§ 13F · FUND PROFILE
Royal Fund Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1007.5T (13F)Positions · 335Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$117.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 58K | $36.7T | 3.3% | +22% |
| 2 | QQQ | INVESCO QQQ TR | 56K | $34.5T | 3.1% | +174% |
| 3 | IWM | ISHARES TR | 99K | $24.4T | 2.2% | +234% |
| 4 | NVDA | NVIDIA CORPORATION | 119K | $22.3T | 2.0% | — |
| 5 | SPY | SPDR S&P 500 ETF TR | 31K | $21.2T | 1.9% | +18% |
| 6 | MSFT | MICROSOFT CORP | 38K | $18.3T | 1.7% | +11% |
| 7 | IVW | ISHARES TR | 143K | $17.6T | 1.6% | +76% |
| 8 | XBI | SPDR SERIES TRUST | 144K | $17.5T | 1.6% | NEW |
| 9 | TLT | ISHARES TR | 200K | $17.5T | 1.6% | −42% |
| 10 | JPM | JPMORGAN CHASE & CO. | 51K | $16.2T | 1.5% | +20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROYAL SIGNAL
AC read
Royal Fund Management, LLC is a Other fund managing $1007544.7 trillion in assets. The fund runs a broad portfolio of 335 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed