Royal Harbor Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, Royal Harbor Partners, LLC held in its portfolio 51 assets valued at $302,526,486 (i.e. $302.53M).
The most valuable assets in the portfolio included: BLACKROCK ETF TRUST II ($32.02M), J P MORGAN EXCHANGE TRADED F ($28.41M), and CAPITAL GROUP DIVIDEND VALUE ($27.84M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Royal Harbor Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BLACKROCK ETF TRUST II | 606810 | 32021364 | ISHARES FLEXIBLE |
| J P MORGAN EXCHANGE TRADED F | 600032 | 28411515 | CORE PLUS BD ETF |
| CAPITAL GROUP DIVIDEND VALUE | 637867 | 27836516 | SHS CREATION UNI |
| BLACKROCK ETF TRUST | 380143 | 23116496 | ISHARES US EQUIT |
| DIMENSIONAL ETF TRUST | 294606 | 21850927 | US EQUITY MARKET |
| SPDR SERIES TRUST | 230105 | 18983663 | STATE STREET SPD |
| ISHARES TR | 179765 | 16081777 | CORE MSCI EAFE |
| CAPITAL GRP FIXED INCM ETF T | 443171 | 12134022 | MUNICIPAL INCOME |
| CAPITAL GROUP GBL GROWTH EQT | 281527 | 9754911 | SHS CREATION UNI |
| GOLDMAN SACHS ETF TR | 69625 | 9216248 | ACTIVEBETA US LG |
| J P MORGAN EXCHANGE TRADED F | 167825 | 9074298 | ACTIVE BOND ETF |
| ISHARES TR | 45154 | 8968436 | MSCI USA QLT FCT |
| J P MORGAN EXCHANGE TRADED F | 193138 | 8940358 | INCOME ETF |
| DIMENSIONAL ETF TRUST | 118083 | 8735779 | WORLD EQUITY ETF |
| MICROSOFT CORP | 12098 | 5851013 | COM |
| WORLD GOLD TR | 67891 | 5795855 | SPDR GLD MINIS |
| ALPHABET INC | 16844 | 5272112 | CAP STK CL A |
| APPLE INC | 18884 | 5133931 | COM |
| BONDBLOXX ETF TRUST | 91047 | 4504896 | BLOOMBERG FVE YR |
| ISHARES TR | 43118 | 4414852 | 0-5 YR TIPS ETF |
| ISHARES TR | 36926 | 4407118 | 3 7 YR TREAS BD |
| JPMORGAN CHASE & CO. | 12852 | 4141171 | COM |
| AMAZON COM INC | 15933 | 3677655 | COM |
| ETFIS SER TR I | 46543 | 3674570 | VIRTUS REAVES UT |
| CAPITAL GRP FIXED INCM ETF T | 106509 | 2805447 | SHORT DURATION M |
| NVIDIA CORPORATION | 10216 | 1905285 | COM |
| GLOBAL X FDS | 39813 | 1902663 | US INFR DEV ETF |
| GOLDMAN SACHS ETF TR | 34379 | 1772743 | MSCI WORLD PRIV |
| GOLDMAN SACHS ETF TR | 11396 | 1765240 | HEDGE IND ETF |
| ISHARES BITCOIN TRUST ETF | 28880 | 1433892 | SHS BEN INT |
| MCDONALDS CORP | 3944 | 1205405 | COM |
| EXXON MOBIL CORP | 8390 | 1009608 | COM |
| ORACLE CORP | 3394 | 661525 | COM |
| J P MORGAN EXCHANGE TRADED F | 12936 | 654428 | ULTRA SHRT ETF |
| ISHARES TR | 1360 | 643688 | RUS 1000 GRW ETF |
| ELI LILLY & CO | 463 | 497577 | COM |
| WALMART INC | 3863 | 430377 | COM |
| ENTERPRISE PRODS PARTNERS L | 12686 | 406713 | COM |
| BOEING CO | 1830 | 397330 | COM |
| ISHARES TR | 5354 | 371659 | CORE DIV GRWTH |
| QUANTA SVCS INC | 800 | 337668 | COM |
| ISHARES TR | 1146 | 286855 | MSCI USA MMENTM |
| ISHARES TR | 2948 | 283804 | RUS MID CAP ETF |
| MPLX LP | 5195 | 277257 | COM UNIT REP LTD |
| WISDOMTREE TR | 4050 | 237637 | US QUALITY GROW |
| CISCO SYS INC | 3050 | 234942 | COM |
| SLB LIMITED | 6075 | 233149 | COM STK |
| ONEOK INC NEW | 3168 | 232848 | COM |
| ISHARES INC | 2831 | 228536 | MSCI JAPAN ETF |
| BANK AMERICA CORP | 3748 | 206140 | COM |
| NEWSMAX INC | 13530 | 104587 | COM SHS CLASS B |
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