Royal Harbor Partners, LLC - Portfolio overview

Royal Harbor Partners, LLC has 59 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 8.28%
2. DFUS - DIMENSIONAL ETF TRUST, 7.79%
3. DYNF - BLACKROCK ETF TRUST, 6.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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