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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, SPSB, JCPB, and represent 38.99% of Royal Harbor Partners's stock portfolio.
Added to shares of these 10 stocks: SPSB (+$21M), DFSV, JBND, JCPB, XOM, VTEB, GSY, JPIE, DFUS, OKE.
Started 4 new stock positions in SPSB, DFSV, XOM, OKE.
Reduced shares in these 10 stocks: CGCB (-$19M), Dimensional Etf Trust, MSFT, , Oneok, AAPL, CGDV, LLY, DGRO, WMT.
Sold out of its positions in CGCB, Dimensional Etf Trust, Exxon Mobil Corporation, Oneok.
Royal Harbor Partners was a net buyer of stock by $4.7M.
Royal Harbor Partners has $327M in assets under management (AUM), dropping by 1.28%.
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 56 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Shs Creat Unit (CGDV)	9.3	$30M		621k	48.85	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	9.2	$30M		363k	83.03	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	8.1	$27M		384k	69.26	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	6.5	$21M	NEW	719k	29.59	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	5.9	$19M	+2%	428k	44.78	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	5.8	$19M	+4%	371k	51.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.3	$17M		180k	96.88	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	4.6	$15M	+2%	299k	49.93	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	4.4	$15M		157k	92.05	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	3.1	$10M		124k	82.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.0	$9.8M	+3%	208k	47.36	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	3.0	$9.8M		193k	50.79	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.9	$9.6M	+3%	214k	44.89	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.9	$6.2M		43k	145.04	View chart
Apple (AAPL)	1.8	$6.0M		18k	333.03	View chart
Capital Group International SHS (CGIC)	1.8	$5.9M		165k	35.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.8	$5.8M		28k	208.02	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	1.7	$5.6M	+2%	180k	30.96	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.6	$5.4M		66k	82.18	View chart
Microsoft Corporation (MSFT)	1.5	$4.9M	-29%	9.6k	512.91	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.5	$4.8M	+4%	48k	99.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$4.3M		12k	344.09	View chart
JPMorgan Chase & Co. (JPM)	1.3	$4.1M		12k	330.83	View chart
Ea Series Trust Intl Quan Value (IVAL)	1.2	$4.1M		112k	36.06	View chart
Amazon (AMZN)	1.2	$4.0M		16k	249.15	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV)	1.1	$3.7M	NEW	100k	37.47	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	1.0	$3.4M	+2%	48k	70.18	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	1.0	$3.3M	+2%	71k	46.65	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$3.2M	+3%	32k	101.10	View chart
Ishares Msci Emrg Chn (EMXC)	0.7	$2.3M		23k	99.08	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.7	$2.2M	+3%	13k	168.42	View chart
NVIDIA Corporation (NVDA)	0.6	$2.1M		9.1k	228.39	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.6	$2.0M	+3%	32k	61.50	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$1.9M		37k	52.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$1.6M		31k	50.37	View chart
McDonald's Corporation (MCD)	0.3	$911k		3.9k	230.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$681k		5.4k	125.26	View chart
Eli Lilly & Co. (LLY)	0.2	$536k	-2%	463.00	1157.08	View chart
Oracle Corporation (ORCL)	0.1	$466k		3.4k	137.30	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$454k	NEW	2.8k	162.77	View chart
Enterprise Products Partners (EPD)	0.1	$452k		13k	35.61	View chart
Wal-Mart Stores (WMT)	0.1	$401k		3.9k	103.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$364k		1.1k	317.34	View chart
Boeing Company (BA)	0.1	$341k		1.8k	186.05	View chart
Cisco Systems (CSCO)	0.1	$328k		3.1k	107.63	View chart
Quanta Services (PWR)	0.1	$324k		504.00	642.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$315k		2.9k	106.71	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$293k		5.2k	56.32	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$276k		2.8k	97.44	View chart
Oneok (OKE)	0.1	$270k	NEW	3.2k	85.27	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$253k		1.3k	195.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$235k	+4%	318.00	739.73	View chart
Lam Research Corp Com New (LRCX)	0.1	$217k		661.00	328.51	View chart
Bank of America Corporation (BAC)	0.1	$204k		3.7k	54.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$201k	-3%	2.7k	75.38	View chart
Newsmax Com Shs Class B (NMAX)	0.0	$146k		14k	10.81	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 Q3 filed Oct. 29, 2026
Royal Harbor Partners 2026 Q2 filed July 27, 2026
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

View all past filings

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