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

Royal Harbor Partners, LLC

$295M in tracked AUM across 51 positions as of Q1 2026.

RH
CIK 0001801876 · last filed Mar 31, 2026
Total AUM
$295M
as of Q1 2026
Holdings
51
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Royal Harbor Partners, 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
CGDV
CAPITAL GROUP DIVIDEND VALUE
$27M635K9.2%02
DFUS
DIMENSIONAL ETF TRUST
$25M359K8.6%03
DYNF
BLACKROCK ETF TRUST
$23M387K7.6%04
JCPB
J P MORGAN EXCHANGE TRADED F
$20M428K6.8%05
CGCB
CAPITAL GRP FIXED INCM ETF T
$17M661K5.9%06
JBND
J P MORGAN EXCHANGE TRADED F
$17M318K5.8%07
IEFA
ISHARES TR
$16M181K5.5%08
GSY
INVESCO ACTIVELY MANAGED EXC
$14M284K4.8%09
SPTM
SPDR SERIES TRUST
$13M159K4.2%10
CGMU
CAPITAL GRP FIXED INCM ETF T
$12M453K4.2%

Filing history

2026Q1Mar 31
$295M▼ 2.4%
51 positionsView →2025Q4Dec 31
$303M▲ 34.2%
51 positionsView →2025Q3Sep 30
$225M▼ 17.6%
33 positionsView →2025Q2Jun 30
$274M▲ 6.0%
49 positionsLocked2025Q1Mar 31
$258M▼ 2.5%
46 positionsLocked2024Q4Dec 31
$265M▲ 3.0%
44 positionsLocked2024Q3Sep 30
$257M▲ 6.5%
46 positionsLocked2024Q2Jun 30
$242M▲ 5.3%
48 positionsLocked2024Q1Mar 31
$229M▲ 6.6%
52 positionsLocked2023Q4Dec 31
$215M▲ 12.1%
49 positionsLocked2023Q3Sep 30
$192M▼ 5.9%
48 positionsLocked2023Q2Jun 30
$204M▲ 9.5%
71 positionsLocked
Showing 12 of 26