Royal Capital Wealth Management, LLC

CIK

1904323

Location

CARMEL, IN

Portfolio Value

Small $138,836,785

Diversification

Diversified

Filing Date

Global Rank

#4,997 / 8,603 ▼ 5 · as of Mar 2026

Top Industry

Credit Services 13.8%

3Y Alpha vs SPY

-3.6%

Period ended 3 months ago

Filed May 15, 2026 · 55d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.2%

SPY

+76.0%

Annualised alpha

-3.5%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

15.5%

+0.4 pts

Top 5

41.8%

−1.0 pts

Top 10

62.8%

−1.7 pts

HHI

549

Diversified−11

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.9%	$37,409,420	13
Unclassified	19.7%	$27,323,983	4
Technology	19.2%	$26,658,180	12
Healthcare	8.3%	$11,564,231	10
Communication Services	6.7%	$9,291,424	6
Consumer Cyclical	6.3%	$8,729,414	6
Consumer Defensive	5.4%	$7,439,076	7
Industrials	2.8%	$3,877,148	9
Energy	2.6%	$3,628,144	8
Utilities	1.0%	$1,365,337	2
Basic Materials	0.9%	$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
BX	Blackstone Inc.	+17	17,479	$2,009,910
GOOGL	Alphabet Inc.	+14	25,276	$7,268,366
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

13 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
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

82 positions · $138,836,785 total · 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 82 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%	15.54%
MA	Mastercard Inc Financial Services	Added	20,245	+30	$10,115,616	−12.3%	7.29%
NVDA	Nvidia Corp Technology	Added	56,127	+667	$9,788,548	−5.4%	7.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	18,715	0	$8,968,228	−4.7%	6.46%
MSFT	Microsoft Corp Technology	Added	20,411	+22	$7,555,539	−23.4%	5.44%
GOOGL	Alphabet Inc. Communication Services	Added	25,276	+14	$7,268,366	−8.1%	5.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	22,612	+60	$6,651,545	−8.5%	4.79%
V	Visa Inc. Financial Services	Added	17,426	+26	$5,266,834	−13.7%	3.79%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,710	-201	$5,027,237	−8.2%	3.62%
AAPL	Apple Inc. Technology	Reduced	19,379	-774	$4,918,196	−10.2%	3.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	22,241	-25	$4,632,133	−9.9%	3.34%
LLY	ELI LILLY & Co Healthcare	Reduced	3,865	-4	$3,554,911	−14.5%	2.56%
WMT	Walmart Inc. Consumer Defensive	Added	22,522	+12	$2,799,034	+11.6%	2.02%
JNJ	Johnson & Johnson Healthcare	Added	8,323	+2	$2,034,474	+18.1%	1.47%
BX	Blackstone Inc. Financial Services	Added	17,479	+17	$2,009,910	−25.3%	1.45%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,294	-22	$1,956,112	+1.3%	1.41%
ABBV	AbbVie Inc. Healthcare	Reduced	8,831	-811	$1,920,654	−12.8%	1.38%
UNH	Unitedhealth Group Inc Healthcare	Reduced	6,224	-37	$1,684,152	−18.5%	1.21%
CME	Cme Group Inc. Financial Services	Held	5,296	0	$1,564,173	+8.2%	1.13%
ADP	Automatic Data Processing Inc Technology	Held	5,472	0	$1,111,800	−21.0%	0.80%
LOW	Lowes Companies Inc Consumer Cyclical	Added	4,686	+4	$1,107,208	−1.9%	0.80%
KO	Coca Cola Co Consumer Defensive	Held	14,279	0	$1,085,917	+8.8%	0.78%
NEE	Nextera Energy Inc Utilities	Held	11,294	0	$1,048,986	+15.7%	0.76%
WFC	Wells Fargo & Company/Mn Financial Services	Added	13,159	+22	$1,047,587	−14.4%	0.75%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,787	+5	$980,314	+0.9%	0.71%
AMGN	Amgen Inc Healthcare	Held	2,774	0	$976,031	+7.5%	0.70%
META	Meta Platforms, Inc. Communication Services	Held	1,701	0	$973,193	−13.3%	0.70%
PEP	Pepsico Inc Consumer Defensive	Added	6,210	+558	$964,350	+18.9%	0.69%
LNG	Cheniere Energy, Inc. Energy	Added	3,299	+1	$936,124	+46.0%	0.67%
AVGO	Broadcom Inc. Technology	Held	2,630	0	$814,011	−10.6%	0.59%
CAT	Caterpillar Inc Industrials	Held	1,100	0	$779,306	+23.7%	0.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	721	0	$718,426	+15.5%	0.52%
EMR	Emerson Electric Co Industrials	Held	5,266	0	$689,951	−1.3%	0.50%
GE	General Electric Co Industrials	Added	2,384	+2	$676,507	−7.8%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,572	+3	$590,594	+3.2%	0.43%
NUE	Nucor Corp Basic Materials	Added	3,474	+4	$587,453	+3.8%	0.42%
CSCO	Cisco Systems, Inc. Technology	Held	7,378	0	$572,459	+0.7%	0.41%
SPGI	S&P Global Inc. Financial Services	Held	1,300	0	$523,123	−18.6%	0.38%
POWW	Outdoor Holding Co Industrials	Held	244,300	0	$491,043	+17.5%	0.35%
CVX	Chevron Corp Energy	Reduced	2,204	-218	$456,007	+23.5%	0.33%
MPC	Marathon Petroleum Corp Energy	Held	1,860	0	$454,174	+50.1%	0.33%
SLV	iShares Silver Trust	Reduced	6,610	-407	$450,405	−0.4%	0.32%
GM	General Motors Co Consumer Cyclical	Added	5,887	+6	$438,581	−8.3%	0.32%
KMI	Kinder Morgan, Inc. Energy	Added	12,897	+71	$432,436	+22.6%	0.31%
PLTR	Palantir Technologies Inc. Technology	Held	2,950	0	$431,526	−17.7%	0.31%
DIS	Walt Disney Co Communication Services	Held	4,300	0	$414,434	−15.3%	0.30%
TXN	Texas Instruments Inc Technology	Held	2,130	0	$413,518	+11.9%	0.30%
CAH	Cardinal Health Inc Healthcare	Held	1,912	0	$404,024	+2.8%	0.29%
EPD	Enterprise Products Partners L.P. Energy	Added	10,506	+2,362	$397,547	+52.3%	0.29%
QCOM	Qualcomm Inc/De Technology	Added	2,971	+5	$382,605	−24.6%	0.28%