1y return+17.2%S&P 500 +20.9%
3y return+47.0%S&P 500 +68.5%
5y return+38.1%S&P 500 +74.5%
10y return+118.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $218 against $357 in the S&P 500.2
Regal Investment Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $126.4M | 6.6% | +24.8% |
| QQQInvesco Qqq Tr | $42.0M | 2.2% | +3.9% |
| AAPLApple Inc | $36.4M | 1.9% | −1.2% |
| SPYState Str Spdr S&p 500 Etf T | $35.8M | 1.9% | +2.4% |
| IUSBIshares Tr | $32.3M | 1.7% | +41.8% |
| SCHDSchwab Strategic Tr | $28.7M | 1.5% | |
| LQDIshares Tr | $27.8M | 1.4% | +4.3% |
| NVDANvidia Corporation | $27.4M | 1.4% | +2.9% |
| FTCSFirst Tr Exchange-traded Fd | $26.7M | 1.4% | +4.6% |
| VUGVanguard Index Fds | $26.5M | 1.4% | −2.9% |
| IVWIshares Tr | $23.5M | 1.2% | +1.2% |
| MSFTMicrosoft Corp | $22.8M | 1.2% | +1.5% |
| VEAVanguard Tax-managed Fds | $22.5M | 1.2% | |
| DYNFBlackrock Etf Trust | $20.2M | 1.0% | +4.1% |
| IJRIshares Tr | $18.5M | 1.0% | +1.8% |
| IVEIshares Tr | $18.3M | 0.9% | −15.3% |
| ABBVAbbvie Inc | $17.4M | 0.9% | −3.6% |
| JNJJohnson & Johnson | $16.6M | 0.9% | −5.6% |
| VTIVanguard Index Fds | $16.5M | 0.9% | +7.0% |
| IEFAIshares Tr | $15.8M | 0.8% | −1.5% |
| IEMGIshares Inc | $15.3M | 0.8% | −26.9% |
| PWBInvesco Exchange Traded Fd T | $14.7M | 0.8% | |
| VWOVanguard Intl Equity Index F | $14.6M | 0.8% | +3.4% |
| VYMIVanguard Whitehall Fds | $14.4M | 0.7% | −3.5% |
| FVFirst Tr Exchange Traded Fd | $13.2M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $27.4M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $26.5M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $126.4M |
| ABBVAbbvie Inc | June 30, 2021 | +123.4% | $17.4M |
| IJRIshares Tr | June 30, 2020 | +117.2% | $18.5M |
| AAPLApple Inc | June 30, 2021 | +111.3% | $36.4M |
| MTUMIshares Tr | June 30, 2021 | +97.7% | $12.6M |
| IVWIshares Tr | June 30, 2021 | +89.1% | $23.5M |
| VYMIVanguard Whitehall Fds | September 30, 2022 | +88.7% | $14.4M |
| PWBInvesco Exchange Traded Fd T | March 31, 2024 | +88.7% | $14.7M |
Sold off last quarter
- IAGGIshares Tr was $4.9M
- CBOECboe Global Mkts Inc was $1.2M
- IGEIshares Tr was $1.0M
- Honeywell Intl IncCUSIP 438516106 was $902K
- SCHQSchwab Strategic Tr was $673K
- RINGIshares Inc was $656K
- CVSBMorgan Stanley Etf Trust was $620K
- PSMTPricesmart Inc was $514K
- WDAYWorkday Inc was $410K
- DOWDow Hldgs Inc was $319K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −1.4% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −13.7% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +6.1% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Regal Investment Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1559789&type=13F-HR&dateb=&owner=include&count=40CIK 1559789
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1559789/000155978926000004/Filed August 14, 2026 · accession 0001559789-26-000004