Royal Fund Management, LLC - Portfolio overview

Royal Fund Management, LLC has 290 reported holdings in this dataset, with the latest filing dated 2026-05-19.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 3.05%
2. QQQ - INVESCO QQQ TR, 2.88%
3. EFA - ISHARES TR, 1.83%

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

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