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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 3 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TIP ISHARES TR 39,009.0 $4.3M 0.34% +5K +14.4% $109.43 -2.1%
42 AVGO BROADCOM INC Technology 11,234.0 $4.2M 0.34% +6K +97.1% $377.74 -2.5%
43 FVD FIRST TR EXCHANGE-TRADED FD 85,025.0 $4.1M 0.33% +74K +693.9% $48.18 +5.2%
44 GDX VANECK ETF TRUST 52,253.0 $3.9M 0.32% +5K +10.3% $75.45 +36.3%
45 MU MICRON TECHNOLOGY INC Technology 3,200.0 $3.7M 0.29% +248.0 +8.4% $1154.29 -16.2%
46 BERKSHIRE HATHAWAY INC DEL 7,129.0 $3.6M 0.28% +3K +76.4% $500.37
47 META META PLATFORMS INC Communication Services 6,122.0 $3.4M 0.28% +3K +78.2% $563.26 -2.4%
48 JNJ JOHNSON & JOHNSON Healthcare 13,431.0 $3.4M 0.27% +2K +19.5% $253.96 +6.4%
49 LLY ELI LILLY & CO Healthcare 2,720.0 $3.3M 0.26% +2K +131.1% $1199.22 +4.6%
50 TSLA TESLA INC Consumer Cyclical 7,563.0 $3.2M 0.25% +4K +91.6% $420.61 -13.7%
51 MCD MCDONALDS CORP Consumer Cyclical 10,605.0 $2.9M 0.23% +1K +16.0% $270.33 +0.2%
52 CSCO CISCO SYS INC Technology 23,449.0 $2.8M 0.22% +2K +10.0% $117.46 -5.5%
53 GLD SPDR GOLD TR Financial Services 7,428.0 $2.7M 0.22% +6K +356.6% $368.38 +14.9%
54 JULT AIM ETF PRODUCTS TRUST 54,354.0 $2.6M 0.21% +11K +25.8% $47.77 +1.9%
55 V VISA INC Financial Services 7,568.0 $2.6M 0.21% +3K +76.1% $343.10 +8.1%
56 MS MORGAN STANLEY Financial Services 12,264.0 $2.6M 0.20% +8K +179.0% $209.05 +2.5%
57 TLH ISHARES TR 25,208.0 $2.5M 0.20% +2K +7.1% $100.35 -3.6%
58 IXUS ISHARES TR 26,399.0 $2.5M 0.20% +14K +108.8% $95.44 +2.6%
59 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,478.0 $2.4M 0.20% +28.0 +0.8% $703.34 -0.5%
60 VGIT VANGUARD SCOTTSDALE FDS 37,955.0 $2.2M 0.18% +24K +168.4% $58.98 -1.1%
Page 3 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%