Royal Capital Wealth Management, LLC holds a focused book of 101 reported positions worth $178.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened S&P Global Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 14% of the reported non-option book.
Royal Capital Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Royal Capital Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Mirae Asset Global Investments Co., Ltd. | 69 / 80 | $280.9B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ardent Capital Management, Inc. | 22 / 80 | $209.3M |
| Independent Investors Inc | 33 / 80 | $454.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $394.0M |
| Armstrong Henry H Associates Inc | 26 / 80 | $862.9M |
| Hoey Investments, Inc | 56 / 80 | $643.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Royal Capital Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $24.7M | 33.1K | 13.9% | ▼−0.2% Reduced · −68 sh | |
| 2 | Nvidia Corporation COM | $11.2M | 56.1K | 6.3% | —Held | |
| 3 | Mastercard Incorporated CL A | $10.4M | 20.3K | 5.8% | ▲+0.1% Added · +32 sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $9.7M | 19.3K | 5.4% | ▲+3.2% Added · +600 sh | |
| 5 | Alphabet Inc CAP STK CL A | $9.0M | 25.3K | 5.1% | ▲+0.1% Added · +13 sh | |
| 6 | Microsoft Corp COM | $7.6M | 20.3K | 4.3% | ▼−0.3% Reduced · −71 sh | |
| 7 | JPMorgan Chase & Co COM | $7.4M | 22.7K | 4.2% | ▲+0.3% Added · +59 sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $6.7M | 9.1K | 3.7% | ▲+4.1% Added · +356 sh | |
| 9 | Visa Inc COM CL A | $6.0M | 17.5K | 3.4% | ▲+0.1% Added · +27 sh | |
| 10 | Apple Inc COM | $5.5M | 19.0K | 3.1% | ▼−2.0% Reduced · −399 sh | |
| 11 | Amazon Com Inc COM | $5.3M | 22.2K | 3.0% | —Held | |
| 12 | Eli Lilly & Co COM | $4.9M | 4.1K | 2.8% | ▲+6.0% Added · +232 sh | |
| 13 | Alphabet Inc CAP STK CL C | $4.9M | 13.9K | 2.8% | —Held | |
| 14 | Exxon Mobil Corp COM | $3.5M | 25.2K | 1.9% | ▼−2.2% Reduced · −567 sh | |
| 15 | Proshares TR S&P 500 DV ARIST | $2.7M | 48.4K | 1.5% | ▲+100% Added · +24K sh | |
| 16 | Unitedhealth Group Inc COM | $2.6M | 6.2K | 1.5% | ▲+0.3% Added · +17 sh | |
| 17 | Walmart Inc COM | $2.6M | 22.5K | 1.4% | ▲+0.1% Added · +23 sh | |
| 18 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.3M | 44.4K | 1.3% | ▲+4.7% Added · +2K sh | |
| 19 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 1.3% | —Held | |
| 20 | Abbvie Inc COM | $2.2M | 8.8K | 1.2% | ▲+0.1% Added · +11 sh | |
| 21 | Johnson & Johnson COM | $2.1M | 8.3K | 1.2% | ▲~0% Added · +3 sh | |
| 22 | Blackstone Inc COM | $2.1M | 17.5K | 1.2% | ▲+0.1% Added · +15 sh | |
| 23 | McDonalds Corp COM | $1.7M | 6.1K | 0.9% | ▼−3.0% Reduced · −187 sh | |
| 24 | Schwab Strategic TR US DIVIDEND EQ | $1.5M | 48.1K | 0.9% | ▲+0.8% Added · +382 sh | |
| 25 | Proshares TR S&P MDCP 400 DIV | $1.5M | 16.4K | 0.8% | ▲~0% Added · +7 sh | |
| 26 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.4M | 6.7K | 0.8% | ▲+34% Added · +2K sh | |
| 27 | Automatic Data Processing In COM | $1.2M | 5.5K | 0.7% | ▲~0% Added · +1 sh | |
| 28 | Caterpillar Inc COM | $1.2M | 1.1K | 0.7% | —Held | |
| 29 | Cme Group Inc COM | $1.2M | 5.3K | 0.7% | —Held | |
| 30 | Coca Cola Co COM | $1.2M | 14.3K | 0.7% | ▲~0% Added · +5 sh | |
| 31 | Wells Fargo & Co COM | $1.1M | 13.2K | 0.6% | ▲+0.2% Added · +23 sh | |
| 32 | Lowes Cos Inc COM | $1.0M | 4.7K | 0.6% | ▲+0.1% Added · +6 sh | |
| 33 | Amgen Inc COM | $1.0M | 2.8K | 0.6% | —Held | |
| 34 | Procter & Gamble Co COM | $996K | 6.8K | 0.6% | ▲+0.1% Added · +6 sh | |
| 35 | Broadcom Inc COM | $993K | 2.6K | 0.6% | —Held | |
| 36 | NextEra Energy Inc COM | $991K | 11.3K | 0.6% | —Held | |
| 37 | Proshares TR RUSS 2000 DIVD | $963K | 12.5K | 0.5% | ▲+0.1% Added · +13 sh | |
| 38 | Meta Platforms Inc CL A | $958K | 1.7K | 0.5% | —Held | |
| 39 | Ge Aerospace COM NEW | $891K | 2.4K | 0.5% | —Held | |
| 40 | Cisco Sys Inc COM | $867K | 7.4K | 0.5% | —Held | |
| 41 | Pepsico Inc COM | $830K | 6.1K | 0.5% | ▼−1.3% Reduced · −80 sh | |
| 42 | Cheniere Energy Inc COM NEW | $798K | 3.3K | 0.4% | ▲+1.3% Added · +42 sh | |
| 43 | Nucor Corp COM | $766K | 3.4K | 0.4% | ▼−1.1% Reduced · −37 sh | |
| 44 | Emerson Elec Co COM | $754K | 5.3K | 0.4% | ▲~0% Added · +1 sh | |
| 45 | Costco Wholesale Corporation COM | $676K | 722 | 0.4% | ▲+0.1% Added · +1 sh | |
| 46 | Philip Morris Intl Inc COM | $647K | 3.6K | 0.4% | ▲+0.1% Added · +3 sh | |
| 47 | Texas Instrs Inc COM | $635K | 2.1K | 0.4% | —Held | |
| 48 | Outdoor Holding Co COM | $557K | 244.3K | 0.3% | —Held | |
| 49 | Qualcomm Inc COM | $550K | 3.0K | 0.3% | ▲+0.1% Added · +3 sh | |
| 50 | S&P Global Inc COM SHS | $529K | 1.3K | 0.3% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.