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Showing Q4 2023 data
Regal Wealth Group, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Regal Wealth Group, Inc.
•CIK: 1656537•Filing: Q4 2023
**Regal Wealth Group, Inc.** manages $162M across a diversified portfolio of 43 positions. The strategy shows significant allocation to technology and fixed income, highlighted by the top holdings in IWF ($28.4M) and DFLV ($22.1M). Further concentration is evident in core market indices, with IVV ($14.6M) and LQD ($9.5M) representing substantial weights. This structure suggests a tactical blend of growth exposure and defensive fixed-income positioning.
Total AUM
$162.1M
QoQ Performance
N/A
Positions
23
Top 10 Concentration
71.9%
Latest Filing
Q4 2023
Top Holdings Allocation
IWF
DFLV
IVV
LQD
VCSH
DFAS
IWF17.5%
DFLV13.6%
IVV9.0%
LQD5.9%
VCSH5.7%
DFAS5.1%
VTI4.4%
VO3.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other84.7%
ETF9.2%
Industrial3.6%
Technology1.1%
Healthcare0.7%
Consumer0.5%
Financial0.2%