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Portfolio (Quarterly) Guide ↗

Rothschild Wealth LLC

· CIK 0001811345
13F Portfolio $1.3B AUM 656 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 204 New 230 Added 193 Reduced 86 Exited
Page 10 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IBDR ISHARES TR 18,957.0 $459K 0.04% +704.0 +3.9% $24.23 +0.0%
182 XLP SELECT SECTOR SPDR TR 5,518.0 $458K 0.04% +184.0 +3.5% $83.07 +3.5%
183 NVR NVR INC Consumer Cyclical 67.0 $456K 0.04% +21.0 +45.6% $6813.40 -6.7%
184 PLD PROLOGIS INC. Real Estate 3,324.0 $450K 0.04% +393.0 +13.4% $135.47 +4.7%
185 VOX VANGUARD WORLD FD 2,415.0 $444K 0.04% +178.0 +8.0% $183.95 +1.1%
186 PH PARKER-HANNIFIN CORP Industrials 453.0 $443K 0.04% +165.0 +57.3% $978.12 +2.4%
187 SPYM SPDR SERIES TRUST 5,004.0 $440K 0.04% +342.0 +7.3% $87.89 +2.6%
188 ADI ANALOG DEVICES INC Technology 1,094.0 $434K 0.04% +207.0 +23.3% $397.10 -6.0%
189 NTNX NUTANIX INC Technology 8,491.0 $433K 0.04% +4K +80.6% $50.96 +32.7%
190 BLK BLACKROCK INC Financial Services 448.0 $431K 0.03% +175.0 +64.1% $961.52 +20.3%
191 DG DOLLAR GEN CORP Consumer Defensive 3,685.0 $424K 0.03% +448.0 +13.8% $115.12 +7.2%
192 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,887.0 $423K 0.03% +235.0 +14.2% $223.95 +25.4%
193 SBUX STARBUCKS CORP Consumer Cyclical 4,126.0 $422K 0.03% +651.0 +18.7% $102.19 +4.8%
194 IBDS ISHARES TR 17,236.0 $417K 0.03% +4K +27.2% $24.22 -0.1%
195 BAX BAXTER INTL INC Healthcare 19,253.0 $410K 0.03% +2K +8.6% $21.32 +23.5%
196 VTEB VANGUARD MUN BD FDS 8,072.0 $408K 0.03% +3K +61.5% $50.58 -2.1%
197 VRSN VERISIGN INC Technology 1,598.0 $402K 0.03% +292.0 +22.4% $251.56 +12.0%
198 FRT FEDERAL RLTY INVT TR NEW Real Estate 3,256.0 $402K 0.03% +677.0 +26.2% $123.44 -5.4%
199 NYT NEW YORK TIMES CO MTN BE Communication Services 5,739.0 $402K 0.03% +1K +26.8% $69.98 -6.1%
200 TEAM ATLASSIAN CORPORATION Technology 5,124.0 $399K 0.03% +620.0 +13.8% $77.79 +120.9%
Page 10 of 12  ·  230 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.7%
Technology 25.3%
Healthcare 10.0%
Industrials 9.4%
Consumer Cyclical 7.8%
Communication Services 4.9%
Consumer Defensive 3.6%
Basic Materials 2.4%
Utilities 2.4%
Energy 2.1%