Regal Investment Advisors LLC
•CIK: 1559789•Filing: Q4 2025
Regal Investment Advisors LLC manages $1.7B across a diversified portfolio of 584 positions. The fund maintains significant exposure to core indices and mega-cap technology names, notably holding IVV at $85.1M and AAPL at $34.7M. Further concentration is evident in NDQ ($34.1M), SPY ($32.8M), and MSFT ($26.4M). This allocation suggests a strategic focus on broad market beta alongside established technology leaders.
Total AUM
$1.7B
QoQ Performance
+8.9%
Positions
334
Top 10 Concentration
24.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.1%
AAPL2.1%
NDQ2.0%
SPY2.0%
SCHD1.6%
MSFT1.6%
LQD1.5%
NVDA1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.5%
ETF9.0%
Technology8.8%
Healthcare4.0%
Consumer2.2%
Financial1.8%
Consumer Staples1.4%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+313 more exited positions
Changes from Q3 2025
NEW3 new positions
↑136 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023