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, BRK.B, MSFT, and represent 36.11% of Royal Capital Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: RSP, OKE, NVS, VZ, T, SPY, CRMD, NVDA, EPD, PEP.
- Started 5 new stock positions in CRMD, OKE, NVS, T, VZ.
- Reduced shares in these 10 stocks: IBM, IYG, AAPL, ABBV, HD, NOBL, QQQ, CVX, GLD, XLF.
- Sold out of its positions in IBM, IYG.
- Royal Capital Wealth Management was a net buyer of stock by $593k.
- Royal Capital Wealth Management has $161M in assets under management (AUM), dropping by -5.20%.
- Central Index Key (CIK): 0001904323
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Portfolio Holdings for Royal Capital Wealth Management
Royal Capital Wealth Management holds 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 13.4 | $22M | 33k | 650.34 |
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| Mastercard Incorporated Cl A (MA) | 6.3 | $10M | 20k | 499.66 |
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| NVIDIA Corporation (NVDA) | 6.1 | $9.8M | 56k | 174.40 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $9.0M | 19k | 479.20 |
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| Microsoft Corporation (MSFT) | 4.7 | $7.6M | 20k | 370.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $7.3M | 25k | 287.56 |
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| JPMorgan Chase & Co. (JPM) | 4.1 | $6.7M | 23k | 294.16 |
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| Visa Com Cl A (V) | 3.3 | $5.3M | 17k | 302.25 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $5.0M | -2% | 8.7k | 577.19 |
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| Apple (AAPL) | 3.1 | $4.9M | -3% | 19k | 253.79 |
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| Amazon (AMZN) | 2.9 | $4.6M | 22k | 208.27 |
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| Exxon Mobil Corporation (XOM) | 2.7 | $4.4M | 26k | 169.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $4.0M | 14k | 286.86 |
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| Eli Lilly & Co. (LLY) | 2.2 | $3.6M | 3.9k | 919.83 |
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| Wal-Mart Stores (WMT) | 1.7 | $2.8M | 23k | 124.28 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.6 | $2.6M | -4% | 24k | 106.01 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.4 | $2.2M | 42k | 51.93 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $2.2M | 3.00 | 718140.00 |
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| Johnson & Johnson (JNJ) | 1.3 | $2.0M | 8.3k | 244.45 |
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| Blackstone Group Inc Com Cl A (BX) | 1.3 | $2.0M | 18k | 114.99 |
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| McDonald's Corporation (MCD) | 1.2 | $2.0M | 6.3k | 310.77 |
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| Abbvie (ABBV) | 1.2 | $1.9M | -8% | 8.8k | 217.50 |
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| UnitedHealth (UNH) | 1.0 | $1.7M | 6.2k | 270.59 |
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| Cme (CME) | 1.0 | $1.6M | 5.3k | 295.33 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $1.5M | 48k | 30.68 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.9 | $1.4M | 16k | 86.41 |
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| Automatic Data Processing (ADP) | 0.7 | $1.1M | 5.5k | 203.19 |
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| Lowe's Companies (LOW) | 0.7 | $1.1M | 4.7k | 236.29 |
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| Coca-Cola Company (KO) | 0.7 | $1.1M | 14k | 76.05 |
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| Nextera Energy (NEE) | 0.7 | $1.0M | 11k | 92.88 |
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| Wells Fargo & Company (WFC) | 0.7 | $1.0M | 13k | 79.61 |
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| Procter & Gamble Company (PG) | 0.6 | $980k | 6.8k | 144.44 |
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| Amgen (AMGN) | 0.6 | $976k | 2.8k | 351.81 |
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| Meta Platforms Cl A (META) | 0.6 | $973k | 1.7k | 572.13 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $968k | +56% | 5.0k | 191.91 |
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| Pepsi (PEP) | 0.6 | $964k | +9% | 6.2k | 155.30 |
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| Cheniere Energy Com New (LNG) | 0.6 | $936k | 3.3k | 283.78 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.5 | $859k | 13k | 68.79 |
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| Broadcom (AVGO) | 0.5 | $814k | 2.6k | 309.51 |
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| Caterpillar (CAT) | 0.5 | $779k | 1.1k | 708.46 |
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| Costco Wholesale Corporation (COST) | 0.4 | $719k | 721.00 | 996.89 |
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| Emerson Electric (EMR) | 0.4 | $690k | 5.3k | 131.03 |
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| Ge Aerospace Com New (GE) | 0.4 | $677k | 2.4k | 283.77 |
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| Philip Morris International (PM) | 0.4 | $591k | 3.6k | 165.32 |
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| Nucor Corporation (NUE) | 0.4 | $587k | 3.5k | 169.08 |
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| Cisco Systems (CSCO) | 0.4 | $573k | 7.4k | 77.59 |
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| S&p Global (SPGI) | 0.3 | $553k | 1.3k | 425.34 |
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| Ammo (POWW) | 0.3 | $491k | 244k | 2.01 |
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| Chevron Corporation (CVX) | 0.3 | $456k | -9% | 2.2k | 206.89 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $454k | 18k | 25.10 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $454k | 1.9k | 244.18 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $450k | -5% | 6.6k | 68.14 |
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| General Motors Company (GM) | 0.3 | $439k | 5.9k | 74.50 |
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| Kinder Morgan (KMI) | 0.3 | $432k | 13k | 33.53 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $432k | 3.0k | 146.28 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $425k | -7% | 8.6k | 49.37 |
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| Walt Disney Company (DIS) | 0.3 | $414k | 4.3k | 96.38 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $414k | 2.1k | 194.14 |
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| Cardinal Health (CAH) | 0.3 | $404k | 1.9k | 211.32 |
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| Enterprise Products Partners (EPD) | 0.2 | $398k | +29% | 11k | 37.84 |
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| Proshares Tr Msci Eur Div (EUDV) | 0.2 | $397k | 7.8k | 51.27 |
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| Qualcomm (QCOM) | 0.2 | $383k | 3.0k | 128.77 |
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| Abbott Laboratories (ABT) | 0.2 | $368k | 3.6k | 102.66 |
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| Diamondback Energy (FANG) | 0.2 | $366k | 1.9k | 197.79 |
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| Coeur Mng Com New (CDE) | 0.2 | $331k | 18k | 18.77 |
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| ConocoPhillips (COP) | 0.2 | $326k | 2.5k | 131.98 |
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| Annaly Capital Management In Com New (NLY) | 0.2 | $320k | 15k | 21.15 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $320k | 10k | 32.01 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $316k | 2.4k | 130.94 |
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| Bank of America Corporation (BAC) | 0.2 | $301k | 6.2k | 48.75 |
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| Kenvue (KVUE) | 0.2 | $300k | -5% | 17k | 17.24 |
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| 3M Company (MMM) | 0.2 | $295k | 2.0k | 145.24 |
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| CRH Ord (CRH) | 0.2 | $289k | -5% | 2.8k | 105.12 |
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| Oracle Corporation (ORCL) | 0.2 | $281k | 1.9k | 147.11 |
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| Home Depot (HD) | 0.2 | $275k | -36% | 837.00 | 328.95 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $269k | -11% | 626.00 | 430.29 |
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| Norfolk Southern (NSC) | 0.2 | $263k | 916.00 | 287.00 |
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| Apollo Global Mgmt (APO) | 0.2 | $262k | 2.4k | 111.41 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $261k | 431.00 | 604.39 |
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| Oneok (OKE) | 0.2 | $260k | NEW | 2.9k | 90.39 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $251k | 1.3k | 198.29 |
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| SEI Investments Company (SEIC) | 0.2 | $251k | 3.2k | 78.48 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $247k | 827.00 | 298.94 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $235k | 2.0k | 117.66 |
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| AFLAC Incorporated (AFL) | 0.1 | $229k | 2.1k | 109.70 |
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| Netease Sponsored Ads (NTES) | 0.1 | $224k | 2.0k | 111.94 |
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| Chubb (CB) | 0.1 | $220k | 675.00 | 325.99 |
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| Medtronic SHS (MDT) | 0.1 | $216k | 2.5k | 86.65 |
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| Dover Corporation (DOV) | 0.1 | $214k | 1.0k | 208.45 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $213k | NEW | 1.4k | 152.75 |
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| Verizon Communications (VZ) | 0.1 | $209k | NEW | 4.2k | 50.20 |
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| General Dynamics Corporation (GD) | 0.1 | $208k | 607.00 | 343.07 |
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| At&t (T) | 0.1 | $203k | NEW | 7.0k | 28.99 |
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| Cormedix Inc cormedix (CRMD) | 0.1 | $194k | NEW | 29k | 6.79 |
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| Wrap Technologies (WRAP) | 0.1 | $138k | +63% | 90k | 1.54 |
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| I-80 Gold Corp (IAUX) | 0.0 | $23k | 15k | 1.52 |
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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 2026 Q1 filed May 15, 2026
- 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