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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 4 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 6,041.0 $1.4M 0.11% -417.0 -6.5% $236.62 +3.1%
62 IJUL INNOVATOR ETFS TRUST 38,922.0 $1.4M 0.11% -371.0 -0.9% $35.97 +2.8%
63 MOAT VANECK ETF TRUST 13,161.0 $1.4M 0.11% -83.0 -0.6% $103.96 +10.1%
64 FUMB FIRST TR EXCH TRADED FD III 62,524.0 $1.3M 0.10% -2K -2.9% $20.05 -0.1%
65 IAU ISHARES GOLD TR Financial Services 15,256.0 $1.2M 0.09% -2K -12.8% $75.51 +14.9%
66 MMM 3M CO Industrials 7,095.0 $1.1M 0.09% -450.0 -6.0% $161.91 +10.5%
67 VMBS VANGUARD SCOTTSDALE FDS 23,233.0 $1.1M 0.09% -6K -19.6% $46.81 -1.4%
68 VGSH VANGUARD SCOTTSDALE FDS 18,575.0 $1.1M 0.09% -3K -11.9% $58.20 -0.1%
69 XLY SELECT SECTOR SPDR TR 9,153.0 $1.1M 0.09% -57.0 -0.6% $117.28 +0.6%
70 VYM VANGUARD WHITEHALL FDS 6,593.0 $1.0M 0.08% -3K -33.0% $158.03 +4.4%
71 PEP PEPSICO INC Consumer Defensive 7,579.0 $1.0M 0.08% -1K -16.0% $135.39 +6.0%
72 HL HECLA MINING COMPANY Basic Materials 62,059.0 $958K 0.08% -15K -19.7% $15.43 +34.3%
73 CB CHUBB LIMITED Financial Services 2,800.0 $954K 0.08% -100.0 -3.5% $340.74 +0.1%
74 XLI SELECT SECTOR SPDR TR 4,715.0 $873K 0.07% -351.0 -6.9% $185.23 -2.7%
75 SLQD ISHARES TR 17,154.0 $864K 0.07% -3K -13.9% $50.37 -0.4%
76 GWX SPDR INDEX SHS FDS 16,920.0 $740K 0.06% -241.0 -1.4% $43.76 +5.6%
77 AMP AMERIPRISE FINL INC Financial Services 1,598.0 $733K 0.06% -250.0 -13.5% $458.67 +21.1%
78 ALL ALLSTATE CORP Financial Services 2,959.0 $704K 0.06% -292.0 -9.0% $237.93 +6.7%
79 NWPX NWPX INFRASTRUCTURE INC Industrials 4,633.0 $695K 0.06% -20K -81.2% $149.94 -26.6%
80 GRID FIRST TR EXCHANGE-TRADED FD 3,472.0 $666K 0.05% -114.0 -3.2% $191.75 -5.6%
Page 4 of 10  ·  193 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%