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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 15 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 52,096.0 $612K 0.05% $11.74 -4.4%
282 RTX RTX CORPORATION Industrials 3,214.0 $610K 0.05% +1K +64.3% $189.72 +10.6%
283 NOW SERVICENOW INC Technology 6,138.0 $609K 0.05% +4K +203.3% $99.28 +29.4%
284 IWX ISHARES TR 5,775.0 $607K 0.05% +4K +154.7% $105.16 +6.8%
285 JEPI J P MORGAN EXCHANGE TRADED F 10,729.0 $606K 0.05% +1K +11.4% $56.48 +2.6%
286 TGT TARGET CORP Consumer Defensive 4,607.0 $602K 0.05% +1K +31.1% $130.60 +26.7%
287 BELFB BEL FUSE INC Technology 1,801.0 $600K 0.05% -12K -87.2% $333.03 -23.3%
288 WCN WASTE CONNECTIONS INC Industrials 3,593.0 $599K 0.05% NEW $166.69 +1.6%
289 ITA ISHARES TR 2,450.0 $594K 0.05% -17K -87.7% $242.46 -2.1%
290 EW EDWARDS LIFESCIENCES CORP Healthcare 6,507.0 $589K 0.05% -751.0 -10.3% $90.46 -0.7%
291 ILMN ILLUMINA INC Healthcare 3,331.0 $586K 0.05% +328.0 +10.9% $175.83 +24.8%
292 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,319.0 $584K 0.05% NEW $109.78 -0.4%
293 BA BOEING CO Industrials 2,638.0 $571K 0.05% NEW $216.47 -1.0%
294 VNLA JANUS DETROIT STR TR 11,660.0 $570K 0.04% -13K -51.8% $48.87 +0.2%
295 JEPQ J P MORGAN EXCHANGE TRADED F 9,257.0 $569K 0.04% +547.0 +6.3% $61.46 -2.6%
296 MDT MEDTRONIC PLC Healthcare 7,233.0 $566K 0.04% +1K +22.8% $78.23 +19.3%
297 CRWD CROWDSTRIKE HLDGS INC Technology 740.0 $565K 0.04% NEW $190.79 +0.6%
298 ISRG INTUITIVE SURGICAL INC Healthcare 1,419.0 $564K 0.04% +1K +272.4% $397.79 -4.8%
299 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,161.0 $563K 0.04% +3K +2408.7% $178.24 +17.6%
300 BSCQ INVESCO EXCH TRD SLF IDX FD 28,785.0 $562K 0.04% $19.52 +0.2%
Page 15 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%