Royal Harbor Partners

Royal Harbor Partners as of June 30, 2025

Portfolio Holdings for Royal Harbor Partners

Royal Harbor Partners holds 49 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Blackrock Etf Trust Ii Ishares Flexible (BINC) 11.5 $32M 597k 52.84
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 10.5 $29M 609k 47.06
Capital Group Dividend Value Shs Creation Uni (CGDV) 9.1 $25M 627k 39.49
Spdr Series Trust Portfoli S&p1500 (SPTM) 6.5 $18M 238k 74.89
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.1 $17M 307k 54.46
Dimensional Etf Trust Us Equity Market (DFUS) 5.6 $15M 230k 67.02
Ishares Tr Core Msci Eafe (IEFA) 5.0 $14M 165k 83.48
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 3.3 $9.0M 282k 31.97
J P Morgan Exchange Traded F Active Bond Etf (JBND) 3.3 $8.9M 166k 53.59
J P Morgan Exchange Traded F Income Etf (JPIE) 3.2 $8.8M 190k 46.32
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 3.0 $8.3M 69k 121.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $8.0M 44k 182.82
Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) 2.9 $7.8M 162k 48.36
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 2.8 $7.5M 283k 26.69
Dimensional Etf Trust World Equity Etf (DFAW) 2.5 $6.9M 103k 67.08
Microsoft Corporation (MSFT) 2.1 $5.8M 12k 497.41
Apple (AAPL) 1.6 $4.5M 22k 205.17
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 1.6 $4.4M 90k 49.35
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.6 $4.3M 42k 102.91
World Gold Tr Spdr Gld Minis (GLDM) 1.5 $4.2M 64k 65.52
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.5 $4.0M 33k 119.09
JPMorgan Chase & Co. (JPM) 1.4 $3.9M 13k 289.91
Etfis Ser Tr I Virtus Reaves Ut (UTES) 1.4 $3.8M 50k 75.60
Amazon (AMZN) 1.2 $3.4M 16k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.3M 19k 176.23
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.2 $3.2M 53k 61.21
NVIDIA Corporation (NVDA) 0.8 $2.3M 14k 157.99
Global X Fds Us Infr Dev Etf (PAVE) 0.7 $1.8M 41k 43.58
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.6 $1.8M 68k 26.08
McDonald's Corporation (MCD) 0.4 $1.2M 4.0k 292.17
Exxon Mobil Corporation (XOM) 0.4 $1.0M 9.3k 107.80
Oracle Corporation (ORCL) 0.3 $743k 3.4k 218.63
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $656k 13k 50.68
Quanta Services (PWR) 0.2 $609k 1.6k 378.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $604k 1.4k 424.58
Eli Lilly & Co. (LLY) 0.2 $414k 531.00 779.53
Enterprise Products Partners (EPD) 0.1 $393k 13k 31.01
Wal-Mart Stores (WMT) 0.1 $393k 4.0k 97.78
Boeing Company (BA) 0.1 $383k 1.8k 209.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $370k 2.0k 181.77
Ishares Tr Core Div Grwth (DGRO) 0.1 $341k 5.3k 63.94
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $275k 1.1k 240.32
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $275k 3.0k 91.97
Oneok (OKE) 0.1 $273k 3.3k 81.63
MPLX Com Unit Rep Ltd (MPLX) 0.1 $268k 5.2k 51.51
Wisdomtree Tr Us Quality Grow (QGRW) 0.1 $267k 5.1k 52.55
Cisco Systems (CSCO) 0.1 $212k 3.1k 69.38
Schlumberger Com Stk (SLB) 0.1 $205k 6.1k 33.80
Vanguard World Financials Etf (VFH) 0.1 $204k 1.6k 127.30