Regal Investment Advisors LLC ETF holdings
Kentwood, MI
Reported $1.3B in 379 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
379
Change from prior quarter
+13.6%
With price moves
ETFs as a share of its 13F
69.0%
of $1.9B
Top 10 of 379 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $126.4M | 168,826 | +33,540 shares |
| QQQ | Invesco QQQ Trust | $42.0M | 57,047 | +2,131 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $35.8M | 47,879 | +1,137 shares |
| IUSB | iShares Core Universal USD Bond ETF | $32.3M | 699,010 | +206,204 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $28.7M | 906,142 | −2,677 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $27.8M | 255,073 | +10,427 shares |
| FTCS | First Trust Capital Strength ETF | $26.7M | 284,367 | +12,505 shares |
| VUG | Vanguard Morningstar Growth ETF | $26.5M | 307,894 | +255,055 shares |
| IVW | iShares S&P 500 Growth ETF | $23.5M | 170,924 | +1,999 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $22.5M | 315,638 | +2,691 shares |
369 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001559789. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Regal Investment Advisors LLC own?
Regal Investment Advisors LLC reported 379 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was IVV, at $126.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.