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JORDAN GREEN

Royal Capital Wealth Management, Llc

Assets Managed
$160.62M
Holdings
96
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-5.2%(2Q avg: -0.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Royal Capital Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Royal Capital Wealth Management, 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 160.62M in assets, with a quarterly growth rate of -5.2% and a 2-quarter average growth rate of -0.63%. The portfolio is managed by JORDAN GREEN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.92%
13.44%
$21.577M
33,178 shares@ $650.34 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 0.15%
6.3%
$10.116M
20,245 shares@ $499.66 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.21%
6.1%
$9.788M
56,127 shares@ $174.4 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
5.59%
$8.968M
18,715 shares@ $479.2 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.11%
4.71%
$7.555M
20,411 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.06%
4.53%
$7.268M
25,276 shares@ $287.57 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.27%
4.15%
$6.651M
22,612 shares@ $294.16 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.15%
3.28%
$5.267M
17,426 shares@ $302.25 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.25%
3.13%
$5.027M
8,710 shares@ $577.19 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.84%
3.07%
$4.918M
19,379 shares@ $253.79 avg price

1-10 of 96