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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 44.04% of Royal Harbor Partners's stock portfolio.
Added to shares of these 10 stocks: GTPE, GVIP, BINC, DFAW, DFUS, CGMU, IEI, CGDV, JPIE, MSFT.
Started 3 new stock positions in BAC, GVIP, GTPE.
Reduced shares in these 10 stocks: IBIT, NVDA, AAPL, GOOGL, RSP, PWR, UTES, , IEFA, JPM.
Sold out of its positions in RSP, XLK.
Royal Harbor Partners was a net buyer of stock by $3.4M.
Royal Harbor Partners has $303M in assets under management (AUM), dropping by 2.60%.
Central Index Key (CIK): 0001801876

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Positions held by Royal Harbor Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Royal Harbor Partners

Royal Harbor Partners holds 51 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
Blackrock Etf Trust Ii Ishares Flexible (BINC)	10.6	$32M	+2%	607k	52.77	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	9.4	$28M		600k	47.35	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	9.2	$28M		638k	43.64	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.6	$23M		380k	60.81	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	7.2	$22M	+2%	295k	74.17	View chart
Spdr Series Trust State Street Spd (SPTM)	6.3	$19M		230k	82.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.3	$16M		180k	89.46	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	4.0	$12M	+4%	443k	27.38	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	3.2	$9.8M		282k	34.65	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	3.0	$9.2M		70k	132.37	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	3.0	$9.1M		168k	54.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$9.0M		45k	198.62	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	3.0	$8.9M	+2%	193k	46.29	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	2.9	$8.7M	+7%	118k	73.98	View chart
Microsoft Corporation (MSFT)	1.9	$5.9M	+3%	12k	483.63	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.9	$5.8M		68k	85.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$5.3M	-9%	17k	313.00	View chart
Apple (AAPL)	1.7	$5.1M	-11%	19k	271.87	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	1.5	$4.5M	+2%	91k	49.48	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.5	$4.4M	+3%	43k	102.39	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.5	$4.4M	+8%	37k	119.35	View chart
JPMorgan Chase & Co. (JPM)	1.4	$4.1M	-3%	13k	322.22	View chart
Amazon (AMZN)	1.2	$3.7M		16k	230.82	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	1.2	$3.7M	-6%	47k	78.95	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.9	$2.8M	+2%	107k	26.34	View chart
NVIDIA Corporation (NVDA)	0.6	$1.9M	-27%	10k	186.50	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$1.9M	-3%	40k	47.79	View chart
Goldman Sachs Etf Tr Msci World Priv (GTPE)	0.6	$1.8M	NEW	34k	51.56	View chart
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP)	0.6	$1.8M	NEW	11k	154.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$1.4M	-46%	29k	49.65	View chart
McDonald's Corporation (MCD)	0.4	$1.2M	-2%	3.9k	305.63	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.0M	-10%	8.4k	120.33	View chart
Oracle Corporation (ORCL)	0.2	$662k		3.4k	194.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$654k		13k	50.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$644k	-4%	1.4k	473.30	View chart
Eli Lilly & Co. (LLY)	0.2	$498k	-13%	463.00	1074.68	View chart
Wal-Mart Stores (WMT)	0.1	$430k		3.9k	111.41	View chart
Enterprise Products Partners (EPD)	0.1	$407k		13k	32.06	View chart
Boeing Company (BA)	0.1	$397k		1.8k	217.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$372k		5.4k	69.42	View chart
Quanta Services (PWR)	0.1	$338k	-50%	800.00	422.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$287k		1.1k	250.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$284k		2.9k	96.27	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$277k		5.2k	53.37	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$238k	-10%	4.1k	58.68	View chart
Cisco Systems (CSCO)	0.1	$235k		3.1k	77.03	View chart
SLB Com Stk (SLB)	0.1	$233k		6.1k	38.38	View chart
Oneok (OKE)	0.1	$233k	-5%	3.2k	73.50	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$229k	+3%	2.8k	80.73	View chart
Bank of America Corporation (BAC)	0.1	$206k	NEW	3.7k	55.00	View chart
Newsmax Com Shs Class B (NMAX)	0.0	$105k		14k	7.73	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 Q4 filed Feb. 19, 2026
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

View all past filings

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