Royal Capital Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$160,620
Net value change ($000)
-8,818 (-5.2%)
New positions
5
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XOM 1,265 40.6%
RSP 351 56.9%
JNJ 313 18.2%
LNG 295 46.0%
WMT 291 11.6%
OKE 260 NEW
NVS 213 NEW
VZ 209 NEW
T 203 NEW
CRMD 194 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,306 -23.4%
MA -1,425 -12.3%
SPY -842 -3.8%
V -835 -13.7%
BX -682 -25.3%
GOOGL -639 -8.1%
JPM -616 -8.5%
LLY -603 -14.5%
AAPL -561 -10.2%
NVDA -555 -5.4%
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