Royal Harbor Partners, LLC

Est. AUM

$295.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$27.0M	635454	9.15%	SOLE
2	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$25.4M	358725	8.61%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$22.5M	386806	7.62%	SOLE
4	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$20.2M	428161	6.82%	SOLE
5	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$17.4M	660777	5.87%	SOLE
6	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$17.1M	317831	5.79%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$16.4M	181064	5.55%	SOLE
8	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$14.3M	284459	4.83%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$12.6M	158736	4.25%	SOLE
10	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$12.3M	453277	4.17%	SOLE
11	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$11.1M	213780	3.76%	SOLE
12	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$9.4M	205000	3.20%	SOLE
13	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$9.2M	124250	3.10%	SOLE
14	WORLD GOLD TR	SPDR GLD MINIS	$5.9M	64131	2.01%	SOLE
15	MICROSOFT CORP	COM	$5.4M	14631	1.83%	SOLE
16	CAPITAL GROUP INTERNATIONAL	SHS	$5.3M	161174	1.81%	SOLE
17	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$5.3M	42477	1.80%	SOLE
18	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.3M	27385	1.78%	SOLE
19	CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$5.1M	174194	1.73%	SOLE
20	ISHARES TR	0-5 YR TIPS ETF	$4.7M	45718	1.60%	SOLE
21	APPLE INC	COM	$4.7M	18368	1.58%	SOLE
22	ALPHABET INC	CAP STK CL A	$4.0M	14077	1.37%	SOLE
23	EA SERIES TRUST	INTL QUAN VALUE	$3.8M	110687	1.27%	SOLE
24	ETFIS SER TR I	VIRTUS REAVES UT	$3.7M	46347	1.25%	SOLE
25	JPMORGAN CHASE & CO	COM	$3.6M	12346	1.23%	SOLE
26	AMAZON COM INC	COM	$3.4M	16191	1.14%	SOLE
27	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.3M	95312	1.13%	SOLE
28	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$2.9M	110981	0.99%	SOLE
29	GLOBAL X FDS	US INFR DEV ETF	$1.9M	37602	0.65%	SOLE
30	ISHARES INC	MSCI EMRG CHN	$1.9M	23912	0.64%	SOLE
31	NVIDIA CORPORATION	COM	$1.8M	10236	0.60%	SOLE
32	MCDONALDS CORP	COM	$1.2M	3944	0.42%	SOLE
33	EXXON MOBIL CORP	COM	$897K	5286	0.30%	SOLE
34	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$655K	12936	0.22%	SOLE
35	ISHARES TR	RUS 1000 GRW ETF	$580K	1360	0.20%	SOLE
36	ORACLE CORP	COM	$499K	3394	0.17%	SOLE
37	ENTERPRISE PRODS PARTNERS L	COM	$480K	12686	0.16%	SOLE
38	WALMART INC	COM	$480K	3863	0.16%	SOLE
39	ELI LILLY & CO	COM	$426K	463	0.14%	SOLE
40	QUANTA SVCS INC	COM	$374K	682	0.13%	SOLE
41	BOEING CO	COM	$364K	1830	0.12%	SOLE
42	SLB LIMITED	COM STK	$309K	6015	0.10%	SOLE
43	MPLX LP	COM UNIT REP LTD	$296K	5195	0.10%	SOLE
44	ISHARES TR	RUS MID CAP ETF	$287K	2948	0.10%	SOLE
45	ONEOK INC NEW	COM	$286K	3168	0.10%	SOLE
46	ISHARES TR	MSCI USA MMENTM	$275K	1146	0.09%	SOLE
47	VANGUARD WORLD FD	ENERGY ETF	$260K	1504	0.09%	SOLE
48	ISHARES INC	MSCI JAPAN ETF	$239K	2831	0.08%	SOLE
49	CISCO SYS INC	COM	$237K	3050	0.08%	SOLE
50	LOCKHEED MARTIN CORP	COM	$219K	362	0.07%	SOLE

1–50 of 51

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.