13F Insight
DOSSIER · 13F-HR · Q1 2026

Royal Fund Management, LLC

Royal Fund's family office based in Stamford, CT — $1.1B in tracked AUM across 297 positions as of Q1 2026.

RF
Royal Fund·Stamford, CT·Family Office
CIK 0001810099 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 19.1%
vs prior
Holdings
297
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Royal Fund Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$35M58K3.3%
02
QQQ
INVESCO QQQ TR
$33M57K3.1%
03
NVDA
NVIDIA CORPORATION
$21M150K2.0%
04
EFA
ISHARES TR
$21M215K2.0%
05
XBI
SPDR SERIES TRUST
$21M163K2.0%
06
TLT
ISHARES TR
$17M201K1.7%
07
IVW
ISHARES TR
$16M143K1.5%
08
MSFT
MICROSOFT CORP
$16M42K1.5%
09
JPM
JPMORGAN CHASE & CO
$15M51K1.4%
10
DIA
STATE STR SPDR DOW JONES IND
$14M31K1.3%

Filing history

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