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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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