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 Harbor Partners, LLC (CIK 1801876) reported $295.4M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($27.0M, 9.15%), DFUS ($25.4M, 8.61%), DYNF ($22.5M, 7.62%), JCPB ($20.2M, 6.82%), CGCB ($17.4M, 5.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.0M | 9.15% | 635,454 | Trimmed |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $25.4M | 8.61% | 358,725 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $22.5M | 7.62% | 386,806 | Added |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $20.2M | 6.82% | 428,161 | Trimmed |
| 5 | CGCB | CAPITAL GRP FIXED INCM ETF T | $17.4M | 5.87% | 660,777 | New |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | $17.1M | 5.79% | 317,831 | Added |
| 7 | IEFA | ISHARES TR | $16.4M | 5.55% | 181,064 | Added |
| 8 | GSY | INVESCO ACTIVELY MANAGED EXC | $14.3M | 4.83% | 284,459 | New |
| 9 | SPTM | SPDR SERIES TRUST | $12.5M | 4.25% | 158,736 | Trimmed |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | $12.3M | 4.17% | 453,277 | Added |
| 11 | BINC | BLACKROCK ETF TRUST II | $11.1M | 3.76% | 213,780 | Trimmed |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $9.4M | 3.20% | 205,000 | Added |
| 13 | DFAW | DIMENSIONAL ETF TRUST | $9.2M | 3.10% | 124,250 | Added |
| 14 | GLDM | WORLD GOLD TR | $5.9M | 2.01% | 64,131 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $5.4M | 1.83% | 14,631 | Added |
| 16 | CGIC | CAPITAL GROUP INTERNATIONAL | $5.3M | 1.81% | 161,174 | New |
| 17 | GSLC | GOLDMAN SACHS ETF TR | $5.3M | 1.80% | 42,477 | Trimmed |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $5.3M | 1.78% | 27,385 | New |
| 19 | CGMM | CAPITAL GROUP EQUITY ETF TR | $5.1M | 1.73% | 174,194 | New |
| 20 | STIP | ISHARES TR | $4.7M | 1.60% | 45,718 | Added |
| 21 | AAPL | APPLE INC | $4.7M | 1.58% | 18,368 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $4.0M | 1.37% | 14,077 | Trimmed |
| 23 | IVAL | EA SERIES TRUST | $3.8M | 1.27% | 110,687 | New |
| 24 | UTES | ETFIS SER TR I | $3.7M | 1.25% | 46,347 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $3.6M | 1.23% | 12,346 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31