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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 13 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KO COCA COLA CO Consumer Defensive 9,378.0 $762K 0.06% +4K +82.0% $81.27 +12.1%
242 CMI CUMMINS INC Industrials 1,052.0 $750K 0.06% +371.0 +54.5% $712.96 -17.6%
243 TXN TEXAS INSTRS INC Technology 2,493.0 $743K 0.06% NEW $298.02 -11.3%
244 APH AMPHENOL CORP Technology 4,206.0 $742K 0.06% +2K +121.2% $176.32 -11.0%
245 GWX SPDR INDEX SHS FDS 16,920.0 $740K 0.06% -241.0 -1.4% $43.76 +5.6%
246 BAC BANK OF AMER CORP Financial Services 12,989.0 $740K 0.06% +5K +63.3% $56.98 +8.3%
247 AMP AMERIPRISE FINL INC Financial Services 1,598.0 $733K 0.06% -250.0 -13.5% $458.67 +21.1%
248 LMT LOCKHEED MARTIN CORP Industrials 1,419.0 $723K 0.06% +118.0 +9.1% $509.50 +10.6%
249 RIO RIO TINTO PLC Basic Materials 7,592.0 $721K 0.06% +2K +44.2% $94.93 +10.9%
250 BJUN INNOVATOR ETFS TRUST 14,801.0 $721K 0.06% $48.68 +2.0%
251 PNC PNC FINL SVCS GROUP INC Financial Services 2,921.0 $719K 0.06% +393.0 +15.6% $246.22 -1.3%
252 VRT VERTIV HOLDINGS CO Industrials 2,113.0 $707K 0.06% NEW $334.82 -21.8%
253 VUG VANGUARD INDEX FDS 8,177.0 $704K 0.06% +8K +1274.3% $86.14 +1.6%
254 ALL ALLSTATE CORP Financial Services 2,959.0 $704K 0.06% -292.0 -9.0% $237.93 +6.7%
255 NWPX NWPX INFRASTRUCTURE INC Industrials 4,633.0 $695K 0.06% -20K -81.2% $149.94 -26.6%
256 IGF ISHARES TR 10,405.0 $693K 0.06% NEW $66.60 -1.8%
257 PMAY INNOVATOR ETFS TRUST 16,677.0 $689K 0.06% $41.30 +1.8%
258 DAL DELTA AIR LINES INC Industrials 7,325.0 $686K 0.06% +4K +143.9% $93.66 -12.0%
259 GLW CORNING INC Technology 2,679.0 $684K 0.06% NEW $255.43 -41.4%
260 EME EMCOR GROUP INC Industrials 824.0 $684K 0.06% +465.0 +129.5% $829.88 -6.4%
Page 13 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%