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CIK: 0001904323
Total reported value
$178.2M
$178.2M
86 檔
33.0%
During the Q2 2025 filing period, Royal Capital Wealth Management, LLC (CIK: 0001904323) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $178.2M across 86 reported positions.
In Q2 2025, Royal Capital Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.97% | +0.45% | +0.30% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 7.54% | -0.45% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.74% | -0.44% | +0.07% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.98% | -0.16% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.89% | +0.21% | +2.01% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.23% | +0.03% | +0.04% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 4.09% | +0.08% | +0.05% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.26% | +0.10% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.26% | +0.62% | -0.26% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.97% | +0.54% | -5.69% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.76% | +0.02% | -15.46% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.88% | +0.55% | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.87% | -0.79% | +0.07% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.76% | -0.09% | +0.06% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.70% | -0.08% | +0.02% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | +0.28% | — | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.47% | -0.31% | +0.20% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.45% | -0.08% | — | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.42% | -0.07% | +0.23% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.41% | +0.33% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.25% | -0.29% | -0.42% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.19% | +0.05% | +0.14% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.14% | — | — | |
| 24 | CME | Cme Group Inc | Stock-Financials | 0.97% | -0.31% | — | |
| 25 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.90% | -0.03% | +0.05% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.08% | +0.05% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.84% | -0.05% | +0.20% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.07% | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.05% | +0.10% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | -0.03% | +0.05% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.70% | -0.11% | +0.13% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.70% | -0.04% | +0.16% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.05% | — | |
| 34 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 0.54% | +0.01% | +0.11% | |
| 35 | LNG | Cheniere Energy Inc | Stock-Energy | 0.53% | -0.13% | +0.03% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | -0.09% | — | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.13% | +0.82% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.05% | — | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.48% | -0.01% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.07% | — | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.46% | -0.34% | EXIT | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | -0.01% | -1.38% | |
| 43 | GE | General Electric | Stock-Industrials | 0.41% | +0.08% | +0.04% | |
| 44 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.40% | -0.02% | -1.26% | |
| 45 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.38% | -0.01% | -1.44% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.36% | -0.03% | — | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | +0.13% | — | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.05% | +0.08% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.33% | +0.07% | +0.13% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.32% | — | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | +2.01% | Add |
| 2 | MSFT | Microsoft CORP | +1.4% | +0.07% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +0.30% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | +0.04% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -0.26% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.3% | — | Unchanged |
| 7 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 8 | META | Meta Platforms Inc-class A | +0.2% | — | Unchanged |
| 9 | IYG | Ishares U.s. Financial Servi | +0.1% | NEW | New buy |
| 10 | DOV | Dover CORP | +0.1% | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 12 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 13 | WMT | Walmart Inc | +0.1% | +0.20% | Add |
| 14 | GE | General Electric | +0.1% | +0.04% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | -6.82% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -5.69% | Trim |
| 17 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 18 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 19 | WFC | Wells Fargo & Co | 0% | +0.16% | Add |
| 20 | NTES | Netease Inc-adr | 0% | — | Unchanged |
| 21 | BX | Blackstone Inc | 0% | +0.06% | Add |
| 22 | PM | Philip Morris International | 0% | -1.38% | Trim |
| 23 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 24 | CDE | Coeur Mining Inc | 0% | — | Unchanged |
| 25 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 26 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 27 | SCHB | Schwab US Broad Market ETF | 0% | +0.03% | Add |
| 28 | SEIC | Sei Investments Company | 0% | +0.03% | Add |
| 29 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 30 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 31 | CMG | Chipotle Mexican Grill Inc | 0% | -1.44% | Trim |
| 32 | EUDV | Proshares Msci Europe Divide | 0% | — | Unchanged |
| 33 | CAH | Cardinal Health Inc | 0% | -6.92% | Trim |
| 34 | BAC | Bank Of America CORP | 0% | +0.11% | Add |
| 35 | NUE | Nucor CORP | 0% | +0.17% | Add |
| 36 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 37 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 38 | LNG | Cheniere Energy Inc | — | +0.03% | Add |
| 39 | SPGI | S&p Global Inc | — | — | Unchanged |
| 40 | XLF | Ss Financial Select Sector | — | +0.02% | Add |
| 41 | QCOM | Qualcomm Inc | — | +0.13% | Add |
| 42 | IYF | Ishares US Financials ETF | — | — | Unchanged |
| 43 | SLV | Ishares Silver Trust | — | — | Unchanged |
| 44 | GM | General Motors Co | — | +0.14% | Add |
| 45 | CRH | CRH plc | — | — | Unchanged |
| 46 | MMM | 3m Co | — | -0.83% | Trim |
| 47 | CME | Cme Group Inc | 0% | — | Unchanged |
| 48 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 49 | ABT | Abbott Laboratories | 0% | +0.08% | Add |
| 50 | KMI | Kinder Morgan, Inc. | 0% | +0.67% | Add |
According to official SEC Form 13F filings, Royal Capital Wealth Management, LLC reported a total U.S. public equity portfolio value of $178.2M across 86 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MA, MSFT) accounted for 33.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
IYG
市值: $205.4K
Top Position Liquidated / Trimmed
OKE
前期市值: $227.8K
During Q2 2025, Royal Capital Wealth Management, LLC's top holdings by market value included SPY (13.0%)、MA (7.5%)、MSFT (6.7%). The largest single position, SPY, represented 13.0% of total portfolio value.
In Q2 2025, Royal Capital Wealth Management, LLC made 56 total portfolio adjustments, initiating 2 new buys, adding to 37 positions, trimming 13 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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