Royal Fund Management, LLC
•CIK: 1810099•Filing: Q4 2025
**Royal Fund Management, LLC** manages $997M across a diversified portfolio of 252 positions. The fund exhibits significant exposure to major indices and technology leaders, with top holdings including VOO ($36.7M) and NDQ ($34.5M). Notable allocations also include IWM ($24.4M), NVDA ($22.3M), and SPY ($21.2M). This structure suggests a core focus on broad market exposure combined with concentrated bets on key growth and sector leaders.
Total AUM
$990.3M
+ $6.6M in options
QoQ Performance
+51.3%
Positions
180
+ 19 options
Top 10 Concentration
23.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO3.7%
NDQ3.5%
IWM2.4%
NVDA2.2%
SPY2.1%
WMT2.1%
MSFT1.8%
IVW1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.8%
Technology11.6%
ETF5.9%
Healthcare5.1%
Consumer4.4%
Financial3.8%
Industrial1.8%
Utilities0.7%
🚪 Exited Positionssold since Q3 2025
+38 more exited positions
Changes from Q3 2025
NEW27 new positions
↑148 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023