Royal Capital Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Carmel, IN
Holdings as of
12/31/2025
Date filed
2/18/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$169,438
Net value change ($000)
+6,414 (3.9%)
New positions
4
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 1,779 29.0%
LLY 1,198 40.5%
GOOGL 976 28.9%
SPY 572 2.6%
RSP 380 160.3%
APO 340 NEW
AAPL 329 6.4%
EPD 261 NEW
AMZN 250 5.1%
CB 211 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -690 -6.5%
BX -289 -9.7%
ADP -205 -12.7%
GHI -185 -100.0%
ORCL -165 -30.7%
PG -135 -12.2%
LNG -131 -17.0%
UNH -106 -4.9%
META -104 -8.5%
KVUE -82 -20.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type