Regal Investment Advisors LLC: 13F holdings
CIK 15597892026Q2
| Positions | 647 |
|---|
| Reported value | $1.9bn |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 647 (-6 vs prior quarter) |
|---|
| Reported value | $1.9bn (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 168,826 | $126.4m | 6.6% |
| QQQ INVESCO QQQ TR | 57,047 | $42.0m | 2.2% |
| AAPL APPLE INC | 125,654 | $36.4m | 1.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 47,879 | $35.8m | 1.9% |
| IUSB ISHARES TR | 699,010 | $32.3m | 1.7% |
| SCHD SCHWAB STRATEGIC TR | 906,142 | $28.7m | 1.5% |
| LQD ISHARES TR | 255,073 | $27.8m | 1.4% |
| NVDA NVIDIA CORPORATION | 136,901 | $27.4m | 1.4% |
| FTCS FIRST TR EXCHANGE-TRADED FD | 284,367 | $26.7m | 1.4% |
| VUG VANGUARD INDEX FDS | 307,894 | $26.5m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1559789")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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