Royal Harbor Partners, LLC Portfolio Holdings

Royal Harbor Partners, LLC

  • $197 Million
  • Q2 2025

Royal Harbor Partners, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $28.7M, Capital Group Divid Value ETF with a value of $24.8M, Spdr Portfolio S&P 1500 Compos with a value of $17.8M, Blackrock ETF Tr U S Equity Fa with a value of $16.7M, and Dimensional ETF Tr U S Equity with a value of $15.4M.

Examining the 13F form we can see an decrease of $542K in the current position value, from $198M to 197M.

Below you can find more details about Royal Harbor Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $197 Million
ETFs: $160 Million
Technology: $13.5 Million
Consumer Cyclical: $4.59 Million
Financial Services: $3.88 Million
Communication Services: $3.26 Million
Energy: $2.14 Million
Industrials: $991,000
Healthcare: $413,000
Other: $392,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56B
$608,000 0.31% of portfolio
1,610
Q1 2025 Added 0.06%
$68.2B
$393,000 0.2% of portfolio
12,686
Q1 2025 Reduced 0.01%
$139B
$383,000 0.19% of portfolio
1,830
Q4 2023 Reduced 4.29%
$50.2B
$267,000 0.14% of portfolio
5,195
Q1 2025 Reduced 13.4%
$33.1B
$273,000 0.14% of portfolio
3,345
Q1 2025 New
$46.7B
$205,000 0.1% of portfolio
6,074
Q4 2024 Reduced 2.22%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $197 Million
  • Prior Value $198 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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