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Royal Harbor Partners

Latest statistics and disclosures from Royal Harbor Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are BINC, JCPB, CGDV, DYNF, DFUS, and represent 43.91% of Royal Harbor Partners's stock portfolio.
Added to shares of these 10 stocks: DYNF, DFUS, CGMU, IEFA, CGSM, DFAW, EWJ, XLK, GLDM, QUAL.
Started 3 new stock positions in NMAX, XLK, EWJ.
Reduced shares in these 10 stocks: BMVP (-$7.8M), SPTM, JCPB, BINC, , AAPL, JBND, JPIE, UTES, NVDA.
Sold out of its positions in BMVP, VFH.
Royal Harbor Partners was a net buyer of stock by $6.5M.
Royal Harbor Partners has $295M in assets under management (AUM), dropping by 7.76%.
Central Index Key (CIK): 0001801876

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Portfolio Holdings for Royal Harbor Partners

Royal Harbor Partners holds 50 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
Blackrock Etf Trust Ii Ishares Flexible (BINC)	10.7	$32M		591k	53.24	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	9.6	$28M		597k	47.55	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	9.0	$27M		631k	42.03	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.6	$22M	+22%	377k	59.20	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	7.0	$21M	+24%	287k	72.44	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	6.3	$19M	-3%	229k	80.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.4	$16M	+10%	182k	87.31	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	3.9	$12M	+50%	425k	27.29	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	3.3	$9.7M		285k	34.17	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	3.1	$9.0M		69k	130.28	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	3.0	$8.9M		165k	54.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$8.7M	+2%	45k	194.50	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	3.0	$8.7M		188k	46.41	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	2.7	$7.9M	+6%	110k	71.86	View chart
Microsoft Corporation (MSFT)	2.0	$6.0M		12k	517.95	View chart
Apple (AAPL)	1.8	$5.4M	-2%	21k	254.63	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.7	$5.1M	+4%	67k	76.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$4.5M		19k	243.10	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	1.5	$4.4M		89k	49.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.5	$4.3M		42k	103.36	View chart
JPMorgan Chase & Co. (JPM)	1.4	$4.2M		13k	315.43	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	1.4	$4.1M		50k	83.44	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.4	$4.1M	+2%	34k	119.51	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.2	$3.5M	+3%	54k	65.00	View chart
Amazon (AMZN)	1.2	$3.5M		16k	219.57	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.9	$2.7M	+53%	104k	26.36	View chart
NVIDIA Corporation (NVDA)	0.9	$2.6M		14k	186.58	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$2.0M		41k	47.63	View chart
McDonald's Corporation (MCD)	0.4	$1.2M		4.0k	303.89	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.1M		9.4k	112.75	View chart
Oracle Corporation (ORCL)	0.3	$955k		3.4k	281.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$667k		1.4k	468.41	View chart
Quanta Services (PWR)	0.2	$663k		1.6k	414.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$656k		13k	50.73	View chart
Eli Lilly & Co. (LLY)	0.1	$407k		533.00	763.00	View chart
Wal-Mart Stores (WMT)	0.1	$398k	-3%	3.9k	103.06	View chart
Enterprise Products Partners (EPD)	0.1	$397k		13k	31.27	View chart
Boeing Company (BA)	0.1	$395k		1.8k	215.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$366k	-5%	1.9k	189.67	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$365k		5.4k	68.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$294k		1.1k	256.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$288k		3.0k	96.55	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$260k	-10%	4.5k	57.37	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$260k		5.2k	49.95	View chart
Oneok (OKE)	0.1	$244k		3.3k	72.97	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$219k	NEW	2.7k	80.21	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$211k	NEW	750.00	281.86	View chart
Schlumberger Com Stk (SLB)	0.1	$209k		6.1k	34.37	View chart
Cisco Systems (CSCO)	0.1	$209k		3.1k	68.42	View chart
Newsmax Com Shs Class B (NMAX)	0.1	$168k	NEW	14k	12.40	View chart

Past Filings by Royal Harbor Partners

SEC 13F filings are viewable for Royal Harbor Partners going back to 2019

Royal Harbor Partners 2025 Q3 filed Oct. 22, 2025
Royal Harbor Partners 2025 Q2 filed Aug. 8, 2025
Royal Harbor Partners 2025 Q1 filed April 29, 2025
Royal Harbor Partners 2024 Q4 filed Feb. 7, 2025
Royal Harbor Partners 2024 Q3 filed Oct. 29, 2024
Royal Harbor Partners 2024 Q2 filed July 31, 2024
Royal Harbor Partners 2024 Q1 filed April 30, 2024
Royal Harbor Partners 2023 Q4 filed Feb. 8, 2024
Royal Harbor Partners 2023 Q3 filed Nov. 14, 2023
Royal Harbor Partners 2023 Q2 filed July 24, 2023
Royal Harbor Partners 2023 Q1 filed April 24, 2023
Royal Harbor Partners 2022 Q4 filed Jan. 24, 2023
Royal Harbor Partners 2022 Q3 filed Oct. 21, 2022
Royal Harbor Partners 2022 Q1 filed Aug. 5, 2022
Royal Harbor Partners 2022 Q2 filed Aug. 5, 2022
Royal Harbor Partners 2021 Q4 filed Feb. 2, 2022

View all past filings

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