Royal Capital Wealth Management
Latest statistics and disclosures from Royal Capital Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MA, NVDA, MSFT, BRK.B, and represent 37.52% of Royal Capital Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: RSP, APO, EPD, CB, DOV, NLY, SPY, META, JPM, GOOGL.
- Started 4 new stock positions in APO, EPD, DOV, CB.
- Reduced shares in these 10 stocks: GHI, KVUE, PG, SLV, NVDA, XOM, AAPL, KO, DUK, JNJ.
- Sold out of its position in GHI.
- Royal Capital Wealth Management was a net buyer of stock by $1.1M.
- Royal Capital Wealth Management has $169M in assets under management (AUM), dropping by 3.93%.
- Central Index Key (CIK): 0001904323
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Portfolio Holdings for Royal Capital Wealth Management
Royal Capital Wealth Management holds 93 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.2 | $22M | 33k | 681.92 |
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| Mastercard Incorporated Cl A (MA) | 6.8 | $12M | 20k | 570.89 |
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| NVIDIA Corporation (NVDA) | 6.1 | $10M | 56k | 186.50 |
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| Microsoft Corporation (MSFT) | 5.8 | $9.9M | 20k | 483.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $9.4M | 19k | 502.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $7.9M | 25k | 313.00 |
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| JPMorgan Chase & Co. (JPM) | 4.3 | $7.3M | 23k | 322.21 |
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| Visa Com Cl A (V) | 3.6 | $6.1M | 17k | 350.70 |
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| Apple (AAPL) | 3.2 | $5.5M | 20k | 271.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $5.5M | 8.9k | 614.31 |
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| Amazon (AMZN) | 3.0 | $5.1M | 22k | 230.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $4.4M | 14k | 313.80 |
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| Eli Lilly & Co. (LLY) | 2.5 | $4.2M | 3.9k | 1074.70 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $3.1M | 26k | 120.34 |
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| Blackstone Group Inc Com Cl A (BX) | 1.6 | $2.7M | 18k | 154.14 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.6 | $2.6M | 25k | 104.07 |
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| Wal-Mart Stores (WMT) | 1.5 | $2.5M | 23k | 111.41 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $2.3M | 3.00 | 754800.00 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.3 | $2.2M | 42k | 52.77 |
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| Abbvie (ABBV) | 1.3 | $2.2M | 9.6k | 228.48 |
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| UnitedHealth (UNH) | 1.2 | $2.1M | 6.3k | 330.11 |
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| McDonald's Corporation (MCD) | 1.1 | $1.9M | 6.3k | 305.61 |
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| Johnson & Johnson (JNJ) | 1.0 | $1.7M | 8.3k | 206.95 |
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| Cme (CME) | 0.9 | $1.4M | 5.3k | 273.06 |
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| Automatic Data Processing (ADP) | 0.8 | $1.4M | 5.5k | 257.23 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.8 | $1.4M | 17k | 84.22 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $1.3M | 48k | 27.43 |
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| Wells Fargo & Company (WFC) | 0.7 | $1.2M | 13k | 93.20 |
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| Lowe's Companies (LOW) | 0.7 | $1.1M | 4.7k | 241.14 |
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| Meta Platforms Cl A (META) | 0.7 | $1.1M | 1.7k | 660.09 |
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| Coca-Cola Company (KO) | 0.6 | $998k | 14k | 69.91 |
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| Procter & Gamble Company (PG) | 0.6 | $972k | -5% | 6.8k | 143.30 |
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| Broadcom (AVGO) | 0.5 | $910k | 2.6k | 346.10 |
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| Amgen (AMGN) | 0.5 | $908k | 2.8k | 327.25 |
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| Nextera Energy (NEE) | 0.5 | $907k | 11k | 80.28 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.5 | $824k | 13k | 66.08 |
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| Pepsi (PEP) | 0.5 | $811k | 5.7k | 143.53 |
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| Ge Aerospace Com New (GE) | 0.4 | $734k | 2.4k | 308.01 |
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| Emerson Electric (EMR) | 0.4 | $699k | 5.3k | 132.71 |
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| S&p Global (SPGI) | 0.4 | $679k | 1.3k | 522.59 |
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| Cheniere Energy Com New (LNG) | 0.4 | $641k | 3.3k | 194.38 |
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| Caterpillar (CAT) | 0.4 | $630k | 1.1k | 572.87 |
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| Costco Wholesale Corporation (COST) | 0.4 | $622k | 721.00 | 862.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $617k | +157% | 3.2k | 191.53 |
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| Philip Morris International (PM) | 0.3 | $572k | 3.6k | 160.38 |
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| Cisco Systems (CSCO) | 0.3 | $568k | 7.4k | 77.03 |
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| Nucor Corporation (NUE) | 0.3 | $566k | 3.5k | 163.10 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $524k | 3.0k | 177.75 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $509k | 9.3k | 54.77 |
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| Qualcomm (QCOM) | 0.3 | $507k | 3.0k | 171.08 |
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| Walt Disney Company (DIS) | 0.3 | $489k | 4.3k | 113.77 |
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| General Motors Company (GM) | 0.3 | $478k | 5.9k | 81.33 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $475k | 18k | 26.23 |
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| Home Depot (HD) | 0.3 | $455k | 1.3k | 344.09 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $452k | -9% | 7.0k | 64.42 |
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| Abbott Laboratories (ABT) | 0.3 | $449k | 3.6k | 125.28 |
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| Ammo (POWW) | 0.2 | $418k | 244k | 1.71 |
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| Proshares Tr Msci Eur Div (EUDV) | 0.2 | $405k | 7.8k | 52.25 |
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| Cardinal Health (CAH) | 0.2 | $393k | 1.9k | 205.48 |
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| Oracle Corporation (ORCL) | 0.2 | $372k | 1.9k | 194.91 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $370k | -2% | 10k | 37.00 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $370k | 2.1k | 173.49 |
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| Chevron Corporation (CVX) | 0.2 | $369k | 2.4k | 152.39 |
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| CRH Ord (CRH) | 0.2 | $362k | 2.9k | 124.80 |
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| Kinder Morgan (KMI) | 0.2 | $353k | +4% | 13k | 27.49 |
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| Apollo Global Mgmt (APO) | 0.2 | $341k | NEW | 2.4k | 144.76 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $340k | 1.3k | 268.30 |
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| Bank of America Corporation (BAC) | 0.2 | $339k | 6.2k | 55.00 |
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| Annaly Capital Management In Com New (NLY) | 0.2 | $332k | +50% | 15k | 22.36 |
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| 3M Company (MMM) | 0.2 | $325k | 2.0k | 160.09 |
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| Kenvue (KVUE) | 0.2 | $318k | -25% | 18k | 17.25 |
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| Coeur Mng Com New (CDE) | 0.2 | $314k | 18k | 17.83 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $303k | 1.9k | 162.63 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $283k | -5% | 2.4k | 117.21 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $280k | 707.00 | 396.31 |
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| Diamondback Energy (FANG) | 0.2 | $278k | 1.9k | 150.33 |
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| Netease Sponsored Ads (NTES) | 0.2 | $275k | 2.0k | 137.62 |
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| Norfolk Southern (NSC) | 0.2 | $265k | 916.00 | 288.72 |
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| SEI Investments Company (SEIC) | 0.2 | $263k | 3.2k | 82.02 |
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| Enterprise Products Partners (EPD) | 0.2 | $261k | NEW | 8.1k | 32.06 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $260k | 825.00 | 314.74 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $258k | 2.0k | 128.93 |
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| International Business Machines (IBM) | 0.1 | $250k | 845.00 | 296.21 |
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| Medtronic SHS (MDT) | 0.1 | $239k | 2.5k | 96.06 |
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| ConocoPhillips (COP) | 0.1 | $231k | 2.5k | 93.60 |
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| AFLAC Incorporated (AFL) | 0.1 | $230k | 2.1k | 110.27 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $221k | 2.4k | 92.25 |
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| Chubb (CB) | 0.1 | $211k | NEW | 675.00 | 312.10 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $209k | 431.00 | 483.67 |
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| General Dynamics Corporation (GD) | 0.1 | $204k | 607.00 | 336.42 |
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| Dover Corporation (DOV) | 0.1 | $200k | NEW | 1.0k | 195.24 |
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| Wrap Technologies (WRAP) | 0.1 | $130k | 55k | 2.38 |
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| I-80 Gold Corp (IAUX) | 0.0 | $22k | 15k | 1.46 |
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Past Filings by Royal Capital Wealth Management
SEC 13F filings are viewable for Royal Capital Wealth Management going back to 2021
- Royal Capital Wealth Management 2025 Q4 filed Feb. 18, 2026
- Royal Capital Wealth Management 2025 Q3 filed Nov. 14, 2025
- Royal Capital Wealth Management 2025 Q2 filed Aug. 14, 2025
- Royal Capital Wealth Management 2025 Q1 filed May 15, 2025
- Royal Capital Wealth Management 2024 Q4 filed Feb. 18, 2025
- Royal Capital Wealth Management 2024 Q3 filed Nov. 14, 2024
- Royal Capital Wealth Management 2024 Q2 filed Aug. 14, 2024
- Royal Capital Wealth Management 2024 Q1 filed May 15, 2024
- Royal Capital Wealth Management 2023 Q4 filed Feb. 7, 2024
- Royal Capital Wealth Management 2023 Q3 filed Nov. 14, 2023
- Royal Capital Wealth Management 2023 Q2 filed Aug. 11, 2023
- Royal Capital Wealth Management 2023 Q1 filed May 12, 2023
- Royal Capital Wealth Management 2022 Q4 filed Feb. 14, 2023
- Royal Capital Wealth Management 2022 Q3 filed Nov. 14, 2022
- Royal Capital Wealth Management 2022 Q2 filed Aug. 16, 2022
- Royal Capital Wealth Management 2022 Q1 filed May 12, 2022