Royal Capital Wealth Management, LLC

Registered adviser

CIK

1904323

Location

CARMEL, IN

Portfolio Value

Small $177,630,587

Diversification

Diversified

Filing Date

Global Rank

#6,890 / 8,827 ▼ 61

Top Industry

Credit Services 12.4%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 292217

Roster of Nov 1, 2026

Regulatory AUM

$204,155,428

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$204,155,428	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$186,556,907	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$177,158,040	Individuals and high net worth (98%)
May 2023 to Mar 2024	$158,872,388	Individuals and high net worth (99%)
Apr 2023	$158,872,388	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$151,812,774	Individuals and high net worth (62%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 59.3%, 20.4 effective positions, active share 56.4% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

3.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.3 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 56.4%; sector active share 27.1% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

View clone backtest

Portfolio Concentration

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

Top Position

13.9%

+0.4 pts

Top 5

40.7%

+0.6 pts

Top 10

59.3%

+0.8 pts

HHI

491

Diversified+14

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.3%	$44,856,932	18
Financial Services	23.5%	$41,757,156	13
Technology	17.1%	$30,314,354	15
Communication Services	8.8%	$15,574,653	5
Healthcare	8.2%	$14,524,877	11
Consumer Cyclical	4.9%	$8,780,396	5
Consumer Defensive	4.0%	$7,173,686	7
Energy	3.8%	$6,757,798	9
Industrials	2.7%	$4,879,293	10
Basic Materials	0.8%	$1,369,247	4
Utilities	0.7%	$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
—		+24,192	48,372	$2,716,571
BINC		+1,995	44,385	$2,323,110
RSP	Victory Portfolios II	+1,702	6,747	$1,435,559
APO	Apollo Global Management, Inc.	+901	3,254	$384,980
BRK-B	Berkshire Hathaway Inc	+600	19,315	$9,665,032
OKE	Oneok Inc	+588	3,459	$300,725
SCHD	Schwab U.S. Dividend Equity ETF	+382	48,099	$1,525,219
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
MDT	Medtronic plc	+100	2,589	$202,537
EPD	Enterprise Products Partners L.P.	+100	10,606	$389,876
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
WFC	Wells Fargo & Company	+23	13,182	$1,089,360
WMT	Walmart Inc.	+23	22,545	$2,553,446
UNH	Unitedhealth Group Inc	+17	6,241	$2,593,946
BX	Blackstone Inc.	+15	17,494	$2,058,518
SMDV	ProShares Russell 2000 Dividend Growers ETF	+13	12,498	$962,720
GOOGL	Alphabet Inc.	+13	25,289	$9,037,529
ABBV	AbbVie Inc.	+11	8,842	$2,225,000
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	+7	16,445	$1,505,868
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

10 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,504	$349,633
—		2,700	$256,599
VRTX	Vertex Pharmaceuticals Inc	500	$248,365
GPIQ	Goldman Sachs Nasdaq-100 Premium Income ETF	4,130	$244,950
KLAC	Kla Corp	750	$226,282
GWW	W.W. Grainger, Inc.	165	$224,466
GLW	Corning Inc	854	$218,137
IYG	iShares U.S. Financial Services ETF	2,400	$217,128
HACK		2,000	$209,860
IBM	International Business Machines Corp	715	$201,065
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	1,300	$552,941
HD	Home Depot, Inc.	837	$275,280
ACN	Accenture plc	1,268	$251,431
CB	Chubb Ltd	675	$220,002
VZ	Verizon Communications Inc	4,161	$208,882
T	At&T Inc.	6,991	$202,669
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

100 tracked positions · $177,630,587 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 100 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	33,110	-68	$24,725,554	+14.6%	19	before history	13.92%
NVDA	Nvidia Corp Technology	Held	56,127	0	$11,230,451	+14.7%	12	unpriced	6.32%
MA	Mastercard Inc Financial Services	Added	20,277	+32	$10,414,267	+3.0%	19	before history	5.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	19,315	+600	$9,665,032	+7.8%	19	before history	5.44%
GOOGL	Alphabet Inc. Communication Services	Added	25,289	+13	$9,037,529	+24.3%	19	before history	5.09%
MSFT	Microsoft Corp Technology	Reduced	20,340	-71	$7,587,226	+0.4%	19	before history	4.27%
JPM	Jpmorgan Chase & Co Financial Services	Added	22,671	+59	$7,420,898	+11.6%	19	before history	4.18%
QQQ	Invesco Qqq Trust, Series 1	Added	9,066	+356	$6,676,202	+32.8%	19	before history	3.76%
V	Visa Inc. Financial Services	Added	17,453	+27	$5,987,949	+13.7%	19	before history	3.37%
AAPL	Apple Inc. Technology	Reduced	18,980	-399	$5,492,052	+11.7%	19	before history	3.09%
AMZN	Amazon Com Inc Consumer Cyclical	Held	22,241	0	$5,300,919	+14.4%	19	before history	2.98%
LLY	ELI LILLY & Co Healthcare	Added	4,097	+232	$4,914,065	+38.2%	18	$444.29	2.77%
GOOG	Alphabet Inc. Communication Services	Held	13,893	0	$4,908,813	+23.2%	19	before history	2.76%
XOM	ExxonMobil Holdings Corp Energy	Reduced	25,243	-567	$3,451,222	−21.2%	19	before history	1.94%
		Added	48,372	+24,192	$2,716,571	+112.0%	19	before history	1.53%
UNH	Unitedhealth Group Inc Healthcare	Added	6,241	+17	$2,593,946	+54.0%	19	before history	1.46%
WMT	Walmart Inc. Consumer Defensive	Added	22,545	+23	$2,553,446	−8.8%	19	before history	1.44%
BINC		Added	44,385	+1,995	$2,323,110	+5.5%	12	$51.43	1.31%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	3	0	$2,246,550	+4.3%	6	$729,330.80	1.26%
ABBV	AbbVie Inc. Healthcare	Added	8,842	+11	$2,225,000	+15.8%	19	before history	1.25%
JNJ	Johnson & Johnson Healthcare	Added	8,326	+3	$2,114,554	+3.9%	19	before history	1.19%
BX	Blackstone Inc. Financial Services	Added	17,494	+15	$2,058,518	+2.4%	19	before history	1.16%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,107	-187	$1,650,783	−15.6%	19	before history	0.93%
SCHD	Schwab U.S. Dividend Equity ETF	Added	48,099	+382	$1,525,219	+4.2%	19	before history	0.86%
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	Added	16,445	+7	$1,505,868	+6.0%	19	before history	0.85%
RSP	Victory Portfolios II	Added	6,747	+1,702	$1,435,559	+48.3%	4	$195.18	0.81%
ADP	Automatic Data Processing Inc Technology	Added	5,473	+1	$1,225,678	+10.2%	19	before history	0.69%
CAT	Caterpillar Inc Industrials	Held	1,100	0	$1,171,390	+50.3%	15	$217.70	0.66%
CME	Cme Group Inc. Financial Services	Held	5,296	0	$1,169,515	−25.2%	19	before history	0.66%
KO	Coca Cola Co Consumer Defensive	Added	14,284	+5	$1,160,860	+6.9%	19	before history	0.65%
WFC	Wells Fargo & Company Financial Services	Added	13,182	+23	$1,089,360	+4.0%	19	before history	0.61%
LOW	Lowes Companies Inc Consumer Cyclical	Added	4,692	+6	$1,034,539	−6.6%	19	before history	0.58%
AMGN	Amgen Inc Healthcare	Held	2,774	0	$1,004,520	+2.9%	19	before history	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,793	+6	$996,125	+1.6%	19	before history	0.56%
AVGO	Broadcom Inc. Technology	Held	2,630	0	$993,482	+22.0%	11	$94.69	0.56%
NEE	Nextera Energy Inc Utilities	Held	11,294	0	$991,274	−5.5%	19	before history	0.56%
SMDV	ProShares Russell 2000 Dividend Growers ETF	Added	12,498	+13	$962,720	+12.1%	19	before history	0.54%
META	Meta Platforms, Inc. Communication Services	Held	1,701	0	$958,156	−1.5%	19	before history	0.54%
GE	General Electric Co Industrials	Held	2,384	0	$890,972	+31.7%	9	unpriced	0.50%
CSCO	Cisco Systems, Inc. Technology	Held	7,378	0	$866,619	+51.4%	19	before history	0.49%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,130	-80	$830,002	−13.9%	19	before history	0.47%
LNG	Cheniere Energy, Inc. Energy	Added	3,341	+42	$798,532	−14.7%	19	before history	0.45%
NUE	Nucor Corp Basic Materials	Reduced	3,437	-37	$765,591	+30.3%	19	before history	0.43%
EMR	Emerson Electric Co Industrials	Added	5,267	+1	$753,971	+9.3%	19	before history	0.42%
COST	Costco Wholesale Corp Consumer Defensive	Added	722	+1	$675,409	−6.0%	16	$562.37	0.38%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,575	+3	$646,753	+9.5%	19	before history	0.36%
TXN	Texas Instruments Inc Technology	Held	2,130	0	$634,889	+53.5%	19	before history	0.36%
POWW	Outdoor Holding Co Industrials	Held	244,300	0	$557,004	+13.4%	19	before history	0.31%
QCOM	Qualcomm Inc Technology	Added	2,974	+3	$549,565	+43.6%	19	before history	0.31%
SCHB	Schwab U.S. Broad Market ETF	Added	18,101	+5	$524,204	+15.4%	19	before history	0.30%

Showing the top 50 of 100 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.