Royal Capital Wealth Management, LLC Portfolio Holdings

Royal Capital Wealth Management, LLC

  • $160 Million
  • Q3 2025

Royal Capital Wealth Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $160 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $21.8M, Mastercard Inc with a value of $11.5M, Microsoft Corp with a value of $10.6M, Nvidia Corp with a value of $10.4M, and Berkshire Hathaway Inc Class B with a value of $9.41M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $147M to 160M.

Royal Capital Wealth Management, LLC is based out at Carmel, IN

Below you can find more details about Royal Capital Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Million
Financial Services: $43.1 Million
ETFs: $36.3 Million
Technology: $30.1 Million
Communication Services: $11.5 Million
Healthcare: $10.7 Million
Consumer Cyclical: $9.28 Million
Consumer Defensive: $6.44 Million
Energy: $5.29 Million
Other: $6.89 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.8 Million 13.68% of portfolio
32,795
Q3 2025 Added 3.89%
$512B
$11.5 Million 7.19% of portfolio
20,191
Q3 2025 Added 0.05%
$3.78T
$10.6 Million 6.61% of portfolio
20,372
Q3 2025 Reduced 0.07%
$465B
$10.4 Million 6.5% of portfolio
55,630
Q3 2025 Reduced 0.78%
$662B
$9.41 Million 5.89% of portfolio
18,715
Q3 2025 Added 1.15%
$881B
$7.09 Million 4.44% of portfolio
22,492
Q3 2025 Added 2.49%
$1.65T
$6.13 Million 3.84% of portfolio
25,208
Q3 2025 Reduced 0.36%
$533B
$5.93 Million 3.72% of portfolio
17,374
Q3 2025 Added 0.27%
$0
$5.35 Million 3.35% of portfolio
8,903
Q3 2025 Added 0.23%
$4.3T
$5.15 Million 3.23% of portfolio
20,226
Q3 2025 Reduced 0.07%
$2.39T
$4.89 Million 3.06% of portfolio
22,266
Q3 2025 Reduced 0.36%
$1.74T
$3.38 Million 2.12% of portfolio
13,888
Q3 2025 Reduced 0.71%
$98.1B
$2.98 Million 1.87% of portfolio
17,448
Q3 2025 Reduced 1.11%
$971B
$2.96 Million 1.85% of portfolio
3,879
Q3 2025 Added 6.74%
$490B
$2.94 Million 1.84% of portfolio
26,058
Q3 2025 Added 0.07%
$0
$2.62 Million 1.64% of portfolio
25,417
Q3 2025 Added 0.05%
$453B
$2.26 Million 1.42% of portfolio
3
Q1 2025 New
$414B
$2.23 Million 1.4% of portfolio
9,636
Q3 2025 Added 0.01%
$300B
$2.17 Million 1.36% of portfolio
6,292
Q3 2025 Reduced 2.46%
$224B
$1.92 Million 1.2% of portfolio
6,317
Q3 2025 Reduced 1.82%
$104B
$1.61 Million 1.01% of portfolio
5,497
Q3 2025 Reduced 0.72%
$522B
$1.55 Million 0.97% of portfolio
8,378
Q3 2025 Added 0.94%
$100B
$1.43 Million 0.9% of portfolio
5,296
Q1 2025 Added 2.85%
$0
$1.42 Million 0.89% of portfolio
16,640
Q3 2025 Added 0.08%
$0
$1.3 Million 0.81% of portfolio
47,533
Q3 2025 Added 0.2%
$1.37T
$1.23 Million 0.77% of portfolio
1,671
Q2 2024 Reduced 1.76%
$140B
$1.18 Million 0.74% of portfolio
4,676
Q3 2025 Reduced 1.99%
$346B
$1.11 Million 0.69% of portfolio
7,202
Q3 2025 Added 0.11%
$317B
$1.1 Million 0.69% of portfolio
13,116
Q3 2025 Added 0.17%
$306B
$963,000 0.6% of portfolio
14,534
Q3 2025 Reduced 3.79%
$139B
$867,000 0.54% of portfolio
2,630
Q1 2025 Reduced 0.38%
$168B
$852,000 0.53% of portfolio
11,294
Q4 2024 Reduced 2.25%
$0
$829,000 0.52% of portfolio
12,452
Q3 2025 Added 0.23%
$204B
$793,000 0.5% of portfolio
5,652
Q3 2025 Added 0.39%
$183B
$782,000 0.49% of portfolio
2,773
Q3 2025 Reduced 5.13%
$53.8B
$772,000 0.48% of portfolio
3,286
Q3 2025 Added 1.11%
$328B
$715,000 0.45% of portfolio
2,380
Q3 2025 Added 0.08%
$75.4B
$694,000 0.43% of portfolio
5,291
Q3 2025 Reduced 2.2%
$404B
$667,000 0.42% of portfolio
721
Q3 2024 Reduced 17.22%
$159B
$632,000 0.4% of portfolio
1,300
Q4 2021 New
$237B
$578,000 0.36% of portfolio
3,566
Q3 2025 Added 0.08%
$593B
$536,000 0.34% of portfolio
1,908
Q2 2023 New
$342B
$538,000 0.34% of portfolio
2,950
Q2 2025 Reduced 6.82%
$367B
$534,000 0.33% of portfolio
1,318
Q3 2025 Added 0.15%
$291B
$524,000 0.33% of portfolio
1,100
Q1 2023 Reduced 5.01%
$319B
$504,000 0.32% of portfolio
7,378
Q1 2022 Reduced 1.34%
$0
$500,000 0.31% of portfolio
9,295
Q3 2025 Added 0.01%
$193B
$492,000 0.31% of portfolio
4,300
Q3 2025 Reduced 0.92%
$187B
$492,000 0.31% of portfolio
2,963
Q3 2025 Reduced 4.42%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $160 Million
  • Prior Value $147 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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