Royal Harbor Partners, LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Royal Harbor Partners, LLC opened 14 positions, added to 11, reduced 7, sold out of 9 and left 3 unchanged. The largest increase in value was CGDV (+$30,633,532); the largest decrease was CGDV (-$27,032,213).
- DYNF: Country of operation —; Class ISHARES US EQUIT; Shares 2026-03-31 386,806; Shares 2026-06-30 382,096.
- DFAW: Country of operation —; Class WORLD EQUITY ETF; Shares 2026-03-31 124,250; Shares 2026-06-30 123,069.
- IEFA: Country of operation —; Class CORE MSCI EAFE; Shares 2026-03-31 181,064; Shares 2026-06-30 178,466.
- GSLC: Country of operation —; Class ACTIVEBETA US LG; Shares 2026-03-31 42,477; Shares 2026-06-30 42,081.
Two Form 13F-HR filings compared (SEC CIK 1801876): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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