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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 6 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QFLR INNOVATOR ETFS TRUST 58,964.0 $2.0M 0.19% +18K +44.2% $34.28 +5.1%
102 J P MORGAN EXCHANGE TRADED F 39,096.0 $2.0M 0.19% NEW $50.59
103 AVGO BROADCOM INC Technology 5,699.0 $2.0M 0.19% +781.0 +15.9% $346.09 +20.7%
104 NEM NEWMONT CORP Basic Materials 19,745.0 $2.0M 0.19% NEW $99.85 +5.2%
105 BINC BLACKROCK ETF TRUST II 36,995.0 $2.0M 0.19% +8K +28.7% $52.77 -1.3%
106 SAMG SILVERCREST ASSET MGMT GROUP CL A Financial Services 128,398.0 $2.0M 0.19% NEW $15.19 -22.3%
107 DLN WISDOMTREE TR 22,107.0 $1.9M 0.19% NEW $88.08 +8.3%
108 EXK ENDEAVOUR SILVER CORP COM Basic Materials 206,432.0 $1.9M 0.19% NEW $9.40 -4.1%
109 JULT AIM ETF PRODUCTS TRUST 43,198.0 $1.9M 0.19% +14K +48.0% $44.88 +5.2%
110 GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 29,358.0 $1.8M 0.17% NEW $62.14 +18.7%
111 RLGT RADIANT LOGISTICS INC Industrials 285,682.0 $1.8M 0.17% NEW $6.33 +30.6%
112 TSLA TESLA INC Consumer Cyclical 3,948.0 $1.8M 0.17% +946.0 +31.5% $449.75 -10.1%
113 AOR ISHARES TR 26,721.0 $1.7M 0.17% -4K -13.0% $65.01 +5.4%
114 WMT WALMART INC Consumer Defensive 14,959.0 $1.7M 0.16% +7K +95.7% $111.41 +20.5%
115 MUX MCEWEN INC. COM NEW Basic Materials 89,470.0 $1.7M 0.16% NEW $18.51 +12.3%
116 NPK INTERNATIONAL INC COM SHS 138,500.0 $1.7M 0.16% NEW $11.92
117 CSCO CISCO SYS INC Technology 21,320.0 $1.6M 0.16% +14K +182.1% $77.03 +49.8%
118 CAT CATERPILLAR INC Industrials 2,828.0 $1.6M 0.16% +235.0 +9.1% $572.85 +52.3%
119 AOK ISHARES TR 39,623.0 $1.6M 0.15% -7K -15.8% $40.13 +2.3%
120 EZPW EZCORP INC CL A NON VTG Financial Services 80,400.0 $1.6M 0.15% NEW $19.42 +64.4%
Page 6 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%