Royal Harbor Partners, LLC

CIK

1801876

Location

HOUSTON, TX

Portfolio Value

Small $322,735,059

Diversification

Diversified

Filing Date

Global Rank

#5,006 / 8,794 ▼ 281 · as of Jun 2026

Top Industry

Software - Infrastructure 18.6%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.4%

−1.9 pts

Top 5

54.7%

−6.6 pts

Top 10

75.7%

−3.6 pts

HHI

768

Diversified−136

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.7%	$292,680,108	22
Technology	4.1%	$13,266,950	6
Consumer Cyclical	1.5%	$4,840,568	2
Communication Services	1.4%	$4,479,446	2
Financial Services	1.3%	$4,278,404	2
Energy	0.4%	$1,418,442	4
Industrials	0.2%	$760,625	2
Healthcare	0.2%	$567,330	1
Consumer Defensive	0.1%	$443,186	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+47,133	1,011,061	$49,720,456
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+35,286	267,522	$26,848,343
DVVY	Invesco Diversified Dividend Opportunities ETF	+7,136	291,595	$14,623,489
DCOR	Dimensional US Core Equity 1 ETF	+2,035	580,322	$43,425,723
CGGG	Capital Group U.S. Large Growth ETF	+1,708	175,902	$5,799,488
CGIC	Capital Group International Core Equity ETF	+465	161,639	$5,882,043
AMZA	InfraCap MLP ETF	+257	46,604	$3,809,410
GLDM	World Gold Trust	+210	64,341	$5,109,962
ABI	VictoryShares Pioneer Asset-Based Income ETF	+150	27,535	$5,858,621
AAAA	Amplius Aggressive Asset Allocation ETF	+125	110,812	$3,775,364
JPM	Jpmorgan Chase & Co	+64	12,410	$4,062,165
WMT	Walmart Inc.	+50	3,913	$443,186
MCD	Mcdonalds Corp	+11	3,955	$1,069,076
LLY	ELI LILLY & Co	+10	473	$567,330
CSCO	Cisco Systems, Inc.	+9	3,059	$359,310
BA	Boeing Co	+4	1,834	$397,005
ORCL	Oracle Corp	+1	3,395	$497,537
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
CGCB	Capital Group Core Bond ETF	−512,317	712,718	$18,658,957
BCLO	iShares BBB-B CLO Active ETF	−21,380	192,400	$10,070,216
CGDV	Capital Group Dividend Value ETF	−13,832	621,622	$30,633,532
BAI	iShares A.I. Innovation and Tech Active ETF	−4,710	382,096	$25,986,348
XOM	ExxonMobil Holdings Corp	−2,477	2,809	$384,046
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−1,881	156,855	$14,240,865
GOOGL	Alphabet Inc.	−1,856	12,221	$4,367,418
NVDA	Nvidia Corp	−1,301	8,935	$1,787,804
AGNG	Global X Funds Global X Aging Population ETF	−1,099	36,503	$2,150,756
BKF	iShares MSCI BIC ETF	−950	25,793	$2,613,059
MSFT	Microsoft Corp	−949	13,682	$5,103,659
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−396	42,081	$5,970,873
AMZN	Amazon Com Inc	−367	15,824	$3,771,492
AAPL	Apple Inc.	−280	18,088	$5,233,943
PWR	Quanta Services, Inc.	−177	505	$363,620
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	199,885	$10,110,183
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	44,664	$3,875,703
—		68,644	$3,292,852
LRCX	Lam Research Corp	657	$284,697
QQQ	Invesco Qqq Trust, Series 1	304	$223,865
BAC	Bank Of America Corp /De/	3,795	$216,239
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SLB	Slb Limited/Nv	6,015	$309,110
EDV	Vanguard World Funds Extended Duration ETF	1,504	$260,252
LMT	Lockheed Martin Corp	362	$218,789
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $322,735,059 total · filing declares 56 positions · $322,734,585 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	1,011,061	+47,133	$49,720,456	+5.0%	15.41%
DCOR	Dimensional US Core Equity 1 ETF	Added	580,322	+2,035	$43,425,723	+14.4%	13.46%
CGDV	Capital Group Dividend Value ETF	Reduced	621,622	-13,832	$30,633,532	+13.3%	9.49%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	267,522	+35,286	$26,848,343	—	8.32%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	382,096	-4,710	$25,986,348	+15.5%	8.05%
CGCB	Capital Group Core Bond ETF	Reduced	712,718	-512,317	$18,658,957	−42.7%	5.78%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	291,595	+7,136	$14,623,489	+2.6%	4.53%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	156,855	-1,881	$14,240,865	+13.5%	4.41%
VCRM	Vanguard Core Tax-Exempt Bond ETF	NEW	199,885	NEW	$10,110,183	NEW	3.13%
BCLO	iShares BBB-B CLO Active ETF	Reduced	192,400	-21,380	$10,070,216	−9.3%	3.12%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	42,081	-396	$5,970,873	+12.3%	1.85%
CGIC	Capital Group International Core Equity ETF	Added	161,639	+465	$5,882,043	+10.2%	1.82%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	27,535	+150	$5,858,621	+11.5%	1.82%
CGGG	Capital Group U.S. Large Growth ETF	Added	175,902	+1,708	$5,799,488	+13.4%	1.80%
AAPL	Apple Inc. Technology	Reduced	18,088	-280	$5,233,943	+12.3%	1.62%
GLDM	World Gold Trust	Added	64,341	+210	$5,109,962	−14.0%	1.58%
MSFT	Microsoft Corp Technology	Reduced	13,682	-949	$5,103,659	−5.8%	1.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,221	-1,856	$4,367,418	+7.9%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,410	+64	$4,062,165	+11.9%	1.26%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	NEW	44,664	NEW	$3,875,703	NEW	1.20%
AMZA	InfraCap MLP ETF	Added	46,604	+257	$3,809,410	+2.9%	1.18%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	110,812	+125	$3,775,364	+0.4%	1.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,824	-367	$3,771,492	+11.8%	1.17%
		NEW	68,644	NEW	$3,292,852	NEW	1.02%
BKF	iShares MSCI BIC ETF	Reduced	25,793	-950	$2,613,059	+23.3%	0.81%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	36,503	-1,099	$2,150,756	+12.6%	0.67%
NVDA	Nvidia Corp Technology	Reduced	8,935	-1,301	$1,787,804	+0.1%	0.55%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,955	+11	$1,069,076	−12.8%	0.33%
LLY	ELI LILLY & Co Healthcare	Added	473	+10	$567,330	+33.2%	0.18%
ORCL	Oracle Corp Technology	Added	3,395	+1	$497,537	−0.4%	0.15%
EPD	Enterprise Products Partners L.P. Energy	Held	12,686	0	$466,337	−2.9%	0.14%
WMT	Walmart Inc. Consumer Defensive	Added	3,913	+50	$443,186	−7.7%	0.14%
BA	Boeing Co Industrials	Added	1,834	+4	$397,005	+9.0%	0.12%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,809	-2,477	$384,046	−57.2%	0.12%
PWR	Quanta Services, Inc. Industrials	Reduced	505	-177	$363,620	−2.9%	0.11%
CSCO	Cisco Systems, Inc. Technology	Added	3,059	+9	$359,310	+51.8%	0.11%
MPLX	Mplx LP Energy	Held	5,195	0	$292,634	−1.3%	0.09%
LRCX	Lam Research Corp Technology	NEW	657	NEW	$284,697	NEW	0.09%
OKE	Oneok Inc /New/ Energy	Held	3,168	0	$275,425	−3.8%	0.09%
QQQ	Invesco Qqq Trust, Series 1	NEW	304	NEW	$223,865	NEW	0.07%
BAC	Bank Of America Corp /De/ Financial Services	NEW	3,795	NEW	$216,239	NEW	0.07%
NMAX	Newsmax Inc. Communication Services	Held	13,530	0	$112,028	+58.6%	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.