Royal Harbor Partners, LLC has filed its Form 13F-HR, disclosing the firm's equity holdings as of September 30, 2026. The filing lists the firm's address as 12000 Aerospace Avenue Suite 420 in Houston, Texas, and identifies Michele Alice Jones as the Managing Member.
The portfolio includes a diverse mix of large-cap technology, energy, and exchange-traded fund (ETF) holdings. Major positions include Alphabet Inc. Class A shares, Amazon.com Inc., Apple Inc., and Microsoft Corporation. In the energy sector, the filing lists positions in Boeing Co., ExxonMobil Holdings Corp., and Enterprise Products Partners L.P.
The portfolio also includes significant allocations to various ETFs, such as the iShares Core MSCI EAFE ETF, the iShares Core MSCI USA Minimum Volatility ETF, and the SPDR S&P 500 ETF Trust. Additionally, the filing lists positions in McDonald's Corporation, Oracle Corporation, and Walmart Inc.
Other disclosed holdings include NVIDIA Corporation, Johnson & Johnson, and Newsmax Inc. Class B shares. The filing does not provide a total value for the portfolio, only the number of shares held for each security.
