Royal Capital Wealth Management, LLC
Top Portfolio Positions
83 positions ·
$143,245,528 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
33,178 | $21,576,980 | 15.06% | |
| MA |
Mastercard Inc
Financial Services
|
20,245 | $10,115,616 | 7.06% | |
| NVDA |
Nvidia Corp
Technology
|
56,127 | $9,788,548 | 6.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
18,715 | $8,968,228 | 6.26% | |
| MSFT |
Microsoft Corp
Technology
|
20,411 | $7,555,539 | 5.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,276 | $7,268,366 | 5.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,612 | $6,651,545 | 4.64% | |
| V |
Visa Inc.
Financial Services
|
17,426 | $5,266,834 | 3.68% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,710 | $5,027,237 | 3.51% | |
| AAPL |
Apple Inc.
Technology
|
19,379 | $4,918,196 | 3.43% |
Portfolio Trend
18 quarters · across all stocks
Holdings in WRAP
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,862 | 89,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $129,976 | 54,612 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $118,508 | 54,612 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $85,194 | 54,612 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $93,386 | 54,612 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $115,777 | 54,612 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $122,418 | 81,612 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $168,750 | 84,375 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $183,365 | 81,135 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $248,886 | 80,286 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $120,429 | 80,286 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $127,218 | 87,136 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $150,926 | 87,748 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $156,568 | 92,644 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $158,422 | 92,645 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $169,046 | 90,885 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $245,389 | 90,885 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $355,606 | 90,485 | Shares | Sole | 2022-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||