StockDriftsStockDriftsTop 50 Royal Fund Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 3.51% | 57.0K | $42.0M | +0.35%(+201) | $540.64(+35.49%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.41% | 59.5K | $40.9M | +2.35%(+1.37K) | $486.88(+46.38%) | 2026-06-30 | |
| XBI | SPDR SERIES TRUST | 2.04% | 154.5K | $24.4M | -5.15%(-8.38K) | $105.82(+49.31%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.9% | 30.5K | $22.8M | +222.03%(+21.04K) | $659.71(+17.53%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.79% | 49.5K | $21.4M | new | $51.95(+549.53%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.71% | 102.2K | $20.4M | -13.89%(-16.48K) | $97.20(+132.58%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.68% | 146.7K | $20.2M | +2.25%(+3.23K) | $109.47(+29.37%) | 2026-06-30 | |
| IJR | ISHARES TR | 1.57% | 126.8K | $18.8M | new | $121.86(+23.06%) | 2026-06-30 | |
| TLT | ISHARES TR | 1.5% | 208.0K | $18.0M | +3.63%(+7.28K) | $89.63(-9.04%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.42% | 51.8K | $17.0M | +1.37%(+701) | $147.11(+147.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.89% | +47.73% | +7.18% | +41.42% |
| Top 20 Holdings Unweighted | +12.99% | +44.26% | +6.43% | +36.53% |
Royal Fund Management, LLC reports $1.20B in US-listed equity holdings across 273 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (3.5%), VOO (3.4%) and XBI (2.0%). The top 20 holdings account for 32.81% of reported assets. Its disclosed equity book has returned +47.73% 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 Fund Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1810099). View Royal Fund Management, LLC’s 13F filings on SEC