Investor
Royal Harbor Partners, LLC
CIK 0001801876 · filed 2026-04-24 · SEC filing
13F book
$295.4M
Positions
51
10 new · 10 sold
Largest name
9.2%
Capital Group Dividend Value
Est. mark
−$5.78M
Price effect on 41 names still held. Flow −$1.38M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Capital Group Dividend Value | — | 635.5K | $27M | 9.2% | −$699K | Cut−$804.3K |
| Dimensional Etf Trust | — | 358.7K | $25.4M | 8.6% | −$960.4K | Added$3.59M |
| Blackrock Etf Trust | — | 386.8K | $22.5M | 7.6% | −$999.8K | Added−$612.1K |
| J P Morgan Exchange Traded F | — | 428.2K | $20.2M | 6.8% | −$115.6K | Cut−$8.25M |
| Capital Grp Fixed Incm Etf T | — | 660.8K | $17.4M | 5.9% | — | New |
| J P Morgan Exchange Traded F | — | 317.8K | $17.1M | 5.8% | −$50.3K | Added$8.02M |
| Ishares Tr | — | 181.1K | $16.4M | 5.5% | $192.3K | Added$309.9K |
| Invesco Actively Managed Exc | — | 284.5K | $14.3M | 4.8% | — | New |
| Spdr Series Trust | — | 158.7K | $12.5M | 4.2% | −$546.1K | Cut−$6.43M |
| Capital Grp Fixed Incm Etf T | — | 453.3K | $12.3M | 4.2% | −$101.9K | Added$172.4K |
| Blackrock Etf Trust Ii | — | 213.8K | $11.1M | 3.8% | −$179.6K | Cut−$20.9M |
| J P Morgan Exchange Traded F | — | 205K | $9.44M | 3.2% | −$42.5K | Added$504K |
| Dimensional World Equity | — | 124.3K | $9.17M | 3.1% | −$23.6K | Added$431.4K |
| World Gold Tr | — | 64.1K | $5.94M | 2.0% | $469.4K | Cut$148.4K |
| Microsoft Corp | MSFT | 14.6K | $5.42M | 1.8% | −$1.37M | Added−$434.9K |
| Capital Group International | — | 161.2K | $5.34M | 1.8% | — | New |
| Goldman Sachs Etf Tr | — | 42.5K | $5.32M | 1.8% | −$307.5K | Cut−$3.9M |
| Invesco Exchange Traded Fd T | — | 27.4K | $5.26M | 1.8% | — | New |
| Capital Group Equity Etf Tr | — | 174.2K | $5.11M | 1.7% | — | New |
| Ishares Tr | — | 45.7K | $4.73M | 1.6% | $44.8K | Added$313.8K |
| Apple Inc. | AAPL | 18.4K | $4.66M | 1.6% | −$332K | Cut−$472.3K |
| Alphabet Inc | — | 14.1K | $4.05M | 1.4% | −$358.2K | Cut−$1.22M |
| Ea Series Trust | — | 110.7K | $3.76M | 1.3% | — | New |
| Etfis Ser Tr I | — | 46.3K | $3.7M | 1.3% | $44K | Cut$28.6K |
| Jpmorgan Chase & Co. | — | 12.3K | $3.63M | 1.2% | −$346.4K | Cut−$509.5K |
| Amazon Com Inc | AMZN | 16.2K | $3.37M | 1.1% | −$359.3K | Added−$305.6K |
| Dimensional Etf Trust | — | 95.3K | $3.34M | 1.1% | — | New |
| Capital Grp Fixed Incm Etf T | — | 111K | $2.92M | 1.0% | −$6.39K | Added$111.1K |
| Global X Fds | — | 37.6K | $1.91M | 0.6% | $113.6K | Cut$7.89K |
| Ishares Inc | — | 23.9K | $1.88M | 0.6% | — | New |
| Nvidia Corp | NVDA | 10.2K | $1.79M | 0.6% | −$123.6K | Added−$120.1K |
| Mcdonalds Corp | MCD | 3.94K | $1.23M | 0.4% | $20.4K | Held |
| Exxon Mobil Corp | — | 5.29K | $896.9K | 0.3% | $260.8K | Cut−$112.7K |
| J P Morgan Exchange Traded F | — | 12.9K | $654.7K | 0.2% | $259 | Held |
| Ishares Tr | — | 1.36K | $579.9K | 0.2% | −$63.8K | Held |
| Oracle Corp | — | 3.39K | $499.3K | 0.2% | −$162.2K | Held |
| Walmart Inc. | WMT | 3.86K | $480.1K | 0.2% | $49.7K | Held |
| Enterprise Prods Partners L | — | 12.7K | $480K | 0.2% | $73.3K | Held |
| Eli Lilly & Co | LLY | 463 | $425.9K | 0.1% | −$71.7K | Held |
| Quanta Svcs Inc | — | 682 | $374.5K | 0.1% | $86.6K | Cut$36.8K |
| Boeing Co | — | 1.83K | $364.2K | 0.1% | −$33.1K | Held |
| Slb Limited/Nv | SLB | 6.01K | $309.1K | 0.1% | $78.3K | Cut$76K |
| Mplx Lp | — | 5.2K | $296.5K | 0.1% | $19.2K | Held |
| Ishares Tr | — | 2.95K | $286.6K | 0.1% | $2.83K | Held |
| Oneok Inc /New/ | OKE | 3.17K | $286.4K | 0.1% | $53.5K | Held |
| Ishares Tr | — | 1.15K | $275K | 0.1% | −$11.8K | Held |
| Vanguard World Fd | — | 1.5K | $260.3K | 0.1% | — | New |
| Ishares Inc | — | 2.83K | $239K | 0.1% | $10.5K | Held |
| Cisco Sys Inc | — | 3.05K | $236.7K | 0.1% | $1.71K | Held |
| Lockheed Martin Corp | LMT | 362 | $218.6K | 0.1% | — | New |
| Newsmax Inc. | NMAX | 13.5K | $70.6K | 0.0% | −$34K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.