# EDGAR Filing Document

**Accession Number:** 0001656537
**File Stem:** 0001656537-23-000002
**Filing Date:** 2023-1
**Character Count:** 8187
**Document Hash:** 57449790cf63177d639215f840449233
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001656537-23-000002.hdr.sgml**: 20230130

**ACCESSION NUMBER**: 0001656537-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230130

**DATE AS OF CHANGE**: 20230127

**EFFECTIVENESS DATE**: 20230130

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Regal Wealth Group, Inc.
- **CENTRAL INDEX KEY:** 0001656537
- **IRS NUMBER:** 061763159
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18113
- **FILM NUMBER:** 23565057

**BUSINESS ADDRESS:**
- **STREET 1:** 12501 SEAL BEACH BOULEVARD
- **STREET 2:** SUITE 280
- **CITY:** SEAL BEACH
- **STATE:** CA
- **ZIP:** 90740
- **BUSINESS PHONE:** 562-799-1929

**MAIL ADDRESS:**
- **STREET 1:** 12501 SEAL BEACH BOULEVARD
- **STREET 2:** SUITE 280
- **CITY:** SEAL BEACH
- **STATE:** CA
- **ZIP:** 90740

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Regal Wealth Group Inc.<br>**Address:** 12501 SEAL BEACH BOULEVARD<br>SUITE 280<br>SEAL BEACH, CA 90740

**Form 13F File Number:** 028-18113

**CRD Number (if applicable):** 000138374

**SEC File Number (if applicable):** 801-65444

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** William Beeler<br>**Title:** Chief Compliance Officer<br>**Phone:** (800) 381-7431

**Signature, Place, and Date of Signing:**

William Beeler  Seal Beach, CA  01-27-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 45

**Form 13F Information Table Value Total:** $136187733

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 820124 | 6312 | SH |  | SOLE |  | 0 | 0 | 6312 |
| BOEING CO | COM | 097023105 |  | 4249934 | 22311 | SH |  | SOLE |  | 0 | 0 | 22311 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 209614 | 5082 | SH |  | SOLE |  | 0 | 0 | 5082 |
| CHEVRON CORP NEW | COM | 166764100 |  | 287123 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 223333 | 2591 | SH |  | SOLE |  | 0 | 0 | 2591 |
| EDISON INTL | COM | 281020107 |  | 373285 | 5867 | SH |  | SOLE |  | 0 | 0 | 5867 |
| EXELON CORP | COM | 30161N101 |  | 339258 | 7848 | SH |  | SOLE |  | 0 | 0 | 7848 |
| FORD MTR CO DEL | COM | 345370860 |  | 117119 | 10070 | SH |  | SOLE |  | 0 | 0 | 10070 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 379730 | 2688 | SH |  | SOLE |  | 0 | 0 | 2688 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 |  | 264244 | 3623 | SH |  | SOLE |  | 0 | 0 | 3623 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 280318 | 3807 | SH |  | SOLE |  | 0 | 0 | 3807 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 5154334 | 103459 | SH |  | SOLE |  | 0 | 0 | 103459 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 5898276 | 60813 | SH |  | SOLE |  | 0 | 0 | 60813 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 268834 | 2526 | SH |  | SOLE |  | 0 | 0 | 2526 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 8670499 | 82239 | SH |  | SOLE |  | 0 | 0 | 82239 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 3766047 | 17556 | SH |  | SOLE |  | 0 | 0 | 17556 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 5323635 | 22008 | SH |  | SOLE |  | 0 | 0 | 22008 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 247662 | 2617 | SH |  | SOLE |  | 0 | 0 | 2617 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1772930 | 12221 | SH |  | SOLE |  | 0 | 0 | 12221 |
| ISHARES TR | CORE S ETF | 464287200 |  | 12588459 | 32765 | SH |  | SOLE |  | 0 | 0 | 32765 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1832497 | 31325 | SH |  | SOLE |  | 0 | 0 | 31325 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 2140558 | 10168 | SH |  | SOLE |  | 0 | 0 | 10168 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 24714495 | 162971 | SH |  | SOLE |  | 0 | 0 | 162971 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 21879940 | 102128 | SH |  | SOLE |  | 0 | 0 | 102128 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1670264 | 9579 | SH |  | SOLE |  | 0 | 0 | 9579 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 3858869 | 27828 | SH |  | SOLE |  | 0 | 0 | 27828 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 4521093 | 62706 | SH |  | SOLE |  | 0 | 0 | 62706 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 3241116 | 22210 | SH |  | SOLE |  | 0 | 0 | 22210 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 7035544 | 172060 | SH |  | SOLE |  | 0 | 0 | 172060 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 254386 | 1709 | SH |  | SOLE |  | 0 | 0 | 1709 |
| MERCK  CO INC | COM | 58933Y105 |  | 589973 | 5317 | SH |  | SOLE |  | 0 | 0 | 5317 |
| MICROSOFT CORP | COM | 594918104 |  | 349520 | 1457 | SH |  | SOLE |  | 0 | 0 | 1457 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 320102 | 2112 | SH |  | SOLE |  | 0 | 0 | 2112 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 801907 | 7946 | SH |  | SOLE |  | 0 | 0 | 7946 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 3884069 | 15080 | SH |  | SOLE |  | 0 | 0 | 15080 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 |  | 1055203 | 11579 | SH |  | SOLE |  | 0 | 0 | 11579 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 202381 | 1193 | SH |  | SOLE |  | 0 | 0 | 1193 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 366016 | 957 | SH |  | SOLE |  | 0 | 0 | 957 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 85207K107 |  | 110226 | 13377 | SH |  | SOLE |  | 0 | 0 | 13377 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 523596 | 988 | SH |  | SOLE |  | 0 | 0 | 988 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1910522 | 9993 | SH |  | SOLE |  | 0 | 0 | 9993 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1989593 | 9762 | SH |  | SOLE |  | 0 | 0 | 9762 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 354768 | 4301 | SH |  | SOLE |  | 0 | 0 | 4301 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1059432 | 5772 | SH |  | SOLE |  | 0 | 0 | 5772 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 286905 | 7282 | SH |  | SOLE |  | 0 | 0 | 7282 |

---