Regal Investment Advisors LLC

Q1 2026 13F-HR Holdings

Location
Kentwood, MI
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
653
Total value ($000)
$1,732,164
Net value change ($000)
+59,744 (3.6%)
New positions
97
Sold out positions
28
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EFG 8,276 945.8%
GOVT 5,842 161.1%
IDEF 5,734 NEW
BLCR 5,580 NEW
AGQ 5,041 754.6%
CVX 4,188 45.1%
XOM 3,535 66.4%
IVV 3,277 3.9%
SHV 2,996 176.5%
VZ 2,899 34.0%
Top Reduces (Value $000, Stocks/ETFs)
OEF -13,620 -78.8%
MSFT -4,061 -15.4%
ITA -3,406 -91.8%
MU -3,349 -74.4%
DYNF -3,280 -16.5%
QQQ -2,451 -7.2%
GSLC -2,417 -19.1%
IAU -2,413 -44.6%
SPY -2,376 -7.2%
AAPL -2,372 -6.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type