Regal Investment Advisors LLC holds a diversified book of 653 stocks worth $1.7B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Def Industrials Act and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1559789/holdings"
Use Arkolith to show Regal Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
33% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $88.4M | 135.3K | 5.1% | ▲+8.9% Added · +11K sh | |
| 2 | Apple Inc COM | $32.3M | 127.2K | 1.9% | ▼−0.2% Reduced · −273 sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $31.7M | 54.9K | 1.8% | ▼−1.2% Reduced · −669 sh | |
| 4 | State STR SPDR S&P 500 ETF T TR UNIT | $30.4M | 46.7K | 1.8% | ▼−2.7% Reduced · −1K sh | |
| 5 | Schwab Strategic TR US DIVIDEND EQ | $27.9M | 908.8K | 1.6% | ▼−5.9% Reduced · −57K sh | |
| 6 | Ishares TR IBOXX INV CP ETF | $26.7M | 244.6K | 1.5% | ▲+4.8% Added · +11K sh | |
| 7 | First TR Exchange-Traded FD CAP STRENGTH ETF | $25.2M | 271.9K | 1.5% | ▲+1.7% Added · +5K sh | |
| 8 | Nvidia Corporation COM | $23.2M | 133.1K | 1.3% | ▼−0.3% Reduced · −444 sh | |
| 9 | Vanguard Index FDS GROWTH ETF | $23.1M | 52.8K | 1.3% | ▲+5.6% Added · +3K sh | |
| 10 | Ishares TR CORE UNIVRSL USD | $22.8M | 492.8K | 1.3% | ▲+9.8% Added · +44K sh | |
| 11 | Microsoft Corp COM | $22.3M | 60.3K | 1.3% | ▲+11% Added · +6K sh | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $20.1M | 312.9K | 1.2% | ▼−3.3% Reduced · −11K sh | |
| 13 | Ishares TR S&P 500 VAL ETF | $20.0M | 94.9K | 1.2% | ▼−6.9% Reduced · −7K sh | |
| 14 | Ishares TR S&P 500 GRWT ETF | $19.1M | 168.9K | 1.1% | ▲+8.5% Added · +13K sh | |
| 15 | Ishares Inc CORE MSCI EMKT | $17.7M | 253.3K | 1.0% | ▼−7.5% Reduced · −21K sh | |
| 16 | Johnson & Johnson COM | $16.9M | 69.2K | 1.0% | ▼−3.6% Reduced · −3K sh | |
| 17 | BlackRock ETF Trust ISHARES US EQUIT | $16.6M | 285.2K | 1.0% | ▼−13% Reduced · −42K sh | |
| 18 | Abbvie Inc COM | $15.6M | 71.9K | 0.9% | ▼−0.6% Reduced · −466 sh | |
| 19 | Ishares TR CORE S&P SCP ETF | $15.2M | 122.2K | 0.9% | ▼~0% Reduced · −3 sh | |
| 20 | Ishares TR EAFE VALUE ETF | $15.1M | 203.2K | 0.9% | ▲+3.2% Added · +6K sh | |
| 21 | Ishares TR CORE MSCI EAFE | $15.0M | 165.9K | 0.9% | ▲+6.0% Added · +9K sh | |
| 22 | Vanguard Whitehall FDS INTL HIGH ETF | $14.3M | 151.9K | 0.8% | ▼−4.9% Reduced · −8K sh | |
| 23 | Chevron Corporation COM | $13.5M | 65.1K | 0.8% | ▲+6.9% Added · +4K sh | |
| 24 | Vanguard Index FDS TOTAL STK MKT | $13.3M | 41.6K | 0.8% | ▲+3.7% Added · +1K sh | |
| 25 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $12.8M | 236.1K | 0.7% | ▼−2.4% Reduced · −6K sh | |
| 26 | Vanguard Specialized Funds DIV APP ETF | $12.4M | 57.5K | 0.7% | ▼−1.8% Reduced · −1K sh | |
| 27 | Verizon Communications Inc COM | $11.4M | 227.8K | 0.7% | ▲+8.7% Added · +18K sh | |
| 28 | Ishares TR NATIONAL MUN ETF | $11.0M | 103.8K | 0.6% | ▲+10% Added · +9K sh | |
| 29 | Invesco Exchange Traded FD T LARGE CAP GROWTH | $10.9M | 86.8K | 0.6% | ▼−1.0% Reduced · −866 sh | |
| 30 | Pfizer Inc COM | $10.9M | 387.3K | 0.6% | ▲+5.7% Added · +21K sh | |
| 31 | Procter & Gamble Co COM | $10.7M | 73.9K | 0.6% | ▲+0.1% Added · +68 sh | |
| 32 | First TR Exchng Traded FD VI FT VEST LADDERED | $10.7M | 315.5K | 0.6% | ▲+6.4% Added · +19K sh | |
| 33 | First TR Exchange Traded FD DORSEY WRT 5 ETF | $10.5M | 173.9K | 0.6% | ▲+2.6% Added · +4K sh | |
| 34 | AT&T Inc COM | $10.4M | 359.8K | 0.6% | ▲+4.0% Added · +14K sh | |
| 35 | Goldman Sachs ETF TR ACTIVEBETA US LG | $10.2M | 81.6K | 0.6% | ▼−14% Reduced · −14K sh | |
| 36 | Walmart Inc COM | $10.0M | 80.2K | 0.6% | ▼−1.1% Reduced · −901 sh | |
| 37 | Ishares TR MSCI USA QLT FCT | $9.9M | 51.5K | 0.6% | ▲+7.9% Added · +4K sh | |
| 38 | Altria Group Inc COM | $9.8M | 148.8K | 0.6% | ▼−1.4% Reduced · −2K sh | |
| 39 | Invesco Exchange Traded FD T LARGE CAP VALUE | $9.6M | 137.2K | 0.6% | ▲+1.1% Added · +1K sh | |
| 40 | Ishares TR US TREAS BD ETF | $9.5M | 413.3K | 0.5% | ▲+162% Added · +256K sh | |
| 41 | Vanguard Index FDS S&P 500 ETF SHS | $9.3M | 15.5K | 0.5% | ▲+1.0% Added · +154 sh | |
| 42 | Ishares TR MSCI USA MMENTM | $9.2M | 38.5K | 0.5% | ▲+7.6% Added · +3K sh | |
| 43 | Emerson Elec Co COM | $9.2M | 70.0K | 0.5% | ▲+0.5% Added · +321 sh | |
| 44 | Ishares TR EAFE GRWTH ETF | $9.2M | 82.2K | 0.5% | ▲11× Added · +74K sh | |
| 45 | Vanguard Index FDS MCAP VL IDXVIP | $9.1M | 49.4K | 0.5% | ▲+2.5% Added · +1K sh | |
| 46 | Exxon Mobil Corp COM | $8.9M | 52.2K | 0.5% | ▲+18% Added · +8K sh | |
| 47 | Medtronic PLC SHS | $8.8M | 101.5K | 0.5% | ▲+2.9% Added · +3K sh | |
| 48 | Ishares TR MSCI EMG MKT ETF | $8.4M | 148.0K | 0.5% | ▲+18% Added · +23K sh | |
| 49 | Amazon Com Inc COM | $8.4M | 40.3K | 0.5% | ▲+4.0% Added · +2K sh | |
| 50 | International Business Machs COM | $8.4M | 34.6K | 0.5% | ▲+5.9% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 653 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 584 | $1.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 516 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 481 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 460 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 465 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 500 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 570 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 582 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 544 | $1.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 499 | $1.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 514 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 517 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Mar 1, 2023 | 492 | $1.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 480 | $948.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 9, 2022 | 498 | $960.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 9, 2022 | 528 | $1.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 535 | $1.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 526 | $1.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 527 | $996.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 28 | $98.7M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 468 | $884.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 28 | $84.6M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 3, 2020 | 330 | $545.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.