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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 11 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IGV ISHARES TR 11,440.0 $1.0M 0.08% NEW $90.60 +14.1%
202 PG PROCTER & GAMBLE CO Consumer Defensive 7,064.0 $1.0M 0.08% +3K +68.0% $146.65 -1.3%
203 PEP PEPSICO INC Consumer Defensive 7,579.0 $1.0M 0.08% -1K -16.0% $135.39 +6.0%
204 ILCB ISHARES TR 9,844.0 $1.0M 0.08% $103.65 +2.4%
205 VZ VERIZON COMMUNICATIONS INC Communication Services 23,658.0 $1.0M 0.08% +7K +43.9% $42.34 +16.8%
206 IYZ ISHARES TR 23,598.0 $998K 0.08% NEW $42.31 +1.7%
207 SCHW SCHWAB CHARLES CORP Financial Services 10,779.0 $995K 0.08% +7K +187.1% $92.27 +21.7%
208 FDX FEDEX CORP Industrials 3,089.0 $967K 0.08% +353.0 +12.9% $313.09 +3.8%
209 ITOT ISHARES TR 5,882.0 $966K 0.08% +2K +37.6% $164.27 +2.3%
210 PFE PFIZER INC Healthcare 40,104.0 $966K 0.08% +8K +24.2% $24.08 +16.6%
211 GSLC GOLDMAN SACHS ETF TR 6,787.0 $963K 0.08% $141.89 +3.0%
212 JAVA J P MORGAN EXCHANGE TRADED F 12,101.0 $961K 0.08% $79.41 +4.5%
213 HL HECLA MINING COMPANY Basic Materials 62,059.0 $958K 0.08% -15K -19.7% $15.43 +34.3%
214 CB CHUBB LIMITED Financial Services 2,800.0 $954K 0.08% -100.0 -3.5% $340.74 +0.1%
215 VTES VANGUARD WELLINGTON FD 9,357.0 $948K 0.08% $101.31 -0.5%
216 AMAT APPLIED MATLS INC Technology 1,311.0 $948K 0.08% +41.0 +3.2% $723.00 -31.9%
217 LUV SOUTHWEST AIRLS CO Industrials 18,412.0 $947K 0.08% +2K +10.8% $51.42 -21.5%
218 IWD ISHARES TR 3,885.0 $942K 0.07% +2K +100.6% $242.43 +6.1%
219 XLE SELECT SECTOR SPDR TR 17,714.0 $941K 0.07% +9K +107.6% $53.11 +19.8%
220 AXP AMERICAN EXPRESS CO Financial Services 2,779.0 $940K 0.07% +613.0 +28.3% $338.28 -0.7%
Page 11 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%