Royal Harbor Partners

Royal Harbor Partners as of March 31, 2026

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