Royal Harbor Partners, LLC Top Holdings and 13F Report (2025) About Royal Harbor Partners, LLCInvestment ActivityRoyal Harbor Partners, LLC has $273.64 million in total holdings as of June 30, 2025.Royal Harbor Partners, LLC owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 15.48% of the portfolio was purchased this quarter.About 15.59% of the portfolio was sold this quarter.This quarter, Royal Harbor Partners, LLC has purchased 46 new stocks and bought additional shares in 12 stocks.Royal Harbor Partners, LLC sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Flexible Income Active ETF $31,522,072JPMorgan Core Plus Bond ETF $28,680,011Capital Group Dividend Value ETF $24,769,392SPDR Portfolio S&P 1500 Composite Stock Market ETF $17,807,419iShares U.S. Equity Factor Rotation Active ETF $16,708,219 Largest New Holdings this Quarter 25434V401 - Dimensional U.S. Equity ETF $15,390,808 Holding25434V617 - DIMENSIONAL ETF TRUST $6,884,531 Holding09789C838 - BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $4,420,625 Holding98149E303 - SPDR Gold MiniShares Trust $4,217,916 Holding46438F101 - ISHARES BITCOIN TRUST ETF $3,211,627 Holding Largest Purchases this Quarter Dimensional U.S. Equity ETF 229,645 shares (about $15.39M)DIMENSIONAL ETF TRUST 102,632 shares (about $6.88M)iShares Core MSCI EAFE ETF 76,844 shares (about $6.41M)BondBloxx Bloomberg Five Year Target Duration US Treasury ETF 89,577 shares (about $4.42M)SPDR Gold MiniShares Trust 64,376 shares (about $4.22M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 43,867 shares (about $7.97M)Capital Group Global Growth Equity ETF 234,964 shares (about $7.51M)JPMorgan Ultra-Short Income ETF 85,108 shares (about $4.31M)Global X U.S. Infrastructure Development ETF 47,053 shares (about $2.05M)NVIDIA 9,418 shares (about $1.49M) 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$31,522,072$680,315 ▲2.2%596,55711.5%ETFJCPBJPMorgan Core Plus Bond ETF$28,680,011$256,289 ▲0.9%609,43510.5%ETFCGDVCapital Group Dividend Value ETF$24,769,392$195,673 ▼-0.8%627,2329.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$17,807,419$719,244 ▼-3.9%237,7816.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$16,708,219$240,386 ▼-1.4%306,7986.1%ETFDFUSDimensional U.S. Equity ETF$15,390,808$15,390,808 ▲New Holding229,6455.6%ETFIEFAiShares Core MSCI EAFE ETF$13,764,934$6,414,937 ▲87.3%164,8895.0%ETFCGGOCapital Group Global Growth Equity ETF$9,028,648$7,511,799 ▼-45.4%282,4103.3%ETFJ P MORGAN EXCHANGE TRADED F$8,904,836$81,296 ▲0.9%166,1663.3%ACTIVE BOND ETFJPIEJPMorgan Income ETF$8,778,103$150,540 ▲1.7%189,5103.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$8,325,802$115,068 ▼-1.4%68,5933.0%ETFQUALiShares MSCI USA Quality Factor ETF$8,032,881$67,460 ▼-0.8%43,9392.9%ETFBMVPInvesco Bloomberg MVP Multi-factor ETF$7,846,749$126,365 ▼-1.6%162,2572.9%ETFCGMUCapital Group Municipal Income ETF$7,546,197$47,668 ▼-0.6%282,7352.8%ETFDIMENSIONAL ETF TRUST$6,884,531$6,884,531 ▲New Holding102,6322.5%WORLD EQUITY ETFMSFTMicrosoft$5,759,511$63,668 ▼-1.1%11,5792.1%Computer and TechnologyAAPLApple$4,491,404$845,511 ▼-15.8%21,8911.6%Computer and TechnologyXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$4,420,625$4,420,625 ▲New Holding89,5771.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,338,068$81,916 ▲1.9%42,1541.6%ETFGLDMSPDR Gold MiniShares Trust$4,217,916$4,217,916 ▲New Holding64,3761.5%FinanceIEIiShares 3-7 Year Treasury Bond ETF$3,977,011$125,283 ▲3.3%33,3951.5%ETFJPMJPMorgan Chase & Co.$3,879,576$60,881 ▼-1.5%13,3821.4%FinanceUTESVirtus Reaves Utilities ETF$3,796,783$72,500 ▼-1.9%50,2221.4%ETFAMZNAmazon.com$3,407,785$21,939 ▼-0.6%15,5331.2%Retail/WholesaleGOOGLAlphabet$3,264,837$21,853 ▼-0.7%18,5261.2%Computer and TechnologyISHARES BITCOIN TRUST ETF$3,211,627$3,211,627 ▲New Holding52,4691.2%SHS BEN INTNVDANVIDIA$2,262,259$1,487,950 ▼-39.7%14,3190.8%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$1,784,601$2,050,570 ▼-53.5%40,9500.7%ETFCAPITAL GRP FIXED INCM ETF T$1,765,2030.0%67,6840.6%SHORT DURATION MMCDMcDonald's$1,180,3670.0%4,0400.4%Retail/WholesaleXOMExxon Mobil$1,003,657$4,420 ▲0.4%9,3100.4%EnergyORCLOracle$743,123$1,093 ▲0.1%3,3990.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$655,610$4,313,362 ▼-86.8%12,9360.2%ETFPWRQuanta Services$608,7570.0%1,6100.2%ConstructionIWFiShares Russell 1000 Growth ETF$604,1770.0%1,4230.2%ETFLLYEli Lilly and Company$413,9300.0%5310.2%MedicalEPDEnterprise Products Partners$393,3930.0%12,6860.1%EnergyWMTWalmart$392,489$14,765 ▲3.9%4,0140.1%Retail/WholesaleBABoeing$383,4400.0%1,8300.1%AerospaceRSPInvesco S&P 500 Equal Weight ETF$370,441$7,973,570 ▼-95.6%2,0380.1%ETFDGROiShares Core Dividend Growth ETF$340,458$1,790 ▲0.5%5,3250.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$275,4070.0%1,1460.1%ETFIWRiShares Russell Mid-Cap ETF$274,714$3,587 ▲1.3%2,9870.1%ETFOKEONEOK$273,0520.0%3,3450.1%EnergyMPLXMplx$267,5940.0%5,1950.1%EnergyQGRWWisdomTree U.S. Quality Growth Fund$267,080$6,412 ▼-2.3%5,0820.1%ETFCSCOCisco Systems$211,609$211,609 ▲New Holding3,0500.1%Computer and TechnologySLBSchlumberger$205,3150.0%6,0740.1%EnergyVFHVanguard Financials ETF$203,807$203,807 ▲New Holding1,6010.1%ETFCGGRCapital Group Growth ETF$0$7,372,936 ▼-100.0%00.0%ETFIWBiShares Russell 1000 ETF$0$6,121,917 ▼-100.0%00.0%ETFCOWZPacer US Cash Cows 100 ETF$0$3,011,526 ▼-100.0%00.0%ETFPEPPepsiCo$0$204,126 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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