Regal Investment Advisors LLC

Q3 2025 13F-HR Holdings

Location
Kentwood, MI
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
516
Total value ($000)
$1,536,194
Net value change ($000)
+202,046 (15.1%)
New positions
48
Sold out positions
12
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 9,707 13.9%
OEF 7,247 93.8%
AAPL 7,117 28.0%
BDYN 6,077 NEW
DGRW 5,741 NEW
NVDA 5,131 28.1%
IGSB 5,109 NEW
DYNF 4,279 36.3%
BAI 4,018 194.5%
BDVL 3,903 NEW
Top Reduces (Value $000, Stocks/ETFs)
iSHARES TRUST -5,366 -100.0%
VCLT -5,283 -95.4%
PFF -5,276 -41.9%
EFG -4,069 -72.5%
QUAL -3,394 -19.4%
IYW -3,269 -51.2%
KNSL -1,914 -100.0%
IUSB -1,532 -7.8%
EFV -920 -6.7%
SNPS -909 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type