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Portfolio (Quarterly) Guide ↗

Rothschild Wealth LLC

· CIK 0001811345
13F Portfolio $1.3B AUM 656 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 204 New 230 Added 193 Reduced 86 Exited
Page 12 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IT GARTNER INC Technology 2,339.0 $303K 0.02% +1K +77.6% $129.62 +51.1%
222 KEY KEYCORP Financial Services 11,968.0 $276K 0.02% +896.0 +8.1% $23.05 -5.1%
223 PSA PUBLIC STORAGE Real Estate 861.0 $274K 0.02% +12.0 +1.4% $318.31 +1.3%
224 SLV ISHARES SILVER TR Financial Services 4,551.0 $243K 0.02% +541.0 +13.5% $53.47 +17.3%
225 FDS FACTSET RESH SYS INC Financial Services 1,057.0 $243K 0.02% +260.0 +32.6% $230.08 +30.4%
226 FIVE FIVE BELOW INC Consumer Cyclical 1,223.0 $220K 0.02% +158.0 +14.8% $179.79 +39.2%
227 EMQQ EXCHANGE TRADED CONCEPTS TRU 7,037.0 $220K 0.02% +36.0 +0.5% $31.20 +9.6%
228 LYG LLOYDS BANKING GROUP PLC Financial Services 15,306.0 $89K 0.01% +2K +17.4% $5.83 +3.3%
229 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 13,488.0 $88K 0.01% +238.0 +1.8% $6.50 -2.5%
230 NWL NEWELL BRANDS INC Consumer Defensive 13,829.0 $85K 0.01% +2K +12.2% $6.14 -0.8%
Page 12 of 12  ·  230 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.7%
Technology 25.3%
Healthcare 10.0%
Industrials 9.4%
Consumer Cyclical 7.8%
Communication Services 4.9%
Consumer Defensive 3.6%
Basic Materials 2.4%
Utilities 2.4%
Energy 2.1%