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RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $178M
1-Year Est. Return 21.67%
This Fund
S&P 500
This Quarter Est. Return
+11.91%
1 Year Est. Return
+21.67%
3 Year Est. Return
+83.85%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$178M
AUM Growth
+$17.5M
Cap. Flow
+$1.93M
Cap. Flow %
1.08%
Top 10 Hldgs %
55.14%
Holding
107
New
11
Increased
41
Reduced
11
Closed
6

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$348K
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$288K
3
INTC icon
Intel
INTC
+$253K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$245K
5
UFOX
Defiance Space and Connective Tech ETF
UFOX
+$240K

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$553K
2
HD icon
Home Depot
HD
+$275K
3
ACN icon
Accenture
ACN
+$251K
4
CB icon
Chubb
CB
+$220K
5
VZ icon
Verizon
VZ
+$209K

Sector Composition

Rank Sector Weight
1 Miscellaneous 25.73%
2 Financials 23.18%
3 Technology 17.02%
4 Communication Services 8.74%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPC icon
51
Marathon Petroleum
MPC
$111B
$476K 0.27%
1,860
– –
XLF icon
52
State Street Financial Select Sector SPDR ETF
XLF
$54.5B
$461K 0.26%
8,601
+1
+0% +$52
CAH icon
53
Cardinal Health
CAH
$54.6B
$454K 0.26%
1,912
– –
GM icon
54
General Motors
GM
$76.5B
$454K 0.25%
5,892
+5
+0.1% +$393
KMI icon
55
Kinder Morgan
KMI
$68.9B
$415K 0.23%
12,966
+69
+0.5% +$2.22K
DIS icon
56
Walt Disney
DIS
$188B
$414K 0.23%
4,300
– –
EUDV icon
57
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.18M
$409K 0.23%
7,750
– –
EPD icon
58
Enterprise Products Partners
EPD
$84B
$390K 0.22%
10,606
+100
+1% +$3.77K
APO icon
59
Apollo Global Management
APO
$75.8B
$385K 0.22%
3,254
+901
+38% +$113K
CVX icon
60
Chevron
CVX
$416B
$358K 0.2%
2,159
-45
-2% -$8.38K
SLV icon
61
iShares Silver Trust
SLV
$30.6B
$353K 0.2%
6,610
– –
BAC icon
62
Bank of America
BAC
$416B
$351K 0.2%
6,169
+6
+0.1% +$319
INTC icon
63
Intel
INTC
$514B
$350K 0.2%
+2,504
New +$253K
NLY icon
64
Annaly Capital Management
NLY
$16.5B
$345K 0.19%
15,434
+298
+2% +$6.58K
PLTR icon
65
Palantir
PLTR
$416B
$344K 0.19%
2,950
– –
CMG icon
66
Chipotle Mexican Grill
CMG
$46.9B
$340K 0.19%
10,000
– –
MMM icon
67
3M
MMM
$83.6B
$329K 0.18%
2,031
– –
ABT icon
68
Abbott
ABT
$176B
$325K 0.18%
3,587
+4
+0.1% +$365
FANG icon
69
Diamondback Energy
FANG
$57.4B
$325K 0.18%
1,850
– –
KVUE icon
70
Kenvue
KVUE
$34.4B
$311K 0.17%
16,279
-1,148
-7% -$20.2K
DUK icon
71
Duke Energy
DUK
$93.1B
$306K 0.17%
2,416
– –
OKE icon
72
Oneok
OKE
$61.1B
$301K 0.17%
3,459
+588
+20% +$51.8K
CRH icon
73
CRH
CRH
$58.9B
$294K 0.17%
2,750
– –
NSC icon
74
Norfolk Southern
NSC
$71.9B
$288K 0.16%
916
– –
CDE icon
75
Coeur Mining
CDE
$20.4B
$287K 0.16%
17,607
– –
1 2
3
4 5

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GCM
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CIG
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SCM
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SWM
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Royal Capital Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Royal Capital Wealth Management held 107 positions worth $178M, up 11% from $161M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Royal Capital Wealth Management's Q2 2026 filing shows 11 new, 41 increased, 11 reduced and 6 closed positions. Its largest new stake was Intel: 2,504 shares worth $350K. The largest sale was S&P Global, an estimated $553K.

By sector, the portfolio is most concentrated in Miscellaneous at 26% of assets, up from 24% a quarter earlier, followed by Financials and Technology.

  • Royal Capital Wealth Management's largest Q2 2026 buy was Intel: 2,504 shares worth $350K.
  • Royal Capital Wealth Management added most to Invesco S&P 500 Equal Weight ETF in Q2 2026, an estimated $348K increase.
  • Royal Capital Wealth Management's biggest Q2 2026 reduction was Apple, cutting an estimated $114K.
  • Royal Capital Wealth Management fully exited S&P Global in Q2 2026, selling an estimated $553K.
  • Royal Capital Wealth Management's ten largest holdings make up 55% of its $178M portfolio in Q2 2026.
  • Royal Capital Wealth Management opened 11 new positions and closed 6 in Q2 2026.
  • Royal Capital Wealth Management's portfolio value rose 11% quarter-over-quarter to $178M.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.