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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 12 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 G GENPACT LIMITED Technology 6,258.0 $293K 0.03% NEW $46.78 -31.7%
222 SBUX STARBUCKS CORP Consumer Cyclical 3,475.0 $293K 0.03% NEW $84.20 +26.8%
223 PYPL PAYPAL HLDGS INC Financial Services 5,005.0 $292K 0.03% NEW $58.38 -24.6%
224 BSJQ INVESCO EXCH TRD SLF IDX FD 12,475.0 $291K 0.03% NEW $23.34 -1.0%
225 HPQ HP INC COM Technology 12,962.0 $289K 0.03% NEW $22.28 -4.4%
226 BDX BECTON DICKINSON & CO Healthcare 1,484.0 $288K 0.03% NEW $194.08 -23.6%
227 ARMK ARAMARK Industrials 7,798.0 $287K 0.03% NEW $36.86 +39.8%
228 ADT ADT INC DEL Industrials 35,536.0 $287K 0.03% NEW $8.07 -14.0%
229 PMAR INNOVATOR ETFS TRUST 6,360.0 $286K 0.03% NEW $44.94 +5.4%
230 PSIX POWER SOLUTIONS INTL INC COM NEW Industrials 5,000.0 $286K 0.03% NEW $57.14 -36.0%
231 HUBS HUBSPOT INC Technology 710.0 $285K 0.03% NEW $401.30 -49.2%
232 AMT AMERICAN TOWER CORP NEW Real Estate 1,602.0 $281K 0.03% NEW $175.57 +3.6%
233 AXS AXIS CAP HLDGS LTD Financial Services 2,625.0 $281K 0.03% NEW $107.09 -6.0%
234 INCY INCYTE CORP Healthcare 2,827.0 $279K 0.03% NEW $98.77 -1.9%
235 MRSH MARSH & MCLENNAN COS INC Financial Services 1,501.0 $278K 0.03% NEW $185.52 -11.6%
236 SYSB ISHARES TR 3,094.0 $278K 0.03% NEW $89.76 -2.6%
237 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,957.0 $278K 0.03% NEW $141.83 +9.0%
238 TER TERADYNE INC Technology 1,429.0 $277K 0.03% NEW $193.56 +76.8%
239 FNF FIDELITY NATIONAL FINANCIAL Financial Services 5,047.0 $276K 0.03% NEW $54.59 -10.5%
240 QRHC QUEST RESOURCE HLDG CORP COM NEW Industrials 147,300.0 $274K 0.03% NEW $1.86 -39.2%
Page 12 of 16  ·  308 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%