account_balance

Investment manager · 13F filer · SEC CIK 1801876

Royal Harbor Partners, LLC

Reported value$327Mas of Sep 30, 2026
Positions56 1 new, 1 sold out
Top 10 weight62.2%CGDV alone is 9%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
CGDV Capital Group Dividend Value 9.3% Held
DFUS Dimensional ETF Trust 9.2% Held
DYNF BlackRock ETF Trust 8.1% Held
SPSB SPDR Series Trust 6.5% New
JCPB J P Morgan Exchange Traded F 5.9% Added +3%
JBND J P Morgan Exchange Traded F 5.8% Added +4%
IEFA iShares Tr 5.3% Held
GSY Invesco Actively Managed Exc 4.6% Added +3%
SPTM SPDR Series Trust 4.4% Held
DFAW Dimensional ETF Trust 3.1% Held
VTEB Vanguard Mun Bd FDS 3.0% Added +4%
BINC BlackRock ETF Trust II 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • SPSB $21.3M
arrow_upwardAdded
  • STIP +4%
  • JBND +4%
  • VTEB +4%
  • MUB +4%
arrow_downwardTrimmed
remove_circleSold out
  • CGCB $18.7M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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