Royal Capital Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Royal Capital Wealth Management, LLC held in its portfolio 93 assets valued at $169,437,799 (i.e. $169.44M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($22.42M), MASTERCARD INCORPORATED ($11.54M), and NVIDIA CORPORATION ($10.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 93 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Royal Capital Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 32876 | 22418890 | TR UNIT |
| MASTERCARD INCORPORATED | 20215 | 11540568 | CL A |
| NVIDIA CORPORATION | 55460 | 10343225 | COM |
| MICROSOFT CORP | 20389 | 9860728 | COM |
| BERKSHIRE HATHAWAY INC DEL | 18715 | 9407095 | CL B NEW |
| ALPHABET INC | 25262 | 7906923 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 22552 | 7266553 | COM |
| VISA INC | 17400 | 6102260 | COM CL A |
| APPLE INC | 20153 | 5478714 | COM |
| INVESCO QQQ TR | 8911 | 5474121 | UNIT SER 1 |
| AMAZON COM INC | 22266 | 5139438 | COM |
| ALPHABET INC | 13888 | 4358003 | CAP STK CL C |
| ELI LILLY & CO | 3869 | 4158010 | COM |
| EXXON MOBIL CORP | 25876 | 3113883 | COM |
| BLACKSTONE INC | 17462 | 2691534 | COM |
| PROSHARES TR | 25424 | 2645924 | S&P 500 DV ARIST |
| WALMART INC | 22510 | 2507841 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| BLACKROCK ETF TRUST II | 41931 | 2212693 | ISHARES FLEXIBLE |
| ABBVIE INC | 9642 | 2203002 | COM |
| UNITEDHEALTH GROUP INC | 6261 | 2066839 | COM |
| MCDONALDS CORP | 6316 | 1930235 | COM |
| JOHNSON & JOHNSON | 8321 | 1722026 | COM |
| CME GROUP INC | 5296 | 1446145 | COM |
| AUTOMATIC DATA PROCESSING IN | 5472 | 1407542 | COM |
| PROSHARES TR | 16630 | 1400569 | S&P MDCP 400 DIV |
| SCHWAB STRATEGIC TR | 47633 | 1306562 | US DIVIDEND EQ |
| WELLS FARGO CO NEW | 13137 | 1224323 | COM |
| LOWES COS INC | 4682 | 1128996 | COM |
| META PLATFORMS INC | 1701 | 1122813 | CL A |
| COCA COLA CO | 14279 | 998267 | COM |
| PROCTER AND GAMBLE CO | 6782 | 971892 | COM |
| BROADCOM INC | 2630 | 910243 | COM |
| AMGEN INC | 2774 | 907804 | COM |
| NEXTERA ENERGY INC | 11294 | 906682 | COM |
| PROSHARES TR | 12472 | 824178 | RUSS 2000 DIVD |
| PEPSICO INC | 5652 | 811231 | COM |
| GE AEROSPACE | 2382 | 733691 | COM NEW |
| EMERSON ELEC CO | 5266 | 698868 | COM |
| S&P GLOBAL INC | 1300 | 679367 | COM |
| CHENIERE ENERGY INC | 3298 | 641077 | COM NEW |
| CATERPILLAR INC | 1100 | 630157 | COM |
| COSTCO WHSL CORP NEW | 721 | 621994 | COM |
| INVESCO EXCHANGE TRADED FD T | 3219 | 616540 | S&P500 EQL WGT |
| PHILIP MORRIS INTL INC | 3569 | 572404 | COM |
| CISCO SYS INC | 7378 | 568327 | COM |
| NUCOR CORP | 3470 | 565964 | COM |
| PALANTIR TECHNOLOGIES INC | 2950 | 524363 | CL A |
| SELECT SECTOR SPDR TR | 9297 | 509193 | STATE STREET FIN |
| QUALCOMM INC | 2966 | 507412 | COM |
| DISNEY WALT CO | 4300 | 489211 | COM |
| GENERAL MTRS CO | 5881 | 478280 | COM |
| SCHWAB STRATEGIC TR | 18091 | 474535 | US BRD MKT ETF |
| HOME DEPOT INC | 1321 | 454548 | COM |
| ISHARES SILVER TR | 7017 | 452035 | ISHARES |
| ABBOTT LABS | 3580 | 448491 | COM |
| OUTDOOR HOLDING CO | 244300 | 417753 | COM |
| PROSHARES TR | 7750 | 404958 | MSCI EUR DIV |
| CARDINAL HEALTH INC | 1912 | 392872 | COM |
| ORACLE CORP | 1908 | 371888 | COM |
| CHIPOTLE MEXICAN GRILL INC | 10000 | 370000 | COM |
| TEXAS INSTRS INC | 2130 | 369534 | COM |
| CHEVRON CORP NEW | 2422 | 369098 | COM |
| CRH PLC | 2900 | 361920 | ORD |
| KINDER MORGAN INC DEL | 12826 | 352591 | COM |
| APOLLO GLOBAL MGMT INC | 2352 | 340464 | COM |
| ACCENTURE PLC IRELAND | 1268 | 340204 | SHS CLASS A |
| BANK AMERICA CORP | 6156 | 338603 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 14850 | 332056 | COM NEW |
| 3M CO | 2031 | 325147 | COM |
| KENVUE INC | 18433 | 317969 | COM |
| COEUR MNG INC | 17607 | 313933 | COM NEW |
| MARATHON PETE CORP | 1860 | 302492 | COM |
| DUKE ENERGY CORP NEW | 2416 | 283179 | COM NEW |
| SPDR GOLD TR | 707 | 280191 | GOLD SHS |
| DIAMONDBACK ENERGY INC | 1850 | 278111 | COM |
| NETEASE INC | 2000 | 275240 | SPONSORED ADS |
| NORFOLK SOUTHN CORP | 916 | 264468 | COM |
| SEI INVTS CO | 3201 | 262559 | COM |
| ENTERPRISE PRODS PARTNERS L | 8144 | 261097 | COM |
| VANGUARD INDEX FDS | 825 | 259658 | LARGE CAP ETF |
| ISHARES TR | 2000 | 257860 | U.S. FINLS ETF |
| INTERNATIONAL BUSINESS MACHS | 845 | 250297 | COM |
| MEDTRONIC PLC | 2489 | 239093 | SHS |
| CONOCOPHILLIPS | 2470 | 231181 | COM |
| AFLAC INC | 2082 | 229574 | COM |
| ISHARES TR | 2400 | 221400 | U.S. FIN SVC ETF |
| CHUBB LIMITED | 675 | 210668 | COM |
| LOCKHEED MARTIN CORP | 431 | 208462 | COM |
| GENERAL DYNAMICS CORP | 607 | 204205 | COM |
| DOVER CORP | 1025 | 200121 | COM |
| WRAP TECHNOLOGIES INC | 54612 | 129977 | COM |
| I-80 GOLD CORP | 15320 | 22367 | COM |
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