Rothschild Capital Partners, LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q2 2026
Holdings value ($000)
466,607
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 90 466,607 13F-HR Rothschild Capital Partners, LLC
Q1 2026 5/15/2026 90 407,664 13F-HR Rothschild Capital Partners, LLC
Q4 2025 2/17/2026 88 425,519 13F-HR Rothschild Capital Partners, LLC
Q3 2025 11/6/2025 95 423,347 13F-HR Rothschild Capital Partners, LLC
Q2 2025 7/30/2025 91 381,014 13F-HR Rothschild Capital Partners, LLC
Q1 2014 5/12/2014 41 203,367 13F-HR Rothschild Capital Partners, LLC
Q4 2013 2/11/2014 41 212,618 13F-HR Rothschild Capital Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 2.151 K (0.5% of total reported value) · QoQ Δ: +272
Type Value ($000) Share % Inflow Outflow Net
Stocks 247.5 K 53.3% 26.7 K 0 26.7 K
ETFs 216.9 K 46.7% 32.62 K 0 32.62 K
Other 0 0.0% 0 636 -636
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
466,607
Holdings
90
QoQ value change ($000)
58,943 (14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.