Universe · entity

Rothschild Capital Partners, LLC

Institutional manager (13F) · CIK 1569833
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $386M
#IssuerValueShares
1APPLE INC$36M140,826
2ALPHABET INC$31M107,719
3JPMORGAN CHASE & CO$30M103,093
4SPDR GOLD TR$30M69,567
5AMAZON COM INC$27M129,720
6SELECT SECTOR SPDR TR$25M171,004
7VANECK ETF TRUST$20M52,533
8MICROSOFT CORP$19M50,194
9SELECT SECTOR SPDR TR$14M169,753
10ECOLAB INC$14M51,152
11SELECT SECTOR SPDR TR$11M69,494
12INVESCO EXCHANGE TRADED FD T$11M56,802
13VISA INC$10M34,715
14ALPHABET INC$10M35,903
15SELECT SECTOR SPDR TR$10M73,082
16PROSHARES TR$9M248,968
17SELECT SECTOR SPDR TR$9M193,509
18ENTERPRISE PRODS PARTNERS L$9M233,118
19ISHARES TR$7M51,937
20VANGUARD BD INDEX FDS$7M94,364
21SELECT SECTOR SPDR TR$4M96,864
22ISHARES TR$4M56,036
23NVIDIA CORPORATION$4M20,598
24DONALDSON INC$3M41,137
25SELECT SECTOR SPDR TR$3M52,470
26VANGUARD TAX-MANAGED FDS$3M40,976
27WALMART INC$3M21,088
28ISHARES TR$2M6,388
29J P MORGAN EXCHANGE TRADED F$1M29,194
30ROSS STORES INC$1M6,246
31META PLATFORMS INC$1M2,245
32VANGUARD SCOTTSDALE FDS$1M21,848
33VANGUARD SCOTTSDALE FDS$1M16,094
34JOHNSON & JOHNSON$1M5,163
35GLOBAL X FDS$1M24,353
36BROADCOM INC$1M3,659
37NETFLIX INC.$1M11,524
38EXXON MOBIL CORP$1M6,263
39BERKSHIRE HATHAWAY INC DEL$937k1,955
40SERVICENOW INC$926k8,857
41STATE STR SPDR S&P MIDCAP 40$905k1,468
42STATE STR SPDR S&P 500 ETF T$872k1,341
43TEMA ETF TRUST$839k24,512
44VANGUARD INDEX FDS$806k4,107
45RTX CORPORATION$789k4,089
46CHEVRON CORPORATION$780k3,768
47ELI LILLY & CO$770k837
48ISHARES TR$751k9,384
49ISHARES TR$751k18,290
50AKAMAI TECHNOLOGIES INC$747k6,503
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.