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 $178.2M across 101 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($24.7M, 13.88%), NVDA ($11.2M, 6.30%), MA ($10.4M, 5.85%), BRKB ($9.7M, 5.42%), GOOGL ($9.0M, 5.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $24.7M | 13.88% | 33,110 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $11.2M | 6.30% | 56,127 | Hold |
| 3 | MA | MASTERCARD INCORPORATED | $10.4M | 5.85% | 20,277 | Added |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.7M | 5.42% | 19,315 | Added |
| 5 | GOOGL | ALPHABET INC | $9.0M | 5.07% | 25,289 | Added |
| 6 | MSFT | MICROSOFT CORP | $7.6M | 4.26% | 20,340 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $7.4M | 4.17% | 22,671 | Added |
| 8 | QQQ | INVESCO QQQ TR | $6.7M | 3.75% | 9,066 | Added |
| 9 | V | VISA INC | $6.0M | 3.36% | 17,453 | Added |
| 10 | AAPL | APPLE INC | $5.5M | 3.08% | 18,980 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $5.3M | 2.98% | 22,241 | Hold |
| 12 | LLY | ELI LILLY & CO | $4.9M | 2.76% | 4,097 | Added |
| 13 | GOOG | ALPHABET INC | $4.9M | 2.76% | 13,893 | Hold |
| 14 | XOM | EXXON MOBIL CORP | $3.5M | 1.94% | 25,243 | Trimmed |
| 15 | NOBL | PROSHARES TR | $2.7M | 1.52% | 48,372 | Added |
| 16 | UNH | UNITEDHEALTH GROUP INC | $2.6M | 1.46% | 6,241 | Added |
| 17 | WMT | WALMART INC | $2.6M | 1.43% | 22,545 | Added |
| 18 | BINC | BLACKROCK ETF TRUST II | $2.3M | 1.30% | 44,385 | Added |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.26% | 3 | Hold |
| 20 | ABBV | ABBVIE INC | $2.2M | 1.25% | 8,842 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $2.1M | 1.19% | 8,326 | Added |
| 22 | BX | BLACKSTONE INC | $2.1M | 1.16% | 17,494 | Added |
| 23 | MCD | MCDONALDS CORP | $1.7M | 0.93% | 6,107 | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 0.86% | 48,099 | Added |
| 25 | REGL | PROSHARES TR | $1.5M | 0.85% | 16,445 | Added |
Source: SEC Form 13F filings · as of 2026-06-30