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CIK: 0001801876
Total reported value
$322.7M
$322.7M
50 檔
40.1%
At the close of Q3 2025, Royal Harbor Partners, LLC disclosed equity holdings valued at approximately $322.7M, spread across 50 reported holdings.
In Q3 2025, Royal Harbor Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 10.68% | -0.64% | -0.88% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.63% | -0.75% | -1.99% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 9.00% | +0.34% | +0.66% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.56% | +0.43% | +22.78% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 7.04% | +0.51% | +24.75% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 6.26% | +0.16% | -3.68% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.38% | -0.21% | +10.28% | |
| 8 | CGMU | Cap Group Municipal Income | ETF-Other | 3.93% | -4.17% | EXIT | |
| 9 | CGGO | Cap Group Global Growth | ETF-Other | 3.30% | — | +0.84% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.05% | +0.05% | +0.66% | |
| 11 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 3.02% | +0.10% | -0.89% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.96% | — | +2.08% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.96% | -0.25% | -0.84% | |
| 14 | DFAW | Dimensional World Eqty ETF | ETF-Other | 2.67% | +0.06% | +6.70% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.25% | +0.60% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.04% | -2.75% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.74% | -0.43% | +4.09% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | -0.02% | +0.99% | |
| 19 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.49% | — | -0.67% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.47% | -0.14% | -0.84% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | +0.03% | -0.06% | |
| 22 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.41% | -0.07% | -1.11% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.38% | — | +2.01% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.19% | — | +3.24% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.03% | +1.16% | |
| 26 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.93% | -0.99% | EXIT | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.05% | -1.47% | |
| 28 | PAVE | Global X US Infrastructure | ETF-Other | 0.67% | +0.02% | +0.79% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.09% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.18% | +0.43% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.02% | -0.15% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | +0.01% | — | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.22% | -0.02% | -0.62% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.22% | +0.27% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.04% | +0.38% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.02% | -3.76% | |
| 37 | EPD | Enterprise Products Partners | Stock-Energy | 0.13% | -0.02% | — | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.13% | — | — | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | +0.04% | -5.40% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.12% | +0.07% | NEW | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.10% | +0.03% | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.10% | — | — | |
| 43 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.09% | — | -10.70% | |
| 44 | MPLX | Mplx LP | Stock-Energy | 0.09% | -0.01% | — | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.08% | -0.01% | — | |
| 46 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.07% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.07% | +0.08% | NEW | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.07% | -0.10% | EXIT | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.07% | +0.03% | — | |
| 50 | NMAX | Newsmax Inc | Stock-Other | 0.06% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +2.8% | +10.28% | Add |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.7% | +22.78% | Add |
| 3 | CGMU | Cap Group Municipal Income | +1% | +50.21% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.99% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | +0.60% | Trim |
| 6 | CGDV | Cap Group Dividend Value | +0.3% | +0.66% | Trim |
| 7 | CGSM | Cap Group Short Muni Income | +0.3% | +53.13% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -0.06% | Trim |
| 9 | ORCL | Oracle CORP | +0.1% | -0.15% | Unchanged |
| 10 | UTES | Virtus Reaves Utilities ETF | +0.1% | -1.11% | Trim |
| 11 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +0.66% | Trim |
| 12 | PWR | Quanta Services Inc | +0.1% | -0.62% | Trim |
| 13 | QUAL | Ishares Msci USA Quality Fac | 0% | +2.08% | Add |
| 14 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | 0% | +1.16% | Add |
| 16 | BA | Boeing Co/the | 0% | — | Unchanged |
| 17 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 18 | WMT | Walmart Inc | 0% | -3.76% | Unchanged |
| 19 | IWR | Ishares Russell Mid-cap ETF | — | — | Add |
| 20 | QGRW | Wisdomtree US Quality Growth | — | -10.70% | Trim |
| 21 | DGRO | Ishares Core Dividend Growth | 0% | +0.54% | Add |
| 22 | MPLX | Mplx LP | 0% | — | Unchanged |
| 23 | SLB | Slb LTD | 0% | +0.02% | Add |
| 24 | LLY | Eli Lilly & Co | 0% | +0.38% | Add |
| 25 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 26 | OKE | Oneok Inc | -0.1% | — | Unchanged |
| 27 | XOM | Exxon Mobil CORP | -0.1% | +0.43% | Add |
| 28 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | +2.01% | Add |
| 30 | NVDA | Nvidia CORP | -0.1% | -1.47% | Trim |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | -0.2% | -0.84% | Add |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.3% | -3.68% | Trim |
| 33 | JPIE | Jpmorgan Income ETF | -0.4% | -0.84% | Add |
| 34 | JBND | Jpmorgan Active Bond ETF | -0.4% | -0.89% | Add |
| 35 | AAPL | Apple Inc | -0.4% | -2.75% | Trim |
| 36 | PAVE | Global X US Infrastructure | -0.6% | +0.79% | Trim |
| 37 | BINC | Ishares Flex I A Etf-usd Inc | -1.2% | -0.88% | Add |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | -1.4% | -1.99% | Trim |
| 39 | JPST | Jpmorgan Ultra-short Income | -1.7% | — | Trim |
| 40 | CGGO | Cap Group Global Growth | -2.4% | +0.84% | Trim |
| 41 | RSP | Invesco S&p 500 Equal Weight | -3% | -5.40% | Trim |
| 42 | DFUS | Dimensional US Eq Mkt ETF | — | NEW | New buy |
| 43 | DFAW | Dimensional World Eqty ETF | — | NEW | New buy |
| 44 | BMVP | Invesco Bloomberg Mvp Multi- | — | EXIT | Sold out |
| 45 | CGGR | Cap Group Growth Equity | — | EXIT | Sold out |
| 46 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 47 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 48 | XFIV | Bondbloxx Bbg 5 Yr US Treas | — | NEW | New buy |
| 49 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Royal Harbor Partners, LLC reported a total U.S. public equity portfolio value of $322.7M across 50 disclosed positions in Q3 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 BINC, JCPB, CGDV) accounted for 40.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFUS
市值: $20.8M
Top Position Liquidated / Trimmed
BMVP
前期市值: $7.9M
During Q3 2025, Royal Harbor Partners, LLC's top holdings by market value included BINC (10.7%)、JCPB (9.6%)、CGDV (9.0%). The largest single position, BINC, represented 10.7% of total portfolio value.
In Q3 2025, Royal Harbor Partners, LLC made 46 total portfolio adjustments, initiating 9 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 5 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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