Royal Fund Management, LLC
All 13F Filings
- Location
- Lady Lake, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,200,650
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 291 | 1,200,650 | 13F-HR | Royal Fund Management, LLC |
| 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):
2.74 K
(0.2% of total reported value)
· QoQ Δ:
-7.359 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 674.9 K | 56.3% | 84.91 K | 0 | 84.91 K |
| ETFs | 521.5 K | 43.5% | 69.31 K | 0 | 69.31 K |
| Debt | 1.474 K | 0.1% | 92 | 0 | 92 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
1,200,650
Holdings
291
QoQ value change ($000)
146,954
(13.9%)
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.