Royal Capital Wealth Management, LLC

CIK 0001904323 · CARMEL, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Royal Capital Wealth Management, LLC reported 101 positions worth $178.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$178.2M
2026 Q2
Positions
101
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.1%
Est. Net Flow (Q)
2026 Q2
10 / 101 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$24.7M13.88%33,110
2NVDANVIDIA CORPORATIONSH$11.2M6.30%56,127
3MAMASTERCARD INCORPORATEDSH$10.4M5.85%20,277
4BRK-BBERKSHIRE HATHAWAY INC DELSH$9.7M5.42%19,315
5GOOGLALPHABET INCSH$9.0M5.07%25,289
6MSFTMICROSOFT CORPSH$7.6M4.26%20,340
7JPMJPMORGAN CHASE & COSH$7.4M4.17%22,671
8QQQINVESCO QQQ TRSH$6.7M3.75%9,066
9VVISA INCSH$6.0M3.36%17,453
10AAPLAPPLE INCSH$5.5M3.08%18,980

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Royal Capital Wealth Management, LLC hold as of Q2 2026?

Royal Capital Wealth Management, LLC reported 101 positions worth $178.2M in its Q2 2026 13F filing. Largest positions: SPY (13.9%), NVDA (6.3%), MA (5.8%), BRK-B (5.4%) and GOOGL (5.1%).

What did Royal Capital Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Royal Capital Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.