Regal Investment Advisors LLC

CIK 0001559789 · Q2 2026

13F Equity AUM

$1.9B

+11.1% QoQ

Positions

647

-653 QoQ

AUM Rank

#2,378

Top 19%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #4,608 · Top 56%

vs S&P -3.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 14.2%Top 10: 21.3%Top 20: 31.3%

IVV6.6%

NDQ2.2%

AAPL1.9%

SPY1.9%

IUSB1.7%

SCHD1.5%

LQD1.4%

NVDA1.4%

FTCS1.4%

VUG1.4%

Others (637)78.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 647Median: 0.05%Avg: 0.15%

0–0.5%

604(54.8%)

0.5–1%

29(19.3%)

1–3%

13(19.4%)

3–5%

0(0.0%)

5%+

1(6.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 647vs 20 funds

0%Low

647

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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