StockDriftsStockDriftsTop 50 Regal Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.57% | 168.8K | $126.4M | +24.79%(+33.54K) | $497.67(+56.52%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.18% | 57.0K | $42.0M | +3.88%(+2.13K) | $259.03(+182.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.89% | 125.7K | $36.4M | -1.21%(-1.54K) | $63.45(+381.33%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.86% | 47.9K | $35.8M | +2.43%(+1.14K) | $329.50(+135.31%) | 2026-06-30 | |
| IUSB | ISHARES TR | 1.68% | 699.0K | $32.3M | +41.84%(+206.20K) | $47.39(-4.09%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.49% | 906.1K | $28.7M | -0.29%(-2.68K) | $23.12(+48.62%) | 2026-06-30 | |
| LQD | ISHARES TR | 1.45% | 255.1K | $27.8M | +4.26%(+10.43K) | $119.61(-11.72%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.42% | 136.9K | $27.4M | +2.88%(+3.83K) | $47.46(+376.28%) | 2026-06-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 1.39% | 284.4K | $26.7M | +4.60%(+12.51K) | $67.44(+49.78%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.38% | 307.9K | $26.5M | -2.88%(-9.14K) | $37.17(+139.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.50% | +54.07% | +9.10% | +54.59% |
| Top 20 Holdings Unweighted | +15.11% | +52.54% | +8.75% | +52.13% |
Regal Investment Advisors LLC reports $1.92B in US-listed equity holdings across 647 positions in its most recent 13F filing. Its largest disclosed positions are IVV (6.6%), QQQ (2.2%) and AAPL (1.9%). The top 20 holdings account for 31.3% of reported assets. Its disclosed equity book has returned +54.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Regal Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1559789). View Regal Investment Advisors LLC’s 13F filings on SEC