SEC Form 13F · Q1 2026

Royal Fund Management, LLC

Institutional Holdings Report

13F-HRFL
$1.1B
Portfolio Value
297
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Royal Fund Management, LLC
CIK
1810099
Accession No.
0001172661-26-002431
Location
Lady Lake, FL
Form Type
13F-HR
Portfolio Value
$1.1B
Holdings Reported
297
Reporting Period
Q1 2026
Filed
May 19, 2026

About this Filing

Royal Fund Management, LLC is an institutional investment manager based in Lady Lake, FL reporting approximately $1.1B in 13(f) securities across 297 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.