Royal Capital Wealth Management, LLC
CIK: 0001904323SEC EDGAR →
Portfolio Value
$169.4M
Holdings
93
As of
Q4 2025
New Positions
6
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 32,876 | $22.4M | 13.23% |
| 2 | MASTERCARD INCORPORATED | 20,215 | $11.5M | 6.81% |
| 3 | NVIDIA CORPORATION | 55,460 | $10.3M | 6.10% |
| 4 | MICROSOFT CORP | 20,389 | $9.9M | 5.82% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 18,715 | $9.4M | 5.55% |
| 6 | ALPHABET INC | 25,262 | $7.9M | 4.67% |
| 7 | JPMORGAN CHASE & CO. | 22,552 | $7.3M | 4.29% |
| 8 | VISA INC | 17,400 | $6.1M | 3.60% |
| 9 | APPLE INC | 20,153 | $5.5M | 3.23% |
| 10 | INVESCO QQQ TR | 8,911 | $5.5M | 3.23% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $65.9M | 38.9% |
| Technology | 14 | $30.4M | 17.9% |
| Unknown | 5 | $18.0M | 10.6% |
| Communication Services | 4 | $13.9M | 8.2% |
| Healthcare | 8 | $12.1M | 7.2% |
| Consumer Cyclical | 7 | $9.9M | 5.8% |
| Consumer Defensive | 6 | $6.2M | 3.7% |
| Energy | 8 | $5.5M | 3.3% |
| Industrials | 10 | $5.1M | 3.0% |
| Utilities | 2 | $1.2M | 0.7% |
| Basic Materials | 2 | $878K | 0.5% |
| Real Estate | 1 | $332K | 0.2% |