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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 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 USD PROSHARES TR 4,500.0 $469K 0.04% -100.0 -2.2% $104.26 -19.0%
102 NTRA NATERA INC Healthcare 1,705.0 $463K 0.04% -94.0 -5.2% $271.45 +22.3%
103 ILF ISHARES TR 13,647.0 $461K 0.04% -2K -11.5% $33.75 +2.8%
104 GD GENERAL DYNAMICS CORP Industrials 1,290.0 $457K 0.04% -757.0 -37.0% $354.24 +8.5%
105 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,064.0 $456K 0.04% -1K -23.9% $112.32 +40.5%
106 GM GENERAL MTRS CO Consumer Cyclical 5,868.0 $452K 0.04% -434.0 -6.9% $77.08 +14.1%
107 EXEL EXELIXIS INC Healthcare 8,139.0 $443K 0.04% -586.0 -6.7% $54.41 -0.6%
108 BJUL INNOVATOR ETFS TRUST 8,036.0 $436K 0.04% -2K -20.8% $54.31 +1.9%
109 SCHZ SCHWAB STRATEGIC TR 18,593.0 $430K 0.03% -135.0 -0.7% $23.13 -1.6%
110 IBHF ISHARES TR 18,966.0 $430K 0.03% -8K -29.0% $22.65 -0.6%
111 CGUS CAPITAL GROUP CORE EQUITY ET 9,404.0 $418K 0.03% -12K -57.0% $44.48 +1.5%
112 PLTR PALANTIR TECHNOLOGIES INC Technology 3,521.0 $411K 0.03% -994.0 -22.0% $116.67 +54.2%
113 ADUS ADDUS HOMECARE CORP Healthcare 4,075.0 $409K 0.03% -317.0 -7.2% $100.47 +20.2%
114 INDA ISHARES TR 8,257.0 $408K 0.03% -289.0 -3.4% $49.39 +0.5%
115 ARMK ARAMARK Industrials 7,126.0 $405K 0.03% -672.0 -8.6% $56.90 +5.0%
116 EXK ENDEAVOUR SILVER CORP Basic Materials 48,932.0 $405K 0.03% -158K -76.3% $8.28 +28.3%
117 ETN EATON CORP PLC Industrials 948.0 $404K 0.03% -74.0 -7.2% $426.12 -1.6%
118 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,565.0 $400K 0.03% -577.0 -26.9% $255.88 +25.7%
119 LYTS LSI INDS INC OHIO Technology 14,854.0 $395K 0.03% -38K -71.9% $26.58 -23.5%
120 GROW U S GLOBAL INVS INC Financial Services 121,965.0 $381K 0.03% -401K -76.7% $3.12 +5.4%
Page 6 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%