1y return+14.3%S&P 500 +20.9%
3y return+51.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $139 against $157 in the S&P 500.2
Royal Capital Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $24.7M | 13.9% | |
| NVDANvidia Corporation | $11.2M | 6.3% | |
| MAMastercard Incorporated | $10.4M | 5.8% | |
| BRK/BBerkshire Hathaway Inc Del | $9.7M | 5.4% | +3.2% |
| GOOGLAlphabet Inc | $9.0M | 5.1% | |
| MSFTMicrosoft Corp | $7.6M | 4.3% | |
| JPMJpmorgan Chase & Co | $7.4M | 4.2% | |
| QQQInvesco Qqq Tr | $6.7M | 3.7% | +4.1% |
| VVisa Inc | $6.0M | 3.4% | |
| AAPLApple Inc | $5.5M | 3.1% | −2.1% |
| AMZNAmazon Com Inc | $5.3M | 3.0% | |
| LLYEli Lilly & Co | $4.9M | 2.8% | +6.0% |
| GOOGAlphabet Inc | $4.9M | 2.8% | |
| Exxon Mobil CorpCUSIP 30231G102 | $3.5M | 1.9% | −2.2% |
| NOBLProshares Tr | $2.7M | 1.5% | |
| UNHUnitedhealth Group Inc | $2.6M | 1.5% | |
| WMTWalmart Inc | $2.6M | 1.4% | |
| BINCBlackrock Etf Trust II | $2.3M | 1.3% | +4.7% |
| BRK/ABerkshire Hathaway Inc Del | $2.2M | 1.3% | |
| ABBVAbbvie Inc | $2.2M | 1.2% | |
| JNJJohnson & Johnson | $2.1M | 1.2% | |
| BXBlackstone Inc | $2.1M | 1.2% | |
| MCDMcdonalds Corp | $1.7M | 0.9% | −3.0% |
| SCHDSchwab Strategic Tr | $1.5M | 0.9% | |
| REGLProshares Tr | $1.5M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $11.2M |
| CATCaterpillar Inc | December 31, 2022 | +344.5% | $1.2M |
| LLYEli Lilly & Co | March 31, 2022 | +318.8% | $4.9M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $993K |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $9.0M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $4.9M |
| GEGe Aerospace | June 30, 2024 | +135.1% | $891K |
| WMTWalmart Inc | December 31, 2021 | +134.8% | $2.6M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $3.5M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $7.4M |
Sold off last quarter
- SPGIS&p Global Inc was $553K
- HDHome Depot Inc was $275K
- Accenture PLC IrelandCUSIP G1151C101 was $251K
- Chubb Ltd SwitzCUSIP H1467J104 was $220K
- VZVerizon Communications Inc was $209K
- TAt&t Inc was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | −5.6% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +3.1% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Royal Capital Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1904323&type=13F-HR&dateb=&owner=include&count=40CIK 1904323
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1904323/000190432326000003/Filed August 14, 2026 · accession 0001904323-26-000003