Institutional Fund
Royal Capital Wealth Management, LLC
Carmel, INCIK 19043235 filings on record
Portfolio Value
$160.62M
Q1 2026
Holdings
96
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-5.2%
from $169.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr13.4%
- Mastercard Incorporated6.3%
- Nvidia Corporation6.1%
- Berkshire Hathaway Inc Del5.6%
- Microsoft Corp4.7%
- Alphabet Inc4.5%
- Other59.4%
Portfolio Holdings
96 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 33.2K | $21.58M | 13.4% | +302 | Added |
| 2 | Mastercard Incorporated | 20.2K | $10.12M | 6.3% | +30 | Added |
| 3 | Nvidia Corporation | 56.1K | $9.79M | 6.1% | +667 | Added |
| 4 | Berkshire Hathaway Inc Del | 18.7K | $8.97M | 5.6% | 0 | Held |
| 5 | Microsoft Corp | 20.4K | $7.56M | 4.7% | +22 | Added |
| 6 | Alphabet Inc | 25.3K | $7.27M | 4.5% | +14 | Added |
| 7 | Jpmorgan Chase & Co. | 22.6K | $6.65M | 4.1% | +60 | Added |
| 8 | Visa Inc | 17.4K | $5.27M | 3.3% | +26 | Added |
| 9 | Invesco Qqq Tr | 8.7K | $5.03M | 3.1% | −201 | Reduced |
| 10 | Apple Inc | 19.4K | $4.92M | 3.1% | −774 | Reduced |
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