Rothschild Capital Partners, LLC
90 holdingsFiling period: 2026-06-30Current AUM: $478.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 141.3K | $40.9M | $48.6M | 10.16% | +496 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 109.3K | $39.1M | $34.6M | 7.24% | +1.6K | 2026-06-30 |
| 3 | SMH | VanEck ETF Trust | 52.5K | $34.5M | $28.5M | 5.95% | -- | 2026-06-30 |
| 4 | JPM | JPMorgan Chase & Co | 103.9K | $34.0M | $34.7M | 7.26% | +808 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 127.6K | $30.4M | $31.8M | 6.65% | -2,141 | 2026-06-30 |
| 6 | XLV | Select Sector Spdr TR | 167.2K | $26.5M | $30.0M | 6.27% | -3,775 | 2026-06-30 |
| 7 | GLD | Spdr Gold TR | 70.2K | $25.9M | $25.8M | 5.40% | +612 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 48.9K | $18.3M | $26.1M | 5.45% | -1,262 | 2026-06-30 |
| 9 | XLK | Select Sector Spdr TR | 75.3K | $14.4M | $14.0M | 2.94% | +2.3K | 2026-06-30 |
| 10 | ECL | Ecolab Inc | 51.2K | $14.3M | $14.8M | 3.09% | -- | 2026-06-30 |
| 11 | XLP | Select Sector Spdr TR | 171.1K | $14.2M | $15.1M | 3.15% | +1.4K | 2026-06-30 |
| 12 | XLI | Select Sector Spdr TR | 70.0K | $13.0M | $11.7M | 2.44% | +536 | 2026-06-30 |
| 13 | GOOG | Alphabet Inc | 36.1K | $12.7M | $11.3M | 2.37% | +178 | 2026-06-30 |
| 14 | RSP | Invesco Exchange Traded FD T | 56.8K | $12.1M | $12.3M | 2.58% | -- | 2026-06-30 |
| 15 | V | Visa Inc | 34.7K | $11.9M | $14.0M | 2.94% | +29 | 2026-06-30 |
| 16 | XLU | Select Sector Spdr TR | 225.0K | $10.2M | $9.6M | 2.00% | +31.5K | 2026-06-30 |
| 17 | EPD | Enterprise Prods Partners L | 233.6K | $8.6M | $8.6M | 1.81% | +500 | 2026-06-30 |
| 18 | BND | Vanguard BD Index Fds | 116.9K | $8.6M | $8.3M | 1.74% | +22.5K | 2026-06-30 |
| 19 | ACWI | iShares TR | 51.9K | $8.2M | $8.2M | 1.71% | -- | 2026-06-30 |
| 20 | PSQ | ProShares TR | 310.0K | $7.8M | $8.0M | 1.68% | -- | 2026-06-30 |
| 21 | NVDA | NVIDIA Corporation | 30.8K | $6.4M | $6.9M | 1.44% | +554 | 2026-06-30 |
| 22 | XLRE | Select Sector Spdr TR | 115.5K | $5.1M | $4.9M | 1.03% | +18.7K | 2026-06-30 |
| 23 | IJH | iShares TR | 59.1K | $4.6M | $4.3M | 0.90% | +3.1K | 2026-06-30 |
| 24 | VEA | Vanguard Tax-Managed Fds | 58.3K | $4.2M | $4.0M | 0.85% | +17.4K | 2026-06-30 |
| 25 | DCI | Donaldson Inc | 41.1K | $3.7M | $3.5M | 0.74% | -- | 2026-06-30 |
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