Royal Capital Wealth Management, LLC
CIK: 0001904323Latest portfolio: $169.4M · Q4 2025
Holdings
93
Total Value
$169.4M
New Positions
4
Closed Positions
1
Top Holdings
View All 93 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 32,876 | $22.4M | 13.23% | +81 | |
| 2 | MAMASTERCARD INCORPORATED | 20,215 | $11.5M | 6.81% | +24 | |
| 3 | NVDANVIDIA CORPORATION | 55,460 | $10.3M | 6.10% | -170 | |
| 4 | MSFTMICROSOFT CORP | 20,389 | $9.9M | 5.82% | +17 | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,715 | $9.4M | 5.55% | — | |
| 6 | GOOGLALPHABET INC | 25,262 | $7.9M | 4.67% | +54 | |
| 7 | JPMJPMORGAN CHASE & CO. | 22,552 | $7.3M | 4.29% | +60 | |
| 8 | VVISA INC | 17,400 | $6.1M | 3.60% | +26 | |
| 9 | AAPLAPPLE INC | 20,153 | $5.5M | 3.23% | -73 | |
| 10 | NDQINVESCO QQQ TR | 8,911 | $5.5M | 3.23% | +8 | |
| 11 | AMZNAMAZON COM INC | 22,266 | $5.1M | 3.03% | — | |
| 12 | GOOGALPHABET INC | 13,888 | $4.4M | 2.57% | — | |
| 13 | LLYELI LILLY & CO | 3,869 | $4.2M | 2.45% | -10 | |
| 14 | XOMEXXON MOBIL CORP | 25,876 | $3.1M | 1.84% | -182 | |
| 15 | BXBLACKSTONE INC | 17,462 | $2.7M | 1.59% | +14 | |
| 16 | NOBLPROSHARES TR | 25,424 | $2.6M | 1.56% | +7 | |
| 17 | WMTWALMART INC | 22,510 | $2.5M | 1.48% | -90 | |
| 18 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 1.34% | — | |
| 19 | BINCBLACKROCK ETF TRUST II | 41,931 | $2.2M | 1.31% | +162 | |
| 20 | ABBVABBVIE INC | 9,642 | $2.2M | 1.30% | +6 | |
| 21 | UNHUNITEDHEALTH GROUP INC | 6,261 | $2.1M | 1.22% | -31 | |
| 22 | MCDMCDONALDS CORP | 6,316 | $1.9M | 1.14% | -1 | |
| 23 | JNJJOHNSON & JOHNSON | 8,321 | $1.7M | 1.02% | -57 | |
| 24 | CMECME GROUP INC | 5,296 | $1.4M | 0.85% | — | |
| 25 | ADPAUTOMATIC DATA PROCESSING IN | 5,472 | $1.4M | 0.83% | -25 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.2418115407266608e+80T)
Technology0.0% ($1.0343986054789106e+36T)
Industrials0.0% ($1.4077336986304174e+21T)
Healthcare0.0% ($4158220320661722624.0T)
Energy0.0% ($3113641369352302.0T)
Consumer Cyclical0.0% ($513919301128478.4T)
Consumer Defensive0.0% ($2507998971.8T)
Unknown0.0% ($940754742.3T)
Communication Services0.0% ($790643.6T)
Utilities0.0% ($906.3M)
Basic Materials0.0% ($565.3M)
Real Estate0.0% ($332K)
Filing History
Fund Information
Royal Capital Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $169.4M across 93 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 13.2% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.