Royal Harbor Partners, LLC ETF holdings
Houston, TX
Reported $292.7M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$292.7M
ETFs held
36
Change from prior quarter
+9.9%
With price moves
ETFs as a share of its 13F
90.7%
of $322.7M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | $30.6M | 621,622 | −13,832 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $29.4M | 359,212 | +487 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $26.0M | 382,096 | −4,710 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $19.6M | 417,593 | −10,568 shares |
| JBND | Jpmorgan Active Bond ETF | $19.0M | 355,465 | +37,634 shares |
| CGCB | Capital Group Core Bond ETF | $18.7M | 712,718 | +51,941 shares |
| IEFA | iShares Core MSCI EAFE ETF | $17.2M | 178,466 | −2,598 shares |
| GSY | Invesco Ultra Short Duration ETF | $14.6M | 291,595 | +7,136 shares |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $14.2M | 156,855 | −1,881 shares |
| DFAW | Dimensional World Equity ETF | $10.2M | 123,069 | −1,181 shares |
26 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) 0001801876. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Royal Harbor Partners, LLC own?
Royal Harbor Partners, LLC reported 36 ETF positions worth $292.7M in its Form 13F for June 30, 2026. The largest was CGDV, at $30.6M.
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.