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Portfolio (Quarterly) Guide ↗

Rothschild Wealth LLC

· CIK 0001811345
13F Portfolio $1.0B AUM 543 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 308 New 171 Added 46 Reduced 7 Exited
Page 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ACN ACCENTURE PLC IRELAND Technology 2,179.0 $585K 0.06% +1K +114.7% $268.30 -33.4%
122 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,584.0 $579K 0.06% +2K +38.0% $103.67 -6.4%
123 WFC WELLS FARGO CO NEW Financial Services 6,171.0 $575K 0.06% +1K +27.8% $93.20 -18.7%
124 ANET ARISTA NETWORKS INC Technology 4,363.0 $572K 0.06% +3K +212.1% $131.03 +7.4%
125 UPS UNITED PARCEL SERVICE INC Industrials 5,629.0 $558K 0.05% +2K +76.3% $99.19 -0.8%
126 JEPI J P MORGAN EXCHANGE TRADED F 9,632.0 $551K 0.05% +3K +36.7% $57.24 -2.0%
127 PNC PNC FINL SVCS GROUP INC Financial Services 2,528.0 $528K 0.05% +1K +86.6% $208.73 +3.9%
128 CRM SALESFORCE INC Technology 1,936.0 $513K 0.05% +208.0 +12.0% $264.86 -32.8%
129 EMR EMERSON ELEC CO Industrials 3,835.0 $509K 0.05% +545.0 +16.6% $132.72 +0.0%
130 MO ALTRIA GROUP INC COM Consumer Defensive 8,820.0 $509K 0.05% +6K +189.7% $57.66 +28.1%
131 DHR DANAHER CORPORATION Healthcare 2,192.0 $502K 0.05% +1K +115.1% $228.92 -26.2%
132 GE GE AEROSPACE Industrials 1,625.0 $501K 0.05% +239.0 +17.2% $308.04 -3.1%
133 VONG VANGUARD SCOTTSDALE FDS 4,023.0 $490K 0.05% +2K +69.8% $121.75 +5.0%
134 DIS DISNEY WALT CO Communication Services 4,270.0 $486K 0.05% +914.0 +27.2% $113.77 -8.2%
135 BK BANK NEW YORK MELLON CORP Financial Services 4,105.0 $477K 0.05% +2K +60.7% $116.08 +18.7%
136 ILF ISHARES TR 15,425.0 $470K 0.04% +3K +24.1% $30.45 +15.0%
137 PM PHILIP MORRIS INTL INC Consumer Defensive 2,817.0 $452K 0.04% +47.0 +1.7% $160.40 +16.8%
138 GEV GE VERNOVA INC Utilities 691.0 $452K 0.04% +252.0 +57.4% $653.57 +58.4%
139 LRCX LAM RESEARCH CORP Technology 2,624.0 $449K 0.04% +1K +74.3% $171.18 +69.7%
140 BAC BANK AMERICA CORP Financial Services 7,953.0 $437K 0.04% +1K +16.3% $55.00 -6.7%
Page 7 of 9  ·  171 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 33.8%
Technology 18.6%
Healthcare 10.8%
Industrials 9.7%
Consumer Cyclical 8.0%
Communication Services 5.9%
Basic Materials 4.9%
Consumer Defensive 3.4%
Energy 2.1%
Utilities 1.6%