Royal Harbor Partners, LLC Top Holdings and 13F Report (2026) About Royal Harbor Partners, LLCInvestment ActivityRoyal Harbor Partners, LLC has $322.73 million in total holdings as of June 30, 2026.Royal Harbor Partners, LLC owns shares of 56 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.41% of the portfolio was purchased this quarter.About 6.59% of the portfolio was sold this quarter.This quarter, Royal Harbor Partners, LLC has purchased 51 new stocks and bought additional shares in 22 stocks.Royal Harbor Partners, LLC sold shares of 17 stocks and completely divested from 5 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $30,633,532Dimensional U.S. Equity ETF $29,433,831iShares U.S. Equity Factor Rotation Active ETF $25,986,349JPMorgan Core Plus Bond ETF $19,601,815J P MORGAN EXCHANGE TRADED F $19,017,378 Largest New Holdings this Quarter 922907746 - Vanguard Tax-Exempt Bond ETF $10,110,183 Holding464288414 - iShares National Muni Bond ETF $3,304,795 Holding78468R739 - SPDR Nuveen ICE Short Term Municipal Bond ETF $3,292,509 Holding81369Y209 - Health Care Select Sector SPDR Fund $1,993,722 Holding81369Y506 - Energy Select Sector SPDR Fund $1,636,213 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 199,885 shares (about $10.11M)iShares National Muni Bond ETF 30,708 shares (about $3.30M)SPDR Nuveen ICE Short Term Municipal Bond ETF 68,644 shares (about $3.29M)J P MORGAN EXCHANGE TRADED F 37,634 shares (about $2.01M)Health Care Select Sector SPDR Fund 12,566 shares (about $1.99M) Largest Sales this Quarter iShares Flexible Income Active ETF 21,380 shares (about $1.12M)Capital Group Dividend Value ETF 13,832 shares (about $681.64K)Alphabet 1,856 shares (about $663.28K)JPMorgan Core Plus Bond ETF 10,568 shares (about $496.06K)Microsoft 949 shares (about $353.99K) 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 PortfolioSectorCGDVCapital Group Dividend Value ETF$30,633,532$681,641 â–¼-2.2%621,6229.5%ETFDFUSDimensional U.S. Equity ETF$29,433,831$39,905 â–²0.1%359,2129.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$25,986,349$320,327 â–¼-1.2%382,0968.1%ETFJCPBJPMorgan Core Plus Bond ETF$19,601,815$496,062 â–¼-2.5%417,5936.1%ETFJ P MORGAN EXCHANGE TRADED F$19,017,378$2,013,419 â–²11.8%355,4655.9%ACTIVE BOND ETFCAPITAL GRP FIXED INCM ETF T$18,658,957$1,359,815 â–²7.9%712,7185.8%CORE BOND ETFIEFAiShares Core MSCI EAFE ETF$17,236,246$250,915 â–¼-1.4%178,4665.3%ETFGSYInvesco Ultra Short Duration ETF$14,623,489$357,870 â–²2.5%291,5954.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$14,240,865$170,776 â–¼-1.2%156,8554.4%ETFDIMENSIONAL ETF TRUST$10,188,881$97,775 â–¼-1.0%123,0693.2%WORLD EQUITY ETFVTEBVanguard Tax-Exempt Bond ETF$10,110,183$10,110,183 â–²New Holding199,8853.1%ETFBINCiShares Flexible Income Active ETF$10,070,216$1,119,029 â–¼-10.0%192,4003.1%ETFJPIEJPMorgan Income ETF$9,521,206$80,956 â–²0.9%206,7583.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$5,970,861$56,188 â–¼-0.9%42,0811.9%ETFCAPITAL GROUP INTERNATIONAL$5,882,043$16,921 â–²0.3%161,6391.8%SHSRSPInvesco S&P 500 Equal Weight ETF$5,858,622$31,916 â–²0.5%27,5351.8%ETFCAPITAL GROUP EQUITY ETF TR$5,799,489$56,313 â–²1.0%175,9021.8%US SM MI CA ETFAAPLApple$5,233,893$81,020 â–¼-1.5%18,0881.6%TechnologyGLDMSPDR Gold MiniShares Trust$5,109,962$16,678 â–²0.3%64,3411.6%ETFMSFTMicrosoft$5,103,594$353,991 â–¼-6.5%13,6821.6%TechnologySTIPiShares 0-5 Year TIPS Bond ETF$4,703,549$32,998 â–²0.7%46,0411.5%ETFGOOGLAlphabet$4,367,399$663,276 â–¼-13.2%12,2211.4%Communication ServicesJPMJPMorgan Chase & Co.$4,062,165$20,949 â–²0.5%12,4101.3%FinanceUTESVirtus Reaves Utilities ETF$3,809,411$21,007 â–²0.6%46,6041.2%ETFDFSVDimensional US Small Cap Value ETF$3,803,010$105,858 â–²2.9%98,0411.2%ETFIVALAlpha Architect International Quantitative Value ETF$3,775,365$4,259 â–²0.1%110,8121.2%ETFAMZNAmazon.com$3,771,492$87,471 â–¼-2.3%15,8241.2%Consumer DiscretionaryMUBiShares National Muni Bond ETF$3,304,795$3,304,795 â–²New Holding30,7081.0%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$3,292,509$3,292,509 â–²New Holding68,6441.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,349,013$97,185 â–¼-4.0%22,9620.7%ETFPAVEGlobal X U.S. Infrastructure Development ETF$2,150,757$64,753 â–¼-2.9%36,5030.7%ETFXLVHealth Care Select Sector SPDR Fund$1,993,722$1,993,722 â–²New Holding12,5660.6%ETFNVDANVIDIA$1,787,807$260,318 â–¼-12.7%8,9350.6%TechnologyXLEEnergy Select Sector SPDR Fund$1,636,213$1,636,213 â–²New Holding30,8080.5%ETFJPSTJPMorgan Ultra-Short Income ETF$1,580,055$925,883 â–²141.5%31,2450.5%ETFMCDMcDonald's$1,069,076$2,973 â–²0.3%3,9550.3%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$675,485$506,614 â–²300.0%5,4400.2%ETFLLYEli Lilly and Company$567,330$11,994 â–²2.2%4730.2%HealthcareORCLOracle$497,537$147 â–²0.0%3,3950.2%TechnologyEPDEnterprise Products Partners$466,3370.0%12,6860.1%EnergyWALMART INC$443,186$5,663 â–²1.3%3,9130.1%COMBABoeing$397,006$866 â–²0.2%1,8340.1%IndustrialsMTUMiShares MSCI USA Momentum Factor ETF$392,8830.0%1,1460.1%ETFXOMExxonMobil$384,082$338,687 â–¼-46.9%2,8090.1%EnergyPWRQuanta Services$363,654$127,459 â–¼-26.0%5050.1%IndustrialsCSCOCisco Systems$359,310$1,057 â–²0.3%3,0590.1%TechnologyIWRiShares Russell Mid-Cap ETF$325,2230.0%2,9480.1%ETFMPLXMplx$292,6340.0%5,1950.1%EnergyLAM RESEARCH CORP$284,698$284,698 â–²New Holding6570.1%COM NEWOKEONEOK$275,4260.0%3,1680.1%EnergyEWJiShares MSCI Japan ETF$264,0020.0%2,8310.1%ETFXLKTechnology Select Sector SPDR Fund$245,771$245,771 â–²New Holding1,2900.1%ETFQQQInvesco QQQ$223,866$223,866 â–²New Holding3040.1%ETFBACBank of America$216,239$216,239 â–²New Holding3,7950.1%FinanceDGROiShares Core Dividend Growth ETF$210,138$210,138 â–²New Holding2,7730.1%ETFNEWSMAX INC$112,0280.0%13,5300.0%COM SHS CLASS BCGMUCapital Group Municipal Income ETF$0$12,306,471 â–¼-100.0%00.0%ETFCAPITAL GRP FIXED INCM ETF T$0$2,916,581 â–¼-100.0%00.0%SHORT DURATION MSLBSLB$0$309,105 â–¼-100.0%00.0%EnergyVDEVanguard Energy ETF$0$260,252 â–¼-100.0%00.0%ETFLMTLockheed Martin$0$218,582 â–¼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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