Regal Investment Advisors LLC

Q2 2026 13F-HR Holdings

Location
Kentwood, MI
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
647
Total value ($000)
$1,924,962
Net value change ($000)
+192,798 (11.1%)
New positions
47
Sold out positions
51
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 38,061 43.1%
QQQ 10,313 32.5%
IUSB 9,496 41.7%
CORO 7,274 NEW
IALT 5,387 NEW
SPY 5,357 17.6%
IVW 4,400 23.0%
GGOV 4,324 NEW
NVDA 4,185 18.0%
AAPL 4,077 12.6%
Top Reduces (Value $000, Stocks/ETFs)
EFV -7,528 -49.8%
QUAL -5,926 -59.9%
AGQ -5,490 -96.2%
IAGG -4,899 -100.0%
T -3,208 -30.8%
CVX -3,131 -23.2%
IEMG -2,327 -13.2%
BINC -2,222 -38.0%
XOM -2,212 -25.0%
VZ -2,099 -18.4%
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