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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 CGDV, DFUS, DYNF, JCPB, CGCB, and represent 38.08% of Royal Harbor Partners's stock portfolio.
Added to shares of these 10 stocks: CGCB (+$17M), GSY (+$14M), JBND (+$8.1M), CGIC (+$5.3M), RSP (+$5.3M), CGMM (+$5.1M), DFUS, IVAL, DFSV, EMXC.
Started 10 new stock positions in DFSV, RSP, LMT, CGCB, IVAL, GSY, CGIC, VDE, EMXC, CGMM.
Reduced shares in these 10 stocks: BINC (-$20M), CGGO (-$9.8M), QUAL (-$9.0M), JCPB (-$8.1M), SPTM (-$5.6M), XFIV, IEI, GSLC, GTPE, GVIP.
Sold out of its positions in BAC, XFIV, CGGO, GVIP, GTPE, IEI, QUAL, DGRO, IBIT, QGRW.
Royal Harbor Partners was a net seller of stock by $-664k.
Royal Harbor Partners has $295M in assets under management (AUM), dropping by -2.37%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV)	9.2	$27M		636k	42.54	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	8.6	$25M	+21%	359k	70.91	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.6	$23M		387k	58.18	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.8	$20M	-28%	428k	47.08	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	5.9	$17M	NEW	661k	26.26	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	5.8	$17M	+89%	318k	53.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.5	$16M		181k	90.53	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	4.8	$14M	NEW	285k	50.12	View chart
Spdr Series Trust State Street Spd (SPTM)	4.2	$13M	-31%	159k	79.06	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	4.2	$12M	+2%	453k	27.15	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.8	$11M	-64%	214k	51.93	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	3.2	$9.4M	+6%	205k	46.07	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	3.1	$9.2M	+5%	124k	73.78	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.0	$5.9M	-5%	64k	92.69	View chart
Microsoft Corporation (MSFT)	1.8	$5.4M	+20%	15k	370.18	View chart
Capital Group International SHS (CGIC)	1.8	$5.3M	NEW	161k	33.11	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.8	$5.3M	-38%	43k	125.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.8	$5.3M	NEW	27k	191.92	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	1.7	$5.1M	NEW	174k	29.36	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.6	$4.7M	+6%	46k	103.43	View chart
Apple (AAPL)	1.6	$4.7M	-2%	18k	253.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$4.0M	-16%	14k	287.55	View chart
Ea Series Trust Intl Quan Value (IVAL)	1.3	$3.8M	NEW	111k	33.96	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	1.3	$3.7M		46k	79.90	View chart
JPMorgan Chase & Co. (JPM)	1.2	$3.6M	-3%	12k	294.16	View chart
Amazon (AMZN)	1.1	$3.4M		16k	208.27	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$3.3M	NEW	95k	35.04	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	1.0	$2.9M	+4%	111k	26.28	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$1.9M	-5%	38k	50.81	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$1.9M	NEW	24k	78.66	View chart
NVIDIA Corporation (NVDA)	0.6	$1.8M		10k	174.40	View chart
McDonald's Corporation (MCD)	0.4	$1.2M		3.9k	310.79	View chart
Exxon Mobil Corporation (XOM)	0.3	$897k	-36%	5.3k	169.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$655k		13k	50.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$580k		1.4k	426.40	View chart
Oracle Corporation (ORCL)	0.2	$499k		3.4k	147.11	View chart
Wal-Mart Stores (WMT)	0.2	$480k		3.9k	124.28	View chart
Enterprise Products Partners (EPD)	0.2	$480k		13k	37.84	View chart
Eli Lilly & Co. (LLY)	0.1	$426k		463.00	919.77	View chart
Quanta Services (PWR)	0.1	$375k	-14%	682.00	549.06	View chart
Boeing Company (BA)	0.1	$364k		1.8k	199.03	View chart
SLB Com Stk (SLB)	0.1	$309k		6.0k	51.39	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$297k		5.2k	57.07	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$287k		2.9k	97.23	View chart
Oneok (OKE)	0.1	$286k		3.2k	90.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$275k		1.1k	239.99	View chart
Vanguard World Energy Etf (VDE)	0.1	$260k	NEW	1.5k	173.04	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$239k		2.8k	84.43	View chart
Cisco Systems (CSCO)	0.1	$237k		3.1k	77.59	View chart
Lockheed Martin Corporation (LMT)	0.1	$219k	NEW	362.00	603.82	View chart
Newsmax Com Shs Class B (NMAX)	0.0	$71k		14k	5.22	View chart

Past Filings by Royal Harbor Partners

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

Royal Harbor Partners 2026 Q1 filed April 24, 2026
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

View all past filings

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