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Thomas Bonnington

Regal Investment Advisors Llc

Assets Managed
$1.732B
Holdings
653
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
3.58%(2Q avg: 6.23%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Regal Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 653 positions.

Assets under management

The assets under management (AUM) of Regal Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.732B in assets, with a quarterly growth rate of 3.58% and a 2-quarter average growth rate of 6.23%. The portfolio is managed by Thomas Bonnington, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 8.9%
5.11%
$88.37M
135,286 shares@ $653.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.21%
1.87%
$32.282M
127,198 shares@ $253.8 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.2%
1.83%
$31.696M
54,916 shares@ $577.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.74%
1.76%
$30.398M
46,742 shares@ $650.35 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -5.93%
1.61%
$27.883M
908,819 shares@ $30.69 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 4.85%
1.54%
$26.664M
244,646 shares@ $109.0 avg price
FTCS
First Trust Capital Strength
Recent Activity
Increased 1.69%
1.46%
$25.218M
271,862 shares@ $92.77 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.33%
1.34%
$23.207M
133,066 shares@ $174.4 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 5.64%
1.34%
$23.079M
52,839 shares@ $436.79 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 9.79%
1.32%
$22.763M
492,806 shares@ $46.2 avg price

1-10 of 653