StockDrifts LogoStockDrifts

Royal Capital Wealth Management Llc

Portfolio Manager
Royal Capital Wealth Management LLC
Performance
-7.48% (2026 Q1)
AUM (13F)
$160.62M
# of Holdings
96
Performance Rank
Allocation (Top 20)
73.11%

Royal Capital Wealth Management Llc Holdings Map

Top 50 Royal Capital Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
13.43%33.2K$21.6M
+0.92%(+302)
2025-Q1: 31.5K shares2025-Q2: 31.6K shares2025-Q3: 32.8K shares2025-Q4: 32.9K shares2026-Q1: 33.2K shares
$458.43(+61.24%)
2026-03-31
MA
MASTERCARD INCORPORATED
6.3%20.2K$10.1M
+0.15%(+30)
2025-Q1: 20.2K shares2025-Q2: 20.2K shares2025-Q3: 20.2K shares2025-Q4: 20.2K shares2026-Q1: 20.2K shares
$354.59(+39.37%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.09%56.1K$9.8M
+1.20%(+667)
2025-Q1: 55.0K shares2025-Q2: 56.1K shares2025-Q3: 55.6K shares2025-Q4: 55.5K shares2026-Q1: 56.1K shares
$76.11(+196.06%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
5.58%18.7K$9.0M
+0.00%(+0)
2025-Q1: 18.5K shares2025-Q2: 18.5K shares2025-Q3: 18.7K shares2025-Q4: 18.7K shares2026-Q1: 18.7K shares
$312.74(+54.34%)
2026-03-31
MSFT
MICROSOFT CORP
4.7%20.4K$7.6M
+0.11%(+22)
2025-Q1: 20.4K shares2025-Q2: 20.4K shares2025-Q3: 20.4K shares2025-Q4: 20.4K shares2026-Q1: 20.4K shares
$313.67(+34.51%)
2026-03-31
GOOGL
ALPHABET INC
4.53%25.3K$7.3M
+0.06%(+14)
2025-Q1: 26.8K shares2025-Q2: 25.3K shares2025-Q3: 25.2K shares2025-Q4: 25.3K shares2026-Q1: 25.3K shares
$142.74(+177.98%)
2026-03-31
JPM
JPMORGAN CHASE & CO
4.14%22.6K$6.7M
+0.27%(+60)
2025-Q1: 21.9K shares2025-Q2: 21.9K shares2025-Q3: 22.5K shares2025-Q4: 22.6K shares2026-Q1: 22.6K shares
$167.19(+78.12%)
2026-03-31
V
VISA INC
3.28%17.4K$5.3M
+0.15%(+26)
2025-Q1: 17.3K shares2025-Q2: 17.3K shares2025-Q3: 17.4K shares2025-Q4: 17.4K shares2026-Q1: 17.4K shares
$220.10(+48.00%)
2026-03-31
QQQ
INVESCO QQQ TR
3.13%8.7K$5.0M
-2.26%(-201)
2025-Q1: 8.9K shares2025-Q2: 8.9K shares2025-Q3: 8.9K shares2025-Q4: 8.9K shares2026-Q1: 8.7K shares
$406.48(+74.41%)
2026-03-31
AAPL
APPLE INC
3.06%19.4K$4.9M
-3.84%(-774)
2025-Q1: 23.9K shares2025-Q2: 20.2K shares2025-Q3: 20.2K shares2025-Q4: 20.2K shares2026-Q1: 19.4K shares
$165.39(+81.53%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Royal Capital Wealth Management Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all