Royal Harbor Partners, LLC — 13F holdings

Royal Harbor Partners, LLC reported 56 holdings worth $323M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. CGDV CAPITAL GROUP DIVIDEND VALUE — $30.6M (9.5%)
  2. DFUS DIMENSIONAL ETF TRUST — $29.4M (9.1%)
  3. DYNF BLACKROCK ETF TRUST — $26.0M (8.1%)
  4. JCPB J P MORGAN EXCHANGE TRADED F — $19.6M (6.1%)
  5. JBND J P MORGAN EXCHANGE TRADED F — $19.0M (5.9%)
  6. CGCB CAPITAL GRP FIXED INCM ETF T — $18.7M (5.8%)
  7. IEFA ISHARES TR — $17.2M (5.3%)
  8. GSY INVESCO ACTIVELY MANAGED EXC — $14.6M (4.5%)
  9. SPTM SPDR SERIES TRUST — $14.2M (4.4%)
  10. DFAW DIMENSIONAL WORLD EQUITY — $10.2M (3.2%)