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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 16 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EQIX EQUINIX INC Real Estate 535.0 $558K 0.04% NEW $1042.39 +4.1%
302 IJK ISHARES TR 4,745.0 $558K 0.04% +293.0 +6.6% $117.51 -2.5%
303 MGK VANGUARD WORLD FD 6,306.0 $554K 0.04% +5K +367.8% $87.90 +1.1%
304 IGSB ISHARES TR 10,558.0 $553K 0.04% -1K -9.8% $52.41 -0.4%
305 SPGI S&P GLOBAL INC Financial Services 1,358.0 $553K 0.04% +886.0 +187.7% $407.26 +6.3%
306 IQDF FLEXSHARES TR 15,909.0 $550K 0.04% $34.56 +4.4%
307 DIS DISNEY WALT CO Communication Services 5,708.0 $549K 0.04% +1K +33.7% $96.26 +15.6%
308 FTEC FIDELITY COVINGTON TRUST 1,918.0 $548K 0.04% +112.0 +6.2% $285.58 -1.9%
309 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,507.0 $547K 0.04% -77.0 -1.4% $99.29 -10.8%
310 IWY ISHARES TR 1,875.0 $545K 0.04% +248.0 +15.2% $290.62 -2.1%
311 BK BANK OF NY MELLON CORP Financial Services 3,740.0 $541K 0.04% -365.0 -8.9% $144.61 -1.9%
312 LINC LINCOLN EDL SVCS CORP Consumer Defensive 10,828.0 $540K 0.04% -28K -72.1% $49.90 -49.7%
313 EMR EMERSON ELEC CO Industrials 3,773.0 $540K 0.04% -62.0 -1.6% $143.13 +9.7%
314 WELL WELLTOWER INC Real Estate 2,353.0 $534K 0.04% +98.0 +4.3% $226.97 +6.0%
315 RBC RBC BEARINGS INC Industrials 818.0 $527K 0.04% +311.0 +61.3% $644.06 -22.9%
316 EXC EXELON CORP Utilities 11,078.0 $516K 0.04% +2K +16.1% $46.62 -5.3%
317 DHI D R HORTON INC Consumer Cyclical 3,167.0 $516K 0.04% -638.0 -16.8% $162.88 -8.1%
318 MLI MUELLER INDS INC Industrials 4,195.0 $516K 0.04% +1K +34.4% $122.93 -48.5%
319 MOH MOLINA HEALTHCARE INC Healthcare 2,248.0 $514K 0.04% NEW $228.70 -12.6%
320 LIN LINDE PLC Basic Materials 987.0 $512K 0.04% NEW $518.79 -6.4%
Page 16 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%