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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 14 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NFLX NETFLIX INC. Communication Services 9,536.0 $681K 0.05% +6K +138.1% $71.40 +11.5%
262 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,679.0 $670K 0.05% +2K +189.9% $249.98 -4.1%
263 FIDELITY COVINGTON TRUST 8,667.0 $670K 0.05% +3K +51.2% $77.25
264 WFC WELLS FARGO & CO Financial Services 8,094.0 $669K 0.05% +2K +31.2% $82.64 +1.5%
265 MCHI ISHARES TR 13,084.0 $668K 0.05% +5K +63.5% $51.03 +9.1%
266 GRID FIRST TR EXCHANGE-TRADED FD 3,472.0 $666K 0.05% -114.0 -3.2% $191.75 -5.6%
267 SNPS SYNOPSYS INC Technology 1,488.0 $664K 0.05% NEW $446.07 -10.8%
268 DKNG DRAFTKINGS INC NEW Consumer Cyclical 26,194.0 $662K 0.05% +17K +192.2% $25.26 +3.6%
269 DDOG DATADOG INC Technology 2,526.0 $658K 0.05% NEW $260.36 -9.5%
270 SCHE SCHWAB STRATEGIC TR 18,052.0 $655K 0.05% -1K -5.6% $36.26 +2.0%
271 QCOM QUALCOMM INC Technology 3,457.0 $639K 0.05% -890.0 -20.5% $184.78 -13.0%
272 UPS UNITED PARCEL SVCS INC Industrials 5,934.0 $638K 0.05% +305.0 +5.4% $107.50 -5.1%
273 VFH VANGUARD WORLD FD 4,834.0 $636K 0.05% NEW $131.60 +6.9%
274 VIKING HOLDINGS LTD 6,074.0 $636K 0.05% NEW $104.67
275 SCHH SCHWAB STRATEGIC TR 26,616.0 $630K 0.05% +13K +97.3% $23.68 +1.5%
276 DHR DANAHER CORP DEL Healthcare 3,263.0 $622K 0.05% +1K +48.9% $190.48 +14.9%
277 SPYV SPDR SERIES TRUST 10,200.0 $620K 0.05% -5K -32.4% $60.79 +4.5%
278 HYGV FLEXSHARES TR 15,400.0 $620K 0.05% NEW $40.26 -0.3%
279 ES EVERSOURCE ENERGY Utilities 8,512.0 $615K 0.05% NEW $72.27 -2.9%
280 CRS CARPENTER TECHNOLOGY CORP Industrials 997.0 $615K 0.05% NEW $616.84 -20.2%
Page 14 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%