Royal Harbor Partners, LLC
Annual return '25
+10.3%
SPY '25
+17.7%
Alpha
-7.4ptsvs SPY
Invested
$295.4M
Holdings
52
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q3 2025: Increased +0.7% (627.2k → 631.4k shares)
9.2%
02
$DFUS
DIMENSIONAL ETF TRUST
Q3 2025: Increased +24.8% (229.6k → 286.5k shares)
8.6%
03
$DYNF
BLACKROCK ETF TRUST
Q3 2025: Increased +22.8% (306.8k → 376.7k shares)
7.6%
04
$JCPB
J P MORGAN EXCHANGE TRADED F
Q3 2025: Sold 2.0% (609.4k → 597.3k shares)
6.8%
05
$CGCB
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
5.9%
06
$JBND
J P MORGAN EXCHANGE TRADED F
Q3 2025: Sold 0.9% (166.2k → 164.7k shares)
5.8%
07
$IEFA
ISHARES TR
Q3 2025: Increased +10.3% (164.9k → 181.8k shares)
5.5%
08
$GSY
INVESCO ACTIVELY MANAGED EXC
Held since at least Q1 2024
4.8%
09
$SPTM
SPDR SERIES TRUST
Q3 2025: Sold 3.7% (237.8k → 229.0k shares)
4.2%
10
$CGMU
CAPITAL GRP FIXED INCM ETF T
Q3 2025: Increased +50.2% (282.7k → 424.7k shares)
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:24 UTC.