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Michele Alice Jones

Royal Harbor Partners, Llc

Assets Managed
$295.37M
Holdings
51
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-2.36%(2Q avg: 0.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Royal Harbor Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Royal Harbor Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 295.37M in assets, with a quarterly growth rate of -2.36% and a 2-quarter average growth rate of 0.12%. The portfolio is managed by Michele Alice Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -0.37%
9.16%
$27.032M
635,454 shares@ $42.54 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 21.77%
8.62%
$25.437M
358,725 shares@ $70.92 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 1.76%
7.62%
$22.504M
386,806 shares@ $58.18 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Decreased -28.64%
6.83%
$20.158M
428,161 shares@ $47.09 avg price
CGCB
Cap Group Core Bond
Recent Activity
New Position
5.88%
$17.352M
660,777 shares@ $26.26 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 89.39%
5.79%
$17.09M
317,831 shares@ $53.78 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.73%
5.55%
$16.392M
181,064 shares@ $90.54 avg price
GSY
Invesco Ultra Short Duration
Recent Activity
New Position
4.83%
$14.257M
284,459 shares@ $50.12 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -31.01%
4.25%
$12.55M
158,736 shares@ $79.06 avg price
CGMU
Cap Group Municipal Income
Recent Activity
Increased 2.29%
4.17%
$12.306M
453,277 shares@ $27.16 avg price

1-10 of 51