Universe · entity
Royal Fund Management, LLC
Institutional manager (13F) · CIK 1810099
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $584M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $35M | 58,157 |
| 2 | INVESCO QQQ TR | $33M | 56,848 |
| 3 | ISHARES TR | $21M | 214,639 |
| 4 | SPDR SERIES TRUST | $21M | 162,850 |
| 5 | NVIDIA CORPORATION | $21M | 118,635 |
| 6 | ISHARES TR | $17M | 200,732 |
| 7 | ISHARES TR | $16M | 143,445 |
| 8 | MICROSOFT CORP | $16M | 42,300 |
| 9 | JPMORGAN CHASE & CO | $15M | 51,146 |
| 10 | STATE STR SPDR DOW JONES IND | $14M | 30,705 |
| 11 | ISHARES TR | $13M | 113,743 |
| 12 | SELECT SECTOR SPDR TR | $13M | 82,107 |
| 13 | RTX CORPORATION | $13M | 68,325 |
| 14 | ISHARES TR | $13M | 59,202 |
| 15 | APPLE INC | $12M | 48,168 |
| 16 | ALPHABET INC | $12M | 42,355 |
| 17 | SELECT SECTOR SPDR TR | $12M | 242,648 |
| 18 | WALMART INC | $12M | 92,867 |
| 19 | VANGUARD SCOTTSDALE FDS | $11M | 93,497 |
| 20 | VANGUARD WORLD FD | $11M | 15,508 |
| 21 | BROADCOM INC | $11M | 34,540 |
| 22 | SPDR GOLD TR | $11M | 24,508 |
| 23 | INTERNATIONAL BUSINESS MACHS | $11M | 43,394 |
| 24 | ABBVIE INC | $10M | 47,238 |
| 25 | ISHARES TR | $10M | 41,866 |
| 26 | ISHARES TR | $10M | 39,407 |
| 27 | VANGUARD INDEX FDS | $9M | 20,983 |
| 28 | JOHNSON & JOHNSON | $9M | 37,181 |
| 29 | VANGUARD WORLD FD | $9M | 33,121 |
| 30 | DELL TECHNOLOGIES INC | $9M | 54,674 |
| 31 | SCHWAB STRATEGIC TR | $9M | 303,169 |
| 32 | DIGITAL RLTY TR INC | $9M | 48,539 |
| 33 | ISHARES TR | $9M | 123,218 |
| 34 | ISHARES TR | $9M | 92,011 |
| 35 | PHILLIPS 66 | $8M | 46,312 |
| 36 | MERCK & CO INC | $8M | 68,809 |
| 37 | VANGUARD WORLD FD | $8M | 21,669 |
| 38 | META PLATFORMS INC | $8M | 13,870 |
| 39 | ISHARES TR | $8M | 75,498 |
| 40 | AMGEN INC | $7M | 21,019 |
| 41 | ISHARES TR | $7M | 156,976 |
| 42 | ISHARES TR | $7M | 159,169 |
| 43 | SPDR SERIES TRUST | $7M | 52,590 |
| 44 | UBER TECHNOLOGIES INC | $7M | 100,094 |
| 45 | NEWMONT CORP | $7M | 66,221 |
| 46 | ROBINHOOD MKTS INC | $7M | 103,322 |
| 47 | QUALCOMM INC | $7M | 54,651 |
| 48 | SELECT SECTOR SPDR TR | $7M | 142,339 |
| 49 | TESLA INC | $7M | 18,819 |
| 50 | AT&T INC | $7M | 237,028 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.