Royal Harbor Partners, LLC holds a focused book of 56 stocks worth $322.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Tax-Exempt Bond ETF and trimmed Cap Group Dividend Value. Their largest long position is Cap Group Dividend Value at 9% of the equity book. Cloning the disclosed picks since 2025 would be +7% (+9.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1801876/holdings"
Use Arkolith to show Royal Harbor Partners, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Royal Harbor Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
11% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Royal Harbor Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 61 / 56 | $65.1B |
| RAYMOND JAMES FINANCIAL INC | 61 / 56 | $61.4B |
| OSAIC HOLDINGS, INC. | 61 / 56 | $13.2B |
| MORGAN STANLEY | 60 / 56 | $397.0B |
| JPMORGAN CHASE & CO | 60 / 56 | $338.1B |
| WELLS FARGO & COMPANY/MN | 60 / 56 | $115.8B |
| UBS Group AG | 60 / 56 | $106.4B |
| ROYAL BANK OF CANADA | 60 / 56 | $106.2B |
Ranked by how many of Royal Harbor Partners, LLC's top 56 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Dividend Value SHS CREAT UNIT | $30.6M | 621.6K | 9.5% | ▼−2.2% Reduced · −14K sh | |
| 2 | Dimensional ETF Trust US EQUI MARK ETF | $29.4M | 359.2K | 9.1% | ▲+0.1% Added · +487 sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $26.0M | 382.1K | 8.1% | ▼−1.2% Reduced · −5K sh | |
| 4 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $19.6M | 417.6K | 6.1% | ▼−2.5% Reduced · −11K sh | |
| 5 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $19.0M | 355.5K | 5.9% | ▲+12% Added · +38K sh | |
| 6 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $18.7M | 712.7K | 5.8% | ▲+7.9% Added · +52K sh | |
| 7 | Ishares TR CORE MSCI EAFE | $17.2M | 178.5K | 5.3% | ▼−1.4% Reduced · −3K sh | |
| 8 | Invesco Actively Managed Exc ULTRA SHRT DUR | $14.6M | 291.6K | 4.5% | ▲+2.5% Added · +7K sh | |
| 9 | SPDR Series Trust ST STR PR SP1500 | $14.2M | 156.9K | 4.4% | ▼−1.2% Reduced · −2K sh | |
| 10 | Dimensional ETF Trust WORLD EQUITY ETF | $10.2M | 123.1K | 3.2% | ▼−0.9% Reduced · −1K sh | |
| 11 | Vanguard Mun BD FDS TAX EXEMPT BD | $10.1M | 199.9K | 3.1% | ▲New New position | |
| 12 | BlackRock ETF Trust II ISHA FLEX IN ETF | $10.1M | 192.4K | 3.1% | ▼−10% Reduced · −21K sh | |
| 13 | J P Morgan Exchange Traded F INCOME ETF | $9.5M | 206.8K | 3.0% | ▲+0.8% Added · +2K sh | |
| 14 | Goldman Sachs ETF TR ACTIVEBETA US LG | $6.0M | 42.1K | 1.9% | ▼−0.9% Reduced · −396 sh | |
| 15 | Capital Group International SHS | $5.9M | 161.6K | 1.8% | ▲+0.3% Added · +465 sh | |
| 16 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.9M | 27.5K | 1.8% | ▲+0.5% Added · +150 sh | |
| 17 | Capital Group Equity ETF TR US SM MI CA ETF | $5.8M | 175.9K | 1.8% | ▲+1.0% Added · +2K sh | |
| 18 | Apple Inc COM | $5.2M | 18.1K | 1.6% | ▼−1.5% Reduced · −280 sh | |
| 19 | World Gold TR SPDR GLD MINIS | $5.1M | 64.3K | 1.6% | ▲+0.3% Added · +210 sh | |
| 20 | Microsoft Corp COM | $5.1M | 13.7K | 1.6% | ▼−6.5% Reduced · −949 sh | |
| 21 | Ishares TR 0-5 YR TIPS ETF | $4.7M | 46.0K | 1.5% | ▲+0.7% Added · +323 sh | |
| 22 | Alphabet Inc CAP STK CL A | $4.4M | 12.2K | 1.4% | ▼−13% Reduced · −2K sh | |
| 23 | JPMorgan Chase & Co COM | $4.1M | 12.4K | 1.3% | ▲+0.5% Added · +64 sh | |
| 24 | Etfis Ser TR I VIRTUS REAVES UT | $3.8M | 46.6K | 1.2% | ▲+0.6% Added · +257 sh | |
| 25 | Dimensional ETF Trust US SMALL CAP ETF | $3.8M | 98.0K | 1.2% | ▲+2.9% Added · +3K sh | |
| 26 | Ea Series Trust INTL QUAN VALUE | $3.8M | 110.8K | 1.2% | ▲+0.1% Added · +125 sh | |
| 27 | Amazon Com Inc COM | $3.8M | 15.8K | 1.2% | ▼−2.3% Reduced · −367 sh | |
| 28 | Ishares TR NATIONAL MUN ETF | $3.3M | 30.7K | 1.0% | ▲New New position | |
| 29 | SPDR Series Trust ST NUVE TERM ETF | $3.3M | 68.6K | 1.0% | ▲New New position | |
| 30 | Ishares Inc MSCI EMRG CHN | $2.3M | 23.0K | 0.7% | ▼−4.0% Reduced · −950 sh | |
| 31 | Global X FDS US INFR DEV ETF | $2.2M | 36.5K | 0.7% | ▼−2.9% Reduced · −1K sh | |
| 32 | Select Sector SPDR TR ST STR CARE ETF | $2.0M | 12.6K | 0.6% | ▲New New position | |
| 33 | Nvidia Corporation COM | $1.8M | 8.9K | 0.6% | ▼−13% Reduced · −1K sh | |
| 34 | Select Sector SPDR TR ST STR ENERG ETF | $1.6M | 30.8K | 0.5% | ▲New New position | |
| 35 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.6M | 31.2K | 0.5% | ▲+142% Added · +18K sh | |
| 36 | McDonalds Corp COM | $1.1M | 4.0K | 0.3% | ▲+0.3% Added · +11 sh | |
| 37 | Ishares TR RUS 1000 GRW ETF | $675K | 5.4K | 0.2% | ▲+300% Added · +4K sh | |
| 38 | Eli Lilly & Co COM | $567K | 473 | 0.2% | ▲+2.1% Added · +10 sh | |
| 39 | Oracle Corp COM | $498K | 3.4K | 0.2% | ▲~0% Added · +1 sh | |
| 40 | Enterprise Prods Partners L COM | $466K | 12.7K | 0.1% | —Held | |
| 41 | Walmart Inc COM | $443K | 3.9K | 0.1% | ▲+1.3% Added · +50 sh | |
| 42 | Boeing Co COM | $397K | 1.8K | 0.1% | ▲+0.2% Added · +4 sh | |
| 43 | Ishares TR MSCI USA MMENTM | $393K | 1.1K | 0.1% | —Held | |
| 44 | Exxon Mobil Corp COM | $384K | 2.8K | 0.1% | ▼−47% Reduced · −2K sh | |
| 45 | Quanta Svcs Inc COM | $364K | 505 | 0.1% | ▼−26% Reduced · −177 sh | |
| 46 | Cisco Sys Inc COM | $359K | 3.1K | 0.1% | ▲+0.3% Added · +9 sh | |
| 47 | Ishares TR RUS MID CAP ETF | $325K | 2.9K | 0.1% | —Held | |
| 48 | MPLX LP COM UNIT REP LTD | $293K | 5.2K | 0.1% | —Held | |
| 49 | Lam Research Corp COM NEW | $285K | 657 | 0.1% | ▲New New position | |
| 50 | Oneok Inc New COM | $275K | 3.2K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.