Royal Harbor Partners, LLC

Institutional manager (13F) · CIK 1801876

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $295M

#	Issuer	Value	Shares
1	CAPITAL GROUP DIVIDEND VALUE	$27M	635,454
2	DIMENSIONAL ETF TRUST	$25M	358,725
3	BLACKROCK ETF TRUST	$23M	386,806
4	J P MORGAN EXCHANGE TRADED F	$20M	428,161
5	CAPITAL GRP FIXED INCM ETF T	$17M	660,777
6	J P MORGAN EXCHANGE TRADED F	$17M	317,831
7	ISHARES TR	$16M	181,064
8	INVESCO ACTIVELY MANAGED EXC	$14M	284,459
9	SPDR SERIES TRUST	$13M	158,736
10	CAPITAL GRP FIXED INCM ETF T	$12M	453,277
11	BLACKROCK ETF TRUST II	$11M	213,780
12	J P MORGAN EXCHANGE TRADED F	$9M	205,000
13	DIMENSIONAL ETF TRUST	$9M	124,250
14	WORLD GOLD TR	$6M	64,131
15	MICROSOFT CORP	$5M	14,631
16	CAPITAL GROUP INTERNATIONAL	$5M	161,174
17	GOLDMAN SACHS ETF TR	$5M	42,477
18	INVESCO EXCHANGE TRADED FD T	$5M	27,385
19	CAPITAL GROUP EQUITY ETF TR	$5M	174,194
20	ISHARES TR	$5M	45,718
21	APPLE INC	$5M	18,368
22	ALPHABET INC	$4M	14,077
23	EA SERIES TRUST	$4M	110,687
24	ETFIS SER TR I	$4M	46,347
25	JPMORGAN CHASE & CO	$4M	12,346
26	AMAZON COM INC	$3M	16,191
27	DIMENSIONAL ETF TRUST	$3M	95,312
28	CAPITAL GRP FIXED INCM ETF T	$3M	110,981
29	GLOBAL X FDS	$2M	37,602
30	ISHARES INC	$2M	23,912
31	NVIDIA CORPORATION	$2M	10,236
32	MCDONALDS CORP	$1M	3,944
33	EXXON MOBIL CORP	$897k	5,286
34	J P MORGAN EXCHANGE TRADED F	$655k	12,936
35	ISHARES TR	$580k	1,360
36	ORACLE CORP	$499k	3,394
37	WALMART INC	$480k	3,863
38	ENTERPRISE PRODS PARTNERS L	$480k	12,686
39	ELI LILLY & CO	$426k	463
40	QUANTA SVCS INC	$374k	682
41	BOEING CO	$364k	1,830
42	SLB LIMITED	$309k	6,015
43	MPLX LP	$296k	5,195
44	ISHARES TR	$287k	2,948
45	ONEOK INC NEW	$286k	3,168
46	ISHARES TR	$275k	1,146
47	VANGUARD WORLD FD	$260k	1,504
48	ISHARES INC	$239k	2,831
49	CISCO SYS INC	$237k	3,050
50	LOCKHEED MARTIN CORP	$219k	362

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.