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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 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HRB BLOCK H & R INC Consumer Cyclical 5,945.0 $226K 0.02% NEW $38.08 +41.0%
162 IWN ISHARES TR 1,020.0 $226K 0.02% NEW $221.12 +1.7%
163 CAH CARDINAL HEALTH INC Healthcare 948.0 $225K 0.02% NEW $237.56 -3.4%
164 ACWX ISHARES TR 2,940.0 $224K 0.02% NEW $76.11 +2.4%
165 OSK OSHKOSH CORP Industrials 1,454.0 $223K 0.02% NEW $153.48 +2.4%
166 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,801.0 $222K 0.02% NEW $79.22 +6.4%
167 NVS NOVARTIS AG Healthcare 1,412.0 $221K 0.02% NEW $156.69 +1.4%
168 MET METLIFE INC Financial Services 2,607.0 $221K 0.02% NEW $84.61 +11.5%
169 CUBE CUBESMART Real Estate 5,490.0 $218K 0.02% NEW $39.77 +2.8%
170 BALL BALL CORP Consumer Cyclical 3,487.0 $218K 0.02% NEW $62.40 +1.9%
171 GRMN GARMIN LTD Technology 913.0 $217K 0.02% NEW $237.54 +24.1%
172 CHE CHEMED CORP NEW Healthcare 465.0 $217K 0.02% NEW $465.74 +16.1%
173 WWD WOODWARD INC Industrials 505.0 $215K 0.02% NEW $425.44 -19.3%
174 CBOE CBOE GLOBAL MKTS INC Financial Services 884.0 $215K 0.02% NEW $242.67 +23.9%
175 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5,505.0 $214K 0.02% NEW $38.96 +10.2%
176 KEYS KEYSIGHT TECHNOLOGIES INC Technology 611.0 $214K 0.02% NEW $350.07 -9.7%
177 PJUN INNOVATOR ETFS TRUST 4,936.0 $213K 0.02% NEW $43.23 +1.6%
178 TOTL SSGA ACTIVE ETF TR 5,357.0 $211K 0.02% NEW $39.47 -1.8%
179 AKAM AKAMAI TECHNOLOGIES INC Technology 1,780.0 $210K 0.02% NEW $118.21 -6.6%
180 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 660.0 $210K 0.02% NEW $317.53 -8.0%
Page 9 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%