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, MSFT, NVDA, BRK.B, and represent 39.06% of Royal Capital Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, GLD, RSP, LMT, GD, NLY, LLY, JPM, BRK.B, BINC.
- Started 6 new stock positions in GD, IAUX, LMT, NLY, RSP, GLD.
- Reduced shares in these 10 stocks: UPS, DOV, NVDA, KVUE, UNH, AMGN, KO, MCD, BX, GOOG.
- Sold out of its positions in DOV, UPS.
- Royal Capital Wealth Management was a net buyer of stock by $1.6M.
- Royal Capital Wealth Management has $163M in assets under management (AUM), dropping by 8.42%.
- Central Index Key (CIK): 0001904323
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Portfolio Holdings for Royal Capital Wealth Management
Royal Capital Wealth Management holds 90 positions in its portfolio as reported in the September 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) | 13.4 | $22M | +3% | 33k | 666.17 |
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| Mastercard Incorporated Cl A (MA) | 7.0 | $12M | 20k | 568.80 |
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| Microsoft Corporation (MSFT) | 6.5 | $11M | 20k | 517.94 |
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| NVIDIA Corporation (NVDA) | 6.4 | $10M | 56k | 186.58 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.8 | $9.4M | 19k | 502.74 |
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| JPMorgan Chase & Co. (JPM) | 4.4 | $7.1M | +2% | 23k | 315.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $6.1M | 25k | 243.10 |
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| Visa Com Cl A (V) | 3.6 | $5.9M | 17k | 341.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.3 | $5.3M | 8.9k | 600.40 |
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| Apple (AAPL) | 3.2 | $5.2M | 20k | 254.63 |
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| Amazon (AMZN) | 3.0 | $4.9M | 22k | 219.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $3.4M | 14k | 243.54 |
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| Blackstone Group Inc Com Cl A (BX) | 1.8 | $3.0M | 17k | 170.85 |
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| Eli Lilly & Co. (LLY) | 1.8 | $3.0M | +6% | 3.9k | 763.00 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $2.9M | 26k | 112.75 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.6 | $2.6M | 25k | 103.07 |
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| Wal-Mart Stores (WMT) | 1.4 | $2.3M | 23k | 103.06 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $2.3M | 3.00 | 754200.00 |
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| Abbvie (ABBV) | 1.4 | $2.2M | 9.6k | 231.55 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.4 | $2.2M | +3% | 42k | 53.24 |
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| UnitedHealth (UNH) | 1.3 | $2.2M | -2% | 6.3k | 345.28 |
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| McDonald's Corporation (MCD) | 1.2 | $1.9M | 6.3k | 303.87 |
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| Automatic Data Processing (ADP) | 1.0 | $1.6M | 5.5k | 293.48 |
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| Johnson & Johnson (JNJ) | 1.0 | $1.6M | 8.4k | 185.42 |
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| Cme (CME) | 0.9 | $1.4M | 5.3k | 270.17 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.9 | $1.4M | 17k | 85.34 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $1.3M | 48k | 27.30 |
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| Meta Platforms Cl A (META) | 0.8 | $1.2M | 1.7k | 734.38 |
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| Lowe's Companies (LOW) | 0.7 | $1.2M | 4.7k | 251.31 |
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| Procter & Gamble Company (PG) | 0.7 | $1.1M | 7.2k | 153.65 |
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| Wells Fargo & Company (WFC) | 0.7 | $1.1M | 13k | 83.82 |
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| Coca-Cola Company (KO) | 0.6 | $964k | -3% | 15k | 66.32 |
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| Broadcom (AVGO) | 0.5 | $868k | 2.6k | 329.91 |
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| Nextera Energy (NEE) | 0.5 | $853k | 11k | 75.49 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.5 | $830k | 13k | 66.64 |
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| Pepsi (PEP) | 0.5 | $794k | 5.7k | 140.45 |
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| Amgen (AMGN) | 0.5 | $783k | -5% | 2.8k | 282.23 |
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| Cheniere Energy Com New (LNG) | 0.5 | $772k | 3.3k | 235.01 |
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| Ge Aerospace Com New (GE) | 0.4 | $716k | 2.4k | 300.81 |
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| Emerson Electric (EMR) | 0.4 | $694k | -2% | 5.3k | 131.18 |
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| Costco Wholesale Corporation (COST) | 0.4 | $668k | 721.00 | 925.93 |
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| S&p Global (SPGI) | 0.4 | $633k | 1.3k | 486.71 |
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| Philip Morris International (PM) | 0.4 | $578k | 3.6k | 162.18 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $538k | 3.0k | 182.42 |
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| Oracle Corporation (ORCL) | 0.3 | $537k | 1.9k | 281.24 |
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| Home Depot (HD) | 0.3 | $534k | 1.3k | 405.27 |
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| Caterpillar (CAT) | 0.3 | $525k | 1.1k | 477.15 |
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| Cisco Systems (CSCO) | 0.3 | $505k | 7.4k | 68.42 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $501k | 9.3k | 53.87 |
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| Qualcomm (QCOM) | 0.3 | $493k | -4% | 3.0k | 166.37 |
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| Walt Disney Company (DIS) | 0.3 | $492k | 4.3k | 114.50 |
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| Abbott Laboratories (ABT) | 0.3 | $481k | -2% | 3.6k | 133.94 |
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| Nucor Corporation (NUE) | 0.3 | $469k | 3.5k | 135.43 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $465k | 18k | 25.71 |
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| Proshares Tr Msci Eur Div (EUDV) | 0.2 | $408k | 7.8k | 52.58 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $402k | 10k | 39.19 |
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| Kenvue (KVUE) | 0.2 | $401k | -13% | 25k | 16.23 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $391k | 2.1k | 183.73 |
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| Chevron Corporation (CVX) | 0.2 | $377k | +3% | 2.4k | 155.31 |
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| Ammo (POWW) | 0.2 | $362k | -3% | 244k | 1.48 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $359k | 1.9k | 192.74 |
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| General Motors Company (GM) | 0.2 | $358k | +15% | 5.9k | 60.97 |
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| CRH Ord (CRH) | 0.2 | $348k | 2.9k | 119.90 |
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| Kinder Morgan (KMI) | 0.2 | $347k | +2% | 12k | 28.31 |
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| Coeur Mng Com New (CDE) | 0.2 | $330k | 18k | 18.76 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $328k | 7.7k | 42.37 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $318k | 2.6k | 123.75 |
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| Bank of America Corporation (BAC) | 0.2 | $317k | 6.2k | 51.59 |
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| 3M Company (MMM) | 0.2 | $315k | 2.0k | 155.16 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $313k | 1.3k | 246.60 |
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| Netease Sponsored Ads (NTES) | 0.2 | $304k | 2.0k | 151.99 |
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| Cardinal Health (CAH) | 0.2 | $300k | 1.9k | 156.99 |
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| Norfolk Southern (NSC) | 0.2 | $275k | 916.00 | 300.41 |
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| SEI Investments Company (SEIC) | 0.2 | $272k | 3.2k | 84.85 |
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| Diamondback Energy (FANG) | 0.2 | $265k | 1.9k | 143.10 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $253k | 2.0k | 126.64 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $253k | 820.00 | 308.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $251k | NEW | 707.00 | 355.47 |
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| International Business Machines (IBM) | 0.1 | $238k | 845.00 | 282.16 |
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| Medtronic SHS (MDT) | 0.1 | $237k | 2.5k | 95.24 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $237k | NEW | 1.2k | 189.69 |
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| AFLAC Incorporated (AFL) | 0.1 | $235k | -8% | 2.1k | 111.71 |
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| ConocoPhillips (COP) | 0.1 | $233k | 2.5k | 94.58 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $215k | NEW | 431.00 | 499.21 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $215k | 2.4k | 89.64 |
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| General Dynamics Corporation (GD) | 0.1 | $207k | NEW | 606.00 | 341.21 |
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| Annaly Capital Management In Com New (NLY) | 0.1 | $200k | NEW | 9.9k | 20.21 |
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| Greystone Housing Impact Inv Ben Unit Ctf (GHI) | 0.1 | $185k | 18k | 10.30 |
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| Wrap Technologies (WRAP) | 0.1 | $119k | 55k | 2.17 |
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| I-80 Gold Corp (IAUX) | 0.0 | $15k | NEW | 15k | 0.96 |
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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 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
- Royal Capital Wealth Management 2021 Q4 filed Feb. 15, 2022