Royal Capital Wealth Management as of March 31, 2026
Portfolio Holdings for Royal Capital Wealth Management
Royal Capital Wealth Management holds 96 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 |
|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 13.4 | $22M | 33k | 650.34 | |
| Mastercard Incorporated Cl A (MA) | 6.3 | $10M | 20k | 499.66 | |
| NVIDIA Corporation (NVDA) | 6.1 | $9.8M | 56k | 174.40 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $9.0M | 19k | 479.20 | |
| Microsoft Corporation (MSFT) | 4.7 | $7.6M | 20k | 370.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $7.3M | 25k | 287.56 | |
| JPMorgan Chase & Co. (JPM) | 4.1 | $6.7M | 23k | 294.16 | |
| Visa Com Cl A (V) | 3.3 | $5.3M | 17k | 302.25 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $5.0M | 8.7k | 577.19 | |
| Apple (AAPL) | 3.1 | $4.9M | 19k | 253.79 | |
| Amazon (AMZN) | 2.9 | $4.6M | 22k | 208.27 | |
| Exxon Mobil Corporation (XOM) | 2.7 | $4.4M | 26k | 169.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $4.0M | 14k | 286.86 | |
| Eli Lilly & Co. (LLY) | 2.2 | $3.6M | 3.9k | 919.83 | |
| Wal-Mart Stores (WMT) | 1.7 | $2.8M | 23k | 124.28 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.6 | $2.6M | 24k | 106.01 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.4 | $2.2M | 42k | 51.93 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $2.2M | 3.00 | 718140.00 | |
| Johnson & Johnson (JNJ) | 1.3 | $2.0M | 8.3k | 244.45 | |
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $2.0M | 18k | 114.99 | |
| McDonald's Corporation (MCD) | 1.2 | $2.0M | 6.3k | 310.77 | |
| Abbvie (ABBV) | 1.2 | $1.9M | 8.8k | 217.50 | |
| UnitedHealth (UNH) | 1.0 | $1.7M | 6.2k | 270.59 | |
| Cme (CME) | 1.0 | $1.6M | 5.3k | 295.33 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $1.5M | 48k | 30.68 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.9 | $1.4M | 16k | 86.41 | |
| Automatic Data Processing (ADP) | 0.7 | $1.1M | 5.5k | 203.19 | |
| Lowe's Companies (LOW) | 0.7 | $1.1M | 4.7k | 236.29 | |
| Coca-Cola Company (KO) | 0.7 | $1.1M | 14k | 76.05 | |
| Nextera Energy (NEE) | 0.7 | $1.0M | 11k | 92.88 | |
| Wells Fargo & Company (WFC) | 0.7 | $1.0M | 13k | 79.61 | |
| Procter & Gamble Company (PG) | 0.6 | $980k | 6.8k | 144.44 | |
| Amgen (AMGN) | 0.6 | $976k | 2.8k | 351.81 | |
| Meta Platforms Cl A (META) | 0.6 | $973k | 1.7k | 572.13 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $968k | 5.0k | 191.91 | |
| Pepsi (PEP) | 0.6 | $964k | 6.2k | 155.30 | |
| Cheniere Energy Com New (LNG) | 0.6 | $936k | 3.3k | 283.78 | |
| Proshares Tr Russ 2000 Divd (SMDV) | 0.5 | $859k | 13k | 68.79 | |
| Broadcom (AVGO) | 0.5 | $814k | 2.6k | 309.51 | |
| Caterpillar (CAT) | 0.5 | $779k | 1.1k | 708.46 | |
| Costco Wholesale Corporation (COST) | 0.4 | $719k | 721.00 | 996.89 | |
| Emerson Electric (EMR) | 0.4 | $690k | 5.3k | 131.03 | |
| Ge Aerospace Com New (GE) | 0.4 | $677k | 2.4k | 283.77 | |
| Philip Morris International (PM) | 0.4 | $591k | 3.6k | 165.32 | |
| Nucor Corporation (NUE) | 0.4 | $587k | 3.5k | 169.08 | |
| Cisco Systems (CSCO) | 0.4 | $573k | 7.4k | 77.59 | |
| S&p Global (SPGI) | 0.3 | $553k | 1.3k | 425.34 | |
| Ammo (POWW) | 0.3 | $491k | 244k | 2.01 | |
| Chevron Corporation (CVX) | 0.3 | $456k | 2.2k | 206.89 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $454k | 18k | 25.10 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $454k | 1.9k | 244.18 | |
| Ishares Silver Tr Ishares (SLV) | 0.3 | $450k | 6.6k | 68.14 | |
| General Motors Company (GM) | 0.3 | $439k | 5.9k | 74.50 | |
| Kinder Morgan (KMI) | 0.3 | $432k | 13k | 33.53 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $432k | 3.0k | 146.28 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $425k | 8.6k | 49.37 | |
| Walt Disney Company (DIS) | 0.3 | $414k | 4.3k | 96.38 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $414k | 2.1k | 194.14 | |
| Cardinal Health (CAH) | 0.3 | $404k | 1.9k | 211.32 | |
| Enterprise Products Partners (EPD) | 0.2 | $398k | 11k | 37.84 | |
| Proshares Tr Msci Eur Div (EUDV) | 0.2 | $397k | 7.8k | 51.27 | |
| Qualcomm (QCOM) | 0.2 | $383k | 3.0k | 128.77 | |
| Abbott Laboratories (ABT) | 0.2 | $368k | 3.6k | 102.66 | |
| Diamondback Energy (FANG) | 0.2 | $366k | 1.9k | 197.79 | |
| Coeur Mng Com New (CDE) | 0.2 | $331k | 18k | 18.77 | |
| ConocoPhillips (COP) | 0.2 | $326k | 2.5k | 131.98 | |
| Annaly Capital Management In Com New (NLY) | 0.2 | $320k | 15k | 21.15 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $320k | 10k | 32.01 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $316k | 2.4k | 130.94 | |
| Bank of America Corporation (BAC) | 0.2 | $301k | 6.2k | 48.75 | |
| Kenvue (KVUE) | 0.2 | $300k | 17k | 17.24 | |
| 3M Company (MMM) | 0.2 | $295k | 2.0k | 145.24 | |
| CRH Ord (CRH) | 0.2 | $289k | 2.8k | 105.12 | |
| Oracle Corporation (ORCL) | 0.2 | $281k | 1.9k | 147.11 | |
| Home Depot (HD) | 0.2 | $275k | 837.00 | 328.95 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $269k | 626.00 | 430.29 | |
| Norfolk Southern (NSC) | 0.2 | $263k | 916.00 | 287.00 | |
| Apollo Global Mgmt (APO) | 0.2 | $262k | 2.4k | 111.41 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $261k | 431.00 | 604.39 | |
| Oneok (OKE) | 0.2 | $260k | 2.9k | 90.39 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $251k | 1.3k | 198.29 | |
| SEI Investments Company (SEIC) | 0.2 | $251k | 3.2k | 78.48 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $247k | 827.00 | 298.94 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $235k | 2.0k | 117.66 | |
| AFLAC Incorporated (AFL) | 0.1 | $229k | 2.1k | 109.70 | |
| Netease Sponsored Ads (NTES) | 0.1 | $224k | 2.0k | 111.94 | |
| Chubb (CB) | 0.1 | $220k | 675.00 | 325.99 | |
| Medtronic SHS (MDT) | 0.1 | $216k | 2.5k | 86.65 | |
| Dover Corporation (DOV) | 0.1 | $214k | 1.0k | 208.45 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $213k | 1.4k | 152.75 | |
| Verizon Communications (VZ) | 0.1 | $209k | 4.2k | 50.20 | |
| General Dynamics Corporation (GD) | 0.1 | $208k | 607.00 | 343.07 | |
| At&t (T) | 0.1 | $203k | 7.0k | 28.99 | |
| Cormedix Inc cormedix (CRMD) | 0.1 | $194k | 29k | 6.79 | |
| Wrap Technologies (WRAP) | 0.1 | $138k | 90k | 1.54 | |
| I-80 Gold Corp (IAUX) | 0.0 | $23k | 15k | 1.52 |