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13F holdings · Q2 2026

Royal Capital Wealth Management

Carmel, IN · files as Royal Capital Wealth Management, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1904323

Royal Capital Wealth Management reported 101 stocks worth $178M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (13.9%), NVDA (6.3%) and MA (5.8%). Compared with Q1 2026, the fund opened new positions in SPGI, INTC and UFOX, added to MA, BRK.B and JPM, trimmed SPY, MSFT and AAPL and sold out of SPGI, HD and ACN.

Reported value$178M+10.9% vs last quarter
Stocks held10111 new · 6 sold out
Top 5 weight36.5%fairly concentrated
Turnover4%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPY
Spdr S&P 500 ETF TR
$24.7M13.9%33K−68 (−0%)8 of 8
2
NVDA
Nvidia Corporation
$11.2M6.3%56KNo change8 of 8
3
MA
Mastercard Incorporated
$10.4M5.8%20K+32 (+0%)8 of 8
4
BRK.B
Berkshire Hathaway Inc Del
$9.7M5.4%19K+600 (+3%)8 of 8
5
GOOGL
Alphabet Inc
$9M5.1%25KNo change8 of 8
6
MSFT
Microsoft Corp
$7.6M4.3%20K−71 (−0%)8 of 8
7
JPM
Jpmorgan Chase & Co.
$7.4M4.2%23K+59 (+0%)8 of 8
8
QQQ
Invesco Qqq TR
$6.7M3.8%9,066+356 (+4%)8 of 8
9
V
Visa Inc
$6M3.4%17K+27 (+0%)8 of 8
10
AAPL
Apple Inc
$5.5M3.1%19K−399 (−2%)8 of 8
🔒 91 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
SPGI
S&P Global Inc
$553K1,300
HD
Home Depot Inc
$275K837
ACN
Accenture PLC Ireland
$251K1,268
CB
Chubb Ltd F
$220K675
VZ
Verizon Communications I
$209K4,161

🔒 Free account: see all 6.

Reported value

last 8 quarters
$142MQ3 '24
$143MQ4 '24
$143MQ1 '25
$150MQ2 '25
$163MQ3 '25
$169MQ4 '25
$161MQ1 '26
$178MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Royal Capital Wealth Management 13F FAQ

What does Royal Capital Wealth Management own?

Royal Capital Wealth Management reported 101 stocks worth $178M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (13.9%), NVDA (6.3%) and MA (5.8%). The table above lists every position in the filing (the top 10 without an account).

What did Royal Capital Wealth Management buy and sell in Q2 2026?

Compared with Q1 2026: 11 new positions, 27 added to, 11 trimmed and 6 sold out. New positions include SPGI, INTC and UFOX. It sold all of SPGI, HD and ACN.

When will Royal Capital Wealth Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Royal Capital Wealth Management's portfolio worth?

The Q2 2026 filing reports $178M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.