Royal Capital Wealth Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Royal Capital Wealth Management, LLC reported 88 stock positions worth $142.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.3% of the portfolio, followed by Mastercard Class A (MA, 7.8%) and Berkshire Hathaway Class B (BRK.B, 6.9%). Compared with Q4 2024, it opened 7 new positions, sold out of 4, added to 37 and reduced 13. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
CARMEL, IN
CIK
0001904323
Portfolio Value
$142.7M (Q1 2025)
SEC Filing
0001904323-25-000001 ↗ filed May 15, 2025

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 $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 Q2 2026

Holdings 88 stocks · $142.7M
SPY SS SPDR S&P 500 ETF Trust-US 12.34% 31,471 $17.6M Add +0.4%
MA Mastercard Inc. Class A 7.75% 20,181 $11.1M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 6.91% 18,503 $9.9M Add +0.3%
MSFT Microsoft Corp. 5.36% 20,372 $7.6M Reduce -2.6%
V Visa Inc. Class A 4.25% 17,319 $6.1M Add +0.1%
NVDA Nvidia Corp. 4.17% 54,967 $6.0M Add +1.9%
JPM JPMorgan Chase & Co. 3.77% 21,938 $5.4M Add +0.3%
AAPL Apple Inc. 3.73% 23,941 $5.3M Reduce -0.5%
AMZN Amazon.com Inc. 2.98% 22,346 $4.3M No change
QQQ Invesco QQQ Trust Series 1 2.93% 8,906 $4.2M Add +0.1%
GOOGL Alphabet Inc. Class A 2.91% 26,825 $4.1M Add +0.1%
UNH Unitedhealth Group Inc. 2.36% 6,430 $3.4M Add +0.2%
XOM Exxon Mobil Corp. 2.17% 26,020 $3.1M Add +0.1%
LLY Eli Lilly & Co. 2.10% 3,634 $3.0M No change
NOBL Proshares S&P 500 Dividend A 1.82% 25,399 $2.6M No change
BX Blackstone Inc. 1.73% 17,633 $2.5M Add +0.1%
BRK.A Berkshire Hathaway Inc. Class A 1.68% 3 $2.4M New
GOOG Alphabet Inc. Class C 1.53% 13,987 $2.2M Add +0.0%
BINC iShares Flex I A ETF-Usd Inc. 1.48% 40,285 $2.1M Add +0.1%
MCD McDonald's Corp. 1.41% 6,461 $2.0M Reduce -17.1%
ABBV Abbvie Inc. 1.41% 9,622 $2.0M Add +0.1%
WMT Walmart Inc. 1.39% 22,566 $2.0M Add +4.5%
ADP Automatic Data Processing 1.19% 5,537 $1.7M No change
CME Cme Group Inc. 0.98% 5,296 $1.4M Add +2.9%
JNJ Johnson & Johnson 0.96% 8,296 $1.4M Reduce -0.9%
REGL Prshrs S&P Mid 400 DVD Arist 0.94% 16,618 $1.3M No change
SCHD Schwab US DVD Equity ETF 0.93% 47,342 $1.3M Reduce -0.3%
PG The Procter & Gamble Co. 0.86% 7,187 $1.2M Add +0.1%
LOW Lowe's Cos Inc. 0.78% 4,765 $1.1M Add +0.1%
KO The Coca-Cola Co. 0.76% 15,100 $1.1M No change
META Meta Platforms Inc. Class A 0.67% 1,671 $963K No change
WFC Wells Fargo & Co. 0.66% 13,073 $939K Add +3.0%
AMGN Amgen Inc. 0.64% 2,923 $911K No change
PEP Pepsico Inc. 0.59% 5,584 $837K Add +1.3%
SMDV Proshrs RSL 2000 DVD GRW ETF 0.57% 12,409 $814K Reduce -3.3%
NEE Nextera Energy Inc. 0.56% 11,294 $801K No change
LNG Cheniere Energy Inc. 0.53% 3,249 $752K Add +0.0%
KVUE Kenvue Inc. 0.48% 28,831 $691K Add +0.1%
COST Costco Wholesale Corp. 0.48% 721 $682K No change
SPGI S&P Global Inc. 0.46% 1,300 $661K No change
EMR Emerson Electric Co. 0.42% 5,410 $593K Add +0.0%
PM Philip Morris International 0.40% 3,613 $574K Add +0.1%
CMG Chipotle Mexican Grill Inc. 0.37% 10,400 $522K No change
ABT Abbott Laboratories 0.34% 3,682 $488K Add +0.1%
HD Home Depot Inc. 0.34% 1,313 $481K Add +0.1%
GE General Electric filed as GE AEROSPACE 0.33% 2,377 $476K Add +0.1%
QCOM Qualcomm Inc. 0.33% 3,096 $476K Add +0.1%
XLF SS Financial Select Sector 0.32% 9,292 $463K Add +0.0%
CSCO Cisco Systems Inc. 0.32% 7,378 $455K No change
AVGO Broadcom Inc. 0.31% 2,630 $440K Reduce -0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.30% 4,340 $428K No change
NUE Nucor Corp. 0.29% 3,454 $416K Reduce -2.7%
ACN Accenture PLC Class A 0.28% 1,268 $396K No change
CVX Chevron Corp. 0.27% 2,333 $390K Add +0.6%
SCHB Schwab US Broad Market ETF 0.27% 18,075 $389K Add +0.0%
TXN Texas Instruments Inc. 0.27% 2,130 $383K No change
EUDV Proshares MSCI Europe Divide 0.27% 7,750 $383K Reduce -1.7%
CAT Caterpillar Inc. 0.25% 1,100 $363K No change
POWW Outdoor Holding Co. filed as AMMO INC 0.25% 253,620 $350K No change
KMI Kinder Morgan Inc. 0.24% 11,864 $338K Add +0.7%
DUK Duke Energy Corp. 0.22% 2,618 $319K No change
MMM 3M Co. 0.21% 2,048 $301K Reduce -2.1%
UPS United Parcel Service Class B 0.20% 2,620 $288K Add +0.3%
CAH Cardinal Health Inc. 0.20% 2,053 $283K Add +0.1%
MPC Marathon Petroleum Corp. 0.19% 1,860 $271K No change
PLTR Palantir Technologies Inc. Class A 0.19% 3,166 $267K Reduce -1.1%
ORCL Oracle Corp. 0.19% 1,908 $267K No change
COP Conocophillips 0.18% 2,459 $258K Add +2.3%
GHI Greystone Housing Impact Inv 0.18% 20,826 $257K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 6,138 $256K Reduce -2.7%
FANG Diamondback Energy Inc. 0.18% 1,600 $256K No change
CRH CRH PLC 0.18% 2,900 $255K No change
AFL Aflac Inc. 0.18% 2,283 $254K Reduce -1.2%
SEIC Sei Investments Company 0.17% 3,200 $248K No change
SLV iShares Silver Trust 0.17% 7,737 $240K No change
GM General Motors Co. 0.17% 5,065 $238K Add +0.1%
OKE Oneok Inc. 0.16% 2,296 $228K No change
IYF iShares US Financials ETF 0.16% 2,000 $226K No change
MDT Medtronic PLC 0.16% 2,489 $224K New
NSC Norfolk Southern Corp. 0.15% 916 $217K No change
BMY Bristol-Myers Squibb Co. 0.15% 3,492 $213K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.15% 818 $210K Add +0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 845 $210K New
NTES Netease Inc.-ADR 0.14% 2,000 $206K New
CB Chubb Ltd. 0.14% 674 $204K New
T AT&T Inc. 0.14% 7,138 $202K New
CDE Coeur Mining Inc. 0.07% 17,607 $104K No change
WRAP Wrap Technologies Inc. 0.07% 54,612 $93K No change

Portfolio Sells Q4 2024 → Q1 2025
MSFT Microsoft Corp. Reduce -2.6% 5.36% −0.82
AAPL Apple Inc. Reduce -0.5% 3.73% −0.50
OXY Occidental Petroleum Corp. Sold out 0.00% −0.25
MCD McDonald's Corp. Reduce -17.1% 1.41% −0.17
LMT Lockheed Martin Corp. Sold out 0.00% −0.15
DOV Dover Corp. Sold out 0.00% −0.14
CRM Salesforce Inc. Sold out 0.00% −0.14
AVGO Broadcom Inc. Reduce -0.4% 0.31% −0.12
SMDV Proshrs RSL 2000 DVD GRW ETF Reduce -3.3% 0.57% −0.04
BAC Bank of America Corp. Reduce -2.7% 0.18% −0.01
NUE Nucor Corp. Reduce -2.7% 0.29% +0.00
AFL Aflac Inc. Reduce -1.2% 0.18% +0.01
EUDV Proshares MSCI Europe Divide Reduce -1.7% 0.27% +0.01
PLTR Palantir Technologies Inc. Class A Reduce -1.1% 0.19% +0.02
SCHD Schwab US DVD Equity ETF Reduce -0.3% 0.93% +0.02
MMM 3M Co. Reduce -2.1% 0.21% +0.02
JNJ Johnson & Johnson Reduce -0.9% 0.96% +0.12

Portfolio Buys Q4 2024 → Q1 2025
BRK.A Berkshire Hathaway Inc. Class A New 1.68% +1.68
BRK.B Berkshire Hathaway Inc. Class B Add +0.3% 6.91% +1.04
V Visa Inc. Class A Add +0.1% 4.25% +0.42
MA Mastercard Inc. Class A Add +0.1% 7.75% +0.31
ABBV Abbvie Inc. Add +0.1% 1.41% +0.22
XOM Exxon Mobil Corp. Add +0.1% 2.17% +0.21
MDT Medtronic PLC New 0.16% +0.16
BMY Bristol-Myers Squibb Co. New 0.15% +0.15
IBM Intl Business Machines Corp. New 0.15% +0.15
CME Cme Group Inc. Add +2.9% 0.98% +0.15
NTES Netease Inc.-ADR New 0.14% +0.14
CB Chubb Ltd. New 0.14% +0.14
T AT&T Inc. New 0.14% +0.14
PM Philip Morris International Add +0.1% 0.40% +0.10
JPM JPMorgan Chase & Co. Add +0.3% 3.77% +0.09
UNH Unitedhealth Group Inc. Add +0.2% 2.36% +0.08
GE General Electric Add +0.1% 0.33% +0.06
KVUE Kenvue Inc. Add +0.1% 0.48% +0.05
ABT Abbott Laboratories Add +0.1% 0.34% +0.05
CVX Chevron Corp. Add +0.6% 0.27% +0.04
LNG Cheniere Energy Inc. Add +0.0% 0.53% +0.04
WFC Wells Fargo & Co. Add +3.0% 0.66% +0.03
CAH Cardinal Health Inc. Add +0.1% 0.20% +0.03
WMT Walmart Inc. Add +4.5% 1.39% +0.02
PG The Procter & Gamble Co. Add +0.1% 0.86% +0.01
COP Conocophillips Add +2.3% 0.18% +0.01
BINC iShares Flex I A ETF-Usd Inc. Add +0.1% 1.48% +0.01
KMI Kinder Morgan Inc. Add +0.7% 0.24% +0.01
XLF SS Financial Select Sector Add +0.0% 0.32% +0.01
QCOM Qualcomm Inc. Add +0.1% 0.33% +0.00
PEP Pepsico Inc. Add +1.3% 0.59% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.4% 0.15% −0.01
SCHB Schwab US Broad Market ETF Add +0.0% 0.27% −0.01
HD Home Depot Inc. Add +0.1% 0.34% −0.02
GM General Motors Co. Add +0.1% 0.17% −0.02
UPS United Parcel Service Class B Add +0.3% 0.20% −0.03
LOW Lowe's Cos Inc. Add +0.1% 0.78% −0.04
EMR Emerson Electric Co. Add +0.0% 0.42% −0.05
QQQ Invesco QQQ Trust Series 1 Add +0.1% 2.93% −0.26
GOOG Alphabet Inc. Class C Add +0.0% 1.53% −0.34
BX Blackstone Inc. Add +0.1% 1.73% −0.40
SPY SS SPDR S&P 500 ETF Trust-US Add +0.4% 12.34% −0.54
GOOGL Alphabet Inc. Class A Add +0.1% 2.91% −0.65
NVDA Nvidia Corp. Add +1.9% 4.17% −0.90

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