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Royal Capital Wealth Management, LLC
RIA/Wealth
Royal Capital Wealth Management, LLC is a RIA/Wealth led by Thomas Lee Johnson, reporting $186.6M in AUM as of Q3 2025 with 57% concentrated in top 10 holdings.
Managing PartnerThomas Lee Johnson
- Portfolio Value
- $163.0M
- Positions
- 90
- Top Holding
- SPY at 13.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Royal Capital Wealth Management, LLC's portfolio (57.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.8M | 13.40% | +$818.7K Bought | — 32.8K shares | |
Financial - Credit Services Financial Services | $11.5M | 7.04% | +$5.7K Bought | 0.00% 20.2K shares | |
Software - Infrastructure Technology | $10.6M | 6.47% | -$7.3K Sold | 0.00% 20.4K shares | |
Semiconductors Technology | $10.4M | 6.37% | -$82.1K Sold | 0.00% 55.6K shares | |
Insurance - Diversified Financial Services | $9.4M | 5.77% | +$106.6K Bought | 0.00% 18.7K shares | |
Banks - Diversified Financial Services | $7.1M | 4.35% | +$172.2K Bought | 0.00% 22.5K shares | |
Internet Content & Information Communication Services | $6.1M | 3.76% | -$21.9K Sold | 0.00% 25.2K shares | |
Financial - Credit Services Financial Services | $5.9M | 3.64% | +$15.7K Bought | 0.00% 17.4K shares | |
ETF ETF | $5.3M | 3.28% | +$12.0K Bought | — 8.9K shares | |
Consumer Electronics Technology | $5.2M | 3.16% | -$3.6K Sold | 0.00% 20.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Royal Capital Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+15.87% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-13.32% | |
-8.05% | |
-5.13% |
Analytics
Portfolio insights and performance metrics for Royal Capital Wealth Management, LLC
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