Royal Capital Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Royal Capital Wealth Management, Llc disclosed 100 stock positions valued at approximately $178.16M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, NVIDIA CORPORATION, and MASTERCARD INCORPORATED.
- Report Period
- June 30, 2026
- No. of Stocks
- 100
- Portfolio Value
- $178.16M
Holdings by Sector
Royal Capital Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 13.88% | 33,110 | -68 | -0.20% | $24,725,677 |
| NVIDIA CORPORATION | NVDA | Technology | 6.30% | 56,127 | - | - | $11,230,455 |
| MASTERCARD INCORPORATED | MA | Financial Services | 5.85% | 20,277 | +32 | +0.16% | $10,414,166 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 5.42% | 19,315 | +600 | +3.21% | $9,665,033 |
| ALPHABET INC | GOOGL | Communication Services | 5.07% | 25,289 | +13 | +0.05% | $9,037,531 |
| MICROSOFT CORP | MSFT | Technology | 4.26% | 20,340 | -71 | -0.35% | $7,587,191 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.17% | 22,671 | +59 | +0.26% | $7,421,024 |
| INVESCO QQQ TR | QQQ | Other | 3.75% | 9,066 | +356 | +4.09% | $6,676,304 |
| VISA INC | V | Financial Services | 3.36% | 17,453 | +27 | +0.15% | $5,987,786 |
| APPLE INC | AAPL | Technology | 3.08% | 18,980 | -399 | -2.06% | $5,492,130 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.98% | 22,241 | - | - | $5,300,920 |
| ELI LILLY & CO | LLY | Healthcare | 2.76% | 4,097 | +232 | +6.00% | $4,914,526 |
| ALPHABET INC | GOOG | Communication Services | 2.76% | 13,893 | - | - | $4,908,944 |
| EXXON MOBIL CORP | XOM | Energy | 1.94% | 25,243 | -567 | -2.20% | $3,451,275 |
| PROSHARES TR | NOBL | Other | 1.52% | 48,372 | +24,192 | +100.05% | $2,716,594 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.46% | 6,241 | +17 | +0.27% | $2,593,945 |
| WALMART INC | WMT | Consumer Defensive | 1.43% | 22,545 | +23 | +0.10% | $2,553,451 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.30% | 44,385 | +1,995 | +4.71% | $2,323,136 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.26% | 3 | - | - | $2,246,550 |
| ABBVIE INC | ABBV | Healthcare | 1.25% | 8,842 | +11 | +0.12% | $2,225,028 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.19% | 8,326 | +3 | +0.04% | $2,114,560 |
| BLACKSTONE INC | BX | Financial Services | 1.16% | 17,494 | +15 | +0.09% | $2,058,473 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.93% | 6,107 | -187 | -2.97% | $1,650,770 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.86% | 48,099 | +382 | +0.80% | $1,525,222 |
| PROSHARES TR | REGL | Other | 0.85% | 16,445 | +7 | +0.04% | $1,505,874 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.81% | 6,747 | +1,702 | +33.74% | $1,435,490 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.69% | 5,473 | +1 | +0.02% | $1,225,579 |
| CATERPILLAR INC | CAT | Industrials | 0.66% | 1,100 | - | - | $1,171,390 |
| CME GROUP INC | CME | Financial Services | 0.66% | 5,296 | - | - | $1,169,445 |
| COCA COLA CO | KO | Consumer Defensive | 0.65% | 14,284 | +5 | +0.04% | $1,160,898 |
Showing 30 of 100 holdings in the latest reporting period.