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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 15 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PSA PUBLIC STORAGE OPER CO Real Estate 849.0 $220K 0.02% NEW $259.55 +17.5%
282 EME EMCOR GROUP INC Industrials 359.0 $220K 0.02% NEW $611.79 +40.5%
283 ISRG INTUITIVE SURGICAL INC Healthcare 381.0 $216K 0.02% NEW $566.36 -23.1%
284 MUSA MURPHY USA INC Consumer Cyclical 534.0 $215K 0.02% NEW $403.52 +39.6%
285 PACS PACS GROUP INC Financial Services 5,547.0 $213K 0.02% NEW $38.39 -4.7%
286 ISEP INNOVATOR ETFS TRUST 6,507.0 $212K 0.02% NEW $32.59 +3.3%
287 SII SPROTT INC COM NEW Financial Services 2,150.0 $211K 0.02% NEW $97.92 +28.5%
288 CW CURTISS WRIGHT CORP Industrials 380.0 $209K 0.02% NEW $551.27 +29.7%
289 VRTX VERTEX PHARMACEUTICALS INC Healthcare 461.0 $209K 0.02% NEW $453.36 -3.7%
290 DAL DELTA AIR LINES INC DEL Industrials 3,003.0 $208K 0.02% NEW $69.40 -1.5%
291 MTCH MATCH GROUP INC NEW Communication Services 6,414.0 $207K 0.02% NEW $32.29 +9.0%
292 MORN MORNINGSTAR INC Financial Services 945.0 $205K 0.02% NEW $217.31 -22.4%
293 DTST DATA STORAGE CORP COM NEW Technology 40,000.0 $205K 0.02% NEW $5.12 -22.1%
294 BAUG INNOVATOR ETFS TRUST 4,050.0 $203K 0.02% NEW $50.04 +5.2%
295 FIVE FIVE BELOW INC Consumer Cyclical 1,065.0 $201K 0.02% NEW $188.36 +13.5%
296 MPAA MOTORCAR PARTS OF AMER Consumer Cyclical 16,032.0 $198K 0.02% NEW $12.34 -16.6%
297 F FORD MTR CO Consumer Cyclical 13,846.0 $182K 0.02% NEW $13.12 -1.1%
298 ASSERTIO HOLDINGS INC COM NEW 19,000.0 $172K 0.02% NEW $9.07
299 SKYX SKYX PLATFORMS CORP COM Industrials 80,000.0 $172K 0.02% NEW $2.15 -48.8%
300 CNH INDL N V 13,822.0 $127K 0.01% NEW $9.22
Page 15 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%