510
Q3 2025 Reduced 1.31%
$319B
$4.56 Million 0.31% of portfolio
66,602
Q3 2025 Reduced 1.77%
$85.9B
$4.35 Million 0.3% of portfolio
19,715
Q3 2025 Added 3.7%
$14.8B
$4.18 Million 0.29% of portfolio
30,238
Q3 2025 Reduced 2.45%
$41.4B
$3.88 Million 0.27% of portfolio
43,205
Q3 2025 Added 1.77%
$1.31B
$3.77 Million 0.26% of portfolio
109,856
Q2 2021 New
$204B
$3.82 Million 0.26% of portfolio
27,201
Q3 2025 Added 28.22%
$17.1B
$3.87 Million 0.26% of portfolio
109,724
Q3 2025 Added 18.07%
$27.1B
$3.86 Million 0.26% of portfolio
7,059
Q3 2025 Reduced 0.3%
$39.1B
$3.44 Million 0.24% of portfolio
52,204
Q3 2025 Reduced 0.96%
$64.7B
$3.56 Million 0.24% of portfolio
31,753
Q3 2025 Added 11.07%
$62.3B
$3.43 Million 0.24% of portfolio
30,530
Q3 2025 Added 0.39%
$78.2B
$3.5 Million 0.24% of portfolio
10,838
Q3 2025 New
$1.37T
$3.34 Million 0.23% of portfolio
4,545
Q3 2025 Added 13.43%
$16.1B
$3.37 Million 0.23% of portfolio
27,794
Q3 2025 Reduced 0.47%
$36B
$3.22 Million 0.22% of portfolio
32,035
Q3 2025 Added 1.97%
$26.5B
$3.28 Million 0.22% of portfolio
22,919
Q3 2025 Added 10.58%
$52.4B
$3.02 Million 0.21% of portfolio
87,864
Q3 2025 Reduced 1.29%
$14.8B
$2.87 Million 0.2% of portfolio
20,413
Q3 2025 Added 261.04%
$9.65B
$2.74 Million 0.19% of portfolio
16,385
Q3 2025 Reduced 24.24%
$35.1B
$2.73 Million 0.19% of portfolio
21,947
Q3 2025 Reduced 1.7%
$1.46T
$2.75 Million 0.19% of portfolio
9,846
Q3 2025 Added 17.82%

Summary

  • Portfolio
  • No. of Stocks 516
  • Current Value $1.46 Billion
  • Prior Value $1.29 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 48 stocks
  • Additional Purchases 284 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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