Royal Capital Wealth Management, LLC

CIK

1904323

Location

CARMEL, IN

Portfolio Value

Small $148,832,351

Diversification

Diversified

Filing Date

Global Rank

#4,636 / 8,636 ▼ 37 · as of Mar 2026

Top Industry

Credit Services 12.7%

3Y Alpha vs SPY

-2.9%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+68.1%

SPY

+78.8%

Annualised alpha

-2.5%

Max drawdown

−16.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

83 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.5%

+0.3 pts

Top 5

42.9%

−0.4 pts

Top 10

62.7%

−2.3 pts

HHI

539

Diversified−17

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.2%	$39,040,717	13
Unclassified	18.4%	$27,323,983	4
Technology	17.9%	$26,658,180	12
Communication Services	8.9%	$13,276,769	6
Healthcare	7.8%	$11,564,231	10
Consumer Cyclical	5.9%	$8,729,414	6
Energy	5.4%	$8,007,068	9
Consumer Defensive	5.0%	$7,439,076	7
Industrials	2.6%	$3,877,148	9
Utilities	0.9%	$1,365,337	2
Basic Materials	0.8%	$1,230,302	4
Real Estate	0.2%	$320,126	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WRAP	Wrap Technologies, Inc.	+34,909	89,521	$137,862
EPD	Enterprise Products Partners L.P.	+2,362	10,506	$397,547
NVDA	Nvidia Corp	+667	56,127	$9,788,548
PEP	Pepsico Inc	+558	6,210	$964,350
SPY	Spdr S&P 500 ETF Trust	+302	33,178	$21,576,980
NLY	Annaly Capital Management Inc	+286	15,136	$320,126
KMI	Kinder Morgan, Inc.	+71	12,897	$432,436
JPM	Jpmorgan Chase & Co	+60	22,612	$6,651,545
MA	Mastercard Inc	+30	20,245	$10,115,616
V	Visa Inc.	+26	17,426	$5,266,834
WFC	Wells Fargo & Company/Mn	+22	13,159	$1,047,587
MSFT	Microsoft Corp	+22	20,411	$7,555,539
GOOGL	Alphabet Inc.	+19	39,169	$11,253,711
BX	Blackstone Inc.	+17	17,479	$2,009,910
WMT	Walmart Inc.	+12	22,522	$2,799,034
BAC	Bank Of America Corp /De/	+7	6,163	$300,446
GM	General Motors Co	+6	5,887	$438,581
QCOM	Qualcomm Inc/De	+5	2,971	$382,605
PG	PROCTER & GAMBLE Co	+5	6,787	$980,314
LOW	Lowes Companies Inc	+4	4,686	$1,107,208
NUE	Nucor Corp	+4	3,474	$587,453
PM	Philip Morris International Inc.	+3	3,572	$590,594
COP	Conocophillips	+3	2,473	$326,436
ABT	Abbott Laboratories	+3	3,583	$367,866
JNJ	Johnson & Johnson	+2	8,323	$2,034,474
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
KVUE	Kenvue Inc.	−1,006	17,427	$300,441
ABBV	AbbVie Inc.	−811	8,831	$1,920,654
AAPL	Apple Inc.	−774	19,379	$4,918,196
HD	Home Depot, Inc.	−484	837	$275,280
SLV	iShares Silver Trust	−407	6,610	$450,405
CVX	Chevron Corp	−218	2,204	$456,007
QQQ	Invesco Qqq Trust, Series 1	−201	8,710	$5,027,237
CRH	Crh Public Ltd Co	−150	2,750	$289,080
GLD	Spdr Gold Trust	−81	626	$269,361
XOM	ExxonMobil Holdings Corp	−66	25,810	$4,378,924
UNH	Unitedhealth Group Inc	−37	6,224	$1,684,152
AMZN	Amazon Com Inc	−25	22,241	$4,632,133
MCD	Mcdonalds Corp	−22	6,294	$1,956,112
LLY	ELI LILLY & Co	−4	3,865	$3,554,911
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
OKE	Oneok Inc /New/	2,871	$259,509
NVS	Novartis AG	1,394	$212,933
VZ	Verizon Communications Inc	4,161	$208,882
T	At&T Inc.	6,991	$202,669
CRMD	CorMedix Inc.	28,500	$193,515
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IBM	International Business Machines Corp	845	$250,297
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $148,832,351 total · filing declares 96 positions · $160,620,271 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	33,178	+302	$21,576,980	−3.8%	14.50%
GOOGL	Alphabet Inc. Communication Services	Added	39,169	+19	$11,253,711	−8.2%	7.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	18,718	0	$11,122,648	−4.7%	7.47%
MA	Mastercard Inc Financial Services	Added	20,245	+30	$10,115,616	−12.3%	6.80%
NVDA	Nvidia Corp Technology	Added	56,127	+667	$9,788,548	−5.4%	6.58%
MSFT	Microsoft Corp Technology	Added	20,411	+22	$7,555,539	−23.4%	5.08%
JPM	Jpmorgan Chase & Co Financial Services	Added	22,612	+60	$6,651,545	−8.5%	4.47%
V	Visa Inc. Financial Services	Added	17,426	+26	$5,266,834	−13.7%	3.54%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,710	-201	$5,027,237	−8.2%	3.38%
AAPL	Apple Inc. Technology	Reduced	19,379	-774	$4,918,196	−10.2%	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	22,241	-25	$4,632,133	−9.9%	3.11%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,810	-66	$4,378,924	+40.6%	2.94%
LLY	ELI LILLY & Co Healthcare	Reduced	3,865	-4	$3,554,911	−14.5%	2.39%
WMT	Walmart Inc. Consumer Defensive	Added	22,522	+12	$2,799,034	+11.6%	1.88%
JNJ	Johnson & Johnson Healthcare	Added	8,323	+2	$2,034,474	+18.1%	1.37%
BX	Blackstone Inc. Financial Services	Added	17,479	+17	$2,009,910	−25.3%	1.35%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,294	-22	$1,956,112	+1.3%	1.31%
ABBV	AbbVie Inc. Healthcare	Reduced	8,831	-811	$1,920,654	−12.8%	1.29%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,224	-37	$1,684,152	−18.5%	1.13%
CME	Cme Group Inc. Financial Services	Held	5,296	0	$1,564,173	+8.2%	1.05%
ADP	Automatic Data Processing Inc Technology	Held	5,472	0	$1,111,800	−21.0%	0.75%
LOW	Lowes Companies Inc Consumer Cyclical	Added	4,686	+4	$1,107,208	−1.9%	0.74%
KO	Coca Cola Co Consumer Defensive	Held	14,279	0	$1,085,917	+8.8%	0.73%
NEE	Nextera Energy Inc Utilities	Held	11,294	0	$1,048,986	+15.7%	0.70%
WFC	Wells Fargo & Company/Mn Financial Services	Added	13,159	+22	$1,047,587	−14.4%	0.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,787	+5	$980,314	+0.9%	0.66%
AMGN	Amgen Inc Healthcare	Held	2,774	0	$976,031	+7.5%	0.66%
META	Meta Platforms, Inc. Communication Services	Held	1,701	0	$973,193	−13.3%	0.65%
PEP	Pepsico Inc Consumer Defensive	Added	6,210	+558	$964,350	+18.9%	0.65%
LNG	Cheniere Energy, Inc. Energy	Added	3,299	+1	$936,124	+46.0%	0.63%
AVGO	Broadcom Inc. Technology	Held	2,630	0	$814,011	−10.6%	0.55%
CAT	Caterpillar Inc Industrials	Held	1,100	0	$779,306	+23.7%	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	721	0	$718,426	+15.5%	0.48%
EMR	Emerson Electric Co Industrials	Held	5,266	0	$689,951	−1.3%	0.46%
GE	General Electric Co Industrials	Added	2,384	+2	$676,507	−7.8%	0.45%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,572	+3	$590,594	+3.2%	0.40%
NUE	Nucor Corp Basic Materials	Added	3,474	+4	$587,453	+3.8%	0.39%
CSCO	Cisco Systems, Inc. Technology	Held	7,378	0	$572,459	+0.7%	0.38%
POWW	Outdoor Holding Co Industrials	Held	244,300	0	$491,043	+17.5%	0.33%
CVX	Chevron Corp Energy	Reduced	2,204	-218	$456,007	+23.5%	0.31%
MPC	Marathon Petroleum Corp Energy	Held	1,860	0	$454,174	+50.1%	0.31%
SLV	iShares Silver Trust	Reduced	6,610	-407	$450,405	−0.4%	0.30%
GM	General Motors Co Consumer Cyclical	Added	5,887	+6	$438,581	−8.3%	0.29%
KMI	Kinder Morgan, Inc. Energy	Added	12,897	+71	$432,436	+22.6%	0.29%
PLTR	Palantir Technologies Inc. Technology	Held	2,950	0	$431,526	−17.7%	0.29%
DIS	Walt Disney Co Communication Services	Held	4,300	0	$414,434	−15.3%	0.28%
TXN	Texas Instruments Inc Technology	Held	2,130	0	$413,518	+11.9%	0.28%
CAH	Cardinal Health Inc Healthcare	Held	1,912	0	$404,024	+2.8%	0.27%
EPD	Enterprise Products Partners L.P. Energy	Added	10,506	+2,362	$397,547	+52.3%	0.27%
QCOM	Qualcomm Inc/De Technology	Added	2,971	+5	$382,605	−24.6%	0.26%

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.