Regal Investment Advisors LLC

13F filer · CIK 0001559789

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$1.92BU.S. long equity reported on 13F

Positions29920 new · 31 closed

Net flow last quarter-$9.68MBuys minus sells

Top 10 positions weight11.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026299 positions
QQQInvesco QQQ Trust, Series 1	$42M	2.18%	Not reported	+3.9%	Q2 2018
AAPLApple Inc.	$36.4M	1.89%	0.00%	-1.2%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$35.8M	1.86%	Not reported	+2.4%	Q2 2013
NVDANvidia Corp	$27.4M	1.42%	0.00%	+2.9%	Q2 2013
MSFTMicrosoft Corp	$22.8M	1.19%	0.00%	+1.5%	Q2 2013
ABBVAbbVie Inc.	$17.4M	0.91%	0.00%	-3.6%	Q2 2013
JNJJohnson & Johnson	$16.6M	0.86%	0.00%	-5.6%	Q2 2013
AMZNAmazon Com Inc	$10.7M	0.55%	0.00%	+11.0%	Q2 2014
MOAltria Group, Inc.	$10.6M	0.55%	0.01%	-1.4%	Q2 2013
PGPROCTER & GAMBLE Co	$10.4M	0.54%	0.00%	-4.4%	Q2 2013
CVXChevron Corp	$10.3M	0.54%	0.00%	-4.2%	Q2 2013
EMREmerson Electric Co	$9.53M	0.50%	0.01%	-4.9%	Q2 2013
VZVerizon Communications Inc	$9.34M	0.48%	0.01%	-3.2%	Q2 2013
IBMInternational Business Machines Corp	$9.23M	0.48%	0.00%	-5.1%	Q2 2013
PFEPfizer Inc	$9.12M	0.47%	0.01%	-2.2%	Q2 2013
VOTVan Kampen Municipal Opportunity Trust II	$8.77M	0.46%	Not reported	+0.6%	Q2 2013
WMTWalmart Inc.	$8.71M	0.45%	0.00%	-4.1%	Q2 2013
GOOGLAlphabet Inc.	$8.58M	0.45%	0.00%	+0.6%	Q1 2017
BSVNBank7 Corp.	$8.18M	0.43%	1.10%	+2.4%	Q2 2013
KOCoca Cola Co	$8.12M	0.42%	0.00%	-4.7%	Q2 2013
MDTMedtronic plc	$7.55M	0.39%	0.01%	-4.9%	Q2 2013
TAt&T Inc.	$7.22M	0.38%	0.01%	-3.0%	Q2 2013
GOOGAlphabet Inc.	$6.77M	0.35%	Not reported	-5.1%	Q3 2016
XOMExxonMobil Holdings Corp	$6.64M	0.35%	0.00%	-6.9%	Q2 2013
CINFCincinnati Financial Corp	$6.64M	0.34%	0.02%	-6.3%	Q2 2013
AVGOBroadcom Inc.	$6.55M	0.34%	0.00%	+15.9%	Q4 2020
GLDSPDR Gold Trust	$6.31M	0.33%	0.00%	-3.6%	Q2 2013
AFLAflac Inc	$6.12M	0.32%	0.01%	-6.9%	Q2 2013
THROTheron Resource Group	$5.9M	0.31%	1.73%	-35.6%	Q2 2025
RPRXRoyalty Pharma plc	$5.82M	0.30%	0.03%	-2.9%	Q3 2022
DUKDuke Energy CORP	$5.74M	0.30%	0.01%	-2.6%	Q2 2013
LRCXLam Research Corp	$5.53M	0.29%	0.00%	-3.3%	Q2 2020
MCDMcdonalds Corp	$5.43M	0.28%	0.00%	-3.3%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.34M	0.28%	0.00%	-3.9%	Q3 2013
CSCOCisco Systems, Inc.	$5.3M	0.28%	0.00%	-30.3%	Q2 2013
COSTCostco Wholesale Corp	$5.29M	0.27%	0.00%	-15.7%	Q2 2013
JPMJPMorgan Chase & Co	$5.19M	0.27%	0.00%	-8.2%	Q2 2013
LLYELI LILLY & Co	$5.19M	0.27%	0.00%	+16.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$5.18M	0.27%	Not reported	+1.8%	Q2 2013
TGTTarget Corp	$5.15M	0.27%	0.01%	-6.2%	Q2 2013
AMDAdvanced Micro Devices Inc	$5.12M	0.27%	0.00%	+1.1%	Q2 2013
WMWaste Management Inc	$4.89M	0.25%	0.01%	-3.6%	Q2 2013
AEPAmerican Electric Power Co Inc	$4.8M	0.25%	0.01%	0.0%	Q2 2013
FLTBFlatbush Federal Bancorp Inc	$4.73M	0.25%	3.45%	+7.8%	Q1 2024
TOLToll Brothers, Inc.	$4.66M	0.24%	0.03%	-2.7%	Q1 2015
SMHMarket Vectors ETF Trust	$4.53M	0.24%	Not reported	0.0%	Q3 2014
CPAYCorpay, Inc.	$4.5M	0.23%	0.02%	-1.9%	Q1 2024
LZBLa-Z-Boy Inc	$4.41M	0.23%	0.28%	Not reported	Q2 2013
SLBSLB Limited	$4.33M	0.22%	0.01%	-0.3%	Q3 2013
ELVElevance Health, Inc.	$4.18M	0.22%	0.01%	-4.0%	Q2 2015

Q1 2026Reported May 14, 2026308 positions
AAPLApple Inc.	$32.3M	1.86%	0.00%	-0.2%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$31.7M	1.83%	Not reported	-1.2%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$30.4M	1.75%	Not reported	-2.7%	Q2 2013
NVDANvidia Corp	$23.2M	1.34%	0.00%	-0.3%	Q2 2013
MSFTMicrosoft Corp	$22.3M	1.29%	0.00%	+10.5%	Q2 2013
JNJJohnson & Johnson	$16.9M	0.98%	0.00%	-3.6%	Q2 2013
ABBVAbbVie Inc.	$15.6M	0.90%	0.00%	-0.6%	Q2 2013
CVXChevron Corp	$13.5M	0.78%	0.00%	+6.9%	Q2 2013
VZVerizon Communications Inc	$11.4M	0.66%	0.01%	+8.7%	Q2 2013
PFEPfizer Inc	$10.9M	0.63%	0.01%	+5.7%	Q2 2013
PGPROCTER & GAMBLE Co	$10.7M	0.62%	0.00%	+0.1%	Q2 2013
TAt&T Inc.	$10.4M	0.60%	0.01%	+4.0%	Q2 2013
WMTWalmart Inc.	$9.97M	0.58%	0.00%	-1.1%	Q2 2013
MOAltria Group, Inc.	$9.82M	0.57%	0.01%	-1.4%	Q2 2013
EMREmerson Electric Co	$9.18M	0.53%	0.01%	+0.5%	Q2 2013
XOMExxonMobil Holdings Corp	$8.86M	0.51%	0.00%	+18.0%	Q2 2013
MDTMedtronic plc	$8.8M	0.51%	0.01%	+2.9%	Q2 2013
AMZNAmazon Com Inc	$8.39M	0.48%	0.00%	+4.0%	Q2 2014
IBMInternational Business Machines Corp	$8.38M	0.48%	0.00%	+5.9%	Q2 2013
BSVNBank7 Corp.	$8.04M	0.46%	1.08%	+18.9%	Q2 2013
KOCoca Cola Co	$7.97M	0.46%	0.00%	+2.0%	Q2 2013
THROTheron Resource Group	$7.69M	0.44%	2.69%	+10.8%	Q2 2025
GLDSPDR Gold Trust	$7.64M	0.44%	0.00%	-1.9%	Q2 2013
VOTVan Kampen Municipal Opportunity Trust II	$7.32M	0.42%	Not reported	+6.0%	Q2 2013
GOOGLAlphabet Inc.	$6.86M	0.40%	0.00%	+5.4%	Q1 2017
COSTCostco Wholesale Corp	$6.69M	0.39%	0.00%	+25.1%	Q2 2013
MCDMcdonalds Corp	$6.46M	0.37%	0.00%	-0.1%	Q2 2013
AFLAflac Inc	$6.16M	0.36%	0.01%	-4.9%	Q2 2013
DUKDuke Energy CORP	$6.1M	0.35%	0.01%	+2.5%	Q2 2013
CINFCincinnati Financial Corp	$6.02M	0.35%	0.02%	+2.2%	Q2 2013
GOOGAlphabet Inc.	$5.79M	0.33%	Not reported	+10.3%	Q3 2016
VIXMProShares Trust II	$5.71M	0.33%	Not reported	+661.4%	Q4 2013
WMWaste Management Inc	$5.23M	0.30%	0.01%	+9.2%	Q2 2013
RPRXRoyalty Pharma plc	$5.13M	0.30%	0.03%	-5.6%	Q3 2022
TGTTarget Corp	$5.1M	0.29%	0.01%	-0.8%	Q2 2013
JPMJPMorgan Chase & Co	$5.08M	0.29%	0.00%	-0.9%	Q2 2013
CSCOCisco Systems, Inc.	$5.03M	0.29%	0.00%	+4.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.87M	0.28%	Not reported	+2.1%	Q2 2013
SLBSLB Limited	$4.79M	0.28%	0.01%	+1.4%	Q3 2013
PEPPepsico Inc	$4.73M	0.27%	0.00%	+5.8%	Q2 2013
AVGOBroadcom Inc.	$4.63M	0.27%	0.00%	-0.6%	Q4 2020
AEPAmerican Electric Power Co Inc	$4.6M	0.27%	0.01%	+5.6%	Q2 2013
BBarrick Mining Corp	$4.46M	0.26%	0.01%	+0.3%	Q2 2025
FLTBFlatbush Federal Bancorp Inc	$4.4M	0.25%	3.20%	+3.8%	Q1 2024
EOGEog Resources Inc	$4.24M	0.24%	0.01%	-7.2%	Q2 2013
ODFLOld Dominion Freight Line, Inc.	$4.2M	0.24%	0.01%	+1.1%	Q1 2014
FANGDiamondback Energy, Inc.	$4.14M	0.24%	0.01%	-17.0%	Q2 2021
CPAYCorpay, Inc.	$4.01M	0.23%	0.02%	+0.3%	Q1 2024
TOLToll Brothers, Inc.	$3.97M	0.23%	0.03%	+0.8%	Q1 2015
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.93M	0.23%	0.00%	+19.1%	Q3 2013

Q4 2025Reported Feb 17, 2026278 positions
AAPLApple Inc.	$34.7M	2.07%	0.00%	-0.4%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$34.1M	2.04%	Not reported	-11.7%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$32.8M	1.96%	Not reported	+1.3%	Q2 2013
MSFTMicrosoft Corp	$26.4M	1.58%	0.00%	+3.1%	Q2 2013
NVDANvidia Corp	$24.9M	1.49%	0.00%	+6.6%	Q2 2013
ABBVAbbVie Inc.	$16.5M	0.99%	0.00%	+1.9%	Q2 2013
JNJJohnson & Johnson	$14.9M	0.89%	0.00%	-0.1%	Q2 2013
PGPROCTER & GAMBLE Co	$10.6M	0.63%	0.00%	+0.5%	Q2 2013
IBMInternational Business Machines Corp	$9.67M	0.58%	0.00%	+9.4%	Q2 2013
MDTMedtronic plc	$9.47M	0.57%	0.01%	+8.5%	Q2 2013
CVXChevron Corp	$9.28M	0.56%	0.00%	+9.5%	Q2 2013
EMREmerson Electric Co	$9.25M	0.55%	0.01%	+2.7%	Q2 2013
PFEPfizer Inc	$9.13M	0.55%	0.01%	+4.7%	Q2 2013
WMTWalmart Inc.	$9.04M	0.54%	0.00%	+18.2%	Q2 2013
AMZNAmazon Com Inc	$8.94M	0.53%	0.00%	-1.6%	Q2 2014
MOAltria Group, Inc.	$8.7M	0.52%	0.01%	+3.5%	Q2 2013
TAt&T Inc.	$8.59M	0.51%	0.00%	+5.3%	Q2 2013
VZVerizon Communications Inc	$8.54M	0.51%	0.01%	+11.9%	Q2 2013
VOTVan Kampen Municipal Opportunity Trust II	$7.49M	0.45%	Not reported	+1.6%	Q2 2013
THROTheron Resource Group	$7.39M	0.44%	2.43%	+20.8%	Q2 2025
KOCoca Cola Co	$7.19M	0.43%	0.00%	+7.9%	Q2 2013
GLDSPDR Gold Trust	$7.17M	0.43%	0.01%	-4.9%	Q2 2013
GOOGLAlphabet Inc.	$7.09M	0.42%	0.00%	+6.3%	Q1 2017
BSVNBank7 Corp.	$6.8M	0.41%	0.91%	+0.6%	Q2 2013
AFLAflac Inc	$6.51M	0.39%	0.01%	-2.3%	Q2 2013
MCDMcdonalds Corp	$6.35M	0.38%	0.00%	+2.2%	Q2 2013
CINFCincinnati Financial Corp	$6.11M	0.37%	0.02%	+5.1%	Q2 2013
GOOGAlphabet Inc.	$5.74M	0.34%	Not reported	-23.8%	Q3 2016
JPMJPMorgan Chase & Co	$5.61M	0.34%	0.00%	+15.7%	Q2 2013
IAUIshares Gold Trust	$5.41M	0.32%	0.01%	+16.7%	Q2 2013
XOMExxonMobil Holdings Corp	$5.32M	0.32%	0.00%	+4.2%	Q2 2013
DUKDuke Energy CORP	$5.32M	0.32%	0.01%	+7.2%	Q2 2013
AVGOBroadcom Inc.	$5.21M	0.31%	0.00%	+11.4%	Q4 2020
BRK.BBerkshire Hathaway Inc	$5M	0.30%	Not reported	-0.4%	Q2 2013
CSCOCisco Systems, Inc.	$4.79M	0.29%	0.00%	-6.7%	Q2 2013
BBarrick Mining Corp	$4.74M	0.28%	0.01%	-16.4%	Q2 2025
COSTCostco Wholesale Corp	$4.63M	0.28%	0.00%	+0.7%	Q2 2013
WMWaste Management Inc	$4.58M	0.27%	0.01%	+5.7%	Q2 2013
MUMicron Technology Inc	$4.5M	0.27%	0.00%	-44.3%	Q2 2013
RPRXRoyalty Pharma plc	$4.38M	0.26%	0.03%	+3.3%	Q3 2022
FLTBFlatbush Federal Bancorp Inc	$4.28M	0.26%	3.08%	+4.3%	Q1 2024
TGTTarget Corp	$4.14M	0.25%	0.01%	-1.9%	Q2 2013
PEPPepsico Inc	$4.14M	0.25%	0.00%	+6.0%	Q2 2013
CPAYCorpay, Inc.	$4.14M	0.25%	0.02%	+45.3%	Q1 2024
LZBLa-Z-Boy Inc	$4.09M	0.24%	0.27%	Not reported	Q2 2013
ELVElevance Health, Inc.	$3.94M	0.24%	0.01%	+3.7%	Q2 2015
TOLToll Brothers, Inc.	$3.9M	0.23%	0.03%	-4.7%	Q1 2015
ULTAUlta Beauty, Inc.	$3.89M	0.23%	0.01%	-9.0%	Q4 2019
AEPAmerican Electric Power Co Inc	$3.83M	0.23%	0.01%	+8.9%	Q2 2013
FANGDiamondback Energy, Inc.	$3.79M	0.23%	0.01%	+9.9%	Q2 2021

Q3 2025Reported Nov 13, 2025240 positions
QQQInvesco QQQ Trust, Series 1	$37.8M	2.46%	Not reported	+1.5%	Q2 2018
AAPLApple Inc.	$32.6M	2.12%	0.00%	+3.1%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$31.6M	2.06%	Not reported	+3.3%	Q2 2013
MSFTMicrosoft Corp	$27.4M	1.78%	0.00%	+2.6%	Q2 2013
NVDANvidia Corp	$23.4M	1.52%	0.00%	+8.5%	Q2 2013
ABBVAbbVie Inc.	$16.5M	1.07%	0.00%	-9.7%	Q2 2013
JNJJohnson & Johnson	$13.3M	0.87%	0.00%	+1.2%	Q2 2013
PGPROCTER & GAMBLE Co	$11.3M	0.74%	0.00%	-1.0%	Q2 2013
MOAltria Group, Inc.	$9.62M	0.63%	0.01%	-4.6%	Q2 2013
TAt&T Inc.	$9.28M	0.60%	0.00%	+14.7%	Q2 2013
PFEPfizer Inc	$8.92M	0.58%	0.01%	+11.6%	Q2 2013
EMREmerson Electric Co	$8.9M	0.58%	0.01%	+6.6%	Q2 2013
MDTMedtronic plc	$8.65M	0.56%	0.01%	0.0%	Q2 2013
AMZNAmazon Com Inc	$8.64M	0.56%	0.00%	+5.8%	Q2 2014
CVXChevron Corp	$8.64M	0.56%	0.00%	+3.0%	Q2 2013
IBMInternational Business Machines Corp	$8.42M	0.55%	0.00%	+29.0%	Q2 2013
VZVerizon Communications Inc	$8.23M	0.54%	0.00%	+8.7%	Q2 2013
VOTVan Kampen Municipal Opportunity Trust II	$7.77M	0.51%	Not reported	-0.6%	Q2 2013
WMTWalmart Inc.	$7.07M	0.46%	0.00%	+8.3%	Q2 2013
BSVNBank7 Corp.	$6.77M	0.44%	0.91%	+8.2%	Q2 2013
GLDSPDR Gold Trust	$6.76M	0.44%	0.01%	+2.7%	Q2 2013
AFLAflac Inc	$6.75M	0.44%	0.01%	-5.5%	Q2 2013
KOCoca Cola Co	$6.32M	0.41%	0.00%	+23.9%	Q2 2013
MCDMcdonalds Corp	$6.18M	0.40%	0.00%	+1.1%	Q2 2013
THROTheron Resource Group	$6.01M	0.39%	2.01%	+6.7%	Q2 2025
GOOGAlphabet Inc.	$5.85M	0.38%	Not reported	-13.9%	Q3 2016
CINFCincinnati Financial Corp	$5.63M	0.37%	0.02%	+13.0%	Q2 2013
DUKDuke Energy CORP	$5.24M	0.34%	0.01%	+47.9%	Q2 2013
GOOGLAlphabet Inc.	$5.18M	0.34%	0.00%	+13.5%	Q1 2017
BRK.BBerkshire Hathaway Inc	$5.02M	0.33%	Not reported	+4.6%	Q2 2013
COSTCostco Wholesale Corp	$4.93M	0.32%	0.00%	+0.6%	Q2 2013
XOMExxonMobil Holdings Corp	$4.79M	0.31%	0.00%	+37.4%	Q2 2013
JPMJPMorgan Chase & Co	$4.75M	0.31%	0.00%	+4.7%	Q2 2013
MUMicron Technology Inc	$4.73M	0.31%	0.00%	-0.4%	Q2 2013
CSCOCisco Systems, Inc.	$4.56M	0.30%	0.00%	-1.8%	Q2 2013
AVGOBroadcom Inc.	$4.46M	0.29%	0.00%	-1.3%	Q4 2020
WMWaste Management Inc	$4.35M	0.28%	0.00%	+3.7%	Q2 2013
BBarrick Mining Corp	$4.27M	0.28%	0.01%	-24.8%	Q2 2025
TOLToll Brothers, Inc.	$4.18M	0.27%	0.03%	-2.5%	Q1 2015
IAUIshares Gold Trust	$4.15M	0.27%	0.01%	+58.6%	Q2 2013
FLTBFlatbush Federal Bancorp Inc	$4.1M	0.27%	2.96%	+2.9%	Q1 2024
TGTTarget Corp	$3.88M	0.25%	0.01%	+1.8%	Q2 2013
RPRXRoyalty Pharma plc	$3.87M	0.25%	0.03%	+18.1%	Q3 2022
ULTAUlta Beauty, Inc.	$3.86M	0.25%	0.02%	-0.3%	Q4 2019
PEPPepsico Inc	$3.82M	0.25%	0.00%	+28.2%	Q2 2013
LZBLa-Z-Boy Inc	$3.77M	0.25%	0.27%	Not reported	Q2 2013
EOGEog Resources Inc	$3.56M	0.23%	0.01%	+11.1%	Q2 2013
ELVElevance Health, Inc.	$3.5M	0.23%	0.00%	Not reported	Q2 2015
FISFidelity National Information Services, Inc.	$3.44M	0.22%	0.01%	-1.0%	Q3 2014
AEPAmerican Electric Power Co Inc	$3.43M	0.22%	0.01%	+0.4%	Q2 2013

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