§ 13F · FUND PROFILE
Royal Harbor Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $295M (13F)Positions · 50Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$57M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 635K | $27M | 9.2% | ±0% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 359K | $25M | 8.6% | +22% |
| 3 | DYNF | BLACKROCK ETF TRUST | 387K | $23M | 7.6% | +2% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 428K | $20M | 6.8% | −29% |
| 5 | CGCB | CAPITAL GRP FIXED INCM ETF T | 661K | $17M | 5.9% | NEW |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | 318K | $17M | 5.8% | +89% |
| 7 | IEFA | ISHARES TR | 181K | $16M | 5.5% | +1% |
| 8 | GSY | INVESCO ACTIVELY MANAGED EXC | 284K | $14M | 4.8% | NEW |
| 9 | SPTM | SPDR SERIES TRUST | 159K | $13M | 4.2% | −31% |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | 453K | $12M | 4.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROYAL SIGNAL
AC read
Royal Harbor Partners, LLC is a Other fund managing $295 million in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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