Rothschild Capital Partners, LLC

NEW YORK, NY · CIK 1569833 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$469.7m
Staff9 · 5 in investment roles
Main clients (by assets)Private funds 54%, High net worth individuals 45%
Private funds2 (2 hedge) · $191.5m gross assets
Form ADV · 2026-04-17SEC adviser record

Kindhedge funds
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 2

$464.5m reported value +14.5% vs Q1 2026

89positions

59.9%in top 10

11 new 56 added 7 reduced 10 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($2.2m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	141,322	$40.9m8.80%	8.80%	Added +496	+496 0.3%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	109,289	$39.1m8.41%	8.41%	Added +1.6k	+1,570 1.5%
3	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	52,533	$34.5m7.42%	7.42%	Unchanged
4	JPMORGAN CHASE & CO COM JPM	JPM	103,901	$34.0m7.32%	7.32%	Added +808	+808 0.8%
5	AMAZON COM INC COM AMZN	AMZN	127,579	$30.4m6.55%	6.55%	Reduced -2.1k	-2,141 -1.6%
6	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	167,229	$26.5m5.71%	5.71%	Reduced -3.8k	-3,775 -2.2%
7	SPDR GOLD TR GOLD SHS GLD	GLD	70,179	$25.9m5.57%	5.57%	Added +612	+612 0.9%
8	MICROSOFT CORP COM MSFT	MSFT	48,932	$18.3m3.93%	3.93%	Reduced -1.3k	-1,262 -2.5%
9	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	75,349	$14.4m3.09%	3.09%	Added +2.3k	+2,267 3.1%
10	ECOLAB INC COM ECL	ECL	51,152	$14.3m3.07%	3.07%	Unchanged
11	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	171,135	$14.2m3.06%	3.06%	Added +1.4k	+1,382 0.8%
12	SELECT SECTOR SPDR TR INDL XLI	XLI	70,030	$13.0m2.79%	2.79%	Added +536	+536 0.8%
13	ALPHABET INC CAP STK CL C GOOG	GOOG	36,081	$12.7m2.74%	2.74%	Added +178	+178 0.5%
14	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	56,802	$12.1m2.60%	2.60%	Unchanged
15	VISA INC COM CL A V	V	34,744	$11.9m2.57%	2.57%	Added +29	+29 0.1%
16	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	225,030	$10.2m2.20%	2.20%	Added +31.5k	+31,521 16.3%
17	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	233,618	$8.6m1.85%	1.85%	Added +500	+500 0.2%
18	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	116,864	$8.6m1.85%	1.85%	Added +22.5k	+22,500 23.8%
19	ISHARES TR MSCI ACWI ETF ACWI	ACWI	51,937	$8.2m1.76%	1.76%	Unchanged
20	PROSHARES TR SHORT QQQ PSQ	PSQ	310,033	$7.8m1.67%	1.67%	New
21	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	115,531	$5.1m1.10%	1.10%	Added +18.7k	+18,667 19.3%
22	ISHARES TR CORE S&P MCP ETF IJH	IJH	59,132	$4.6m0.98%	0.98%	Added +3.1k	+3,096 5.5%
23	NVIDIA CORPORATION COM NVDA	NVDA	21,152	$4.2m0.91%	0.91%	Added +554	+554 2.7%
24	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	58,340	$4.2m0.89%	0.89%	Added +17.4k	+17,364 42.4%
25	DONALDSON INC COM DCI	DCI	41,137	$3.7m0.80%	0.80%	Unchanged
26	TESLA INC COM TSLA	TSLA	7,986	$3.4m0.72%	0.72%	New
27	SELECT SECTOR SPDR TR ENERGY XLE	XLE	52,848	$2.8m0.60%	0.60%	Added +378	+378 0.7%
28	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	57,439	$2.7m0.58%	0.58%	Added +28.2k	+28,245 96.8%
29	WALMART INC COM WMT	WMT	21,110	$2.4m0.51%	0.51%	Added +22	+22 0.1%
30	ISHARES TR RUSSELL 2000 ETF IWM	IWM	6,389	$1.9m0.41%	0.41%	Added +1	+1 0.0%
31	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	28,810	$1.7m0.36%	0.36%	Added +7.0k	+6,962 31.9%
32	ISHARES TR RUS 2000 VAL ETF IWN	IWN	7,395	$1.6m0.35%	0.35%	New
33	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	24,353	$1.4m0.31%	0.31%	Unchanged
34	BROADCOM INC COM AVGO	AVGO	3,766	$1.4m0.31%	0.31%	Added +107	+107 2.9%
35	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	17,319	$1.4m0.29%	0.29%	Added +1.2k	+1,225 7.6%
36	JOHNSON & JOHNSON COM JNJ	JNJ	5,271	$1.3m0.29%	0.29%	Added +108	+108 2.1%
37	ROSS STORES INC COM ROST	ROST	6,250	$1.3m0.29%	0.29%	Added +4	+4 0.1%
38	ELI LILLY & CO COM LLY	LLY	1,030	$1.2m0.27%	0.27%	Added +193	+193 23.1%
39	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,459	$1.2m0.26%	0.26%	Added +1.4k	+1,352 32.9%
40	ISHARES TR INTL TREA BD ETF IGOV	IGOV	25,894	$1.1m0.23%	0.23%	Added +7.6k	+7,604 41.6%
41	CATERPILLAR INC COM CAT	CAT	996	$1.1m0.23%	0.23%	Added +2	+2 0.2%
42	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,471	$1.0m0.22%	0.22%	Added +3	+3 0.2%
43	TEMA ETF TRUST ELECTRIFICATION VOLT	VOLT	24,512	$1.0m0.22%	0.22%	Unchanged
44	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,344	$1.0m0.22%	0.22%	Added +3	+3 0.2%
45	CISCO SYS INC COM CSCO	CSCO	8,497	$998.1k0.21%	0.21%	Added +19	+19 0.2%
46	UNITEDHEALTH GROUP INC COM UNH	UNH	2,400	$997.5k0.21%	0.21%	New
47	BANK NEW YORK MELLON CORP COM BNY	BNY	6,819	$986.1k0.21%	0.21%	Added +1.6k	+1,591 30.4%
48	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,961	$981.3k0.21%	0.21%	Added +6	+6 0.3%
49	EXXON MOBIL CORP COM XOM	XOM	6,822	$932.7k0.20%	0.20%	Added +559	+559 8.9%
50	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	14,711	$878.1k0.19%	0.19%	Added +4.2k	+4,205 40.0%
51	META PLATFORMS INC CL A META	META	1,402	$789.7k0.17%	0.17%	Reduced -843	-843 -37.5%
52	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,148	$788.5k0.17%	0.17%	Added +120	+120 11.7%
53	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	7,698	$786.4k0.17%	0.17%	Added +2.4k	+2,445 46.5%
54	RTX CORPORATION COM RTX	RTX	4,095	$776.9k0.17%	0.17%	Added +6	+6 0.1%
55	CUMMINS INC COM CMI	CMI	1,076	$767.4k0.17%	0.17%	Unchanged
56	DEERE & CO COM DE	DE	1,199	$760.6k0.16%	0.16%	Added +1	+1 0.1%
57	PROSHARES TR SHORT S&P 500 NE SH	SH	21,827	$720.7k0.16%	0.16%	Reduced -227.1k	-227,141 -91.2%
58	COCA COLA CO COM KO	KO	8,701	$707.1k0.15%	0.15%	New
59	QUEST DIAGNOSTICS INC COM DGX	DGX	3,223	$683.1k0.15%	0.15%	Added +1	+1 0.0%
60	COLGATE PALMOLIVE CO COM CL	CL	7,354	$674.2k0.15%	0.15%	Added +3	+3 0.0%
61	GOLDMAN SACHS GROUP INC COM GS	GS	660	$667.5k0.14%	0.14%	Added +1	+1 0.1%
62	ISHARES TR CORE S&P500 ETF IVV	IVV	890	$666.5k0.14%	0.14%	Added +128	+128 16.8%
63	VANECK ETF TRUST RARE EARTH AND S REMX	REMX	7,279	$644.2k0.14%	0.14%	Unchanged
64	PACER FDS TR US CASH COWS 100 COWZ	COWZ	10,335	$642.8k0.14%	0.14%	Added +3.5k	+3,544 52.2%
65	HALLIBURTON CO COM HAL	HAL	18,653	$633.3k0.14%	0.14%	Unchanged
66	CHEVRON CORP NEW COM CVX	CVX	3,769	$624.8k0.13%	0.13%	Added +1	+1 0.0%
67	TJX COS INC NEW COM TJX	TJX	3,903	$591.3k0.13%	0.13%	New
68	IDEXX LABS INC COM IDXX	IDXX	1,071	$563.8k0.12%	0.12%	Unchanged
69	SCHWAB CHARLES CORP COM SCHW	SCHW	6,077	$560.7k0.12%	0.12%	Added +7	+7 0.1%
70	MARTIN MARIETTA MATLS INC COM MLM	MLM	972	$560.6k0.12%	0.12%	Unchanged
71	MCDONALDS CORP COM MCD	MCD	2,070	$559.5k0.12%	0.12%	Added +54	+54 2.7%
72	DISNEY WALT CO COM DIS	DIS	5,614	$540.3k0.12%	0.12%	Added +5	+5 0.1%
73	ISHARES TR RUS 1000 ETF IWB	IWB	1,181	$483.8k0.10%	0.10%	Added +2	+2 0.2%
74	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,140	$465.7k0.10%	0.10%	Added +905	+905 40.5%
75	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,897	$461.0k0.10%	0.10%	Added +639	+639 50.8%
76	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,942	$430.7k0.09%	0.09%	Added +886	+886 43.1%
77	WELLTOWER INC COM WELL	WELL	1,820	$413.1k0.09%	0.09%	Added +6	+6 0.3%
78	NETFLIX INC COM NFLX	NFLX	5,671	$404.9k0.09%	0.09%	Reduced -5.9k	-5,853 -50.8%
79	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	7,023	$376.5k0.08%	0.08%	New
80	ISHARES TR 20 YR TR BD ETF TLT	TLT	4,021	$347.5k0.07%	0.07%	Reduced -789	-789 -16.4%
81	INVESCO EXCH TRADED FD TR II S&P GBL WATER CGW	CGW	5,213	$342.6k0.07%	0.07%	Unchanged
82	ISHARES TR RUS 2000 GRW ETF IWO	IWO	831	$327.4k0.07%	0.07%	New
83	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,339	$322.5k0.07%	0.07%	Added +49	+49 1.5%
84	VERTIV HOLDINGS CO COM CL A VRT	VRT	927	$310.4k0.07%	0.07%	Unchanged
85	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	5,980	$305.0k0.07%	0.07%	Unchanged
86	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	2,461	$288.6k0.06%	0.06%	New
87	ISHARES TR CORE MSCI EURO IEUR	IEUR	3,535	$265.7k0.06%	0.06%	Added +66	+66 1.9%
88	GE VERNOVA INC COM GEV	GEV	172	$202.1k0.04%	0.04%	New
89	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	1,885	$201.9k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SERVICENOW INC NOW	NOW	8,857	$926.0k8.9k shares
ISHARES TR IGV	IGV	9,384	$751.2k9.4k shares
AKAMAI TECHNOLOGIES INC AKAM	AKAM	6,503	$746.9k6.5k shares
THERMO FISHER SCIENTIFIC INC TMO	TMO	1,482	$728.4k1.5k shares
UBER TECHNOLOGIES INC UBER	UBER	9,627	$692.5k9.6k shares
MCKESSON CORP MCK	MCK	768	$664.6k768 shares
STERIS PLC STE	STE	2,877	$636.2k2.9k shares
LIVE NATION ENTERTAINMENT IN LYV	LYV	3,759	$574.5k3.8k shares
HCA HEALTHCARE INC HCA	HCA	1,126	$532.9k1.1k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,444	$211.2k1.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NVIDIA CORPORATION NVDA · Put	NVDA	Put	9,600	$2.2m9.6k shares	Unchanged