StockDriftsStockDriftsTop 50 Royal Capital Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 13.88% | 33.1K | $24.7M | -0.20%(-68) | $458.43(+69.13%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.3% | 56.1K | $11.2M | +0.00%(+0) | $76.11(+197.04%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 5.85% | 20.3K | $10.4M | +0.16%(+32) | $354.83(+59.75%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.42% | 19.3K | $9.7M | +3.21%(+600) | $318.17(+57.57%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.07% | 25.3K | $9.0M | +0.05%(+13) | $142.83(+141.35%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.26% | 20.3K | $7.6M | -0.35%(-71) | $313.67(+54.96%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.17% | 22.7K | $7.4M | +0.26%(+59) | $167.55(+117.67%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.75% | 9.1K | $6.7M | +4.09%(+356) | $415.94(+76.11%) | 2026-06-30 | |
| V | VISA INC | 3.36% | 17.5K | $6.0M | +0.15%(+27) | $220.26(+64.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.08% | 19.0K | $5.5M | -2.06%(-399) | $165.39(+84.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.80% | +59.35% | — | — | +46.14% |
| Top 20 Holdings Unweighted | +17.57% | +62.53% | — | — | +46.29% |
Royal Capital Wealth Management LLC reports $178.16M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are SPY (13.9%), NVDA (6.3%) and MA (5.8%). The top 20 holdings account for 73.8% of reported assets. Its disclosed equity book has returned +59.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Royal Capital Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904323). View Royal Capital Wealth Management LLC’s 13F filings on SEC