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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.76 Million 0.26% of portfolio
60,192
Q3 2025 Added 5.75%
$0
$3.74 Million 0.26% of portfolio
47,704
Q3 2025 Added 113.23%
$0
$3.79 Million 0.26% of portfolio
82,332
Q3 2025 Added 188.34%
$27.1B
$3.86 Million 0.26% of portfolio
7,059
Q3 2025 Reduced 0.3%
$0
$3.63 Million 0.25% of portfolio
17,348
Q3 2025 Reduced 4.44%
$0
$3.58 Million 0.25% of portfolio
69,906
Q3 2025 Added 11.5%
$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%
$0
$3.48 Million 0.24% of portfolio
38,988
Q3 2025 Added 22.55%
$78.2B
$3.5 Million 0.24% of portfolio
10,838
Q3 2025 New
$0
$3.53 Million 0.24% of portfolio
152,594
Q3 2025 Added 2.9%
$0
$3.33 Million 0.23% of portfolio
7,111
Q3 2025 Added 24.47%
$0
$3.33 Million 0.23% of portfolio
30,595
Q3 2025 Reduced 1.05%
$0
$3.37 Million 0.23% of portfolio
32,627
Q3 2025 Added 338.53%
$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%
$0
$3.21 Million 0.22% of portfolio
9,846
Q3 2025 Added 68.74%
$0
$3.24 Million 0.22% of portfolio
70,562
Q3 2025 Reduced 5.73%
$0
$3.19 Million 0.22% of portfolio
38,416
Q3 2025 Reduced 0.19%
$26.5B
$3.28 Million 0.22% of portfolio
22,919
Q3 2025 Added 10.58%
$0
$3.01 Million 0.21% of portfolio
35,743
Q3 2025 Added 4.16%
$0
$3.11 Million 0.21% of portfolio
98,721
Q3 2025 Reduced 2.4%
$52.4B
$3.02 Million 0.21% of portfolio
87,864
Q3 2025 Reduced 1.29%
$0
$3.12 Million 0.21% of portfolio
15,930
Q3 2025 Reduced 56.8%
$0
$2.96 Million 0.2% of portfolio
14,125
Q3 2025 New
$0
$2.87 Million 0.2% of portfolio
11,300
Q3 2025 Reduced 17.0%
$0
$2.92 Million 0.2% of portfolio
24,674
Q3 2025 Reduced 17.66%
$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%
$0
$2.79 Million 0.19% of portfolio
35,705
Q3 2025 Added 5.99%
$0
$2.74 Million 0.19% of portfolio
27,828
Q3 2025 Added 0.3%
$0
$2.84 Million 0.19% of portfolio
47,959
Q3 2025 Reduced 0.37%
$1.46T
$2.75 Million 0.19% of portfolio
9,846
Q3 2025 Added 17.82%
$0
$2.63 Million 0.18% of portfolio
69,243
Q3 2025 Added 105.88%
$0
$2.62 Million 0.18% of portfolio
11,431
Q3 2025 Reduced 10.17%
$0
$2.69 Million 0.18% of portfolio
22,220
Q3 2025 New
$0
$2.68 Million 0.18% of portfolio
57,074
Q3 2025 Added 0.09%
$0
$2.57 Million 0.18% of portfolio
17,664
Q3 2025 Added 19.34%
$104B
$2.46 Million 0.17% of portfolio
8,375
Q3 2025 Reduced 4.53%
$0
$2.45 Million 0.17% of portfolio
32,104
Q3 2025 Added 23.16%
$0
$2.44 Million 0.17% of portfolio
25,669
Q3 2025 Added 2.14%
$100B
$2.52 Million 0.17% of portfolio
9,343
Q3 2025 Reduced 2.66%
$0
$2.42 Million 0.17% of portfolio
29,025
Q3 2025 Reduced 1.69%
$0
$2.43 Million 0.17% of portfolio
42,607
Q3 2025 Added 0.38%
$0
$2.41 Million 0.16% of portfolio
31,708
Q3 2025 Added 4.45%
$0
$2.37 Million 0.16% of portfolio
5,888
Q3 2025 Reduced 0.51%

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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