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

Royal Fund Management, LLC

$1.1B in tracked AUM across 297 positions as of Q1 2026.

RF
CIK 0001810099 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
297
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.1B▼ 4.2%
297 positionsView →2025Q4Dec 31
$1.1B▲ 30.9%
306 positionsView →2025Q3Sep 30
$840M▼ 16.6%
294 positionsView →2025Q2Jun 30
$1.0B▲ 12.1%
335 positionsLocked2025Q1Mar 31
$899M▼ 16.2%
331 positionsLocked2024Q4Dec 31
$1.1B▼ 36.1%
286 positionsLocked2024Q3Sep 30
$1.7B▲ 35.9%
347 positionsLocked2024Q2Jun 30
$1.2B▲ 21.3%
280 positionsLocked2024Q1Mar 31
$1.0B▲ 12.7%
331 positionsLocked2023Q4Dec 31
$903M▲ 22.2%
299 positionsLocked2023Q3Sep 30
$739M▼ 8.2%
265 positionsLocked2023Q2Jun 30
$804M▲ 15.1%
275 positionsLocked
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