Royal Harbor Partners, LLC holds a focused book of 56 reported positions worth $322.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-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 reported non-option book. Cloning the disclosed picks since 2025 would be +9% (+10.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Royal Harbor Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with 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
+5 sectors below the cut, 1% 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 Harbor Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 6 / 56 | $148.3M |
| 9823 Capital, L.P. | 6 / 56 | $123.4M |
| Prospect Hill Management, LLC | 5 / 56 | $186.6M |
| Independent Investors Inc | 13 / 56 | $370.1M |
| Draper Asset Management, LLC | 5 / 56 | $134.9M |
| Hoey Investments, Inc | 20 / 56 | $514.2M |
| Private Capital Advisors, Inc. | 11 / 56 | $755.1M |
| Ketron Financial | 9 / 56 | $212.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Royal Harbor Partners, 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 | 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 |
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Use Arkolith to show Royal Harbor Partners, LLC's latest holdings, largest changes, and filing provenance.
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. The performance line is a simulation of the disclosed long book, not an audited return.