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
$2.37 Million 0.16% of portfolio
24,948
Q3 2025 Added 10.44%
$0
$2.39 Million 0.16% of portfolio
23,949
Q3 2025 Added 0.16%
$0
$2.35 Million 0.16% of portfolio
23,100
Q3 2025 Added 11.53%
$0
$2.32 Million 0.16% of portfolio
75,270
Q3 2025 Reduced 3.91%
$0
$2.19 Million 0.15% of portfolio
19,087
Q3 2025 New
$12.8B
$2.19 Million 0.15% of portfolio
17,745
Q3 2025 Reduced 3.93%
$413B
$2.17 Million 0.15% of portfolio
42,140
Q3 2025 Added 3.79%
$0
$2.24 Million 0.15% of portfolio
76,948
Q3 2025 Added 12.14%
$61.6B
$2.26 Million 0.15% of portfolio
79,846
Q3 2025 Added 4.87%
$0
$2.26 Million 0.15% of portfolio
14,653
Q3 2025 Added 31.81%
$0
$2.18 Million 0.15% of portfolio
11,690
Q3 2025 Added 38.29%
$0
$2.13 Million 0.15% of portfolio
48,429
Q3 2025 Added 0.05%
$0
$2.03 Million 0.14% of portfolio
10,698
Q3 2025 Added 13.98%
$367B
$2.06 Million 0.14% of portfolio
5,084
Q3 2025 Added 5.0%
$0
$2.01 Million 0.14% of portfolio
14,467
Q3 2025 Added 4.99%
$98.6B
$2.01 Million 0.14% of portfolio
21,205
Q3 2025 Added 6.17%
$0
$2 Million 0.14% of portfolio
21,698
Q3 2025 Reduced 6.01%
$0
$2.1 Million 0.14% of portfolio
43,477
Q3 2025 Added 4.25%
$0
$2.01 Million 0.14% of portfolio
14,294
Q3 2025 Added 1.13%
$0
$1.99 Million 0.14% of portfolio
27,121
Q3 2025 Added 31.09%
$1.29T
$1.91 Million 0.13% of portfolio
4,293
Q3 2025 Added 33.95%
$19.3B
$1.9 Million 0.13% of portfolio
20,368
Q3 2025 Added 78.43%
$0
$1.92 Million 0.13% of portfolio
41,289
Q3 2025 Added 25.93%
$593B
$1.89 Million 0.13% of portfolio
6,705
Q3 2025 Added 44.94%
$0
$1.97 Million 0.13% of portfolio
25,672
Q3 2025 Added 6.44%
$111B
$1.92 Million 0.13% of portfolio
5,828
Q3 2025 Added 7.53%
$0
$1.84 Million 0.13% of portfolio
25,375
Q3 2025 Reduced 1.91%
$0
$1.75 Million 0.12% of portfolio
16,767
Q3 2025 Reduced 0.42%
$20.3B
$1.77 Million 0.12% of portfolio
35,944
Q3 2025 Reduced 3.63%
$1.34B
$1.78 Million 0.12% of portfolio
46,580
Q3 2025 Reduced 3.62%
$0
$1.82 Million 0.12% of portfolio
14,876
Q3 2025 Reduced 0.42%
$0
$1.71 Million 0.12% of portfolio
25,455
Q3 2025 Reduced 0.18%
$140B
$1.73 Million 0.12% of portfolio
6,867
Q3 2025 Added 5.14%
$0
$1.77 Million 0.12% of portfolio
35,263
Q3 2025 Reduced 3.43%
$0
$1.74 Million 0.12% of portfolio
37,121
Q3 2025 Reduced 5.94%
$512B
$1.76 Million 0.12% of portfolio
3,086
Q3 2025 Added 4.08%
$115B
$1.75 Million 0.12% of portfolio
3,569
Q3 2025 Added 6.19%
$0
$1.64 Million 0.11% of portfolio
24,145
Q3 2025 Added 7.44%
$0
$1.54 Million 0.11% of portfolio
13,557
Q3 2025 Reduced 72.95%
$0
$1.61 Million 0.11% of portfolio
11,301
Q3 2025 Reduced 1.24%
$0
$1.54 Million 0.11% of portfolio
16,482
Q3 2025 Added 13.93%
$0
$1.6 Million 0.11% of portfolio
6,665
Q3 2025 Added 109.13%
$0
$1.65 Million 0.11% of portfolio
11,635
Q3 2025 Added 9.6%
$228B
$1.59 Million 0.11% of portfolio
11,846
Q3 2025 Added 33.88%
$0
$1.4 Million 0.1% of portfolio
6,887
Q3 2025 Added 87.66%
$10.4B
$1.4 Million 0.1% of portfolio
20,945
Q3 2025 Reduced 28.98%
$533B
$1.45 Million 0.1% of portfolio
4,241
Q3 2025 Added 11.37%
$270B
$1.44 Million 0.1% of portfolio
9,065
Q3 2025 Reduced 6.34%
$193B
$1.49 Million 0.1% of portfolio
13,038
Q3 2025 Reduced 0.7%

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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