Regal Investment Advisors LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.5T

Holdings

516

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (516 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
118,892$79.6B5.18%
2
NDQINVESCO QQQ TR
62,938$37.8B2.46%
3
AAPLAPPLE INC
127,944$32.6B2.12%
4
SPYSPDR S&P 500 ETF TR
47,459$31.6B2.06%
5
SCHDSCHWAB STRATEGIC TR
1,003,845$27.4B1.78%
6
MSFTMICROSOFT CORP
52,890$27.4B1.78%
7
LQDISHARES TR
224,987$25.1B1.63%
8
FTCSFIRST TR EXCHANGE-TRADED FD
262,228$24.6B1.60%
9
VUGVANGUARD INDEX FDS
48,750$23.4B1.52%
10
NVDANVIDIA CORPORATION
125,238$23.4B1.52%
11
IUSBISHARES TR
388,894$18.2B1.18%
12
VEAVANGUARD TAX-MANAGED FDS
292,705$17.5B1.14%
13
ABBVABBVIE INC
71,075$16.5B1.07%
14
DYNFBLACKROCK ETF TRUST
271,449$16.1B1.05%
15
IVWISHARES TR
132,269$16.0B1.04%
16
OEFISHARES TR
44,978$15.0B0.97%
17
IJRISHARES TR
119,094$14.2B0.92%
18
QUALISHARES TR
72,509$14.1B0.92%
19
JNJJOHNSON & JOHNSON
71,870$13.3B0.87%
20
GSLCGOLDMAN SACHS ETF TR
99,965$13.0B0.85%
21
IVEISHARES TR
62,201$12.8B0.84%
22
EFVISHARES TR
188,622$12.8B0.83%
23
VYMIVANGUARD WHITEHALL FDS
148,585$12.6B0.82%
24
VWOVANGUARD INTL EQUITY INDEX F
226,705$12.3B0.80%
25
AQLTISHARES TR
140,512$12.3B0.80%
26
VIGVANGUARD SPECIALIZED FUNDS
56,453$12.2B0.79%
27
IEMGISHARES INC
184,166$12.1B0.79%
28
VTIVANGUARD INDEX FDS
36,087$11.8B0.77%
29
PGPROCTER AND GAMBLE CO
73,493$11.3B0.74%
30
VOOVANGUARD INDEX FDS
18,228$11.2B0.73%
31
PWBINVESCO EXCHANGE TRADED FD T
87,484$11.0B0.71%
32
FAIFIRST TR EXCHANGE TRADED FD
166,524$10.3B0.67%
33
MOALTRIA GROUP INC
145,656$9.6B0.63%
34
BUFRFIRST TR EXCHNG TRADED FD VI
284,167$9.5B0.62%
35
TAT&T INC
328,573$9.3B0.60%
36
MUBISHARES TR
85,924$9.2B0.60%
37
PFEPFIZER INC
349,934$8.9B0.58%
38
EMREMERSON ELEC CO
67,882$8.9B0.58%
39
TLHISHARES TR
86,460$8.9B0.58%
40
PWVINVESCO EXCHANGE TRADED FD T
133,371$8.7B0.57%
41
MDTMEDTRONIC PLC
90,872$8.7B0.56%
42
AMZNAMAZON COM INC
39,359$8.6B0.56%
43
CVXCHEVRON CORP NEW
55,617$8.6B0.56%
44
IBMINTERNATIONAL BUSINESS MACHS
29,835$8.4B0.55%
45
BACVERIZON COMMUNICATIONS INC
187,300$8.2B0.54%
46
AGGISHARES TR
81,994$8.2B0.54%
47
VOEVANGUARD INDEX FDS
45,465$7.9B0.52%
48
IJHISHARES TR
120,171$7.8B0.51%
49
DIVOAMPLIFY ETF TR
175,146$7.8B0.51%
50
VOTVANGUARD INDEX FDS
26,431$7.8B0.51%
51
PRFZINVESCO EXCHANGE TRADED FD T
170,909$7.8B0.51%
52
GTOINVESCO ACTIVELY MANAGED EXC
158,158$7.5B0.49%
53
PFFISHARES TR
231,569$7.3B0.48%
54
XLKSELECT SECTOR SPDR TR
25,935$7.3B0.48%
55
FDNFIRST TR EXCHANGE-TRADED FD
26,000$7.3B0.47%
56
WMTWALMART INC
68,644$7.1B0.46%
57
MBBISHARES TR
71,955$6.8B0.45%
58
BSVVANGUARD BD INDEX FDS
85,742$6.8B0.44%
59
GQ9SPDR GOLD TR
19,028$6.8B0.44%
60
AFLAFLAC INC
60,387$6.7B0.44%
61
EEMISHARES TR
122,449$6.5B0.43%
62
KOCOCA COLA CO
95,288$6.3B0.41%
63
XLUSELECT SECTOR SPDR TR
70,969$6.2B0.40%
64
MCDMCDONALDS CORP
20,340$6.2B0.40%
65
VRIGINVESCO ACTIVELY MANAGED EXC
244,429$6.1B0.40%
66
BAIBLACKROCK ETF TRUST
178,110$6.1B0.40%
67
BDYNBLACKROCK ETF TRUST
240,104$6.1B0.40%
68
VNQVANGUARD INDEX FDS
66,089$6.0B0.39%
69
XLFSELECT SECTOR SPDR TR
111,585$6.0B0.39%
70
THROBLACKROCK ETF TRUST
158,684$6.0B0.39%
71
GOOGALPHABET INC
24,008$5.8B0.38%
72
SCHGSCHWAB STRATEGIC TR
183,119$5.8B0.38%
73
DGRWWISDOMTREE TR
64,534$5.7B0.37%
74
CINFCINCINNATI FINL CORP
35,629$5.6B0.37%
75
MTUMISHARES TR
20,854$5.3B0.35%
76
DUKDUKE ENERGY CORP NEW
42,375$5.2B0.34%
77
GOOGLALPHABET INC
21,301$5.2B0.34%
78
IGSBISHARES TR
96,342$5.1B0.33%
79
FLTRVANECK ETF TRUST
199,246$5.1B0.33%
80
FAUGFIRST TR EXCHNG TRADED FD VI
97,800$5.1B0.33%
81
BRK/BBERKSHIRE HATHAWAY INC DEL
9,995$5.0B0.33%
82
IVOLKRANESHARES TRUST
258,229$5.0B0.32%
83
COSTCOSTCO WHSL CORP NEW
5,327$4.9B0.32%
84
XOMEXXON MOBIL CORP
42,441$4.8B0.31%
85
FLOTISHARES TR
93,574$4.8B0.31%
86
JPMJPMORGAN CHASE & CO.
15,056$4.7B0.31%
87
MUMICRON TECHNOLOGY INC
28,296$4.7B0.31%
88
CSCOCISCO SYS INC
66,602$4.6B0.30%
89
VBRVANGUARD INDEX FDS
21,767$4.5B0.30%
90
AVGOBROADCOM INC
13,510$4.5B0.29%
91
VTIPVANGUARD MALVERN FDS
86,078$4.4B0.28%
92
WMWASTE MGMT INC DEL
19,715$4.4B0.28%
93
VOVANGUARD INDEX FDS
14,753$4.3B0.28%
94
BINCBLACKROCK ETF TRUST II
80,732$4.3B0.28%
95
BBARRICK MNG CORP
130,226$4.3B0.28%
96
TOLTOLL BROTHERS INC
30,238$4.2B0.27%
97
IAU*ISHARES GOLD TR
57,086$4.2B0.27%
98
FFEBFIRST TR EXCHNG TRADED FD VI
74,886$4.1B0.27%
99
HEFAISHARES TR
103,874$4.1B0.27%
100
FLTBFIDELITY MERRIMACK STR TR
80,948$4.1B0.27%
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