HolderBook

Royal Capital Wealth Management, LLC

Reported holdings as of Q2 2026, from 19 quarterly filings.

CIK
1904323
Reported value
$178.2M
Positions
101
Top 10 weight
55.1%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
STATE STR SPDR S&P 500 ETF TSPY$24.7M33,11013.88%+0.44pp19qHELD
NVIDIA CORPORATIONNVDA$11.2M56,1276.30%+0.21pp12qHELD
MASTERCARD INCORPORATEDMA$10.4M20,2775.85%-0.45pp19qHELD
BERKSHIRE HATHAWAY INC DELBRKB$9.7M19,3155.42%-0.16pp19q+3.2%+$300.2K
ALPHABET INCGOOGL$9.0M25,2895.07%+0.55pp19qHELD
MICROSOFT CORPMSFT$7.6M20,3404.26%-0.45pp19qHELD
JPMORGAN CHASE & COJPM$7.4M22,6714.17%+0.02pp19qHELD
INVESCO QQQ TRQQQ$6.7M9,0663.75%+0.62pp19q+4.1%+$262.2K
VISA INCV$6.0M17,4533.36%+0.08pp19qHELD
APPLE INCAAPL$5.5M18,9803.08%+0.02pp19q-2.1%-$115.5K
AMAZON COM INCAMZN$5.3M22,2412.98%+0.09pp19qHELD
ELI LILLY & COLLY$4.9M4,0972.76%+0.55pp18q+6.0%+$278.3K
ALPHABET INCGOOG$4.9M13,8932.76%+0.27pp19qHELD
EXXON MOBIL CORPXOMXXXX$3.5M25,2431.94%-0.79pp19q-2.2%-$77.5K
PROSHARES TRNOBL$2.7M48,3721.52%-0.07pp19q+100.0%+$1.4M
UNITEDHEALTH GROUP INCUNH$2.6M6,2411.46%+0.41pp19qHELD
WALMART INCWMT$2.6M22,5451.43%-0.31pp19qHELD
BLACKROCK ETF TRUST IIBINC$2.3M44,3851.30%-0.07pp12q+4.7%+$104.4K
BERKSHIRE HATHAWAY INC DELBRKA$2.2M31.26%-0.08pp6qHELD
ABBVIE INCABBV$2.2M8,8421.25%+0.05pp19qHELD
JOHNSON & JOHNSONJNJ$2.1M8,3261.19%-0.08pp19qHELD
BLACKSTONE INCBX$2.1M17,4941.16%-0.10pp19qHELD
MCDONALDS CORPMCD$1.7M6,1070.93%-0.29pp19q-3.0%-$50.5K
SCHWAB STRATEGIC TRSCHD$1.5M48,0990.86%-0.06pp19q+0.8%+$12.1K
PROSHARES TRREGL$1.5M16,4450.85%-0.04pp19qHELD
INVESCO EXCHANGE TRADED FD TRSP$1.4M6,7470.81%+0.20pp4q+33.7%+$362.1K
AUTOMATIC DATA PROCESSING INADP$1.2M5,4730.69%flat19qHELD
CATERPILLAR INCCAT$1.2M1,1000.66%+0.17pp15qHELD
CME GROUP INCCME$1.2M5,2960.66%-0.32pp19qHELD
COCA COLA COKO$1.2M14,2840.65%-0.02pp19qHELD
WELLS FARGO & COWFC$1.1M13,1820.61%-0.04pp19qHELD
LOWES COS INCLOW$1.0M4,6920.58%-0.11pp19qHELD
AMGEN INCAMGN$1.0M2,7740.56%-0.04pp19qHELD
PROCTER & GAMBLE COPG$996.1K6,7930.56%-0.05pp19qHELD
BROADCOM INCAVGO$993.5K2,6300.56%+0.05pp11qHELD
NEXTERA ENERGY INCNEE$991.3K11,2940.56%-0.10pp19qHELD
PROSHARES TRSMDV$962.7K12,4980.54%+0.01pp19qHELD
META PLATFORMS INCMETA$958.2K1,7010.54%-0.07pp19qHELD
GE AEROSPACEGE$891.1K2,3840.50%+0.08pp9qHELD
CISCO SYS INCCSCO$866.6K7,3780.49%+0.13pp19qHELD
PEPSICO INCPEP$830.1K6,1300.47%-0.13pp19q-1.3%-$10.8K
CHENIERE ENERGY INCLNG$798.4K3,3410.45%-0.13pp19q+1.3%+$10.0K
NUCOR CORPNUE$765.5K3,4370.43%+0.06pp19q-1.1%-$8.2K
EMERSON ELEC COEMR$754.0K5,2670.42%-0.01pp19qHELD
COSTCO WHOLESALE CORPORATIONCOST$675.8K7220.38%-0.07pp16qHELD
PHILIP MORRIS INTL INCPM$646.7K3,5750.36%flat19qHELD
TEXAS INSTRS INCTXN$634.9K2,1300.36%+0.10pp19qHELD
OUTDOOR HOLDING COPOWW$557.0K244,3000.31%+0.01pp19qHELD
QUALCOMM INCQCOM$549.5K2,9740.31%+0.07pp19qHELD
S&P GLOBAL INC$529.4K1,3000.30%-newNEW
SCHWAB STRATEGIC TRSCHB$524.2K18,1010.29%+0.01pp19qHELD
MARATHON PETE CORPMPC$475.5K1,8600.27%-0.02pp15qHELD
SELECT SECTOR SPDR TRXLF$461.1K8,6010.26%-0.01pp19qHELD
CARDINAL HEALTH INCCAH$454.3K1,9120.25%flat13qHELD
GENERAL MTRS COGM$454.1K5,8920.25%-0.02pp10qHELD
KINDER MORGAN INC DELKMI$414.5K12,9660.23%-0.04pp19q+0.5%+$2.2K
DISNEY WALT CODIS$413.9K4,3000.23%-0.03pp19qHELD
PROSHARES TREUDV$408.9K7,7500.23%-0.02pp19qHELD
ENTERPRISE PRODS PARTNERS LEPD$389.9K10,6060.22%-0.03pp3q+1.0%+$3.7K
APOLLO GLOBAL MGMT INCAPO$385.0K3,2540.22%+0.05pp3q+38.3%+$106.6K
CHEVRON CORPORATIONCVX$357.9K2,1590.20%-0.08pp19q-2.0%-$7.5K
ISHARES SILVER TRSLV$353.4K6,6100.20%-0.08pp19qHELD
BANK OF AMER CORPBAC$351.5K6,1690.20%+0.01pp11qHELD
INTEL CORPINTC$349.7K2,5040.20%-newNEW
ANNALY CAPITAL MANAGEMENT INNLY$345.1K15,4340.19%-0.01pp4q+2.0%+$6.7K
PALANTIR TECHNOLOGIES INCPLTR$344.2K2,9500.19%-0.08pp7qHELD
CHIPOTLE MEXICAN GRILL INCCMG$340.0K10,0000.19%-0.01pp19qHELD
3M COMMM$328.9K2,0310.18%flat9qHELD
ABBOTT LABORATORIESABT$325.5K3,5870.18%-0.05pp19qHELD
DIAMONDBACK ENERGY INCFANG$325.2K1,8500.18%-0.05pp14qHELD
KENVUE INCKVUE$311.1K16,2790.17%-0.01pp12q-6.6%-$21.9K
DUKE ENERGY CORP NEWDUK$305.8K2,4160.17%-0.03pp19qHELD
ONEOK INC NEWOKE$300.8K3,4590.17%+0.01pp2q+20.5%+$51.1K
CRH PLCCRH$294.2K2,7500.17%-0.01pp11qHELD
NORFOLK SOUTHN CORPNSC$288.2K9160.16%flat8qHELD
COEUR MNG INCCDE$287.3K17,6070.16%-0.04pp19qHELD
VANGUARD INDEX FDSVV$285.3K8300.16%+0.01pp9qHELD
ORACLE CORPORCL$279.6K1,9080.16%-0.02pp13qHELD
SEI INVTS COSEIC$263.1K3,0000.15%-0.01pp12q-6.3%-$17.7K
ETF SER SOLUTIONSUFOX$256.6K2,7000.14%-newNEW
NETEASE COM INCNTES$256.3K2,0000.14%flat6qHELD
ISHARES TRIYF$255.0K2,0000.14%flat8qHELD
VERTEX PHARMACEUTICALS INCVRTX$248.4K5000.14%-newNEW
GOLDMAN SACHS ETF TRGPIQ$244.9K4,1300.14%-newNEW
CONOCOPHILLIPSCOP$244.3K2,3500.14%-0.07pp7q-5.0%-$12.8K
AFLAC INCAFL$244.3K2,0840.14%-0.01pp12qHELD
SPDR GOLD TRGLD$230.6K6260.13%-0.04pp4qHELD
DOVER CORPDOV$229.9K1,0250.13%flat3qHELD
KLA CORPKLAC$226.3K7500.13%-newNEW
WW GRAINGER INCGWW$224.5K1650.13%-newNEW
CORMEDIX INCCRMD$223.7K28,5000.13%+0.01pp2qHELD
LOCKHEED MARTIN CORPLMT$219.6K4310.12%-0.04pp4qHELD
NOVARTIS AGNVS$218.5K1,3940.12%-0.01pp2qHELD
CORNING INCGLW$218.1K8540.12%-newNEW
ISHARES TRIYG$217.1K2,4000.12%-newNEW
GENERAL DYNAMICS CORPGD$215.0K6070.12%-0.01pp4qHELD
AMPLIFY ETF TRHACK$209.9K2,0000.12%-newNEW
MEDTRONIC PLCMDT$202.5K2,5890.11%-0.02pp6q+4.0%+$7.8K
INTERNATIONAL BUSINESS MACHSIBM$201.1K7150.11%-newNEW
WRAP TECHNOLOGIES INCWRAP$115.5K89,5210.06%-0.02pp19qHELD
I-80 GOLD CORPIAUX$22.1K15,3200.01%flat4qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Funds & ETFs 17.6%Software & IT Services 13.8%Business Services 9.5%Semiconductors & Electronics 8.6%Insurance 8.3%Retail & Consumer 6.5%Biotech & Pharma 6.3%Banks & Lending 5.0%Computer Hardware 3.7%Capital Markets 2.5%Energy 1.9%Other sectors 6.6%Not classified 9.7%
 
SectorValueShare
Funds & ETFs$31.4M17.6%
Software & IT Services$24.6M13.8%
Business Services$17.0M9.5%
Semiconductors & Electronics$15.4M8.6%
Insurance$14.7M8.3%
Retail & Consumer$11.6M6.5%
Biotech & Pharma$11.3M6.3%
Banks & Lending$8.9M5.0%
Computer Hardware$6.6M3.7%
Capital Markets$4.5M2.5%
Energy$3.3M1.9%
Other sectors$11.7M6.6%
Not classified$17.3M9.7%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$178.2M10111149655.1%45
Q1 2026$160.6M965913254.3%45
Q4 2025$169.4M93459156.5%49
Q3 2025$163.0M9061016257.2%45
Q2 2025$150.4M862511456.9%45
Q1 2025$142.7M887810454.2%45
Q4 2024$142.6M85413341256.2%49
Q3 2024$141.5M9371140653.7%45
Q2 2024$132.8M92821181052.6%45
Q1 2024$127.3M9481628650.4%45
Q4 2023$115.5M9281426750.8%38
Q3 2023$104.3M91713351349.8%45
Q2 2023$106.1M9771026547.5%42
Q1 2023$99.3K9533230645.5%42
Q4 2022$94.1K98151421443.5%45
Q3 2022$85.8M8723171042.0%45
Q2 2022$92.2M9542617840.6%47
Q1 2022$102.2M99223111039.5%42
Q4 2021$103.1M107000039.3%46

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.