Q2 2026 13F · SEC CIK 1904323

Royal Capital Wealth Management, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $178.2M
Reported positions: 101
Top holdings a year, 3 yrs: +18.1%
Assets under management: $204.2M

Royal Capital Wealth Management, LLC is a wealth manager that reported 101 positions worth $178.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 13.9%), Nvidia Corporation (NVDA, 6.3%), Mastercard Incorporated (MA, 5.8%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

Royal Capital Wealth Management, LLC holdings largest 50 of 101 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Royal Capital Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	13.9%	13.4%	33,110	-0.2%	$24.7M
NVDANvidia Corporation	6.3%	6.1%	56,127	+0.0%	$11.2M
MAMastercard Incorporated	5.8%	6.3%	20,277	+0.2%	$10.4M
BRK-BBerkshire Hathaway Inc Del	5.4%	5.6%	19,315	+3.2%	$9.7M
GOOGLAlphabet Inc	5.1%	4.5%	25,289	+0.1%	$9.0M
MSFTMicrosoft Corp	4.3%	4.7%	20,340	-0.3%	$7.6M
JPMJpmorgan Chase & Co	4.2%	4.1%	22,671	+0.3%	$7.4M
QQQInvesco Qqq Tr	3.7%	3.1%	9,066	+4.1%	$6.7M
VVisa Inc	3.4%	3.3%	17,453	+0.2%	$6.0M
AAPLApple Inc	3.1%	3.1%	18,980	-2.1%	$5.5M
AMZNAmazon Com Inc	3.0%	2.9%	22,241	+0.0%	$5.3M
LLYEli Lilly & Co	2.8%	2.2%	4,097	+6.0%	$4.9M
GOOGAlphabet Inc	2.8%	2.5%	13,893	+0.0%	$4.9M
XOMExxon Mobil Corp	1.9%	2.7%	25,243	-2.2%	$3.5M
NOBLProshares Tr	1.5%	1.6%	48,372	+100.0%	$2.7M
UNHUnitedhealth Group Inc	1.5%	1.0%	6,241	+0.3%	$2.6M
WMTWalmart Inc	1.4%	1.7%	22,545	+0.1%	$2.6M
BINCBlackrock ETF Trust II	1.3%	1.4%	44,385	+4.7%	$2.3M
BRK-ABerkshire Hathaway Inc Del	1.3%	1.3%	3	+0.0%	$2.2M
ABBVAbbvie Inc	1.2%	1.2%	8,842	+0.1%	$2.2M
JNJJohnson & Johnson	1.2%	1.3%	8,326	+0.0%	$2.1M
BXBlackstone Inc	1.2%	1.3%	17,494	+0.1%	$2.1M
MCDMcdonalds Corp	0.9%	1.2%	6,107	-3.0%	$1.7M
SCHDSchwab Strategic Tr	0.9%	0.9%	48,099	+0.8%	$1.5M
REGLProshares Tr	0.8%	0.9%	16,445	+0.0%	$1.5M
RSPInvesco Exchange Traded Fd T	0.8%	0.6%	6,747	+33.7%	$1.4M
ADPAutomatic Data Processing in	0.7%	0.7%	5,473	+0.0%	$1.2M
CATCaterpillar Inc	0.7%	0.5%	1,100	+0.0%	$1.2M
CMECme Group Inc	0.7%	1.0%	5,296	+0.0%	$1.2M
KOCoca Cola Co	0.7%	0.7%	14,284	+0.0%	$1.2M
WFCWells Fargo & Co	0.6%	0.7%	13,182	+0.2%	$1.1M
LOWLowes Cos Inc	0.6%	0.7%	4,692	+0.1%	$1.0M
AMGNAmgen Inc	0.6%	0.6%	2,774	+0.0%	$1.0M
PGProcter & Gamble Co	0.6%	0.6%	6,793	+0.1%	$996K
AVGOBroadcom Inc	0.6%	0.5%	2,630	+0.0%	$993K
NEENextera Energy Inc	0.6%	0.7%	11,294	+0.0%	$991K
SMDVProshares Tr	0.5%	0.5%	12,498	+0.1%	$963K
METAMeta Platforms Inc	0.5%	0.6%	1,701	+0.0%	$958K
GEGe Aerospace	0.5%	0.4%	2,384	+0.0%	$891K
CSCOCisco Sys Inc	0.5%	0.4%	7,378	+0.0%	$867K
PEPPepsico Inc	0.5%	0.6%	6,130	-1.3%	$830K
LNGCheniere Energy Inc	0.4%	0.6%	3,341	+1.3%	$798K
NUENucor Corp	0.4%	0.4%	3,437	-1.1%	$766K
EMREmerson Elec Co	0.4%	0.4%	5,267	+0.0%	$754K
COSTCostco Wholesale Corporation	0.4%	0.4%	722	+0.1%	$676K
PMPhilip Morris Intl Inc	0.4%	0.4%	3,575	+0.1%	$647K
TXNTexas Instrs Inc	0.4%	—	2,130	—	$635K
POWWOutdoor Hldg Co	0.3%	0.3%	244,300	+0.0%	$557K
QCOMQualcomm Inc	0.3%	—	2,974	—	$550K
78409V112S&p Global Inc	0.3%	—	1,300	—	$529K

What Royal Capital Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

NOBL Proshares Tr+100.0% shares
RSP Invesco Exchange Traded Fd T+33.7% shares
LLY Eli Lilly & Co+6.0% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +18.1% /yr; S&P 500 +20.4%
5 years: +14.8% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$178.2M	101
Q1 2026	$160.6M	96
Q4 2025	$169.4M	93
Q3 2025	$163.0M	90
Q2 2025	$150.4M	86
Q1 2025	$142.7M	88
Q4 2024	$142.6M	85
Q3 2024	$141.5M	93
Q2 2024	$132.8M	92
Q1 2024	$127.3M	94
Q4 2023	$115.5M	92
Q3 2023	$104.3M	91

Questions about Royal Capital Wealth Management, LLC's portfolio

What stocks does Royal Capital Wealth Management, LLC own?

Royal Capital Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 101 positions worth $178.2M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 13.9%, Nvidia Corporation (NVDA) at 6.3%, Mastercard Incorporated (MA) at 5.8%, Berkshire Hathaway Inc Del (BRK-B) at 5.4% and Alphabet Inc (GOOGL) at 5.1%.

What did Royal Capital Wealth Management, LLC buy last quarter?

In Q2 2026, Royal Capital Wealth Management, LLC added Proshares Tr (NOBL) (+100.0% shares), Invesco Exchange Traded Fd T (RSP) (+33.7% shares) and Eli Lilly & Co (LLY) (+6.0% shares), compared with its Q1 2026 filing.

What did Royal Capital Wealth Management, LLC sell last quarter?

In Q2 2026, Royal Capital Wealth Management, LLC cut from its top 50 S&p Global Inc (SPGI), cut from its top 50 Chevron Corporation (CVX) and cut from its top 50 Schwab Strategic Tr (SCHB), compared with its Q1 2026 filing.

How has Royal Capital Wealth Management, LLC's portfolio performed?

A portfolio copying Royal Capital Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +14.8% a year against +16.8%.

When is Royal Capital Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Royal Capital Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Royal Capital Wealth Management, LLC manage?

Royal Capital Wealth Management, LLC reported $204.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $178.2M.