13F Filings History of Royal Capital Wealth Management, LLC

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$169,437,799
Signature - Title
Jordan Green - Counsel
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Royal Capital Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Royal Capital Wealth Management, LLC reported 93 stock holdings with total value $169,437,799 as of Q4 2025. Top holdings included SPY, MA, NVDA, MSFT, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 93 $169,437,799 +$1,693,469 -$575,061 +$1,118,408 SPY, MA, NVDA, MSFT, BRKB 13F-HR 17 Feb 2026, 18:16
Q3 2025 90 $163,023,513 +$2,628,895 -$1,001,986 +$1,626,909 SPY, MA, MSFT, NVDA, BRKB 13F-HR 14 Nov 2025, 15:55
Q2 2025 86 $150,361,959 +$732,807 -$2,026,627 -$1,293,820 SPY, MA, MSFT, BRKB, NVDA 13F-HR 14 Aug 2025, 16:24
Q1 2025 88 $142,702,514 +$4,113,801 -$1,704,762 +$2,409,039 SPY, MA, BRKB, MSFT, V 13F-HR 14 May 2025, 17:33
Q4 2024 85 $142,639,473 +$4,064,135 -$4,895,924 -$831,789 SPY, MA, MSFT, BRKB, NVDA 13F-HR 14 Feb 2025, 17:45
Q3 2024 93 $141,533,972 +$6,282,667 -$4,533,586 +$1,749,081 SPY, MA, MSFT, BRKB, NVDA 13F-HR 14 Nov 2024, 16:34
Q2 2024 92 $132,771,444 +$12,239,809 -$4,189,751 +$8,050,058 SPY, MSFT, MA, BRKB, NVDA 13F-HR 14 Aug 2024, 16:54
Q1 2024 94 $127,319,234 +$6,738,138 -$4,776,808 +$1,961,330 SPY, MA, MSFT, BRKB, V 13F-HR 15 May 2024, 16:29
Q4 2023 92 $115,491,983 +$7,059,310 -$4,978,154 +$2,081,156 SPY, MA, MSFT, BRKB, AAPL 13F-HR 07 Feb 2024, 15:44
Q3 2023 91 $104,332,816 +$6,151,054 -$6,149,279 +$1,775 SPY, MA, BRKB, MSFT, AAPL 13F-HR 14 Nov 2023, 16:55
Q2 2023 97 $106,143,007 +$6,067,989 -$4,898,081 +$1,169,908 SPY, MA, MSFT, BRKB, AAPL 13F-HR 11 Aug 2023, 14:12
Q1 2023 95 $99,306,000 +$4,362,881 -$2,164,460 +$2,198,421 MA, MSFT, BRKB, SPY, SCHD 13F-HR 12 May 2023, 16:43
Q4 2022 98 $94,064,000 +$6,650,898 -$5,018,076 +$1,632,822 MA, BRKB, MSFT, SCHD, SPY 13F-HR 14 Feb 2023, 13:41
Q3 2022 87 $85,822,000 +$4,368,941 -$2,835,020 +$1,533,921 MA, MSFT, AAPL, SPY, UNH 13F-HR 14 Nov 2022, 16:47
Q2 2022 95 $92,189,000 +$8,584,241 -$3,279,822 +$5,304,419 MA, MSFT, AAPL, SPY, UNH 13F-HR 15 Aug 2022, 18:19
Q1 2022 99 $102,200,000 +$5,690,024 -$3,103,077 +$2,586,947 MA, MSFT, AAPL, UNH, V 13F-HR 12 May 2022, 16:33
Q4 2021 107 $103,065,000 $0 $0 $0 MA, MSFT, AAPL, V, UNH 13F-HR 14 Feb 2022, 17:48