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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 27 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AEP AMERICAN ELEC PWR CO INC Utilities 1,877.0 $257K 0.02% -34.0 -1.8% $136.81 -11.6%
522 DXCM DEXCOM INC Healthcare 3,792.0 $255K 0.02% NEW $67.35 +37.1%
523 MANH MANHATTAN ASSOCIATES INC Technology 1,833.0 $255K 0.02% NEW $139.25 +54.1%
524 A AGILENT TECHNOLOGIES INC Healthcare 1,921.0 $255K 0.02% NEW $132.83 +19.6%
525 OMF ONEMAIN HLDGS INC Financial Services 4,178.0 $255K 0.02% NEW $60.97 +3.6%
526 MCK MCKESSON CORP Healthcare 337.0 $255K 0.02% -207.0 -38.0% $755.60 +13.7%
527 SYY SYSCO CORP Consumer Defensive 3,043.0 $254K 0.02% NEW $83.58 +0.6%
528 FEOE RBB FUND TRUST 4,743.0 $253K 0.02% NEW $53.40 +6.1%
529 BSX BOSTON SCIENTIFIC CORP Healthcare 5,901.0 $252K 0.02% NEW $42.68 +18.0%
530 ED CONSOLIDATED EDISON INC Utilities 2,270.0 $251K 0.02% NEW $110.63 -3.9%
531 MKSI MKS INC. Technology 562.0 $250K 0.02% NEW $444.80 -37.3%
532 AXS AXIS CAP HLDGS LTD Financial Services 2,325.0 $250K 0.02% -300.0 -11.4% $107.44 -8.1%
533 RL RALPH LAUREN CORP Consumer Cyclical 622.0 $250K 0.02% -20.0 -3.1% $401.41 -7.2%
534 LEN LENNAR CORP Consumer Cyclical 2,753.0 $249K 0.02% NEW $90.49 -3.8%
535 NLR VANECK ETF TRUST 2,144.0 $249K 0.02% -244.0 -10.2% $115.96 +3.4%
536 MOS MOSAIC CO Basic Materials 11,699.0 $248K 0.02% NEW $21.19 +15.2%
537 SUB ISHARES TR 2,326.0 $248K 0.02% NEW $106.47 -0.2%
538 WST WEST PHARMACEUTICAL SVSC INC Healthcare 689.0 $247K 0.02% NEW $359.19 -1.7%
539 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 638.0 $247K 0.02% NEW $386.73 +3.6%
540 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,282.0 $246K 0.02% NEW $107.79 +2.7%
Page 27 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%