Rothschild Capital Partners, LLC

CIK 0001569833 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Rothschild Capital Partners, LLC, Chief Operating Officer and Chief Compliance Officer
Address: 5 EAST 82ND STREET, 3RD FLOOR, NEW YORK, NY, 10028
Phone: 646-755-3215
AUM: $425.5M

AUM over time

$466.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $425.5M87 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$263K	0.1%Prev: 0.1%	1,640 SH	Increased
ABBOTT LABS	COM	$269K	0.1%Prev: 0.1%	2,150 SH	Decreased
ABBVIE INC	COM	$592K	0.1%Prev: 0.1%	2,590 SH	Decreased
ALPHABET INC	CAP STK CL A	$34.7M	8.2%Prev: 7.1%	110,946 SH	Increased-12,420 SH
ALPHABET INC	CAP STK CL C	$11.3M	2.6%Prev: 2.4%	35,903 SH	Increased-5,960 SH
AMAZON COM INC	COM	$30.2M	7.1%Prev: 7.6%	130,642 SH	Decreased-15,097 SH
APPLE INC	COM	$39.7M	9.3%Prev: 9.2%	146,095 SH	Increased-6,635 SH
AUTOZONE INC	COM	$203K	0.0%Prev: 0.1%	60 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.4%Prev: 0.4%	3,310 SH	Decreased
BLACKROCK INC	COM	$375K	0.1%	350 SH	New
BOSTON SCIENTIFIC CORP	COM	$483K	0.1%Prev: 0.1%	5,066 SH	Decreased
BROADCOM INC	COM	$1.9M	0.5%Prev: 0.4%	5,535 SH	Increased
CATERPILLAR INC	COM	$368K	0.1%	642 SH	New
CENCORA INC	COM	$216K	0.1%Prev: 0.0%	640 SH	Increased
CME GROUP INC	COM	$249K	0.1%Prev: 0.1%	910 SH	Increased
CROWDSTRIKE HLDGS INC	CL A	$318K	0.1%Prev: 0.1%	678 SH	Decreased
DEERE & CO	COM	$321K	0.1%Prev: 0.1%	690 SH	Increased
DISNEY WALT CO	COM	$239K	0.1%Prev: 0.1%	2,105 SH	Decreased-1,805 SH
DONALDSON INC	COM	$3.6M	0.9%Prev: 1.1%	41,137 SH	Decreased-13,216 SH
EATON CORP PLC	SHS	$205K	0.0%Prev: 0.1%	645 SH	Decreased
ECOLAB INC	COM	$12.7M	3.0%Prev: 3.6%	48,472 SH	Decreased-6,431 SH
ELI LILLY & CO	COM	$1.6M	0.4%Prev: 0.2%	1,514 SH	Increased+300 SH
ENTERPRISE PRODS PARTNERS L	COM	$6.9M	1.6%Prev: 1.9%	216,431 SH	Decreased-34,193 SH
EXXON MOBIL CORP	COM	$666K	0.2%Prev: 0.1%	5,535 SH	Increased+1,230 SH
GE AEROSPACE	COM NEW	$548K	0.1%Prev: 0.1%	1,780 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$730K	0.2%Prev: 0.1%	830 SH	Increased+200 SH
HCA HEALTHCARE INC	COM	$233K	0.1%Prev: 0.1%	500 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$317K	0.1%Prev: 0.1%	1,070 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P GBL WATER	$328K	0.1%Prev: 0.1%	5,213 SH	Decreased+74 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.3M	1.7%Prev: 2.5%	37,923 SH	Decreased-18,456 SH
ISHARES TR	20 YR TR BD ETF	$385K	0.1%Prev: 0.1%	4,417 SH	Increased+1,124 SH
ISHARES TR	CORE MSCI EAFE	$294K	0.1%Prev: 0.1%	3,290 SH	Increased+57 SH
ISHARES TR	CORE MSCI EURO	$246K	0.1%Prev: 0.1%	3,469 SH	Increased+38 SH
ISHARES TR	CORE S&P MCP ETF	$448K	0.1%Prev: 0.1%	6,788 SH	Increased+2,208 SH
ISHARES TR	CORE S&P SCP ETF	$246K	0.1%	2,048 SH	New
ISHARES TR	CORE S&P500 ETF	$418K	0.1%Prev: 0.2%	611 SH	Decreased-343 SH
ISHARES TR	INTL TREA BD ETF	$647K	0.2%Prev: 0.1%	15,542 SH	Increased+4,864 SH
ISHARES TR	MSCI ACWI ETF	$7.3M	1.7%Prev: 2.1%	51,937 SH	Decreased-11,319 SH
ISHARES TR	RUS 1000 ETF	$439K	0.1%Prev: 0.1%	1,176 SH	Increased+3 SH
ISHARES TR	RUS 2000 GRW ETF	$237K	0.1%	735 SH	New
ISHARES TR	RUS MD CP GR ETF	$310K	0.1%Prev: 0.1%	2,264 SH	Increased+548 SH
JOHNSON & JOHNSON	COM	$469K	0.1%Prev: 0.1%	2,266 SH	Increased
JPMORGAN CHASE & CO.	COM	$32.9M	7.7%Prev: 8.6%	102,170 SH	Decreased-12,714 SH
MASTERCARD INCORPORATED	CL A	$548K	0.1%Prev: 0.1%	960 SH	Increased
MCDONALDS CORP	COM	$281K	0.1%Prev: 0.1%	920 SH	Increased
MCKESSON CORP	COM	$213K	0.1%Prev: 0.0%	260 SH	Increased
MEDTRONIC PLC	SHS	$356K	0.1%Prev: 0.1%	3,710 SH	Increased
META PLATFORMS INC	CL A	$1.5M	0.3%Prev: 0.6%	2,245 SH	Decreased-996 SH
MICROSOFT CORP	COM	$25.1M	5.9%Prev: 7.0%	51,900 SH	Decreased-5,679 SH
NETFLIX INC	COM	$1.3M	0.3%Prev: 0.4%	14,040 SH	Decreased+12,636 SH
NVIDIA CORPORATION	COM	$5.0M	1.2%Prev: 1.2%	26,720 SH	Decreased
NVIDIA CORPORATION	PUT	$1.8M	0.4%	9,600 SH	New
OREILLY AUTOMOTIVE INC	COM	$219K	0.1%Prev: 0.1%	2,400 SH	Decreased
PACER FDS TR	US CASH COWS 100	$350K	0.1%Prev: 0.1%	5,817 SH	Increased+796 SH
PALANTIR TECHNOLOGIES INC	CL A	$257K	0.1%Prev: 0.1%	1,444 SH	Decreased-1,320 SH
PALANTIR TECHNOLOGIES INC	PUT	$249K	0.1%	1,400 SH	New
PALO ALTO NETWORKS INC	COM	$252K	0.1%Prev: 0.1%	1,370 SH	Decreased
QUEST DIAGNOSTICS INC	COM	$649K	0.2%Prev: 0.2%	3,742 SH	Decreased
RTX CORPORATION	COM	$367K	0.1%Prev: 0.1%	2,000 SH	Increased
SCHWAB CHARLES CORP	COM	$386K	0.1%Prev: 0.1%	3,860 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET CON	$16.9M	4.0%	208,873 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$3.5M	0.8%	77,939 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.5M	0.4%	27,991 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$30.7M	7.2%	198,138 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$18.8M	4.4%	121,111 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$4.2M	1.0%	103,007 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$20.4M	4.8%	141,985 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$10.3M	2.4%	240,955 SH	New
SPDR GOLD TR	GOLD SHS	$27.5M	6.5%Prev: 6.5%	69,507 SH	Decreased-8,226 SH
SPDR S&P 500 ETF TR	TR UNIT	$912K	0.2%Prev: 0.2%	1,338 SH	Increased+1 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$879K	0.2%Prev: 0.2%	1,457 SH	Increased+4 SH
THERMO FISHER SCIENTIFIC INC	COM	$220K	0.1%	380 SH	New
TJX COS INC NEW	COM	$230K	0.1%Prev: 0.1%	1,500 SH	Increased
UBER TECHNOLOGIES INC	COM	$535K	0.1%Prev: 0.2%	6,546 SH	Decreased
VANECK ETF TRUST	SEMICONDUCTR ETF	$17.2M	4.0%Prev: 4.2%	47,844 SH	Decreased-6,768 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.8M	1.8%Prev: 1.2%	105,710 SH	Increased+36,935 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$657K	0.2%Prev: 0.2%	1,047 SH	Decreased-290 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$215K	0.1%	1,016 SH	New
VANGUARD INDEX FDS	VALUE ETF	$702K	0.2%Prev: 0.2%	3,673 SH	Decreased-1,206 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$489K	0.1%Prev: 0.1%	9,092 SH	Increased+1,110 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.1M	0.3%Prev: 0.2%	18,355 SH	Increased+5,137 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.0M	0.2%Prev: 0.2%	13,069 SH	Increased+3,267 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	0.6%Prev: 0.4%	38,797 SH	Increased+9,484 SH
VERIZON COMMUNICATIONS INC	COM	$210K	0.0%Prev: 0.1%	5,160 SH	Decreased
VISA INC	COM CL A	$13.1M	3.1%Prev: 3.4%	37,245 SH	Decreased-4,474 SH
WALMART INC	COM	$1.8M	0.4%Prev: 0.2%	15,840 SH	Increased+9,170 SH
WELLTOWER INC	COM	$468K	0.1%Prev: 0.1%	2,524 SH	Increased

Sold (vs prior filing)

BOOKING HOLDINGS INC — $270K
CISCO SYS INC — $359K
COCA COLA CO — $334K
COSTCO WHSL CORP NEW — $648K
DOORDASH INC — $209K
HOME DEPOT INC — $482K
INTERCONTINENTAL EXCHANGE IN — $261K
ORACLE CORP — $560K
PROCTER AND GAMBLE CO — $337K
PROSHARES TR — $886K
S&P GLOBAL INC — $238K
SELECT SECTOR SPDR TR — $1.0M
SELECT SECTOR SPDR TR — $3.4M
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $24.8M
SELECT SECTOR SPDR TR — $4.9M
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $16.3M
SELECT SECTOR SPDR TR — $15.8M
SELECT SECTOR SPDR TR — $11.0M
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001569833-26-000002	$425.5M	View
Nov 6, 2025	Q3 2025	13F-HR	0001569833-25-000006	$423.3M	View
Aug 14, 2026	Q2 2026