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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 17 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HF FOODS GROUP INC COM 211,900.0 $456K 0.04% NEW $2.15
322 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 164,714.0 $453K 0.04% $2.75 +40.7%
323 PM PHILIP MORRIS INTL INC Consumer Defensive 2,817.0 $452K 0.04% +47.0 +1.7% $160.40 +17.6%
324 GEV GE VERNOVA INC Utilities 691.0 $452K 0.04% +252.0 +57.4% $653.57 +59.7%
325 IWY ISHARES TR 1,627.0 $451K 0.04% -47.0 -2.8% $276.94 +5.7%
326 LRCX LAM RESEARCH CORP Technology 2,624.0 $449K 0.04% +1K +74.3% $171.18 +76.6%
327 HGBL HERITAGE GLOBAL INC COM Financial Services 360,866.0 $447K 0.04% NEW $1.24 -3.2%
328 REFI CHICAGO ATLANTIC REAL ESTATE F COM Real Estate 36,498.0 $447K 0.04% NEW $12.26 -7.1%
329 WDC WESTERN DIGITAL CORP Technology 2,594.0 $447K 0.04% NEW $172.27 +166.8%
330 MCK MCKESSON CORP Healthcare 544.0 $446K 0.04% NEW $820.29 -6.6%
331 IBHH ISHARES TR 18,792.0 $445K 0.04% $23.68 -0.7%
332 IBDR ISHARES TR 18,253.0 $442K 0.04% NEW $24.23 -0.0%
333 SCHZ SCHWAB STRATEGIC TR 18,728.0 $438K 0.04% $23.37 -1.6%
334 BAC BANK AMERICA CORP Financial Services 7,953.0 $437K 0.04% +1K +16.3% $55.00 -6.4%
335 VOX VANGUARD WORLD FD 2,237.0 $433K 0.04% -821.0 -26.9% $193.63 +1.2%
336 SEALED AIR CORP NEW COM 10,411.0 $431K 0.04% NEW $41.43
337 IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 4,452.0 $431K 0.04% NEW $96.88 +14.4%
338 DG DOLLAR GEN CORP NEW Consumer Defensive 3,237.0 $430K 0.04% NEW $132.78 -20.9%
339 EBAY EBAY INC Consumer Cyclical 4,894.0 $426K 0.04% NEW $87.10 +34.5%
340 FIDELITY COVINGTON TRUST 5,733.0 $426K 0.04% -575.0 -9.1% $74.28
Page 17 of 27  ·  538 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%