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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COOPER COS INC 3,421.0 $245K 0.02% NEW $71.71
142 IRIDIUM COMMUNICATIONS INC 4,409.0 $242K 0.02% NEW $54.85
143 IP INTERNATIONAL PAPER CO Consumer Cyclical 6,337.0 $241K 0.02% NEW $38.10 +8.9%
144 VLO VALERO ENERGY CORP Energy 924.0 $241K 0.02% NEW $260.44 +33.9%
145 AZO AUTOZONE INC Consumer Cyclical 75.0 $240K 0.02% NEW $3195.95 -7.4%
146 GFS GLOBALFOUNDRIES INC Technology 2,901.0 $239K 0.02% NEW $82.41 -41.7%
147 SCEP STERLING CAP FDS 9,496.0 $237K 0.02% NEW $25.00 +0.0%
148 WAL WESTERN ALLIANCE BANCORP Financial Services 2,870.0 $236K 0.02% NEW $82.20 -3.1%
149 DT DYNATRACE INC Technology 5,355.0 $235K 0.02% NEW $43.91 +12.3%
150 GDXJ VANECK ETF TRUST 2,385.0 $234K 0.02% NEW $98.25 +35.0%
151 LECO LINCOLN ELEC HLDGS INC Industrials 879.0 $233K 0.02% NEW $265.51 +6.1%
152 AXON AXON ENTERPRISE INC Industrials 416.0 $233K 0.02% NEW $560.61 +12.0%
153 GPC GENUINE PARTS CO Consumer Cyclical 1,974.0 $233K 0.02% NEW $117.98 +13.5%
154 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 21,933.0 $232K 0.02% NEW $10.57 +13.2%
155 FEDEX FGHT HLDG CO INC 1,526.0 $230K 0.02% NEW $151.00
156 BLACKROCK ETF TRUST II 4,616.0 $230K 0.02% NEW $49.80
157 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,937.0 $229K 0.02% NEW $17.73 -3.9%
158 CL COLGATE PALMOLIVE CO Consumer Defensive 2,495.0 $229K 0.02% NEW $91.68 -0.7%
159 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 4,764.0 $228K 0.02% NEW $47.81 -8.5%
160 BIIB BIOGEN INC Healthcare 1,052.0 $227K 0.02% NEW $216.06 +0.3%
Page 8 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%