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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 10 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SYK STRYKER CORPORATION Healthcare 3,713.0 $1.2M 0.09% +710.0 +23.6% $314.84 +4.6%
182 TER TERADYNE INC Technology 2,382.0 $1.2M 0.09% +953.0 +66.7% $483.84 -22.3%
183 IAU ISHARES GOLD TR Financial Services 15,256.0 $1.2M 0.09% -2K -12.8% $75.51 +14.9%
184 MMM 3M CO Industrials 7,095.0 $1.1M 0.09% -450.0 -6.0% $161.91 +10.5%
185 EIX EDISON INTL Utilities 15,276.0 $1.1M 0.09% +4K +41.2% $74.45 -3.8%
186 PRU PRUDENTIAL FINL INC Financial Services 10,465.0 $1.1M 0.09% +735.0 +7.5% $107.93 +12.2%
187 PM PHILIP MORRIS INTL INC Consumer Defensive 6,213.0 $1.1M 0.09% +3K +120.5% $180.90 +4.1%
188 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,343.0 $1.1M 0.09% +1K +83.6% $477.62 -12.3%
189 AOM ISHARES TR 22,004.0 $1.1M 0.09% $49.89 -0.2%
190 VMBS VANGUARD SCOTTSDALE FDS 23,233.0 $1.1M 0.09% -6K -19.6% $46.81 -1.4%
191 VGSH VANGUARD SCOTTSDALE FDS 18,575.0 $1.1M 0.09% -3K -11.9% $58.20 -0.1%
192 UBER UBER TECHNOLOGIES INC Technology 14,928.0 $1.1M 0.09% NEW $72.16 +9.2%
193 IBM INTERNATIONAL BUSINESS MACHS Technology 3,823.0 $1.1M 0.09% +2K +66.2% $281.19 -16.2%
194 XLY SELECT SECTOR SPDR TR 9,153.0 $1.1M 0.09% -57.0 -0.6% $117.28 +0.6%
195 JBHT HUNT J B TRANS SVCS INC Industrials 3,701.0 $1.1M 0.09% +948.0 +34.4% $289.43 -4.8%
196 SNOW SNOWFLAKE INC Technology 4,139.0 $1.1M 0.08% +3K +229.3% $254.50 +30.8%
197 EEM ISHARES TR 15,339.0 $1.0M 0.08% +737.0 +5.0% $68.41 -1.9%
198 SNA SNAP ON INC Industrials 2,600.0 $1.0M 0.08% +135.0 +5.5% $402.41 -2.2%
199 VYM VANGUARD WHITEHALL FDS 6,593.0 $1.0M 0.08% -3K -33.0% $158.03 +4.4%
200 TILT FLEXSHARES TR 3,770.0 $1.0M 0.08% NEW $276.07 +2.9%
Page 10 of 33  ·  656 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%