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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 2 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFG ISHARES TR 78,834.0 $9.8M 0.78% +74K +1483.7% $124.42 +1.0%
22 DSTL ETF SER SOLUTIONS 158,500.0 $9.5M 0.76% +9K +6.1% $59.90 +16.5%
23 MSFT MICROSOFT CORP Technology 24,987.0 $9.3M 0.74% +11K +84.0% $373.03 +29.5%
24 VGT VANGUARD WORLD FD 77,037.0 $9.2M 0.73% +69K +835.5% $119.52 -0.9%
25 GOOGL ALPHABET INC Communication Services 24,761.0 $8.8M 0.71% +6K +31.8% $357.38 -3.5%
26 AMZN AMAZON COM INC Consumer Cyclical 34,433.0 $8.2M 0.66% +13K +64.3% $238.34 +8.5%
27 QQQ INVESCO QQQ TR Financial Services 10,723.0 $7.9M 0.63% +1K +12.3% $736.36 -3.1%
28 J P MORGAN EXCHANGE TRADED F 153,173.0 $7.7M 0.62% +114K +291.8% $50.57
29 VTV VANGUARD INDEX FDS 34,541.0 $7.5M 0.60% +5K +18.3% $217.93 +3.9%
30 GSIE GOLDMAN SACHS ETF TR 158,092.0 $7.2M 0.58% +7K +4.5% $45.70 +5.4%
31 GOVT ISHARES TR 314,534.0 $7.2M 0.57% +301K +2164.8% $22.78 -1.4%
32 MA MASTERCARD INCORPORATED Financial Services 13,581.0 $7.0M 0.56% +1K +8.3% $513.61 +13.0%
33 GOOG ALPHABET INC 17,945.0 $6.3M 0.51% +4K +30.8% $353.31
34 JMBS JANUS DETROIT STR TR 115,390.0 $5.2M 0.41% +11K +10.2% $44.99 -1.4%
35 XLK SELECT SECTOR SPDR TR 27,056.0 $5.2M 0.41% +8K +44.9% $190.52 -3.8%
36 IJR ISHARES TR 32,600.0 $4.8M 0.39% +3K +9.6% $148.31 -0.7%
37 VXUS VANGUARD STAR FDS 54,417.0 $4.7M 0.37% +6K +12.6% $85.49 +2.6%
38 BINC BLACKROCK ETF TRUST II 88,487.0 $4.6M 0.37% +51K +139.2% $52.34 -0.6%
39 SHY ISHARES TR 55,387.0 $4.5M 0.36% +17K +43.5% $82.11 -0.1%
40 ARES ARES MANAGEMENT CORPORATION Financial Services 38,973.0 $4.3M 0.35% +1K +3.7% $111.31 +26.9%
Page 2 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%