⏳
Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Royal Capital Wealth Management, LLC's latest available filing here is Q3 2025.
Royal Capital Wealth Management, LLC
•CIK: 1904323•Filing: Q3 2025
**Royal Capital Wealth Management, LLC** manages $163M across a diversified portfolio of 90 positions. The strategy exhibits a clear overweighting toward mega-cap technology and financial sector leaders, evidenced by top holdings including SPY ($21.8M) and MA ($11.5M). Significant allocations are maintained in core growth names such as MSFT ($10.6M), NVDA ($10.4M), and BRK/B ($9.4M). This concentration suggests a conviction in established, market-leading industrial and technology franchises.
Total AUM
$163.0M
QoQ Performance
+8.4%
Positions
83
Top 10 Concentration
57.2%
Latest Filing
Q3 2025
Top Holdings Allocation
SPY
MA
MSFT
NVDA
BRK.B
SPY13.4%
MA7.0%
MSFT6.5%
NVDA6.4%
BRK.B5.8%
JPM4.4%
GOOGL3.8%
V3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other25.9%
Technology24.6%
Financial15.9%
ETF13.4%
Consumer7.3%
Healthcare6.4%
Energy2.4%
Consumer Staples1.4%
Changes from Q2 2025
NEW6 new positions
↑31 increased
↓21 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022