Royal Capital Wealth Management, LLC
Filing Date
Global Rank
#4,935
/ 8,586
▲ 20
Top Industry
Credit Services
13.3%
3Y Alpha vs SPY
-4.4%
Period ended 3 months ago
Filed May 15, 2026 · 32d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.3%
SPY
+78.1%
Annualised alpha
-4.4%
Max drawdown
−16.3%
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
83 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.1%
+0.3 pts
Top 5
40.5%
−1.4 pts
Top 10
60.8%
−2.3 pts
HHI
525
Diversified−17
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 26.1% | $37,439,239 |
| Unclassified | 19.1% | $27,323,983 |
| Technology | 18.6% | $26,658,180 |
| Healthcare | 8.1% | $11,564,231 |
| Communication Services | 6.5% | $9,291,424 |
| Consumer Cyclical | 6.1% | $8,729,414 |
| Energy | 5.6% | $8,007,068 |
| Consumer Defensive | 5.2% | $7,439,076 |
| Industrials | 2.7% | $3,877,148 |
| Utilities | 1.0% | $1,365,337 |
| Basic Materials | 0.9% | $1,230,302 |
| Real Estate | 0.2% | $320,126 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| COP | Conocophillips | +3 | 2,473 | $326,436 | |
| ABT | Abbott Laboratories | +3 | 3,583 | $367,866 | |
| PM | Philip Morris International Inc. | +3 | 3,572 | $590,594 | |
| GE | General Electric Co | +2 | 2,384 | $676,507 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Exxon Mobil 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
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. | ||||
7 positions ·
$7,439,076 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 22,522 | $2,799,034 | 37.63% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 14,279 | $1,085,917 | 14.60% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,787 | $980,314 | 13.18% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 6,210 | $964,350 | 12.96% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 721 | $718,426 | 9.66% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 3,572 | $590,594 | 7.94% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Reduced | 17,427 | $300,441 | 4.04% |