Regal Investment Advisors LLC
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$3.5B
Holdings
652
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +7.8% (82.2k → 88.6k shares)
5.1%
02
$AAPL
APPLE INC
Q1 2026: Sold 0.8% (100.0k → 99.2k shares)
1.9%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +2.3% (9.7k → 9.9k shares)
1.8%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (20.1k shares)
1.8%
05
$SCHD
SCHWAB STRATEGIC TR
Q4 2025: New position (6.0k shares)
1.6%
06
$LQD
ISHARES TR
Q4 2025: New position (271 shares)
1.5%
07
$FTCS
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
1.5%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1.7% (23.3k → 23.7k shares)
1.3%
09
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (23 shares)
1.3%
10
$IUSB
ISHARES TR
Q1 2026: Increased +16773.8% (600 → 101.2k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:24 UTC.