REGAL INVESTMENT ADVISORS LLC
Q4 2023 Form 13-F
KENTWOOD, MICHIGAN
CIK 0001559789
· CRD 125004
· SEC-registered investment adviser
$1.3B Reported Value Total
REGAL INVESTMENT ADVISORS LLC reports 12,870 total accounts under management (AUM). There are 11,511 discretionary accounts valued at $2,187,788,392, and 1,359 non-discretionary accounts valued at $362,701,238.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-05-18
Reported value
$1.3B
Quarter over quarter
+8.9%
Holdings
544
Top-10 concentration
21.0%
Key People
Form ADV owners & control persons
John Anthony Kailunas
MEMBER
William Samuel Best
CHIEF OPERATING OFFICER
Thomas Jack Bonnington
CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 14, 2024 |
| Form | 13F-HR |
| Reported value | $1.3B |
| Positions | 544 |
| Change in reported value | +11.3% |
| New positions | 71 |
| Exited positions | 25 |
| Position turnover | 16.9% |
| Top-10 concentration | 21.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
647 | $1.9B |
|
Q1 2026 13F
Filed May 14, 2026
|
652 | $1.7B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
583 | $1.7B |
|
Q3 2025 13F
Filed Nov 13, 2025
|
515 | $1.5B |
|
Q2 2025 13F
Filed Aug 11, 2025
|
479 | $1.3B |
|
Q1 2025 13F
Filed May 12, 2025
|
457 | $1.2B |
|
Q4 2024 13F
Filed Feb 13, 2025
|
463 | $1.3B |
|
Q3 2024 13F
Filed Nov 12, 2024
|
498 | $1.4B |
|
Q2 2024 13F
Filed Aug 15, 2024
|
567 | $1.5B |
|
Q1 2024 13F
Filed May 15, 2024
|
578 | $1.5B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
544 | $1.3B |
|
Q3 2023 13F
Filed Nov 13, 2023
|
494 | $1.2B |
|
Q2 2023 13F
Filed Aug 11, 2023
|
511 | $1.2B |
|
Q1 2023 13F
Filed May 11, 2023
|
506 | $1.1B |
|
Q4 2022 13F
Filed Mar 1, 2023
|
478 | $1.0B |
|
Q3 2022 13F
Filed Nov 15, 2022
|
477 | $948.0M |
|
Q2 2022 13F
Filed Aug 9, 2022
|
496 | $960.6M |
|
Q1 2022 13F
Filed May 9, 2022
|
524 | $1.1B |
|
Q4 2021 13F
Filed Feb 10, 2022
|
533 | $1.1B |
|
Q3 2021 13F
Filed Nov 5, 2021
|
520 | $1.0B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV ISHARES TR | $81.2M | 6.14% |
| 2 | AAPL APPLE INC | $27.9M | 2.11% |
| 3 | QQQ INVESCO QQQ TR | $26.4M | 2.0% |
| 4 | MSFT MICROSOFT CORP | $25.2M | 1.9% |
| 5 | ITOT ISHARES TR | $20.8M | 1.57% |
| 6 | ONEQ FIDELITY COMWLTH TR | $20.8M | 1.57% |
| 7 | LQD ISHARES TR | $20.7M | 1.57% |
| 8 | SPY SPDR S&P 500 ETF TR | $20.0M | 1.51% |
| 9 | SCHD SCHWAB STRATEGIC TR | $17.6M | 1.33% |
| 10 | FTCS FIRST TR EXCHANGE-TRADED FD | $17.5M | 1.33% |
| 11 | ABBV ABBVIE INC | $17.3M | 1.31% |
| 12 | VUG VANGUARD INDEX FDS | $15.8M | 1.19% |
| 13 | PG PROCTER AND GAMBLE CO | $14.1M | 1.07% |
| 14 | JNJ JOHNSON & JOHNSON | $13.4M | 1.01% |
| 15 | VEA VANGUARD TAX-MANAGED FDS | $12.8M | 0.97% |
| 16 | VIG VANGUARD SPECIALIZED FUNDS | $12.6M | 0.95% |
| 17 | IUSB ISHARES TR | $12.2M | 0.92% |
| 18 | GSLC GOLDMAN SACHS ETF TR | $12.2M | 0.92% |
| 19 | IJR ISHARES TR | $11.8M | 0.89% |
| 20 | VOO VANGUARD INDEX FDS | $11.7M | 0.88% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.