Royal Fund Management, LLC
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$967.1M
Holdings
248
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGCP
CAPITAL GRP FIXED INCM ETF T
Held since at least Q1 2024
9.7%
02
$CGGR
CAPITAL GROUP GROWTH ETF
Held since at least Q1 2024
7.5%
03
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
7.0%
04
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.4%
05
$DFAI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.8%
06
$JAVA
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.4%
07
$JEMA
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.1%
08
$VPLS
VANGUARD MALVERN FDS
Held since at least Q1 2024
2.9%
09
$GQ9
SPDR GOLD TR
Q1 2026: New position (24.5k shares)
2.9%
10
$CGGO
CAPITAL GROUP GBL GROWTH EQT
Held since at least Q1 2024
2.5%
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 15:42 UTC.