Royal Capital Wealth Management, LLC

CIK

1904323

Location

CARMEL, IN

Portfolio Value

Small $164,298,353

Diversification

Diversified

Filing Date

Global Rank

#5,019 / 8,710 ▲ 1348

Top Industry

Credit Services 12.4%

Period ended 3 months ago

Filed Aug 14, 2026 · 37d

19 quarters · since Dec 2021

Portfolio Concentration

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

Top Position

15.0%

+1.3 pts

Top 5

44.0%

+3.1 pts

Top 10

64.1%

+4.5 pts

HHI

564

Diversified+71

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.1%	$41,296,057	11
Unclassified	19.5%	$31,985,797	4
Technology	18.5%	$30,314,354	15
Communication Services	9.5%	$15,574,653	4
Healthcare	8.8%	$14,524,877	11
Consumer Cyclical	5.3%	$8,780,396	5
Consumer Defensive	4.4%	$7,173,686	7
Energy	4.1%	$6,757,798	9
Industrials	3.0%	$4,879,293	10
Basic Materials	0.8%	$1,369,247	4
Utilities	0.8%	$1,297,091	2
Real Estate	0.2%	$345,104	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APO	Apollo Global Management, Inc.	+901	3,254	$384,980
BRK-B	Berkshire Hathaway Inc	+600	19,318	$11,911,582
OKE	Oneok Inc /New/	+588	3,459	$300,725
QQQ	Invesco Qqq Trust, Series 1	+356	9,066	$6,676,202
NLY	Annaly Capital Management Inc	+298	15,434	$345,104
LLY	ELI LILLY & Co	+232	4,097	$4,914,065
EPD	Enterprise Products Partners L.P.	+100	10,606	$389,876
MDT	Medtronic plc	+100	2,589	$202,537
KMI	Kinder Morgan, Inc.	+69	12,966	$414,523
JPM	Jpmorgan Chase & Co	+59	22,671	$7,420,898
LNG	Cheniere Energy, Inc.	+42	3,341	$798,532
MA	Mastercard Inc	+32	20,277	$10,414,267
V	Visa Inc.	+27	17,453	$5,987,949
WMT	Walmart Inc.	+23	22,545	$2,553,446
WFC	Wells Fargo & Company/Mn	+23	13,182	$1,089,360
UNH	Unitedhealth Group Inc	+17	6,241	$2,593,946
BX	Blackstone Inc.	+15	17,494	$2,058,518
GOOGL	Alphabet Inc.	+13	39,182	$13,946,342
ABBV	AbbVie Inc.	+11	8,842	$2,225,000
BAC	Bank Of America Corp /De/	+6	6,169	$351,509
PG	PROCTER & GAMBLE Co	+6	6,793	$996,125
LOW	Lowes Companies Inc	+6	4,692	$1,034,539
GM	General Motors Co	+5	5,892	$454,155
KO	Coca Cola Co	+5	14,284	$1,160,860
ABT	Abbott Laboratories	+4	3,587	$325,484
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
KVUE	Kenvue Inc.	−1,148	16,279	$311,091
XOM	ExxonMobil Holdings Corp	−567	25,243	$3,451,222
AAPL	Apple Inc.	−399	18,980	$5,492,052
SEIC	Sei Investments Co	−202	3,000	$263,130
MCD	Mcdonalds Corp	−187	6,107	$1,650,783
COP	Conocophillips	−123	2,350	$244,306
PEP	Pepsico Inc	−80	6,130	$830,002
MSFT	Microsoft Corp	−71	20,340	$7,587,226
SPY	Spdr S&P 500 ETF Trust	−68	33,110	$24,725,554
CVX	Chevron Corp	−45	2,159	$357,875
NUE	Nucor Corp	−37	3,437	$765,591
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,504	$349,633
VRTX	Vertex Pharmaceuticals Inc / Ma	500	$248,365
KLAC	Kla Corp	750	$226,282
GWW	W.W. Grainger, Inc.	165	$224,466
GLW	Corning Inc /Ny	854	$218,137
IBM	International Business Machines Corp	715	$201,065
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
BCLO	iShares BBB-B CLO Active ETF	42,390	$2,201,312
FNDA	Schwab Fundamental U.S. Small Company ETF	65,813	$1,918,166
—		24,180	$1,281,660
ABI	VictoryShares Pioneer Asset-Based Income ETF	5,045	$968,236
SPGI	S&P Global Inc.	1,300	$552,941
STT	State Street Corp	8,600	$424,582
HD	Home Depot, Inc.	837	$275,280
ACN	Accenture plc	1,268	$251,431
VB	Vanguard Morningstar Small-Cap ETF	827	$247,148
CB	Chubb Ltd	675	$220,002
VZ	Verizon Communications Inc	4,161	$208,882
T	At&T Inc.	6,991	$202,669
ANEW	ProShares MSCI Transformational Changes ETF	36,673	$0
AAXJ	iShares MSCI All Country Asia ex Japan ETF	2,000	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $164,298,353 total · filing declares 101 positions · $178,160,850 · as of Jun 30, 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	Reduced	33,110	-68	$24,725,554	+14.6%	15.05%
GOOGL	Alphabet Inc. Communication Services	Added	39,182	+13	$13,946,342	+23.9%	8.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,318	+600	$11,911,582	+7.1%	7.25%
NVDA	Nvidia Corp Technology	Held	56,127	0	$11,230,451	+14.7%	6.84%
MA	Mastercard Inc Financial Services	Added	20,277	+32	$10,414,267	+3.0%	6.34%
MSFT	Microsoft Corp Technology	Reduced	20,340	-71	$7,587,226	+0.4%	4.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	22,671	+59	$7,420,898	+11.6%	4.52%
QQQ	Invesco Qqq Trust, Series 1	Added	9,066	+356	$6,676,202	+32.8%	4.06%
V	Visa Inc. Financial Services	Added	17,453	+27	$5,987,949	+13.7%	3.64%
AAPL	Apple Inc. Technology	Reduced	18,980	-399	$5,492,052	+11.7%	3.34%
AMZN	Amazon Com Inc Consumer Cyclical	Held	22,241	0	$5,300,919	+14.4%	3.23%
LLY	ELI LILLY & Co Healthcare	Added	4,097	+232	$4,914,065	+38.2%	2.99%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,243	-567	$3,451,222	−21.2%	2.10%
UNH	Unitedhealth Group Inc Healthcare	Added	6,241	+17	$2,593,946	+54.0%	1.58%
WMT	Walmart Inc. Consumer Defensive	Added	22,545	+23	$2,553,446	−8.8%	1.55%
ABBV	AbbVie Inc. Healthcare	Added	8,842	+11	$2,225,000	+15.8%	1.35%
JNJ	Johnson & Johnson Healthcare	Added	8,326	+3	$2,114,554	+3.9%	1.29%
BX	Blackstone Inc. Financial Services	Added	17,494	+15	$2,058,518	+2.4%	1.25%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,107	-187	$1,650,783	−15.6%	1.00%
ADP	Automatic Data Processing Inc Technology	Added	5,473	+1	$1,225,678	+10.2%	0.75%
CAT	Caterpillar Inc Industrials	Held	1,100	0	$1,171,390	+50.3%	0.71%
CME	Cme Group Inc. Financial Services	Held	5,296	0	$1,169,515	−25.2%	0.71%
KO	Coca Cola Co Consumer Defensive	Added	14,284	+5	$1,160,860	+6.9%	0.71%
WFC	Wells Fargo & Company/Mn Financial Services	Added	13,182	+23	$1,089,360	+4.0%	0.66%
LOW	Lowes Companies Inc Consumer Cyclical	Added	4,692	+6	$1,034,539	−6.6%	0.63%
AMGN	Amgen Inc Healthcare	Held	2,774	0	$1,004,520	+2.9%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,793	+6	$996,125	+1.6%	0.61%
AVGO	Broadcom Inc. Technology	Held	2,630	0	$993,482	+22.0%	0.60%
NEE	Nextera Energy Inc Utilities	Held	11,294	0	$991,274	−5.5%	0.60%
META	Meta Platforms, Inc. Communication Services	Held	1,701	0	$958,156	−1.5%	0.58%
GE	General Electric Co Industrials	Held	2,384	0	$890,972	+31.7%	0.54%
CSCO	Cisco Systems, Inc. Technology	Held	7,378	0	$866,619	+51.4%	0.53%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,130	-80	$830,002	−13.9%	0.51%
LNG	Cheniere Energy, Inc. Energy	Added	3,341	+42	$798,532	−14.7%	0.49%
NUE	Nucor Corp Basic Materials	Reduced	3,437	-37	$765,591	+30.3%	0.47%
EMR	Emerson Electric Co Industrials	Added	5,267	+1	$753,971	+9.3%	0.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	722	+1	$675,409	−6.0%	0.41%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,575	+3	$646,753	+9.5%	0.39%
TXN	Texas Instruments Inc Technology	Held	2,130	0	$634,889	+53.5%	0.39%
POWW	Outdoor Holding Co Industrials	Held	244,300	0	$557,004	+13.4%	0.34%
QCOM	Qualcomm Inc/De Technology	Added	2,974	+3	$549,565	+43.6%	0.33%
MPC	Marathon Petroleum Corp Energy	Held	1,860	0	$475,546	+4.7%	0.29%
CAH	Cardinal Health Inc Healthcare	Held	1,912	0	$454,214	+12.4%	0.28%
GM	General Motors Co Consumer Cyclical	Added	5,892	+5	$454,155	+3.6%	0.28%
KMI	Kinder Morgan, Inc. Energy	Added	12,966	+69	$414,523	−4.1%	0.25%
DIS	Walt Disney Co Communication Services	Held	4,300	0	$413,875	−0.1%	0.25%
EPD	Enterprise Products Partners L.P. Energy	Added	10,606	+100	$389,876	−1.9%	0.24%
APO	Apollo Global Management, Inc. Financial Services	Added	3,254	+901	$384,980	+46.8%	0.23%
CVX	Chevron Corp Energy	Reduced	2,159	-45	$357,875	−21.5%	0.22%
SLV	iShares Silver Trust	Held	6,610	0	$353,436	−21.5%	0.22%

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.