Royal Capital Wealth Management, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Royal Capital Wealth Management, LLC reported 101 stock positions worth $178.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.9% of the portfolio, followed by Nvidia (NVDA, 6.3%) and Mastercard Class A (MA, 5.8%). Compared with Q1 2026, it opened 11 new positions, sold out of 6, added to 40 and reduced 11. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +4%) and the biggest sale Exxon Mobil (XOM, shares −2%).

Most Recent 13F
Q2 2026
Location
CARMEL, IN
CIK
0001904323
Portfolio Value
$178.2M (Q2 2026)
SEC Filing
0001904323-26-000003 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $127.3M Q1 2024 Q2 2024: $132.8M Q2 2024 Q3 2024: $141.5M Q3 2024 Q4 2024: $142.6M Q4 2024 Q1 2025: $142.7M Q1 2025 Q2 2025: $150.4M Q2 2025 Q3 2025: $163.0M Q3 2025 Q4 2025: $169.4M Q4 2025 Q1 2026: $160.6M Q1 2026 Q2 2026: $178.2M $178.2M Q2 2026

Holdings 101 stocks · $178.2M
SPY SS SPDR S&P 500 ETF Trust-US 13.88% 33,110 $24.7M Reduce -0.2%
NVDA Nvidia Corp. 6.30% 56,127 $11.2M No change
MA Mastercard Inc. Class A 5.85% 20,277 $10.4M Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 5.42% 19,315 $9.7M Add +3.2%
GOOGL Alphabet Inc. Class A 5.07% 25,289 $9.0M Add +0.1%
MSFT Microsoft Corp. 4.26% 20,340 $7.6M Reduce -0.3%
JPM JPMorgan Chase & Co. 4.17% 22,671 $7.4M Add +0.3%
QQQ Invesco QQQ Trust Series 1 3.75% 9,066 $6.7M Add +4.1%
V Visa Inc. Class A 3.36% 17,453 $6.0M Add +0.1%
AAPL Apple Inc. 3.08% 18,980 $5.5M Reduce -2.1%
AMZN Amazon.com Inc. 2.98% 22,241 $5.3M No change
LLY Eli Lilly & Co. 2.76% 4,097 $4.9M Add +6.0%
GOOG Alphabet Inc. Class C 2.76% 13,893 $4.9M No change
XOM Exxon Mobil Corp. 1.94% 25,243 $3.5M Reduce -2.2%
NOBL Proshares S&P 500 Dividend A 1.52% 48,372 $2.7M No change
UNH Unitedhealth Group Inc. 1.46% 6,241 $2.6M Add +0.3%
WMT Walmart Inc. 1.43% 22,545 $2.6M Add +0.1%
BINC iShares Flex I A ETF-Usd Inc. 1.30% 44,385 $2.3M Add +4.7%
BRK.A Berkshire Hathaway Inc. Class A 1.26% 3 $2.2M No change
ABBV Abbvie Inc. 1.25% 8,842 $2.2M Add +0.1%
JNJ Johnson & Johnson 1.19% 8,326 $2.1M Add +0.0%
BX Blackstone Inc. 1.16% 17,494 $2.1M Add +0.1%
MCD McDonald's Corp. 0.93% 6,107 $1.7M Reduce -3.0%
SCHD Schwab US DVD Equity ETF 0.86% 48,099 $1.5M Add +0.8%
REGL Prshrs S&P Mid 400 DVD Arist 0.85% 16,445 $1.5M Add +0.0%
RSP Invesco S&P 500 Equal Weight 0.81% 6,747 $1.4M Add +33.7%
ADP Automatic Data Processing 0.69% 5,473 $1.2M Add +0.0%
CAT Caterpillar Inc. 0.66% 1,100 $1.2M No change
CME Cme Group Inc. 0.66% 5,296 $1.2M No change
KO The Coca-Cola Co. 0.65% 14,284 $1.2M Add +0.0%
WFC Wells Fargo & Co. 0.61% 13,182 $1.1M Add +0.2%
LOW Lowe's Cos Inc. 0.58% 4,692 $1.0M Add +0.1%
AMGN Amgen Inc. 0.56% 2,774 $1.0M No change
PG The Procter & Gamble Co. 0.56% 6,793 $996K Add +0.1%
AVGO Broadcom Inc. 0.56% 2,630 $993K No change
NEE Nextera Energy Inc. 0.56% 11,294 $991K No change
SMDV Proshrs RSL 2000 DVD GRW ETF 0.54% 12,498 $963K Add +0.1%
META Meta Platforms Inc. Class A 0.54% 1,701 $958K No change
GE General Electric filed as GE AEROSPACE 0.50% 2,384 $891K No change
CSCO Cisco Systems Inc. 0.49% 7,378 $867K No change
PEP Pepsico Inc. 0.47% 6,130 $830K Reduce -1.3%
LNG Cheniere Energy Inc. 0.45% 3,341 $798K Add +1.3%
NUE Nucor Corp. 0.43% 3,437 $766K Reduce -1.1%
EMR Emerson Electric Co. 0.42% 5,267 $754K Add +0.0%
COST Costco Wholesale Corp. 0.38% 722 $676K Add +0.1%
PM Philip Morris International 0.36% 3,575 $647K Add +0.1%
TXN Texas Instruments Inc. 0.36% 2,130 $635K No change
POWW Outdoor Holding Co. 0.31% 244,300 $557K No change
QCOM Qualcomm Inc. 0.31% 2,974 $550K Add +0.1%
SPGI S&P Global Inc. Class W 0.30% 1,300 $529K New
SCHB Schwab US Broad Market ETF 0.29% 18,101 $524K Add +0.0%
MPC Marathon Petroleum Corp. 0.27% 1,860 $476K No change
XLF SS Financial Select Sector 0.26% 8,601 $461K Add +0.0%
CAH Cardinal Health Inc. 0.26% 1,912 $454K No change
GM General Motors Co. 0.25% 5,892 $454K Add +0.1%
KMI Kinder Morgan Inc. 0.23% 12,966 $415K Add +0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 4,300 $414K No change
EUDV Proshares MSCI Europe Divide 0.23% 7,750 $409K No change
EPD Enterprise Products Partners 0.22% 10,606 $390K Add +0.9%
APO Apollo Global Management Inc. 0.22% 3,254 $385K Add +38.3%
CVX Chevron Corp. 0.20% 2,159 $358K Reduce -2.0%
SLV iShares Silver Trust 0.20% 6,610 $353K No change
BAC Bank of America Corp. 0.20% 6,169 $351K Add +0.1%
INTC Intel Corp. 0.20% 2,504 $350K New
NLY Annaly Capital Management Inc. 0.19% 15,434 $345K Add +2.0%
PLTR Palantir Technologies Inc. Class A 0.19% 2,950 $344K No change
CMG Chipotle Mexican Grill Inc. 0.19% 10,000 $340K No change
MMM 3M Co. 0.18% 2,031 $329K No change
ABT Abbott Laboratories 0.18% 3,587 $325K Add +0.1%
FANG Diamondback Energy Inc. 0.18% 1,850 $325K No change
KVUE Kenvue Inc. 0.17% 16,279 $311K Reduce -6.6%
DUK Duke Energy Corp. 0.17% 2,416 $306K No change
OKE Oneok Inc. 0.17% 3,459 $301K Add +20.5%
CRH CRH PLC 0.17% 2,750 $294K No change
NSC Norfolk Southern Corp. 0.16% 916 $288K No change
CDE Coeur Mining Inc. 0.16% 17,607 $287K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.16% 830 $285K Add +0.4%
ORCL Oracle Corp. 0.16% 1,908 $280K No change
SEIC Sei Investments Company 0.15% 3,000 $263K Reduce -6.3%
UFOX Defiance Space and Connectiv 0.14% 2,700 $257K New
NTES Netease Inc.-ADR 0.14% 2,000 $256K No change
IYF iShares US Financials ETF 0.14% 2,000 $255K No change
VRTX Vertex Pharmaceuticals Inc. 0.14% 500 $248K New
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.14% 4,130 $245K New
COP Conocophillips 0.14% 2,350 $244K Reduce -5.0%
AFL Aflac Inc. 0.14% 2,084 $244K Add +0.1%
GLD SPDR Gold Shares 0.13% 626 $231K No change
DOV Dover Corp. 0.13% 1,025 $230K No change
KLAC KLA Corp. 0.13% 750 $226K New
GWW WW Grainger Inc. 0.13% 165 $224K New
CRMD Cormedix Inc. 0.13% 28,500 $224K No change
LMT Lockheed Martin Corp. 0.12% 431 $220K No change
NVS Novartis AG-Sponsored ADR 0.12% 1,394 $218K No change
GLW Corning Inc. 0.12% 854 $218K New
IYG iShares U.S. Financial Servi 0.12% 2,400 $217K New
GD General Dynamics Corp. 0.12% 607 $215K No change
HACK Amplify Cybersecurity ETF 0.12% 2,000 $210K New
MDT Medtronic PLC 0.11% 2,589 $203K Add +4.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 715 $201K New
WRAP Wrap Technologies Inc. 0.06% 89,521 $115K No change

Show all 101 holdings

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Reduce -2.2% 1.94% −0.79
MSFT Microsoft Corp. Reduce -0.3% 4.26% −0.45
SPGI S&P Global Inc. Sold out 0.00% −0.34
MCD McDonald's Corp. Reduce -3.0% 0.93% −0.29
HD Home Depot Inc. Sold out 0.00% −0.17
ACN Accenture PLC Class A Sold out 0.00% −0.16
CB Chubb Ltd. Sold out 0.00% −0.14
PEP Pepsico Inc. Reduce -1.3% 0.47% −0.13
VZ Verizon Communications Inc. Sold out 0.00% −0.13
T AT&T Inc. Sold out 0.00% −0.13
CVX Chevron Corp. Reduce -2.0% 0.20% −0.08
COP Conocophillips Reduce -5.0% 0.14% −0.07
KVUE Kenvue Inc. Reduce -6.6% 0.17% −0.01
SEIC Sei Investments Company Reduce -6.3% 0.15% −0.01
AAPL Apple Inc. Reduce -2.1% 3.08% +0.02
NUE Nucor Corp. Reduce -1.1% 0.43% +0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 13.88% +0.44

Portfolio Buys Q1 2026 → Q2 2026
QQQ Invesco QQQ Trust Series 1 Add +4.1% 3.75% +0.62
GOOGL Alphabet Inc. Class A Add +0.1% 5.07% +0.55
LLY Eli Lilly & Co. Add +6.0% 2.76% +0.55
UNH Unitedhealth Group Inc. Add +0.3% 1.46% +0.41
SPGI S&P Global Inc. Class W New 0.30% +0.30
RSP Invesco S&P 500 Equal Weight Add +33.7% 0.81% +0.20
INTC Intel Corp. New 0.20% +0.20
UFOX Defiance Space and Connectiv New 0.14% +0.14
VRTX Vertex Pharmaceuticals Inc. New 0.14% +0.14
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd New 0.14% +0.14
KLAC KLA Corp. New 0.13% +0.13
GWW WW Grainger Inc. New 0.13% +0.13
GLW Corning Inc. New 0.12% +0.12
IYG iShares U.S. Financial Servi New 0.12% +0.12
HACK Amplify Cybersecurity ETF New 0.12% +0.12
IBM Intl Business Machines Corp. New 0.11% +0.11
V Visa Inc. Class A Add +0.1% 3.36% +0.08
QCOM Qualcomm Inc. Add +0.1% 0.31% +0.07
ABBV Abbvie Inc. Add +0.1% 1.25% +0.05
APO Apollo Global Management Inc. Add +38.3% 0.22% +0.05
JPM JPMorgan Chase & Co. Add +0.3% 4.17% +0.02
SCHB Schwab US Broad Market ETF Add +0.0% 0.29% +0.01
BAC Bank of America Corp. Add +0.1% 0.20% +0.01
OKE Oneok Inc. Add +20.5% 0.17% +0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.4% 0.16% +0.01
SMDV Proshrs RSL 2000 DVD GRW ETF Add +0.1% 0.54% +0.01
ADP Automatic Data Processing Add +0.0% 0.69% −0.00
PM Philip Morris International Add +0.1% 0.36% −0.00
AFL Aflac Inc. Add +0.1% 0.14% −0.01
XLF SS Financial Select Sector Add +0.0% 0.26% −0.01
NLY Annaly Capital Management Inc. Add +2.0% 0.19% −0.01
EMR Emerson Electric Co. Add +0.0% 0.42% −0.01
GM General Motors Co. Add +0.1% 0.25% −0.02
MDT Medtronic PLC Add +4.0% 0.11% −0.02
KO The Coca-Cola Co. Add +0.0% 0.65% −0.02
EPD Enterprise Products Partners Add +0.9% 0.22% −0.03
KMI Kinder Morgan Inc. Add +0.5% 0.23% −0.04
REGL Prshrs S&P Mid 400 DVD Arist Add +0.0% 0.85% −0.04
WFC Wells Fargo & Co. Add +0.2% 0.61% −0.04
ABT Abbott Laboratories Add +0.1% 0.18% −0.05
PG The Procter & Gamble Co. Add +0.1% 0.56% −0.05
SCHD Schwab US DVD Equity ETF Add +0.8% 0.86% −0.06
BINC iShares Flex I A ETF-Usd Inc. Add +4.7% 1.30% −0.07
COST Costco Wholesale Corp. Add +0.1% 0.38% −0.07
JNJ Johnson & Johnson Add +0.0% 1.19% −0.08
BX Blackstone Inc. Add +0.1% 1.16% −0.10
LOW Lowe's Cos Inc. Add +0.1% 0.58% −0.11
LNG Cheniere Energy Inc. Add +1.3% 0.45% −0.13
BRK.B Berkshire Hathaway Inc. Class B Add +3.2% 5.42% −0.16
WMT Walmart Inc. Add +0.1% 1.43% −0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 101$178.2MSPY, NVDA, MA, BRK.B, GOOGL
Q1 2026 96$160.6MSPY, MA, NVDA, BRK.B, MSFT
Q4 2025 93$169.4MSPY, MA, NVDA, MSFT, BRK.B
Q3 2025 90$163.0MSPY, MA, MSFT, NVDA, BRK.B
Q2 2025 86$150.4MSPY, MA, MSFT, BRK.B, NVDA
Q1 2025 88$142.7MSPY, MA, BRK.B, MSFT, V
Q4 2024 85$142.6MSPY, MA, MSFT, BRK.B, NVDA
Q3 2024 93$141.5MSPY, MA, MSFT, BRK.B, NVDA
Q2 2024 92$132.8MSPY, MSFT, MA, BRK.B, NVDA
Q1 2024 94$127.3MSPY, MA, MSFT, BRK.B, V