Royal Capital Wealth Management, LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 169,438
- 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 | 2/18/2026 | 93 | 169,438 | 13F-HR | Royal Capital Wealth Management, LLC |
| Q3 2025 | 11/14/2025 | 90 | 163,024 | 13F-HR | Royal Capital Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 86 | 150,362 | 13F-HR | Royal Capital Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 165.6 K | 97.7% | 6.27 K | 0 | 6.27 K |
| ETFs | 3.879 K | 2.3% | 141 | 0 | 141 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
169,438
Holdings
93
QoQ value change ($000)
6,414
(3.9%)
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.