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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 7 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PSX PHILLIPS 66 Energy 5,444.0 $920K 0.07% +2K +67.7% $169.04 +43.7%
122 MO ALTRIA GROUP INC Consumer Defensive 12,629.0 $909K 0.07% +4K +43.2% $71.95 -8.1%
123 PCG PG&E CORP Utilities 53,513.0 $900K 0.07% +14K +33.8% $16.82 +4.6%
124 CEG CONSTELLATION ENERGY CORP Utilities 3,593.0 $892K 0.07% +628.0 +21.2% $248.34 +9.9%
125 EPD ENTERPRISE PRODS PARTNERS L 23,958.0 $881K 0.07% +2K +10.2% $36.76
126 GS GOLDMAN SACHS GROUP INC Financial Services 859.0 $869K 0.07% +244.0 +39.7% $1011.54 +2.7%
127 FORTINET INC 5,445.0 $836K 0.07% +2K +44.9% $153.62
128 BSCU INVESCO EXCH TRD SLF IDX FD 49,775.0 $829K 0.07% +3K +6.4% $16.64 -0.5%
129 CFG CITIZENS FINL GROUP INC Financial Services 11,799.0 $827K 0.07% +2K +19.1% $70.07 -0.3%
130 COF CAPITAL ONE FINL CORP Financial Services 4,027.0 $808K 0.07% +266.0 +7.1% $200.62 +8.6%
131 ANET ARISTA NETWORKS INC Technology 4,741.0 $805K 0.06% +378.0 +8.7% $169.88 +11.0%
132 HYLB DBX ETF TR 21,161.0 $773K 0.06% +787.0 +3.9% $36.52 -0.5%
133 KO COCA COLA CO Consumer Defensive 9,378.0 $762K 0.06% +4K +82.0% $81.27 +12.1%
134 CMI CUMMINS INC Industrials 1,052.0 $750K 0.06% +371.0 +54.5% $712.96 -17.6%
135 APH AMPHENOL CORP Technology 4,206.0 $742K 0.06% +2K +121.2% $176.32 -11.0%
136 BAC BANK OF AMER CORP Financial Services 12,989.0 $740K 0.06% +5K +63.3% $56.98 +8.3%
137 LMT LOCKHEED MARTIN CORP Industrials 1,419.0 $723K 0.06% +118.0 +9.1% $509.50 +10.6%
138 RIO RIO TINTO PLC Basic Materials 7,592.0 $721K 0.06% +2K +44.2% $94.93 +10.9%
139 PNC PNC FINL SVCS GROUP INC Financial Services 2,921.0 $719K 0.06% +393.0 +15.6% $246.22 -1.3%
140 VUG VANGUARD INDEX FDS 8,177.0 $704K 0.06% +8K +1274.3% $86.14 +1.6%
Page 7 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%