Royal Capital Wealth Management, LLC reported 82 positions worth $132.88M for the quarter ended Jun 30, 2026, up 8.2% on the prior quarter. It opened 6 new positions, added to 31, trimmed 10 and exited 6. Its largest holding is Nvidia Corp at 8.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | +2,504 | – | $349.66K | 0.263% |
| BRK-B Berkshire Hathaway Inc | +600 | +3.2% | $300.23K | 7.27% |
| LLY ELI LILLY & Co | +232 | +6.0% | $278.29K | 3.7% |
| VRTX Vertex Pharmaceuticals Inc / Ma | +500 | – | $248.37K | 0.187% |
| KLAC Kla Corp | +750 | – | $226.28K | 0.17% |
| GWW W.W. Grainger, Inc. | +165 | – | $224.47K | 0.169% |
| GLW Corning Inc | +854 | – | $218.14K | 0.164% |
| IBM International Business Machines Corp | +715 | – | $201.06K | 0.151% |
| APO Apollo Global Management, Inc. | +901 | +38.3% | $106.59K | 0.29% |
| OKE Oneok Inc | +588 | +20.5% | $51.13K | 0.226% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPGI S&P Global Inc. | -1,300 | -100.0% | $552.94K | Exited |
| HD Home Depot, Inc. | -837 | -100.0% | $275.33K | Exited |
| ACN Accenture plc | -1,268 | -100.0% | $251.43K | Exited |
| CB Chubb Ltd | -675 | -100.0% | $220.04K | Exited |
| VZ Verizon Communications Inc | -4,161 | -100.0% | $208.90K | Exited |
| T At&T Inc. | -6,991 | -100.0% | $202.66K | Exited |
| AAPL Apple Inc. | -399 | -2.1% | $115.46K | 4.13% |
| XOM ExxonMobil Holdings Corp | -567 | -2.2% | $77.52K | 2.6% |
| MCD Mcdonalds Corp | -187 | -3.0% | $50.55K | 1.24% |
| MSFT Microsoft Corp | -71 | -0.3% | $26.48K | 5.71% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +2,504 | $349.66K | 0.263% |
| VRTX Vertex Pharmaceuticals Inc / Ma | +500 | $248.37K | 0.187% |
| KLAC Kla Corp | +750 | $226.28K | 0.17% |
| GWW W.W. Grainger, Inc. | +165 | $224.47K | 0.169% |
| GLW Corning Inc | +854 | $218.14K | 0.164% |
| IBM International Business Machines Corp | +715 | $201.06K | 0.151% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 56.1K | $11.23M | 8.45% | 0 | 0.0% | Unchanged | 0% |
| 2 | MA Mastercard Inc | Financial Services | 20.3K | $10.41M | 7.84% | +32 | +0.2% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 19.3K | $9.67M | 7.27% | +600 | +3.2% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 25.3K | $9.04M | 6.8% | +13 | +0.1% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 20.3K | $7.59M | 5.71% | -71 | -0.3% | Reduced | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 22.7K | $7.42M | 5.58% | +59 | +0.3% | Added | 0% |
| 7 | V Visa Inc. | Financial Services | 17.5K | $5.99M | 4.51% | +27 | +0.2% | Added | 0% |
| 8 | AAPL Apple Inc. | Technology | 19.0K | $5.49M | 4.13% | -399 | -2.1% | Reduced | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 22.2K | $5.30M | 3.99% | 0 | 0.0% | Unchanged | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 4,097 | $4.91M | 3.7% | +232 | +6.0% | Added | 0% |
| 11 | GOOG Alphabet Inc. | Technology | 13.9K | $4.91M | 3.69% | 0 | 0.0% | Unchanged | 0% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 25.2K | $3.45M | 2.6% | -567 | -2.2% | Reduced | 0% |
| 13 | UNH Unitedhealth Group Inc | Healthcare | 6,241 | $2.59M | 1.95% | +17 | +0.3% | Added | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 22.5K | $2.55M | 1.92% | +23 | +0.1% | Added | 0% |
| 15 | BRK-A Berkshire Hathaway Inc | Financial Services | 3 | $2.25M | 1.69% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Royal Capital Wealth Management.
As of its Q2 2026 13F filing, Royal Capital Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 8.5%, Mastercard Inc (MA) at 7.8%, Berkshire Hathaway Inc (BRK-B) at 7.3%, Alphabet Inc. (GOOGL) at 6.8%, Microsoft Corp (MSFT) at 5.7% of the reported portfolio.
Royal Capital Wealth Management, LLC reported a 13F portfolio worth $132.88M across 82 positions for Q2 2026. That is up 8.2% from the previous quarter.
Its largest purchases by value were Intel Corp ($349.66K), Berkshire Hathaway Inc ($300.23K), ELI LILLY & Co ($278.29K). It opened 6 new positions.
Its largest sales by value were S&P Global Inc. ($552.94K), Home Depot, Inc. ($275.33K), Accenture plc ($251.43K). It exited 6 positions entirely.
From the Form 13F-HR reports Royal Capital Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.