Royal Harbor Partners, LLC Top Holdings and 13F Report (2025) About Royal Harbor Partners, LLCInvestment ActivityRoyal Harbor Partners, LLC has $294.87 million in total holdings as of September 30, 2025.Royal Harbor Partners, LLC owns shares of 50 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.66% of the portfolio was purchased this quarter.About 3.44% of the portfolio was sold this quarter.This quarter, Royal Harbor Partners, LLC has purchased 49 new stocks and bought additional shares in 21 stocks.Royal Harbor Partners, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Flexible Income Active ETF $31,480,280JPMorgan Core Plus Bond ETF $28,400,997Capital Group Dividend Value ETF $26,536,145iShares U.S. Equity Factor Rotation Active ETF $22,299,397Dimensional U.S. Equity ETF $20,753,553 Largest New Holdings this Quarter 46434G822 - iShares MSCI Japan ETF $219,134 Holding81369Y803 - Technology Select Sector SPDR Fund $211,395 Holding65250K105 - NEWSMAX INC $167,772 Holding Largest Purchases this Quarter iShares U.S. Equity Factor Rotation Active ETF 69,881 shares (about $4.14M)Dimensional U.S. Equity ETF 56,848 shares (about $4.12M)Capital Group Municipal Income ETF 141,971 shares (about $3.87M)iShares Core MSCI EAFE ETF 16,948 shares (about $1.48M)CAPITAL GRP FIXED INCM ETF T 35,962 shares (about $947.96K) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 8,751 shares (about $705.77K)JPMorgan Core Plus Bond ETF 12,148 shares (about $577.64K)iShares Flexible Income Active ETF 5,267 shares (about $280.42K)Apple 601 shares (about $153.03K)J P MORGAN EXCHANGE TRADED F 1,479 shares (about $80.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoyal Harbor Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBINCiShares Flexible Income Active ETF$31,480,280$280,415 ▼-0.9%591,29010.7%ETFJCPBJPMorgan Core Plus Bond ETF$28,400,997$577,637 ▼-2.0%597,2879.6%ETFCGDVCapital Group Dividend Value ETF$26,536,145$173,584 ▲0.7%631,3629.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$22,299,397$4,136,955 ▲22.8%376,6797.6%ETFDFUSDimensional U.S. Equity ETF$20,753,553$4,118,069 ▲24.8%286,4937.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$18,471,270$705,768 ▼-3.7%229,0306.3%ETFIEFAiShares Core MSCI EAFE ETF$15,876,188$1,479,730 ▲10.3%181,8375.4%ETFCGMUCapital Group Municipal Income ETF$11,590,227$3,874,389 ▲50.2%424,7063.9%ETFCGGOCapital Group Global Growth Equity ETF$9,730,898$80,949 ▲0.8%284,7793.3%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$8,994,907$58,626 ▲0.7%69,0433.1%ETFJ P MORGAN EXCHANGE TRADED F$8,919,448$80,103 ▼-0.9%164,6873.0%ACTIVE BOND ETFQUALiShares MSCI USA Quality Factor ETF$8,723,664$177,577 ▲2.1%44,8523.0%ETFJPIEJPMorgan Income ETF$8,721,553$73,606 ▼-0.8%187,9243.0%ETFDIMENSIONAL ETF TRUST$7,869,315$494,181 ▲6.7%109,5092.7%WORLD EQUITY ETFMSFTMicrosoft$6,033,082$35,739 ▲0.6%11,6482.0%Computer and TechnologyAAPLApple$5,421,015$153,031 ▼-2.7%21,2901.8%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$5,122,991$201,446 ▲4.1%67,0111.7%FinanceGOOGLAlphabet$4,548,401$44,730 ▲1.0%18,7101.5%Computer and TechnologyXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$4,406,981$29,768 ▼-0.7%88,9761.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,320,448$36,589 ▼-0.8%41,8001.5%ETFJPMJPMorgan Chase & Co.$4,218,561$2,523 ▼-0.1%13,3741.4%FinanceUTESVirtus Reaves Utilities ETF$4,144,048$46,476 ▼-1.1%49,6651.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,071,347$80,311 ▲2.0%34,0671.4%ETFISHARES BITCOIN TRUST ETF$3,520,855$110,370 ▲3.2%54,1671.2%SHS BEN INTAMZNAmazon.com$3,450,103$39,523 ▲1.2%15,7131.2%Retail/WholesaleCAPITAL GRP FIXED INCM ETF T$2,732,109$947,958 ▲53.1%103,6460.9%SHORT DURATION MNVDANVIDIA$2,632,458$39,182 ▼-1.5%14,1090.9%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$1,965,928$15,480 ▲0.8%41,2750.7%ETFMCDMcDonald's$1,227,7160.0%4,0400.4%Retail/WholesaleXOMExxon Mobil$1,054,236$4,510 ▲0.4%9,3500.4%EnergyORCLOracle$954,529$1,406 ▼-0.1%3,3940.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$666,5470.0%1,4230.2%ETFPWRQuanta Services$663,091$4,144 ▼-0.6%1,6000.2%ConstructionJPSTJPMorgan Ultra-Short Income ETF$656,2390.0%12,9360.2%ETFLLYEli Lilly and Company$406,679$1,526 ▲0.4%5330.1%MedicalWMTWalmart$398,121$15,562 ▼-3.8%3,8630.1%Retail/WholesaleEPDEnterprise Products Partners$396,6910.0%12,6860.1%EnergyBABoeing$394,9690.0%1,8300.1%AerospaceRSPInvesco S&P 500 Equal Weight ETF$365,675$20,863 ▼-5.4%1,9280.1%ETFDGROiShares Core Dividend Growth ETF$364,485$1,974 ▲0.5%5,3540.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$293,8920.0%1,1460.1%ETFIWRiShares Russell Mid-Cap ETF$288,3950.0%2,9870.1%ETFQGRWWisdomTree U.S. Quality Growth Fund$260,323$31,207 ▼-10.7%4,5380.1%ETFMPLXMplx$259,4900.0%5,1950.1%EnergyOKEONEOK$244,0850.0%3,3450.1%EnergyEWJiShares MSCI Japan ETF$219,134$219,134 ▲New Holding2,7320.1%ETFXLKTechnology Select Sector SPDR Fund$211,395$211,395 ▲New Holding7500.1%ETFSLBSLB$208,783$34 ▲0.0%6,0750.1%EnergyCSCOCisco Systems$208,6810.0%3,0500.1%Computer and TechnologyNEWSMAX INC$167,772$167,772 ▲New Holding13,5300.1%COM SHS CLASS BBMVPInvesco Bloomberg MVP Multi-factor ETF$0$7,846,749 ▼-100.0%00.0%ETFVFHVanguard Financials ETF$0$203,807 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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