Universe · entity
Rothschild Capital Partners, LLC
Institutional manager (13F) · CIK 1569833
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $386M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $36M | 140,826 |
| 2 | ALPHABET INC | $31M | 107,719 |
| 3 | JPMORGAN CHASE & CO | $30M | 103,093 |
| 4 | SPDR GOLD TR | $30M | 69,567 |
| 5 | AMAZON COM INC | $27M | 129,720 |
| 6 | SELECT SECTOR SPDR TR | $25M | 171,004 |
| 7 | VANECK ETF TRUST | $20M | 52,533 |
| 8 | MICROSOFT CORP | $19M | 50,194 |
| 9 | SELECT SECTOR SPDR TR | $14M | 169,753 |
| 10 | ECOLAB INC | $14M | 51,152 |
| 11 | SELECT SECTOR SPDR TR | $11M | 69,494 |
| 12 | INVESCO EXCHANGE TRADED FD T | $11M | 56,802 |
| 13 | VISA INC | $10M | 34,715 |
| 14 | ALPHABET INC | $10M | 35,903 |
| 15 | SELECT SECTOR SPDR TR | $10M | 73,082 |
| 16 | PROSHARES TR | $9M | 248,968 |
| 17 | SELECT SECTOR SPDR TR | $9M | 193,509 |
| 18 | ENTERPRISE PRODS PARTNERS L | $9M | 233,118 |
| 19 | ISHARES TR | $7M | 51,937 |
| 20 | VANGUARD BD INDEX FDS | $7M | 94,364 |
| 21 | SELECT SECTOR SPDR TR | $4M | 96,864 |
| 22 | ISHARES TR | $4M | 56,036 |
| 23 | NVIDIA CORPORATION | $4M | 20,598 |
| 24 | DONALDSON INC | $3M | 41,137 |
| 25 | SELECT SECTOR SPDR TR | $3M | 52,470 |
| 26 | VANGUARD TAX-MANAGED FDS | $3M | 40,976 |
| 27 | WALMART INC | $3M | 21,088 |
| 28 | ISHARES TR | $2M | 6,388 |
| 29 | J P MORGAN EXCHANGE TRADED F | $1M | 29,194 |
| 30 | ROSS STORES INC | $1M | 6,246 |
| 31 | META PLATFORMS INC | $1M | 2,245 |
| 32 | VANGUARD SCOTTSDALE FDS | $1M | 21,848 |
| 33 | VANGUARD SCOTTSDALE FDS | $1M | 16,094 |
| 34 | JOHNSON & JOHNSON | $1M | 5,163 |
| 35 | GLOBAL X FDS | $1M | 24,353 |
| 36 | BROADCOM INC | $1M | 3,659 |
| 37 | NETFLIX INC. | $1M | 11,524 |
| 38 | EXXON MOBIL CORP | $1M | 6,263 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $937k | 1,955 |
| 40 | SERVICENOW INC | $926k | 8,857 |
| 41 | STATE STR SPDR S&P MIDCAP 40 | $905k | 1,468 |
| 42 | STATE STR SPDR S&P 500 ETF T | $872k | 1,341 |
| 43 | TEMA ETF TRUST | $839k | 24,512 |
| 44 | VANGUARD INDEX FDS | $806k | 4,107 |
| 45 | RTX CORPORATION | $789k | 4,089 |
| 46 | CHEVRON CORPORATION | $780k | 3,768 |
| 47 | ELI LILLY & CO | $770k | 837 |
| 48 | ISHARES TR | $751k | 9,384 |
| 49 | ISHARES TR | $751k | 18,290 |
| 50 | AKAMAI TECHNOLOGIES INC | $747k | 6,503 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.