Royal Capital Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Royal Capital Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 88 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  null,
  "HD",
  "MCD",
  "QCOM",
  "GHI",
  null,
  "EMR",
  "META",
  "KMI",
  "MPC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "GE",
  "BX",
  "ORCL",
  "OKE",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "AMGN",
  "KVUE",
  "SPGI",
  null,
  "IBM",
  "TXN",
  "UPS",
  "VV",
  "POWW",
  "SEIC",
  "GM",
  "AFL",
  "CAH",
  "AMZN",
  "SCHB",
  null,
  null,
  "NTES",
  "V",
  "WMT",
  "WFC",
  "WRAP",
  "SCHD",
  "NSC",
  null,
  "NUE",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CDE",
  "COP",
  "COST",
  "CRH",
  "FANG",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 88
Total Value: 142702514
Accession Number: 0001904323-25-000001
Form Type: 13F-HR
CIK: royal-capital-wealth-management
Manager Name: Royal-Capital-Wealth-Management

Data Enrichment

91% identified

80 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

88 positions • $142,702.514K total value

88 positions

Manager:

SEC FilingSEC DataHachi Filing

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:31.5K

Value:$17.6M

Mastercard Inc

MA|57636Q104

Shares:20.2K

Value:$11.1M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18.5K

Value:$9.9M

MICROSOFT CORP

MSFT|594918104

Shares:20.4K

Value:$7.6M

VISA INC.

V|92826C839

Shares:17.3K

Value:$6.1M

NVIDIA CORP

NVDA|67066G104

Shares:55.0K

Value:$6.0M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:21.9K

Value:$5.4M

Apple Inc.

AAPL|037833100

Shares:23.9K

Value:$5.3M

AMAZON COM INC

AMZN|023135106

Shares:22.3K

Value:$4.3M

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.9K

Value:$4.2M

Alphabet Inc.

GOOGL|02079K305

Shares:26.8K

Value:$4.1M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:6.4K

Value:$3.4M

EXXON MOBIL CORP

XOM|30231G102

Shares:26.0K

Value:$3.1M

ELI LILLY & Co

LLY|532457108

Shares:3.6K

Value:$3.0M

74348A467

Shares:25.4K

Value:$2.6M

Blackstone Inc.

BX|09260D107

Shares:17.6K

Value:$2.5M

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:3

Value:$2.4M

Alphabet Inc.

GOOG|02079K107

Shares:14.0K

Value:$2.2M

092528603

Shares:40.3K

Value:$2.1M

MCDONALDS CORP

MCD|580135101

Shares:6.5K

Value:$2.0M

Instrument	Shares		Other Manager	Value
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	31.5K	QoQ +0.42% (-133) YoY +11.57% (+3.3K)	All Managers (Combined)	$17.6M	QoQ -4.14% (-$761.7K) YoY +19.32% (+$2.9M)
Mastercard Inc(MAcusip57636Q104)	20.2K	QoQ +0.12% (+25) YoY +0.13% (+28)	All Managers (Combined)	$11.1M	QoQ +4.22% (+$448.2K) YoY +13.97% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18.5K	QoQ +0.30% (+57) YoY +4.26% (+757)	All Managers (Combined)	$9.9M	QoQ +17.85% (+$1.5M) YoY +32.05% (+$2.4M)
MICROSOFT CORP(MSFTcusip594918104)	20.4K	QoQ -2.56% (-536) YoY -1.11% (-229)	All Managers (Combined)	$7.6M	QoQ -13.22% (-$1.2M) YoY -11.76% (-$1.0M)
VISA INC.(Vcusip92826C839)	17.3K	QoQ +0.13% (+23) YoY -1.09% (-192)	All Managers (Combined)	$6.1M	QoQ +11.03% (+$603.2K) YoY +24.19% (-$1.2M)
NVIDIA CORP(NVDAcusip67066G104)	55.0K	QoQ +1.94% (-1.1K) YoY +1285.60% (+51.0K)	All Managers (Combined)	$6.0M	QoQ -17.72% (-$1.3M) YoY +66.19% (+$2.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	21.9K	QoQ +0.25% (+55) YoY +7.01% (+1.4K)	All Managers (Combined)	$5.4M	QoQ +2.58% (+$135.8K) YoY +31.06% (+$1.3M)
Apple Inc.(AAPLcusip037833100)	23.9K	QoQ -0.47% (-115) YoY -3.28% (-814)	All Managers (Combined)	$5.3M	QoQ -11.72% (-$706.1K) YoY +25.27% (-$1.1M)
AMAZON COM INC(AMZNcusip023135106)	22.3K	QoQ 0.00% (-0) YoY +14.41% (+2.8K)	All Managers (Combined)	$4.3M	QoQ -13.27% (-$650.9K) YoY +20.67% (+$728.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.9K	QoQ +0.14% (-13) YoY +29.74% (+2.0K)	All Managers (Combined)	$4.2M	QoQ -8.14% (-$370.2K) YoY +37.02% (+$1.1M)
Alphabet Inc.(GOOGLcusip02079K305)	26.8K	QoQ +0.10% (-28) YoY +44.42% (+8.3K)	All Managers (Combined)	$4.1M	QoQ -18.22% (-$924.5K) YoY +47.97% (+$1.3M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	6.4K	QoQ +0.18% (+12) YoY -3.54% (-236)	All Managers (Combined)	$3.4M	QoQ +3.73% (+$121.1K) YoY +2.12% (-$70.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	26.0K	QoQ +0.07% (+19) YoY +1.60% (+410)	All Managers (Combined)	$3.1M	QoQ +10.64% (+$297.7K) YoY +3.95% (+$117.6K)
ELI LILLY & Co(LLYcusip532457108)	3.6K	QoQ 0.00% (+0) YoY -1.19% (-44)	All Managers (Combined)	$3.0M	QoQ +6.98% (+$195.9K) YoY +4.88% (-$139.8K)
(cusip74348A467)✕	25.4K	QoQ 0.00% (+0) YoY -10.50% (-3.0K)	All Managers (Combined)	$2.6M	QoQ +2.64% (+$66.8K) YoY -9.82% (-$282.7K)
Blackstone Inc.(BXcusip09260D107)	17.6K	QoQ +0.06% (-12) YoY -3.58% (-656)	All Managers (Combined)	$2.5M	QoQ -18.87% (-$573.4K) YoY +2.58% (-$62.1K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
Alphabet Inc.(GOOGcusip02079K107)	14.0K	QoQ 0.00% (-1) YoY +2.73% (+372)	All Managers (Combined)	$2.2M	QoQ -17.96% (-$478.4K) YoY +5.40% (+$112.1K)
(cusip092528603)✕	40.3K	QoQ +0.14% (+58) YoY +54.98% (+14.3K)	All Managers (Combined)	$2.1M	QoQ +0.83% (+$17.6K) YoY +54.74% (+$746.5K)
MCDONALDS CORP(MCDcusip580135101)	6.5K	QoQ -17.07% (-1.3K) YoY -32.61% (-3.1K)	All Managers (Combined)	$2.0M	QoQ -10.63% (-$240.2K) YoY -25.33% (-$685.0K)