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, NVDA, MA, BRK.B, GOOGL, and represent 36.52% of Royal Capital Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NOBL, S&p Global, RSP, INTC, BRK.B, LLY, QQQ, UFOX, VRTX, GPIQ.
- Started 11 new stock positions in VRTX, UFOX, GWW, IYG, IBM, S&p Global, GPIQ, KLAC, INTC, HACK. GLW.
- Reduced shares in these 10 stocks: SPGI, HD, , CB, VZ, , AAPL, XOM, SPY, MCD.
- Sold out of its positions in T, HD, SPGI, VZ, ACN, CB.
- Royal Capital Wealth Management was a net buyer of stock by $3.8M.
- Royal Capital Wealth Management has $178M in assets under management (AUM), dropping by 10.92%.
- Central Index Key (CIK): 0001904323
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Portfolio Holdings for Royal Capital Wealth Management
Royal Capital Wealth Management holds 101 positions in its portfolio as reported in the June 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) | 13.9 | $25M | 33k | 746.77 |
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| NVIDIA Corporation (NVDA) | 6.3 | $11M | 56k | 200.09 |
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| Mastercard Incorporated Cl A (MA) | 5.8 | $10M | 20k | 513.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $9.7M | +3% | 19k | 500.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $9.0M | 25k | 357.37 |
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| Microsoft Corporation (MSFT) | 4.3 | $7.6M | 20k | 373.02 |
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| JPMorgan Chase & Co. (JPM) | 4.2 | $7.4M | 23k | 327.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.7 | $6.7M | +4% | 9.1k | 736.41 |
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| Visa Com Cl A (V) | 3.4 | $6.0M | 18k | 343.08 |
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| Apple (AAPL) | 3.1 | $5.5M | -2% | 19k | 289.36 |
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| Amazon (AMZN) | 3.0 | $5.3M | 22k | 238.34 |
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| Eli Lilly & Co. (LLY) | 2.8 | $4.9M | +6% | 4.1k | 1199.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $4.9M | 14k | 353.34 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $3.5M | -2% | 25k | 136.72 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.5 | $2.7M | +100% | 48k | 56.16 |
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| UnitedHealth (UNH) | 1.5 | $2.6M | 6.2k | 415.63 |
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| Wal-Mart Stores (WMT) | 1.4 | $2.6M | 23k | 113.26 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 1.3 | $2.3M | +4% | 44k | 52.34 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $2.2M | 3.00 | 748850.00 |
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| Abbvie (ABBV) | 1.2 | $2.2M | 8.8k | 251.64 |
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| Johnson & Johnson (JNJ) | 1.2 | $2.1M | 8.3k | 253.97 |
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| Blackstone Group Inc Com Cl A (BX) | 1.2 | $2.1M | 18k | 117.67 |
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| McDonald's Corporation (MCD) | 0.9 | $1.7M | -2% | 6.1k | 270.31 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $1.5M | 48k | 31.71 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.8 | $1.5M | 16k | 91.57 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $1.4M | +33% | 6.7k | 212.76 |
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| Automatic Data Processing (ADP) | 0.7 | $1.2M | 5.5k | 223.93 |
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| Caterpillar (CAT) | 0.7 | $1.2M | 1.1k | 1064.90 |
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| Cme (CME) | 0.7 | $1.2M | 5.3k | 220.82 |
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| Coca-Cola Company (KO) | 0.7 | $1.2M | 14k | 81.27 |
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| Wells Fargo & Company (WFC) | 0.6 | $1.1M | 13k | 82.64 |
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| Lowe's Companies (LOW) | 0.6 | $1.0M | 4.7k | 220.49 |
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| Amgen (AMGN) | 0.6 | $1.0M | 2.8k | 362.11 |
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| Procter & Gamble Company (PG) | 0.6 | $996k | 6.8k | 146.63 |
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| Broadcom (AVGO) | 0.6 | $994k | 2.6k | 377.75 |
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| Nextera Energy (NEE) | 0.6 | $991k | 11k | 87.77 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.5 | $963k | 13k | 77.03 |
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| Meta Platforms Cl A (META) | 0.5 | $958k | 1.7k | 563.31 |
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| Ge Aerospace Com New (GE) | 0.5 | $891k | 2.4k | 373.77 |
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| Cisco Systems (CSCO) | 0.5 | $867k | 7.4k | 117.46 |
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| Pepsi (PEP) | 0.5 | $830k | 6.1k | 135.41 |
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| Cheniere Energy Com New (LNG) | 0.4 | $798k | 3.3k | 238.98 |
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| Nucor Corporation (NUE) | 0.4 | $766k | 3.4k | 222.73 |
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| Emerson Electric (EMR) | 0.4 | $754k | 5.3k | 143.15 |
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| Costco Wholesale Corporation (COST) | 0.4 | $676k | 722.00 | 935.97 |
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| Philip Morris International (PM) | 0.4 | $647k | 3.6k | 180.89 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $635k | 2.1k | 298.07 |
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| Ammo (POWW) | 0.3 | $557k | 244k | 2.28 |
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| Qualcomm (QCOM) | 0.3 | $550k | 3.0k | 184.77 |
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| S&p Global Com Shs | 0.3 | $529k | NEW | 1.3k | 407.26 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $524k | 18k | 28.96 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $476k | 1.9k | 255.67 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.3 | $461k | 8.6k | 53.61 |
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| Cardinal Health (CAH) | 0.3 | $454k | 1.9k | 237.61 |
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| General Motors Company (GM) | 0.3 | $454k | 5.9k | 77.08 |
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| Kinder Morgan (KMI) | 0.2 | $415k | 13k | 31.97 |
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| Walt Disney Company (DIS) | 0.2 | $414k | 4.3k | 96.25 |
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| Proshares Tr Msci Eur Div (EUDV) | 0.2 | $409k | 7.8k | 52.76 |
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| Enterprise Products Partners (EPD) | 0.2 | $390k | 11k | 36.76 |
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| Apollo Global Mgmt (APO) | 0.2 | $385k | +38% | 3.3k | 118.30 |
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| Chevron Corporation (CVX) | 0.2 | $358k | -2% | 2.2k | 165.78 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $353k | 6.6k | 53.47 |
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| Bank of America Corporation (BAC) | 0.2 | $352k | 6.2k | 56.98 |
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| Intel Corporation (INTC) | 0.2 | $350k | NEW | 2.5k | 139.64 |
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| Annaly Capital Management In Com New (NLY) | 0.2 | $345k | 15k | 22.36 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $344k | 3.0k | 116.67 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $340k | 10k | 34.00 |
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| 3M Company (MMM) | 0.2 | $329k | 2.0k | 161.94 |
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| Abbott Laboratories (ABT) | 0.2 | $326k | 3.6k | 90.74 |
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| Diamondback Energy (FANG) | 0.2 | $325k | 1.9k | 175.78 |
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| Kenvue (KVUE) | 0.2 | $311k | -6% | 16k | 19.11 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $306k | 2.4k | 126.58 |
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| Oneok (OKE) | 0.2 | $301k | +20% | 3.5k | 86.95 |
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| CRH Ord (CRH) | 0.2 | $294k | 2.8k | 107.00 |
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| Norfolk Southern (NSC) | 0.2 | $288k | 916.00 | 314.59 |
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| Coeur Mng Com New (CDE) | 0.2 | $287k | 18k | 16.32 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $285k | 830.00 | 343.74 |
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| Oracle Corporation (ORCL) | 0.2 | $280k | 1.9k | 146.55 |
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| SEI Investments Company (SEIC) | 0.1 | $263k | -6% | 3.0k | 87.71 |
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| Etf Ser Solutions Defiance Space A (UFOX) | 0.1 | $257k | NEW | 2.7k | 95.04 |
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| Netease Sponsored Ads (NTES) | 0.1 | $256k | 2.0k | 128.14 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $255k | 2.0k | 127.51 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $248k | NEW | 500.00 | 496.73 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $245k | NEW | 4.1k | 59.31 |
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| ConocoPhillips (COP) | 0.1 | $244k | -4% | 2.4k | 103.97 |
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| AFLAC Incorporated (AFL) | 0.1 | $244k | 2.1k | 117.23 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $231k | 626.00 | 368.38 |
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| Dover Corporation (DOV) | 0.1 | $230k | 1.0k | 224.28 |
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| Kla Corp Com New (KLAC) | 0.1 | $226k | NEW | 750.00 | 301.71 |
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| W.W. Grainger (GWW) | 0.1 | $225k | NEW | 165.00 | 1360.40 |
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| Cormedix Inc cormedix (CRMD) | 0.1 | $224k | 29k | 7.85 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $220k | 431.00 | 509.46 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $219k | 1.4k | 156.72 |
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| Corning Incorporated (GLW) | 0.1 | $218k | NEW | 854.00 | 255.43 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $217k | NEW | 2.4k | 90.47 |
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| General Dynamics Corporation (GD) | 0.1 | $215k | 607.00 | 354.21 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.1 | $210k | NEW | 2.0k | 104.93 |
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| Medtronic SHS (MDT) | 0.1 | $203k | +4% | 2.6k | 78.23 |
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| International Business Machines (IBM) | 0.1 | $201k | NEW | 715.00 | 281.21 |
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| Wrap Technologies (WRAP) | 0.1 | $116k | 90k | 1.29 |
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| I-80 Gold Corp (IAUX) | 0.0 | $22k | 15k | 1.44 |
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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 Q2 filed Aug. 14, 2026
- 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