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 Fund Management, LLC (CIK 1810099) reported $1.05B across 219 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($34.9M, 3.31%), QQQ ($32.9M, 3.12%), NVDA ($21.2M, 2.01%), XBI ($20.8M, 1.98%), EFA ($20.8M, 1.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $34.9M | 3.31% | 58,157 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $32.9M | 3.12% | 56,848 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $21.2M | 2.01% | 150,435 | Added |
| 4 | XBI | SPDR SERIES TRUST | $20.8M | 1.98% | 162,850 | Added |
| 5 | EFA | ISHARES TR | $20.8M | 1.98% | 214,639 | Added |
| 6 | TLT | ISHARES TR | $17.4M | 1.65% | 200,732 | Added |
| 7 | IVW | ISHARES TR | $16.2M | 1.54% | 143,445 | Added |
| 8 | MSFT | MICROSOFT CORP | $15.7M | 1.49% | 42,300 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $15.1M | 1.43% | 51,146 | Added |
| 10 | DIA | STATE STR SPDR DOW JONES IND | $14.2M | 1.35% | 30,705 | New |
| 11 | IJS | ISHARES TR | $13.5M | 1.28% | 113,743 | New |
| 12 | XLI | SELECT SECTOR SPDR TR | $13.3M | 1.26% | 82,107 | New |
| 13 | RTX | RTX CORPORATION | $13.2M | 1.25% | 68,325 | Added |
| 14 | ITA | ISHARES TR | $13.0M | 1.23% | 59,202 | New |
| 15 | AAPL | APPLE INC | $12.2M | 1.16% | 48,268 | Added |
| 16 | GOOG | ALPHABET INC | $12.2M | 1.16% | 42,355 | Added |
| 17 | XLB | SELECT SECTOR SPDR TR | $12.1M | 1.15% | 242,648 | New |
| 18 | WMT | WALMART INC | $11.5M | 1.10% | 92,867 | Trimmed |
| 19 | VONG | VANGUARD SCOTTSDALE FDS | $11.3M | 1.08% | 93,497 | Added |
| 20 | VGT | VANGUARD WORLD FD | $10.9M | 1.03% | 15,508 | Added |
| 21 | AVGO | BROADCOM INC | $10.7M | 1.02% | 34,740 | Added |
| 22 | GLD | SPDR GOLD TR | $10.5M | 1.00% | 24,508 | Trimmed |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $10.5M | 1.00% | 43,394 | Added |
| 24 | ABBV | ABBVIE INC | $10.3M | 0.98% | 47,838 | Added |
| 25 | MTUM | ISHARES TR | $10.1M | 0.96% | 41,866 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31