Royal Harbor Partners, LLC Top Holdings and 13F Report (2026) About Royal Harbor Partners, LLCInvestment ActivityRoyal Harbor Partners, LLC has $295.37 million in total holdings as of March 31, 2026.Royal Harbor Partners, LLC owns shares of 51 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 24.56% of the portfolio was purchased this quarter.About 24.79% of the portfolio was sold this quarter.This quarter, Royal Harbor Partners, LLC has purchased 51 new stocks and bought additional shares in 12 stocks.Royal Harbor Partners, LLC sold shares of 14 stocks and completely divested from 10 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $27,032,213Dimensional U.S. Equity ETF $25,437,190iShares U.S. Equity Factor Rotation Active ETF $22,504,373JPMorgan Core Plus Bond ETF $20,157,820CAPITAL GRP FIXED INCM ETF T $17,352,004 Largest New Holdings this Quarter 14020Y508 - CAPITAL GRP FIXED INCM ETF T $17,352,004 Holding46090A887 - Invesco Ultra Short Duration ETF $14,257,085 Holding14021T102 - CAPITAL GROUP INTERNATIONAL $5,336,471 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $5,255,729 Holding14022A102 - CAPITAL GROUP EQUITY ETF TR $5,114,336 Holding Largest Purchases this Quarter CAPITAL GRP FIXED INCM ETF T 660,777 shares (about $17.35M)Invesco Ultra Short Duration ETF 284,459 shares (about $14.26M)J P MORGAN EXCHANGE TRADED F 150,006 shares (about $8.07M)CAPITAL GROUP INTERNATIONAL 161,174 shares (about $5.34M)Invesco S&P 500 Equal Weight ETF 27,385 shares (about $5.26M) Largest Sales this Quarter iShares Flexible Income Active ETF 393,030 shares (about $20.41M)JPMorgan Core Plus Bond ETF 171,871 shares (about $8.09M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 71,369 shares (about $5.64M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 27,148 shares (about $3.40M)Alphabet 2,767 shares (about $795.66K) 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$27,032,213$102,649 â–¼-0.4%635,4549.2%ETFDFUSDimensional U.S. Equity ETF$25,437,190$4,546,678 â–²21.8%358,7258.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$22,504,373$387,653 â–²1.8%386,8067.6%ETFJCPBJPMorgan Core Plus Bond ETF$20,157,820$8,091,687 â–¼-28.6%428,1616.8%ETFCAPITAL GRP FIXED INCM ETF T$17,352,004$17,352,004 â–²New Holding660,7775.9%CORE BOND ETFJ P MORGAN EXCHANGE TRADED F$17,089,773$8,065,823 â–²89.4%317,8315.8%ACTIVE BOND ETFIEFAiShares Core MSCI EAFE ETF$16,391,724$117,598 â–²0.7%181,0645.5%ETFGSYInvesco Ultra Short Duration ETF$14,257,085$14,257,085 â–²New Holding284,4594.8%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$12,549,668$5,642,433 â–¼-31.0%158,7364.2%ETFCGMUCapital Group Municipal Income ETF$12,306,471$274,378 â–²2.3%453,2774.2%ETFBINCiShares Flexible Income Active ETF$11,101,595$20,410,047 â–¼-64.8%213,7803.8%ETFJPIEJPMorgan Income ETF$9,444,350$546,482 â–²6.1%205,0003.2%ETFDIMENSIONAL ETF TRUST$9,167,163$455,001 â–²5.2%124,2503.1%WORLD EQUITY ETFGLDMSPDR Gold MiniShares Trust$5,944,302$348,514 â–¼-5.5%64,1312.0%FinanceMSFTMicrosoft$5,416,094$937,664 â–²20.9%14,6311.8%Computer and TechnologyCAPITAL GROUP INTERNATIONAL$5,336,471$5,336,471 â–²New Holding161,1741.8%SHSGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$5,315,135$3,397,022 â–¼-39.0%42,4771.8%ETFRSPInvesco S&P 500 Equal Weight ETF$5,255,729$5,255,729 â–²New Holding27,3851.8%ETFCAPITAL GROUP EQUITY ETF TR$5,114,336$5,114,336 â–²New Holding174,1941.7%US SMALL AND MIDSTIPiShares 0-5 Year TIPS Bond ETF$4,728,613$268,918 â–²6.0%45,7181.6%ETFAAPLApple$4,661,656$130,957 â–¼-2.7%18,3681.6%Computer and TechnologyGOOGLAlphabet$4,047,875$795,657 â–¼-16.4%14,0771.4%Computer and TechnologyIVALAlpha Architect International Quantitative Value ETF$3,758,920$3,758,920 â–²New Holding110,6871.3%ETFUTESVirtus Reaves Utilities ETF$3,703,125$15,660 â–¼-0.4%46,3471.3%ETFJPMJPMorgan Chase & Co.$3,631,699$148,845 â–¼-3.9%12,3461.2%FinanceAMZNAmazon.com$3,372,100$53,734 â–²1.6%16,1911.1%Retail/WholesaleDFSVDimensional US Small Cap Value ETF$3,339,732$3,339,732 â–²New Holding95,3121.1%ETFCAPITAL GRP FIXED INCM ETF T$2,916,581$117,524 â–²4.2%110,9811.0%SHORT DURATION MPAVEGlobal X U.S. Infrastructure Development ETF$1,910,558$112,341 â–¼-5.6%37,6020.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,880,918$1,880,918 â–²New Holding23,9120.6%ManufacturingNVDANVIDIA$1,785,159$3,488 â–²0.2%10,2360.6%Computer and TechnologyMCDMcDonald's$1,225,7560.0%3,9440.4%Retail/WholesaleXOMExxonMobil$896,867$526,651 â–¼-37.0%5,2860.3%EnergyJPSTJPMorgan Ultra-Short Income ETF$654,6870.0%12,9360.2%ETFIWFiShares Russell 1000 Growth ETF$579,9040.0%1,3600.2%ETFORCLOracle$499,2910.0%3,3940.2%Computer and TechnologyWALMART INC$480,0940.0%3,8630.2%COMEPDEnterprise Products Partners$480,0380.0%12,6860.2%EnergyLLYEli Lilly and Company$425,8540.0%4630.1%MedicalPWRQuanta Services$374,457$64,789 â–¼-14.8%6820.1%ConstructionBABoeing$364,2250.0%1,8300.1%AerospaceSLBSLB$309,105$3,083 â–¼-1.0%6,0150.1%EnergyMPLXMplx$296,4790.0%5,1950.1%EnergyIWRiShares Russell Mid-Cap ETF$286,6340.0%2,9480.1%ETFOKEONEOK$286,3560.0%3,1680.1%EnergyMTUMiShares MSCI USA Momentum Factor ETF$275,0290.0%1,1460.1%ETFVDEVanguard Energy ETF$260,252$260,252 â–²New Holding1,5040.1%ETFEWJiShares MSCI Japan ETF$239,0090.0%2,8310.1%ETFCSCOCisco Systems$236,6500.0%3,0500.1%Computer and TechnologyLMTLockheed Martin$218,582$218,582 â–²New Holding3620.1%AerospaceNEWSMAX INC$70,6270.0%13,5300.0%COM SHS CLASS BCGGOCapital Group Global Growth Equity ETF$0$9,754,911 â–¼-100.0%00.0%ETFQUALiShares MSCI USA Quality Factor ETF$0$8,968,436 â–¼-100.0%00.0%ETFXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$0$4,504,896 â–¼-100.0%00.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$0$4,407,118 â–¼-100.0%00.0%ETFGOLDMAN SACHS ETF TR$0$1,772,743 â–¼-100.0%00.0%MSCI WORLD PRIVGVIPGoldman Sachs Hedge Industry VIP ETF$0$1,765,240 â–¼-100.0%00.0%ETFISHARES BITCOIN TRUST ETF$0$1,433,892 â–¼-100.0%00.0%SHS BEN INTDGROiShares Core Dividend Growth ETF$0$371,659 â–¼-100.0%00.0%ETFQGRWWisdomTree U.S. Quality Growth Fund$0$237,637 â–¼-100.0%00.0%ETFBACBank of America$0$206,140 â–¼-100.0%00.0%FinanceShowing 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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