Regal Investment Advisors LLC
All 13F Filings
- Location
- Kentwood, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,732,164
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 653 | 1,732,164 | 13F-HR | Regal Investment Advisors LLC |
| Q4 2025 | 2/17/2026 | 584 | 1,672,420 | 13F-HR | Regal Investment Advisors LLC |
| Q3 2025 | 11/13/2025 | 516 | 1,536,194 | 13F-HR | Regal Investment Advisors LLC |
| Q2 2025 | 8/11/2025 | 481 | 1,334,148 | 13F-HR | Regal Investment Advisors LLC |
| Q2 2014 | 8/4/2014 | 915 | 280,769 | 13F-HR | Regal Investment Advisors LLC |
| Q1 2014 | 4/18/2014 | 1,099 | 238,333 | 13F-HR | Regal Investment Advisors, LLC |
| Q4 2013 | 2/6/2014 | 927 | 175,773 | 13F-HR | Regal Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 629.3 K | 36.5% | 0 | 468 K | -468 K |
| ETFs | 1.077 M | 62.5% | 547.9 K | 0 | 547.9 K |
| Debt | 16.94 K | 1.0% | 1.364 K | 0 | 1.364 K |
| Other | 0 | 0.0% | 0 | 23.87 K | -23.87 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
1,732,164
Holdings
653
QoQ value change ($000)
59,744
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.