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Portfolio (Quarterly) Guide ↗

Rothschild Wealth LLC

· CIK 0001811345
13F Portfolio $459M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 237 New
Page 8 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CVX CHEVRON CORP NEW Energy 2,894.0 $449K 0.10% NEW $155.28 +27.0%
142 PM PHILIP MORRIS INTL INC Consumer Defensive 2,770.0 $449K 0.10% NEW $162.18 +18.1%
143 IBHH ISHARES TR 18,792.0 $448K 0.10% NEW $23.86 -1.5%
144 NLR VANECK ETF TRUST 3,249.0 $441K 0.10% NEW $135.65 -5.8%
145 SCHZ SCHWAB STRATEGIC TR 18,762.0 $440K 0.10% NEW $23.47 -2.1%
146 VONV VANGUARD SCOTTSDALE FDS 4,906.0 $438K 0.10% NEW $89.37 +14.7%
147 EMR EMERSON ELEC CO Industrials 3,290.0 $432K 0.09% NEW $131.17 -0.4%
148 EXC EXELON CORP Utilities 9,458.0 $426K 0.09% NEW $45.01 -0.9%
149 XLP SELECT SECTOR SPDR TR 5,392.0 $423K 0.09% NEW $78.37 +9.1%
150 FIDELITY COVINGTON TRUST 6,308.0 $422K 0.09% NEW $66.87
151 GE GE AEROSPACE Industrials 1,386.0 $417K 0.09% NEW $300.89 -5.2%
152 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,045.0 $410K 0.09% NEW $101.37 -7.0%
153 CRM SALESFORCE INC Technology 1,728.0 $410K 0.09% NEW $237.05 -24.3%
154 T AT&T INC Communication Services 14,402.0 $407K 0.09% NEW $28.24 -11.5%
155 BKNG BOOKING HOLDINGS INC Consumer Cyclical 75.0 $405K 0.09% NEW $5399.27 -97.1%
156 WFC WELLS FARGO CO NEW Financial Services 4,827.0 $405K 0.09% NEW $83.82 -11.1%
157 JEPI J P MORGAN EXCHANGE TRADED F 7,047.0 $402K 0.09% NEW $57.10 -1.6%
158 EMQQ EXCHANGE TRADED CONCEPTS TRU 8,591.0 $399K 0.09% NEW $46.44 -28.6%
159 WELL WELLTOWER INC Real Estate 2,238.0 $399K 0.09% NEW $178.14 +22.4%
160 CI THE CIGNA GROUP Healthcare 1,373.0 $396K 0.09% NEW $288.32 +1.0%
Page 8 of 12  ·  237 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 36.9%
Technology 22.8%
Healthcare 12.0%
Consumer Cyclical 8.1%
Communication Services 7.2%
Industrials 5.3%
Consumer Defensive 3.7%
Utilities 2.0%
Energy 1.4%
Real Estate 0.4%