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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 25 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ROKU ROKU INC Communication Services 2,232.0 $242K 0.02% NEW $108.49 +11.1%
482 USD PROSHARES TR 4,600.0 $242K 0.02% NEW $52.51 +82.7%
483 ARCC ARES CAPITAL CORP Financial Services 11,925.0 $241K 0.02% NEW $20.23 -7.6%
484 ADI ANALOG DEVICES INC Technology 887.0 $241K 0.02% NEW $271.16 +46.8%
485 ROST ROSS STORES INC Consumer Cyclical 1,328.0 $239K 0.02% NEW $180.14 +18.1%
486 ZS ZSCALER INC Technology 1,059.0 $238K 0.02% NEW $224.92 -22.1%
487 GDDY GODADDY INC Technology 1,912.0 $237K 0.02% NEW $124.08 -27.1%
488 SO SOUTHERN CO Utilities 2,717.0 $237K 0.02% NEW $87.18 +8.0%
489 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 924.0 $237K 0.02% NEW $256.03 -7.0%
490 LYFT LYFT INC Technology 12,100.0 $234K 0.02% NEW $19.37 -32.0%
491 UAL UNITED AIRLS HLDGS INC Industrials 2,093.0 $234K 0.02% NEW $111.82 -20.3%
492 ITT ITT INC Industrials 1,347.0 $234K 0.02% NEW $173.51 +10.1%
493 VEEV VEEVA SYS INC Healthcare 1,045.0 $233K 0.02% +293.0 +39.0% $223.23 -26.8%
494 FDS FACTSET RESH SYS INC Financial Services 797.0 $231K 0.02% NEW $290.19 -23.5%
495 GLPI GAMING & LEISURE PPTYS INC Real Estate 5,157.0 $230K 0.02% NEW $44.69 +6.4%
496 KEY KEYCORP Financial Services 11,072.0 $229K 0.02% NEW $20.64 +1.4%
497 RBC RBC BEARINGS INC Industrials 507.0 $227K 0.02% NEW $448.43 +26.0%
498 MASI MASIMO CORP Healthcare 1,747.0 $227K 0.02% NEW $130.06 +37.5%
499 RL RALPH LAUREN CORP Consumer Cyclical 642.0 $227K 0.02% NEW $353.61 -9.3%
500 OCTW AIM ETF PRODUCTS TRUST 5,772.0 $225K 0.02% NEW $39.00 +4.1%
Page 25 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%