Royal Fund Management, LLC
All 13F Filings
- Location
- Lady Lake, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,099,576
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 292 | 1,099,576 | 13F-HR | Royal Fund Management, LLC |
| Q3 2025 | 10/29/2025 | 294 | 839,908 | 13F-HR | Royal Fund Management, LLC |
| Q2 2025 | 8/13/2025 | 335 | 1,007,545 | 13F-HR | Royal Fund Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
9.773 K
(0.9% of total reported value)
· QoQ Δ:
+242
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 849.3 K | 77.9% | 186.2 K | 0 | 186.2 K |
| ETFs | 220.3 K | 20.2% | 73.8 K | 0 | 73.8 K |
| Debt | 7.454 K | 0.7% | 0 | 8.726 K | -8.726 K |
| Other | 12.79 K | 1.2% | 8.194 K | 0 | 8.194 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
1,099,576
Holdings
292
QoQ value change ($000)
259,668
(30.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.