Royal Fund Management, LLC
All 13F Filings
- Location
- Lady Lake, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,053,696
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/19/2026 | 297 | 1,053,696 | 13F-HR | Royal Fund Management, LLC |
| 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):
10.1 K
(1.0% of total reported value)
· QoQ Δ:
+326
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 590 K | 56.5% | 0 | 259.3 K | -259.3 K |
| ETFs | 452.2 K | 43.3% | 231.9 K | 0 | 231.9 K |
| Debt | 1.382 K | 0.1% | 0 | 6.072 K | -6.072 K |
| Other | 0 | 0.0% | 0 | 12.79 K | -12.79 K |
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Fund Snapshot
Q1 2026
Latest filed
5/19/2026
Total value ($000)
1,053,696
Holdings
297
QoQ value change ($000)
-45,880
(-4.2%)
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.