Royal Harbor Partners, LLC Top Holdings and 13F Report (2026) About Royal Harbor Partners, LLCInvestment ActivityRoyal Harbor Partners, LLC has $326.88 million in total holdings as of September 30, 2026.Royal Harbor Partners, LLC owns shares of 56 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 9.18% of the portfolio was purchased this quarter.About 7.75% of the portfolio was sold this quarter.This quarter, Royal Harbor Partners, LLC has purchased 56 new stocks and bought additional shares in 31 stocks.Royal Harbor Partners, LLC sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $30,315,822Dimensional U.S. Equity ETF $30,116,309iShares U.S. Equity Factor Rotation Active ETF $26,570,145SPDR Portfolio Short Term Corporate Bond ETF $21,267,960J P MORGAN EXCHANGE TRADED F $19,177,796 Largest New Holdings this Quarter 78464A474 - SPDR Portfolio Short Term Corporate Bond ETF $21,267,960 Holding25239Y170 - DFA INVT DIMENSIONS GROUP IN $3,746,026 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $453,464 Holding30609A109 - ONEOK INC NEW $270,135 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Corporate Bond ETF 718,755 shares (about $21.27M)DFA INVT DIMENSIONS GROUP IN 99,974 shares (about $3.75M)J P MORGAN EXCHANGE TRADED F 15,313 shares (about $782.80K)J P MORGAN EXCHANGE TRADED F 10,674 shares (about $477.98K)EXXONMOBIL HOLDINGS CORP 2,786 shares (about $453.46K) Largest Sales this Quarter Microsoft 4,047 shares (about $2.08M)Apple 175 shares (about $58.28K)Capital Group Dividend Value ETF 1,032 shares (about $50.41K)Eli Lilly and Company 10 shares (about $11.57K)iShares Core Dividend Growth ETF 104 shares (about $7.84K) 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$30,315,822$50,413 ▼-0.2%620,5909.3%ETFDFUSDimensional U.S. Equity ETF$30,116,309$290,937 ▲1.0%362,7169.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$26,570,145$106,176 ▲0.4%383,6298.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$21,267,960$21,267,960 ▲New Holding718,7556.5%ETFJ P MORGAN EXCHANGE TRADED F$19,177,796$477,982 ▲2.6%428,2675.9%CORE PLUS BD ETFJ P MORGAN EXCHANGE TRADED F$18,954,171$782,801 ▲4.3%370,7785.8%ACTIVE BOND ETFIEFAiShares Core MSCI EAFE ETF$17,391,316$101,530 ▲0.6%179,5145.3%ETFGSYInvesco Ultra Short Duration ETF$14,923,478$364,139 ▲2.5%298,8884.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$14,464,645$26,142 ▲0.2%157,1394.4%ETFDIMENSIONAL ETF TRUST$10,209,237$79,429 ▲0.8%124,0343.1%WORLD EQUITY ETFVTEBVanguard Tax-Exempt Bond ETF$9,844,013$377,459 ▲4.0%207,8553.0%ETFBINCiShares Flexible Income Active ETF$9,792,312$20,316 ▲0.2%192,8003.0%ETFJPIEJPMorgan Income ETF$9,600,804$319,437 ▲3.4%213,8742.9%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$6,166,461$63,092 ▲1.0%42,5161.9%ETFAAPLApple$5,965,539$58,280 ▼-1.0%17,9131.8%TechnologyCAPITAL GROUP INTERNATIONAL$5,917,703$101,931 ▲1.8%164,4721.8%SHSRSPInvesco S&P 500 Equal Weight ETF$5,811,039$83,208 ▲1.5%27,9351.8%ETFCAPITAL GROUP EQUITY ETF TR$5,567,908$121,982 ▲2.2%179,8421.7%US SM MI CA ETFGLDMSPDR Gold MiniShares Trust$5,384,434$96,890 ▲1.8%65,5201.6%ETFMSFTMicrosoft$4,941,911$2,075,756 ▼-29.6%9,6351.5%TechnologySTIPiShares 0-5 Year TIPS Bond ETF$4,789,189$198,901 ▲4.3%48,0361.5%ETFGOOGLAlphabet$4,280,453$75,355 ▲1.8%12,4401.3%Communication ServicesJPMJPMorgan Chase & Co.$4,106,593$992 ▲0.0%12,4131.3%FinanceIVALAlpha Architect International Quantitative Value ETF$4,051,666$55,785 ▲1.4%112,3591.2%ETFAMZNAmazon.com$3,975,936$33,386 ▲0.8%15,9581.2%Consumer DiscretionaryDFA INVT DIMENSIONS GROUP IN$3,746,026$3,746,026 ▲New Holding99,9741.1%U.S. SML CP VALUTESVirtus Reaves Utilities ETF$3,355,727$85,058 ▲2.6%47,8161.0%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$3,294,983$92,740 ▲2.9%70,6321.0%ETFMUBiShares National Muni Bond ETF$3,220,237$115,658 ▲3.7%31,8521.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,284,289$9,214 ▲0.4%23,0550.7%ETFXLVHealth Care Select Sector SPDR Fund$2,184,744$68,379 ▲3.2%12,9720.7%ETFNVDANVIDIA$2,074,462$33,802 ▲1.7%9,0830.6%TechnologyXLEEnergy Select Sector SPDR Fund$1,954,470$59,778 ▲3.2%31,7800.6%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,937,985$21,578 ▲1.1%36,9140.6%ETFJPSTJPMorgan Ultra-Short Income ETF$1,573,454$353 ▼0.0%31,2380.5%ETFMCDMcDonald's$910,827$2,540 ▼-0.3%3,9440.3%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$681,4140.0%5,4400.2%ETFLLYEli Lilly and Company$535,728$11,571 ▼-2.1%4630.2%HealthcareORCLOracle$465,996$137 ▼0.0%3,3940.1%TechnologyEXXONMOBIL HOLDINGS CORP$453,464$453,464 ▲New Holding2,7860.1%COM SHSEPDEnterprise Products Partners$451,7480.0%12,6860.1%EnergyWALMART INC$401,443$5,196 ▼-1.3%3,8630.1%COMMTUMiShares MSCI USA Momentum Factor ETF$363,6720.0%1,1460.1%ETFBABoeing$340,472$744 ▼-0.2%1,8300.1%IndustrialsCSCOCisco Systems$328,272$969 ▼-0.3%3,0500.1%TechnologyPWRQuanta Services$323,855$643 ▼-0.2%5040.1%IndustrialsIWRiShares Russell Mid-Cap ETF$314,5810.0%2,9480.1%ETFMPLXMplx$292,5820.0%5,1950.1%EnergyEWJiShares MSCI Japan ETF$275,8620.0%2,8310.1%ETFONEOK INC NEW$270,135$270,135 ▲New Holding3,1680.1%COMXLKTechnology Select Sector SPDR Fund$252,5180.0%1,2900.1%ETFQQQInvesco QQQ$235,234$10,356 ▲4.6%3180.1%ETFLAM RESEARCH CORP$217,145$1,314 ▲0.6%6610.1%COM NEWBACBank of America$204,004$2,558 ▼-1.2%3,7480.1%FinanceDGROiShares Core Dividend Growth ETF$201,189$7,840 ▼-3.8%2,6690.1%ETFNEWSMAX INC$146,2590.0%13,5300.0%COM SHS CLASS BCAPITAL GRP FIXED INCM ETF T$0$18,658,957 ▼-100.0%00.0%CORE BOND ETFDFSVDimensional US Small Cap Value ETF$0$3,803,010 ▼-100.0%00.0%ETFXOMExxonMobil$0$384,082 ▼-100.0%00.0%EnergyOKEONEOK$0$275,426 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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