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Royal Harbor Partners, LLC
CIK:0001801876
Investment Adviser
$295M AUM
50 holdings
Houston, TX, USA
Royal Harbor Partners, LLC is an investment firm that provides management services. It is affiliated with RHP Wealth Management, which focuses on creating personalized financial plans for clients.
Latest 13F Filing Activity
Royal Harbor Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 50 equity positions with a total 13F market value of $295M. The fund increased holdings in Blackrock Etf Trust, Dimensional Etf Trust, Capital GRP Fixed Incm Etf T among other positions. Royal Harbor Partners, LLC reduced exposure to Invesco Exchange Traded FD T, J P Morgan Exchange Traded F, Vanguard World FD among others.
Top Buys
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BINC | BLACKROCK ETF TRUST II | 10.68% | $31.5M | 591,290 | $52.46 | $53.24 | -$41.8K |
J JCPB | J P MORGAN EXCHANGE TRADED F | 9.63% | $28.4M | 597,287 | $46.03 | $47.55 | -$279.0K |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 9.00% | $26.5M | 631,362 | $36.22 | $42.03 | +$1.8M |
D DYNF | BLACKROCK ETF TRUST | 7.56% | $22.3M | 376,679 | $47.24 | $59.20 | +$5.6M |
D DFUS | DIMENSIONAL ETF TRUST | 7.04% | $20.8M | 286,493 | $68.10 | $72.44 | +$5.4M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+2.9%
SERVICES-PREPACKAGED SOFTWARE
+2.4%
ELECTRONIC COMPUTERS
+1.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.5%
NATIONAL COMMERCIAL BANKS
+1.4%
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