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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 6 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,156.0 $307K 0.02% NEW $142.21 +5.6%
102 HONEYWELL AEROSPACE INC 1,375.0 $304K 0.02% NEW $221.08
103 TT TRANE TECHNOLOGIES PLC Industrials 616.0 $303K 0.02% NEW $491.16 -7.7%
104 ATI ATI INC Industrials 1,522.0 $300K 0.02% NEW $197.10 +5.0%
105 DELL DELL TECHNOLOGIES INC Technology 685.0 $296K 0.02% NEW $431.46 +2.4%
106 EMXC ISHARES INC 2,848.0 $291K 0.02% NEW $102.30 -4.4%
107 STIP ISHARES TR 2,833.0 $289K 0.02% NEW $102.17 -1.2%
108 IBDT ISHARES TR 11,390.0 $288K 0.02% NEW $25.25 -0.2%
109 HST HOST HOTELS & RESORTS INC Real Estate 11,942.0 $283K 0.02% NEW $23.71 -2.1%
110 NNN NNN REIT INC Real Estate 6,070.0 $282K 0.02% NEW $46.53 -1.5%
111 PFEB INNOVATOR ETFS TRUST 6,558.0 $282K 0.02% NEW $43.06 +1.8%
112 GILD GILEAD SCIENCES INC Healthcare 2,233.0 $282K 0.02% NEW $126.37 +15.6%
113 TMUS T-MOBILE US INC Communication Services 1,682.0 $282K 0.02% NEW $167.73 +9.1%
114 CARNIVAL CORP LTD 9,741.0 $278K 0.02% NEW $28.57
115 MPC MARATHON PETE CORP Energy 1,084.0 $277K 0.02% NEW $255.67 +41.1%
116 CSGP COSTAR GROUP INC Real Estate 9,778.0 $277K 0.02% NEW $28.32 +13.9%
117 WMB WILLIAMS COS INC Energy 3,679.0 $273K 0.02% NEW $74.34 -5.2%
118 DOW DOW HLDGS INC Basic Materials 9,875.0 $270K 0.02% NEW $27.36 +18.2%
119 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,185.0 $269K 0.02% NEW $123.11 +31.0%
120 AR ANTERO RESOURCES CORP Energy 7,533.0 $265K 0.02% NEW $35.14 +8.0%
Page 6 of 11  ·  204 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%