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Manager record

Royal Fund Management, LLC

Lady Lake, FL · CIK 1810099 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.26BReported 13F valueQ3 2026 · as filed
286Holdings listed
+4.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $1.0B$1.0BQ2 2025335 holdingsQ3 2025: $839.9M$839.9MQ3 2025294 holdingsQ4 2025: $1.1B$1.1BQ4 2025306 holdingsQ1 2026: $1.1B$1.1BQ1 2026297 holdingsQ2 2026: $1.2B$1.2BQ2 2026291 holdingsQ3 2026: $1.3B$1.3BQ3 2026286 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$1.26B · 286 holdings listed · View original SEC filing ↗
Jul 20 2026 13F-HR · period Q2 2026

$1.20B · 291 holdings listed · View original SEC filing ↗
May 19 2026 13F-HR · period Q1 2026

$1.05B · 297 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$1.10B · 306 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$839.91M · 294 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$1.01B · 335 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology