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Latest Regal Investment Advisors LLC Stock Portfolio

$1.73Billion– No. of Holdings #651

Regal Investment Advisors LLC Performance:
2026 Q1: -0.62%YTD: -0.62%2025: 13.29%
Performance for 2026 Q1 is -0.62%, and YTD is -0.62%, and 2025 is 13.29%.

About Regal Investment Advisors LLC and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Regal Investment Advisors LLC reported an equity portfolio of $1.7 Billions as of 31 Mar, 2026.

The top stock holdings of Regal Investment Advisors LLC are IJR, AAPL, QQQ. The fund has invested 5.1% of it's portfolio in ISHARES TR and 1.9% of portfolio in APPLE INC.

The fund managers got completely rid off GLOBAL X FDS (AGNG), ISHARES TR (IJR) and INTUIT (INTU) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), MICRON TECHNOLOGY INC (MU) and ISHARES TR (IJR). Regal Investment Advisors LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ZOOM COMMUNICATIONS INC (ZM) and ISHARES TR (AGT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), PROSHARES TR II (AGQ) and COMCAST CORP NEW (CMCSA).
Regal Investment Advisors LLC Equity Portfolio Value
Last Reported on: 14 May, 2026

Regal Investment Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Regal Investment Advisors LLC made a return of -0.62% in the last quarter. In trailing 12 months, it's portfolio return was 13.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust5,733,590
blackrock etf trust5,579,830
zoom communications inc2,231,790
ishares tr1,746,990
neos etf trust1,553,280
marriott intl inc new1,382,370
ishares tr1,047,010
spdr series trust996,342
New stocks bought by Regal Investment Advisors LLC

Additions

Ticker% Inc.
ishares tr969
proshares tr ii661
comcast corp new277
ishares tr175
ishares tr162
palo alto networks inc149
brown forman corp99.3
capital group dividend growe92.94
Additions to existing portfolio by Regal Investment Advisors LLC

Reductions

Ticker% Reduced
micron technology inc-78.4
ishares tr-77.11
vanguard world fd-74.53
ishares tr-59.78
unitedhealth group inc-55.53
flexshares tr-51.42
ishares gold tr-49.01
bondbloxx etf trust-38.03
Regal Investment Advisors LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Regal Investment Advisors LLC

Sector Distribution

Regal Investment Advisors LLC has about 67.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Defensive
  • Utilities
  • Financial Services
  • Industrials
  • Energy
  • Communication Services
  • Consumer Cyclical
Sector%
Others67.6
Technology7.4
Healthcare5.2
Consumer Defensive3.7
Utilities2.8
Financial Services2.8
Industrials2.7
Energy2.6
Communication Services2.4
Consumer Cyclical2.2

Market Cap. Distribution

Regal Investment Advisors LLC has about 29.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED67.7
MEGA-CAP16.6
LARGE-CAP12.6
MID-CAP2

Stocks belong to which Index?

About 30% of the stocks held by Regal Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others70
S&P 50027.4
RUSSELL 20002.6
Top 5 Winners (%)%
VRT
vertiv holdings co
54.0 %
GLW
corning inc
51.8 %
MPC
marathon pete corp
45.8 %
GNRC
generac hldgs inc
40.1 %
COP
conocophillips
40.0 %
Top 5 Winners ($)$
CVX
chevron corporation
3.4 M
FNDA
schwab strategic tr
3.0 M
JNJ
johnson & johnson
2.6 M
XOM
exxon mobil corp
2.4 M
VZ
verizon communications inc
2.1 M
Top 5 Losers (%)%
QBTS
d-wave quantum inc
-44.7 %
PI
impinj inc
-40.3 %
HUBS
hubspot inc
-37.1 %
PWFL
powerfleet inc
-36.5 %
WDAY
workday inc
-33.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-6.5 M
IJR
ishares tr
-4.1 M
VB
vanguard index fds
-2.6 M
AAPL
apple inc
-2.3 M
QQQ
invesco qqq tr
-2.1 M

Regal Investment Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Regal Investment Advisors LLC

Regal Investment Advisors LLC has 651 stocks in it's portfolio. About 19.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Regal Investment Advisors LLC last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions