Royal Harbor Partners, LLC: 13F holdings
CIK 18018762026Q2
| Positions | 56 |
|---|---|
| Reported value | $322.7m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 621,622 | $30.6m | 9.5% |
| DFUS DIMENSIONAL ETF TRUST | 359,212 | $29.4m | 9.1% |
| DYNF BLACKROCK ETF TRUST | 382,096 | $26.0m | 8.1% |
| JCPB J P MORGAN EXCHANGE TRADED F | 417,593 | $19.6m | 6.1% |
| J P MORGAN EXCHANGE TRADED F | 355,465 | $19.0m | 5.9% |
| CAPITAL GRP FIXED INCM ETF T | 712,718 | $18.7m | 5.8% |
| IEFA ISHARES TR | 178,466 | $17.2m | 5.3% |
| GSY INVESCO ACTIVELY MANAGED EXC | 291,595 | $14.6m | 4.5% |
| SPYM SPDR SERIES TRUST | 156,855 | $14.2m | 4.4% |
| DIMENSIONAL ETF TRUST | 123,069 | $10.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801876")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.