Royal Capital Wealth Management, LLC - Portfolio overview

Royal Capital Wealth Management, LLC has 99 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. SPY - STATE STR SPDR S&P 500 ETF T, 13.38%
  2. MA - MASTERCARD INCORPORATED, 6.27%
  3. NVDA - NVIDIA CORPORATION, 6.07%

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

Explore securities or join Upside Invest to compare portfolios.