Royal Capital Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Carmel, IN
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$178,161
Net value change ($000)
+17,541 (10.9%)
New positions
11
Sold out positions
6
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 3,149 14.6%
GOOGL 1,770 24.4%
QQQ 1,649 32.8%
NVDA 1,442 14.7%
LLY 1,360 38.3%
GOOGL 924 23.2%
UNH 910 54.0%
JPM 770 11.6%
V 721 13.7%
BRK-B 697 7.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -928 -21.2%
SPGI -553 -100.0%
CME -395 -25.3%
MCD -305 -15.6%
HD -275 -100.0%
ACN -251 -100.0%
WMT -246 -8.8%
CB -220 -100.0%
VZ -209 -100.0%
T -203 -100.0%
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