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Regal Investment Advisors LLC

Q3 2025 13F Holdings

  • Location
    kentwood, MI
  • Num holdings

    516

  • Value ($000)

    $1,536,194

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001559789
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$79.57M
5 %

118,892

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$37.79M
3 %

62,938

A
AAPL

APPLE INC

COM
037833100
$32.58M
2 %

127,944

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$31.62M
2 %

47,459

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$27.4M
2 %

1,003,845

M
MSFT

MICROSOFT CORP

COM
594918104
$27.39M
2 %

52,890

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$25.08M
2 %

224,987

F
FTCS

FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF
33733E104
$24.56M
2 %

262,228

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$23.38M
2 %

48,750

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.37M
2 %

125,238

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