Regal Investment Advisors LLC - Portfolio overview

Regal Investment Advisors LLC has 687 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 5.05%
2. AAPL - APPLE INC, 1.84%
3. QQQ - INVESCO QQQ TR, 1.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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