Royal Capital Wealth Management, LLC ETF holdings
Carmel, IN
Reported $45.3M in 19 ETFs in its Form 13F for June 30, 2026.
ETF value
$45.3M
ETFs held
19
Change from prior quarter
+17.5%
With price moves
ETFs as a share of its 13F
25.4%
of $178.2M
Top 10 of 19 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $24.7M | 33,110 | −68 shares |
| QQQ | Invesco QQQ Trust | $6.7M | 9,066 | +356 shares |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $2.7M | 48,372 | +24,192 shares |
| BINC | iShares Flexible Income Active ETF | $2.3M | 44,385 | +1,995 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $1.5M | 48,099 | +382 shares |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | $1.5M | 16,445 | +7 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.4M | 6,747 | +1,702 shares |
| SMDV | ProShares S&P SmallCap 600 Dividend Aristocrats ETF | $963K | 12,498 | +13 shares |
| SCHB | Schwab U.S. Broad Market ETF | $524K | 18,101 | +5 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $461K | 8,601 | +1 shares |
9 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001904323. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Royal Capital Wealth Management, LLC own?
Royal Capital Wealth Management, LLC reported 19 ETF positions worth $45.3M in its Form 13F for June 30, 2026. The largest was SPY, at $24.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.