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Royal Fund Management, LLC - Portfolio Stock Holdings

Royal Fund Management, LLC disclosed 294 stock positions in a recent SEC 13F filing. $1,189,560,230 of stock holdings were filed, with the largest holdings including QQQ, VOO, and XBI. This filing represented positions held on June 30, 2026, and was filed on July 20, 2026.

We estimate the fund has a total AUM of $1,557,484,260 and has 93 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

294

Est. Stock Holding Value:

$1,189,560,230

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Royal Fund Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Royal Fund Management, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.