Regal Investment Advisors
Regal Investment Advisors reported 647 stocks worth $1.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (6.6%), QQQ (2.2%) and AAPL (1.9%). Compared with Q1 2026, the fund opened new positions in CORO and IALT, added to IVV, QQQ and SPY, trimmed AAPL, SCHD and IVE and sold out of IAGG, CBOE and IGE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $126M | 6.6% | 169K | +34K (+25%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $42M | 2.2% | 57K | +2,131 (+4%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $36.4M | 1.9% | 126K | −1,544 (−1%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $35.8M | 1.9% | 48K | +1,137 (+2%) | 8 of 8 | |
| 5 |  IUSB Ishares Core | $32.3M | 1.7% | 699K | +206K (+42%) | 8 of 8 | |
| 6 |  SCHD Schwab US Dividend Equity ETF | $28.7M | 1.5% | 906K | −2,677 (−0%) | 8 of 8 | |
| 7 |  LQD Ishares Iboxx Invt Grade | $27.8M | 1.4% | 255K | +10K (+4%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $27.4M | 1.4% | 137K | +3,835 (+3%) | 8 of 8 | |
| 9 |  FTCS First Trust | $26.7M | 1.4% | 284K | +13K (+5%) | 8 of 8 | |
| 10 |  VUG Vanguard Index Fds | $26.5M | 1.4% | 308K | +255K (+483%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IAGG Ishares TR | $4.9M | 98K |
 CBOE Cboe Global Mkts Inc | $1.2M | 4,274 |
 IGE Ishares TR | $1M | 17K |
HONEYWELL INTL INC | $902K | 3,993 |
 SCHQ Schwab Strategic TR | $673K | 21K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Regal Investment Advisors 13F FAQ
What does Regal Investment Advisors own?
Regal Investment Advisors reported 647 stocks worth $1.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (6.6%), QQQ (2.2%) and AAPL (1.9%). The table above lists every position in the filing (the top 10 without an account).
What did Regal Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 46 new positions, 293 added to, 259 trimmed and 51 sold out. New positions include CORO and IALT. It sold all of IAGG, CBOE and IGE.
When will Regal Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Regal Investment Advisors's portfolio worth?
The Q2 2026 filing reports $1.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.