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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 24 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AME AMETEK INC Industrials 1,297.0 $314K 0.03% NEW $241.94 -1.0%
462 KMI KINDER MORGAN INC DEL Energy 9,797.0 $313K 0.03% -3K -26.2% $31.97 -3.1%
463 MSCI MSCI INC Financial Services 559.0 $313K 0.03% NEW $560.00 +0.6%
464 ONTO ONTO INNOVATION INC Technology 825.0 $312K 0.03% NEW $378.45 -22.5%
465 HUBS HUBSPOT INC Technology 1,706.0 $311K 0.03% +996.0 +140.3% $182.51 +31.5%
466 RBLX ROBLOX CORP Technology 5,720.0 $311K 0.03% NEW $54.38 -29.4%
467 VTR VENTAS INC Real Estate 3,492.0 $310K 0.03% -512.0 -12.8% $88.80 +4.8%
468 MCO MOODYS CORP Financial Services 684.0 $310K 0.03% NEW $452.92 +11.1%
469 MPWR MONOLITHIC PWR SYS INC Technology 223.0 $308K 0.03% NEW $1382.36 -4.8%
470 CIEN CIENA CORP Technology 628.0 $308K 0.03% NEW $490.56 -19.3%
471 HONEYWELL INTL INC 1,375.0 $308K 0.03% NEW $223.90
472 AJG GALLAGHER ARTHUR J & CO Financial Services 1,341.0 $308K 0.03% NEW $229.57 +14.9%
473 DTE DTE ENERGY CO Utilities 2,013.0 $307K 0.02% NEW $152.37 -11.3%
474 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,156.0 $307K 0.02% NEW $142.21 +5.6%
475 CRM SALESFORCE INC Technology 1,950.0 $305K 0.02% +14.0 +0.7% $156.65 +33.5%
476 AA ALCOA CORP Basic Materials 5,851.0 $305K 0.02% +2K +39.1% $52.14 -0.6%
477 HONEYWELL AEROSPACE INC 1,375.0 $304K 0.02% NEW $221.08
478 PMAR INNOVATOR ETFS TRUST 6,360.0 $304K 0.02% $47.77 +1.7%
479 IT GARTNER INC Technology 2,339.0 $303K 0.02% +1K +77.6% $129.62 +51.1%
480 BSCV INVESCO EXCH TRD SLF IDX FD 18,484.0 $303K 0.02% $16.39 -0.7%
Page 24 of 33  ·  656 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%