Royal Capital Wealth Management, LLC Portfolio Holdings

Royal Capital Wealth Management, LLC

  • $147 Million
  • Q2 2025

Royal Capital Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Million distributed in 86 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 $19.5M, Mastercard Inc with a value of $11.3M, Microsoft Corp with a value of $10.1M, Berkshire Hathaway Inc Class B with a value of $8.99M, and Nvidia Corp with a value of $8.86M.

Examining the 13F form we can see an increase of $7.72M in the current position value, from $139M to 147M.

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 $147 Million
Financial Services: $41.7 Million
ETFs: $32.6 Million
Technology: $26.8 Million
Healthcare: $9.75 Million
Consumer Cyclical: $9.15 Million
Communication Services: $8.98 Million
Consumer Defensive: $6.53 Million
Energy: $5.07 Million
Other: $6.48 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$146M
$324,000 0.22% of portfolio
253,620
Q4 2024 Reduced 38.32%
$56.3M
$85,000 0.06% of portfolio
54,612
Q4 2024 Reduced 33.08%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $147 Million
  • Prior Value $139 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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