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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COP CONOCOPHILLIPS Energy 2,538.0 $264K 0.02% NEW $103.95 +29.7%
122 STT STATE STR CORP Financial Services 1,551.0 $263K 0.02% NEW $169.60 +10.3%
123 IBDU ISHARES TR 11,315.0 $262K 0.02% NEW $23.16 -0.5%
124 PCTY PAYLOCITY HLDG CORP Technology 2,479.0 $259K 0.02% NEW $104.53 +46.7%
125 HSBC HSBC HLDGS PLC Financial Services 2,725.0 $259K 0.02% NEW $95.09 +9.5%
126 DXCM DEXCOM INC Healthcare 3,792.0 $255K 0.02% NEW $67.35 +37.1%
127 MANH MANHATTAN ASSOCIATES INC Technology 1,833.0 $255K 0.02% NEW $139.25 +54.1%
128 A AGILENT TECHNOLOGIES INC Healthcare 1,921.0 $255K 0.02% NEW $132.83 +19.6%
129 OMF ONEMAIN HLDGS INC Financial Services 4,178.0 $255K 0.02% NEW $60.97 +3.6%
130 SYY SYSCO CORP Consumer Defensive 3,043.0 $254K 0.02% NEW $83.58 +0.6%
131 FEOE RBB FUND TRUST 4,743.0 $253K 0.02% NEW $53.40 +6.1%
132 BSX BOSTON SCIENTIFIC CORP Healthcare 5,901.0 $252K 0.02% NEW $42.68 +18.0%
133 ED CONSOLIDATED EDISON INC Utilities 2,270.0 $251K 0.02% NEW $110.63 -3.9%
134 MKSI MKS INC. Technology 562.0 $250K 0.02% NEW $444.80 -37.3%
135 LEN LENNAR CORP Consumer Cyclical 2,753.0 $249K 0.02% NEW $90.49 -3.8%
136 MOS MOSAIC CO Basic Materials 11,699.0 $248K 0.02% NEW $21.19 +15.2%
137 SUB ISHARES TR 2,326.0 $248K 0.02% NEW $106.47 -0.2%
138 WST WEST PHARMACEUTICAL SVSC INC Healthcare 689.0 $247K 0.02% NEW $359.19 -1.7%
139 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 638.0 $247K 0.02% NEW $386.73 +3.6%
140 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,282.0 $246K 0.02% NEW $107.79 +2.7%
Page 7 of 11  ·  204 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%