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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 5 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHE SCHWAB STRATEGIC TR 18,052.0 $655K 0.05% -1K -5.6% $36.26 +2.0%
82 QCOM QUALCOMM INC Technology 3,457.0 $639K 0.05% -890.0 -20.5% $184.78 -13.0%
83 SPYV SPDR SERIES TRUST 10,200.0 $620K 0.05% -5K -32.4% $60.79 +4.5%
84 BELFB BEL FUSE INC Technology 1,801.0 $600K 0.05% -12K -87.2% $333.03 -23.3%
85 ITA ISHARES TR 2,450.0 $594K 0.05% -17K -87.7% $242.46 -2.1%
86 EW EDWARDS LIFESCIENCES CORP Healthcare 6,507.0 $589K 0.05% -751.0 -10.3% $90.46 -0.7%
87 VNLA JANUS DETROIT STR TR 11,660.0 $570K 0.04% -13K -51.8% $48.87 +0.2%
88 IGSB ISHARES TR 10,558.0 $553K 0.04% -1K -9.8% $52.41 -0.6%
89 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,507.0 $547K 0.04% -77.0 -1.4% $99.29 -7.7%
90 BK BANK OF NY MELLON CORP Financial Services 3,740.0 $541K 0.04% -365.0 -8.9% $144.61 -1.9%
91 LINC LINCOLN EDL SVCS CORP Consumer Defensive 10,828.0 $540K 0.04% -28K -72.1% $49.90 -48.5%
92 EMR EMERSON ELEC CO Industrials 3,773.0 $540K 0.04% -62.0 -1.6% $143.13 +9.8%
93 DHI D R HORTON INC Consumer Cyclical 3,167.0 $516K 0.04% -638.0 -16.8% $162.88 -8.9%
94 PLAB PHOTRONICS INC Technology 15,624.0 $508K 0.04% -31K -66.2% $32.53 -6.2%
95 EBAY EBAY INC. Consumer Cyclical 4,466.0 $499K 0.04% -428.0 -8.8% $111.76 -6.8%
96 ESGV VANGUARD WORLD FD 3,645.0 $482K 0.04% -850.0 -18.9% $132.24 +2.7%
97 AUGT AIM ETF PRODUCTS TRUST 12,649.0 $481K 0.04% -3K -20.6% $38.06 +2.9%
98 IOCT INNOVATOR ETFS TRUST 13,010.0 $481K 0.04% -344.0 -2.6% $36.99 +2.8%
99 RLGT RADIANT LOGISTICS INC Industrials 50,754.0 $480K 0.04% -235K -82.2% $9.46 -10.9%
100 VONV VANGUARD SCOTTSDALE FDS 4,470.0 $475K 0.04% -2K -35.4% $106.31 +6.1%
Page 5 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%