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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 10 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DLHC DLH HLDGS CORP Industrials 29,200.0 $153K 0.01% -135K -82.2% $5.25 -13.7%
182 F FORD MTR CO Consumer Cyclical 10,771.0 $150K 0.01% -3K -22.2% $13.90 +3.7%
183 III INFORMATION SVCS GROUP INC Technology 34,314.0 $141K 0.01% -125K -78.5% $4.11 +20.0%
184 ASUR ASURE SOFTWARE INC Technology 16,554.0 $131K 0.01% -33K -66.9% $7.94 +10.1%
185 AIOT POWERFLEET INC Technology 33,824.0 $130K 0.01% -190K -84.9% $3.83 -20.6%
186 EGY VAALCO ENERGY INC Energy 23,578.0 $120K 0.01% -122K -83.8% $5.08 +16.9%
187 RSSS RESEARCH SOLUTIONS INC Technology 51,300.0 $119K 0.01% -306K -85.6% $2.32 -3.0%
188 STRR STAR EQUITY HOLDINGS INC Healthcare 10,800.0 $115K 0.01% -56K -83.7% $10.66 -5.8%
189 EPM EVOLUTION PETE CORP Energy 26,739.0 $98K 0.01% -148K -84.7% $3.68 -4.1%
190 TPCS TECHPRECISION CORP Industrials 15,866.0 $83K 0.01% -100K -86.3% $5.24 +8.6%
191 HF FOODS GROUP INC 46,303.0 $65K 0.01% -166K -78.2% $1.41
192 BTMD BIOTE CORP Healthcare 34,119.0 $64K 0.01% -112K -76.7% $1.89 -14.8%
193 LOAN MANHATTAN BRDG CAP INC Real Estate 23,204.0 $23K 0.00% -2K -8.6% $1.00 +308.0%
Page 10 of 10  ·  193 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%