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CIK: 0001801876
Total reported value
$322.7M
$322.7M
51 檔
41.3%
As reported in its official Q4 2025 Form 13F filing, Royal Harbor Partners, LLC's tracked investment portfolio stood at $322.7M with 51 total positions.
Royal Harbor Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 10.58% | -0.64% | +2.62% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.39% | -0.75% | +0.46% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 9.20% | +0.34% | +1.03% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.64% | +0.43% | +0.92% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 7.22% | +0.51% | +2.83% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 6.28% | +0.16% | +0.47% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.32% | -0.21% | -1.14% | |
| 8 | CGMU | Cap Group Municipal Income | ETF-Other | 4.01% | -4.17% | EXIT | |
| 9 | CGGO | Cap Group Global Growth | ETF-Other | 3.22% | — | -1.14% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.05% | +0.05% | +0.84% | |
| 11 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 3.00% | +0.10% | +1.91% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.96% | — | +0.67% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.96% | -0.25% | +2.77% | |
| 14 | DFAW | Dimensional World Eqty ETF | ETF-Other | 2.89% | +0.06% | +7.83% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | -0.25% | +3.86% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.92% | -0.43% | +1.31% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | -0.02% | -9.97% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.04% | -11.30% | |
| 19 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.49% | — | +2.33% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.46% | -0.14% | +3.15% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.46% | — | +8.39% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | +0.03% | -3.90% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.03% | +1.40% | |
| 24 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.21% | -0.07% | -6.29% | |
| 25 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.93% | -0.99% | EXIT | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.05% | -27.59% | |
| 27 | PAVE | Global X US Infrastructure | ETF-Other | 0.63% | +0.02% | -3.54% | |
| 28 | GTPE | Gs Msci Wrld Prv Eq Rtr Trkr | ETF-Other | 0.59% | — | — | |
| 29 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-Commodities | 0.58% | — | — | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.47% | — | -46.68% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.09% | -2.38% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.18% | -10.27% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.22% | -0.02% | — | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.22% | +0.27% | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | +0.01% | -4.43% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.04% | -13.13% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.13% | -0.02% | — | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.13% | — | — | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.12% | +0.07% | NEW | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.11% | -0.02% | -50.00% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.09% | +0.03% | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.09% | — | -1.31% | |
| 44 | MPLX | Mplx LP | Stock-Energy | 0.09% | -0.01% | — | |
| 45 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.08% | — | -10.75% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.08% | +0.03% | — | |
| 47 | SLB | Slb LTD | Stock-Energy | 0.08% | -0.10% | EXIT | |
| 48 | OKE | Oneok Inc | Stock-Energy | 0.08% | -0.01% | -5.29% | |
| 49 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.08% | — | +3.62% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.07% | +0.07% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAW | Dimensional World Eqty ETF | +0.2% | +7.83% | Add |
| 2 | CGDV | Cap Group Dividend Value | +0.2% | +1.03% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -9.97% | Trim |
| 4 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +2.83% | Add |
| 5 | GLDM | Spdr Gold Minishares Trust | +0.2% | +1.31% | Add |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +0.92% | Add |
| 7 | CGMU | Cap Group Municipal Income | +0.1% | +4.35% | Add |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +8.39% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +1.40% | Add |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +0.47% | Add |
| 11 | LLY | Eli Lilly & Co | 0% | -13.13% | Trim |
| 12 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 13 | SLB | Slb LTD | 0% | — | Unchanged |
| 14 | EWJ | Ishares Msci Japan ETF | 0% | +3.62% | Add |
| 15 | QUAL | Ishares Msci USA Quality Fac | — | +0.67% | Add |
| 16 | GSLC | Goldman Activebeta US Lc ETF | — | +0.84% | Add |
| 17 | JPIE | Jpmorgan Income ETF | — | +2.77% | Add |
| 18 | XFIV | Bondbloxx Bbg 5 Yr US Treas | — | +2.33% | Add |
| 19 | CGSM | Cap Group Short Muni Income | — | +2.76% | Add |
| 20 | WMT | Walmart Inc | — | — | Unchanged |
| 21 | MPLX | Mplx LP | — | — | Unchanged |
| 22 | OKE | Oneok Inc | — | -5.29% | Trim |
| 23 | EPD | Enterprise Products Partners | — | — | Unchanged |
| 24 | DGRO | Ishares Core Dividend Growth | — | — | Unchanged |
| 25 | BA | Boeing Co/the | — | — | Unchanged |
| 26 | JPST | Jpmorgan Ultra-short Income | — | — | Unchanged |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +3.15% | Add |
| 28 | QGRW | Wisdomtree US Quality Growth | 0% | -10.75% | Trim |
| 29 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 30 | IWR | Ishares Russell Mid-cap ETF | 0% | -1.31% | Trim |
| 31 | JBND | Jpmorgan Active Bond ETF | 0% | +1.91% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | -4.43% | Trim |
| 33 | MCD | Mcdonald's CORP | 0% | -2.38% | Trim |
| 34 | NMAX | Newsmax Inc | 0% | — | Unchanged |
| 35 | XOM | Exxon Mobil CORP | 0% | -10.27% | Trim |
| 36 | PAVE | Global X US Infrastructure | 0% | -3.54% | Trim |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -1.14% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -3.90% | Trim |
| 39 | CGGO | Cap Group Global Growth | -0.1% | -1.14% | Trim |
| 40 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | +2.62% | Add |
| 41 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 42 | PWR | Quanta Services Inc | -0.1% | -50.00% | Trim |
| 43 | MSFT | Microsoft CORP | -0.1% | +3.86% | Add |
| 44 | AAPL | Apple Inc | -0.1% | -11.30% | Trim |
| 45 | UTES | Virtus Reaves Utilities ETF | -0.2% | -6.29% | Trim |
| 46 | JCPB | Jpmorgan Core Plus Bond ETF | -0.2% | +0.46% | Add |
| 47 | NVDA | Nvidia CORP | -0.3% | -27.59% | Trim |
| 48 | IBIT | Ishares Bitcoin Trust ETF | -0.7% | -46.68% | Trim |
| 49 | GTPE | Gs Msci Wrld Prv Eq Rtr Trkr | — | NEW | New buy |
| 50 | GVIP | Gold Sachs Hedge Ind Vip ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Royal Harbor Partners, LLC reported a total U.S. public equity portfolio value of $322.7M across 51 disclosed positions in Q4 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 41.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
GTPE
市值: $1.8M
Top Position Liquidated / Trimmed
RSP
前期市值: $365.7K
During Q4 2025, Royal Harbor Partners, LLC's top holdings by market value included BINC (10.6%)、JCPB (9.4%)、CGDV (9.2%). The largest single position, BINC, represented 10.6% of total portfolio value.
In Q4 2025, Royal Harbor Partners, LLC made 42 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 2 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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