Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Royal Capital Wealth Management, LLC (CIK 1904323) reported $160.6M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($21.6M, 13.43%), MA ($10.1M, 6.30%), NVDA ($9.8M, 6.09%), BRK/B ($9.0M, 5.58%), MSFT ($7.6M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $21.6M | 13.43% | 33,178 | Added |
| 2 | MA | MASTERCARD INCORPORATED | $10.1M | 6.30% | 20,245 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $9.8M | 6.09% | 56,127 | Added |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.0M | 5.58% | 18,715 | Hold |
| 5 | MSFT | MICROSOFT CORP | $7.6M | 4.70% | 20,411 | Added |
| 6 | GOOGL | ALPHABET INC | $7.3M | 4.53% | 25,276 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $6.7M | 4.14% | 22,612 | Added |
| 8 | V | VISA INC | $5.3M | 3.28% | 17,426 | Added |
| 9 | QQQ | INVESCO QQQ TR | $5.0M | 3.13% | 8,710 | Trimmed |
| 10 | AAPL | APPLE INC | $4.9M | 3.06% | 19,379 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $4.6M | 2.88% | 22,241 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $4.4M | 2.73% | 25,810 | Trimmed |
| 13 | GOOG | ALPHABET INC | $4.0M | 2.48% | 13,893 | Added |
| 14 | LLY | ELI LILLY & CO | $3.6M | 2.21% | 3,865 | Trimmed |
| 15 | WMT | WALMART INC | $2.8M | 1.74% | 22,522 | Added |
| 16 | NOBL | PROSHARES TR | $2.6M | 1.60% | 24,180 | Trimmed |
| 17 | BINC | BLACKROCK ETF TRUST II | $2.2M | 1.37% | 42,390 | Added |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.34% | 3 | Hold |
| 19 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.27% | 8,323 | Added |
| 20 | BX | BLACKSTONE INC | $2.0M | 1.25% | 17,479 | Added |
| 21 | MCD | MCDONALDS CORP | $2.0M | 1.22% | 6,294 | Trimmed |
| 22 | ABBV | ABBVIE INC | $1.9M | 1.20% | 8,831 | Trimmed |
| 23 | UNH | UNITEDHEALTH GROUP INC | $1.7M | 1.05% | 6,224 | Trimmed |
| 24 | CME | CME GROUP INC | $1.6M | 0.97% | 5,296 | Hold |
| 25 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 0.91% | 47,717 | Added |
Source: SEC Form 13F filings · as of 2026-03-31