Institutional Fund
Regal Investment Advisors LLC
Kentwood, MICIK 15597895 filings on record
Portfolio Value
$1.73B
Q1 2026
Holdings
652
Reported positions
New Buys
97
Opened this quarter
QoQ Change
+3.6%
from $1.67B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.1%
- Apple Inc1.9%
- Invesco Qqq Tr1.8%
- Spdr S&P 500 ETF Tr1.8%
- Schwab Strategic Tr1.6%
- Ishares Tr1.5%
- Other86.3%
Portfolio Holdings
652 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 135.3K | $88.37M | 5.1% | +11.1K | Added |
| 2 | Apple Inc | 127.2K | $32.28M | 1.9% | −273 | Reduced |
| 3 | Invesco Qqq Tr | 54.9K | $31.70M | 1.8% | −669 | Reduced |
| 4 | Spdr S&P 500 ETF Tr | 46.7K | $30.40M | 1.8% | −1.3K | Reduced |
| 5 | Schwab Strategic Tr | 908.8K | $27.88M | 1.6% | −57.3K | Reduced |
| 6 | Ishares Tr | 244.6K | $26.66M | 1.5% | +11.3K | Added |
| 7 | First Tr Exchange-Traded Fd | 271.9K | $25.22M | 1.5% | +4.5K | Added |
| 8 | Nvidia Corporation | 133.1K | $23.21M | 1.3% | −444 | Reduced |
| 9 | Vanguard Index Fds | 52.8K | $23.08M | 1.3% | +2.8K | Added |
| 10 | Ishares Tr | 492.8K | $22.76M | 1.3% | +43.9K | Added |
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