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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 12 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ACN ACCENTURE PLC IRELAND Technology 7,502.0 $934K 0.07% +5K +244.3% $124.45 +48.9%
222 MRVL MARVELL TECHNOLOGY INC Technology 3,128.0 $932K 0.07% NEW $297.93 -20.4%
223 TECHNIPFMC PLC 13,988.0 $927K 0.07% +4K +35.4% $66.30
224 PSX PHILLIPS 66 Energy 5,444.0 $920K 0.07% +2K +67.7% $169.04 +43.7%
225 MO ALTRIA GROUP INC Consumer Defensive 12,629.0 $909K 0.07% +4K +43.2% $71.95 -8.1%
226 XLC SELECT SECTOR SPDR TR 8,478.0 $908K 0.07% $107.13 +4.0%
227 PCG PG&E CORP Utilities 53,513.0 $900K 0.07% +14K +33.8% $16.82 +4.6%
228 CEG CONSTELLATION ENERGY CORP Utilities 3,593.0 $892K 0.07% +628.0 +21.2% $248.34 +9.9%
229 EPD ENTERPRISE PRODS PARTNERS L 23,958.0 $881K 0.07% +2K +10.2% $36.76
230 XLI SELECT SECTOR SPDR TR 4,715.0 $873K 0.07% -351.0 -6.9% $185.23 -2.7%
231 GS GOLDMAN SACHS GROUP INC Financial Services 859.0 $869K 0.07% +244.0 +39.7% $1011.54 +2.7%
232 SLQD ISHARES TR 17,154.0 $864K 0.07% -3K -13.9% $50.37 -0.4%
233 FORTINET INC 5,445.0 $836K 0.07% +2K +44.9% $153.62
234 BSCU INVESCO EXCH TRD SLF IDX FD 49,775.0 $829K 0.07% +3K +6.4% $16.64 -0.5%
235 CFG CITIZENS FINL GROUP INC Financial Services 11,799.0 $827K 0.07% +2K +19.1% $70.07 -0.3%
236 COF CAPITAL ONE FINL CORP Financial Services 4,027.0 $808K 0.07% +266.0 +7.1% $200.62 +8.6%
237 GWW WW GRAINGER INC Industrials 593.0 $807K 0.06% NEW $1360.40 -3.5%
238 ANET ARISTA NETWORKS INC Technology 4,741.0 $805K 0.06% +378.0 +8.7% $169.88 +11.0%
239 HYLB DBX ETF TR 21,161.0 $773K 0.06% +787.0 +3.9% $36.52 -0.5%
240 AON AON PLC Financial Services 2,319.0 $769K 0.06% NEW $331.64 +7.1%
Page 12 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%