Regal Investment Advisors LLC
All 13F Filings
- Location
- Kentwood, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,672,420
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.097 M | 65.9% | 80.51 K | 0 | 80.51 K |
| ETFs | 529.2 K | 31.8% | 51.07 K | 0 | 51.07 K |
| Debt | 15.57 K | 0.9% | 1.658 K | 0 | 1.658 K |
| Other | 23.87 K | 1.4% | 3.334 K | 0 | 3.334 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
1,672,420
Holdings
584
QoQ value change ($000)
136,226
(8.9%)
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.