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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 18 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MAA MID-AMER APT CMNTYS INC Real Estate 3,409.0 $474K 0.04% NEW $138.94 -4.3%
342 IBHH ISHARES TR 20,073.0 $472K 0.04% +1K +6.8% $23.50 -0.3%
343 ETORO GROUP LTD 11,948.0 $472K 0.04% $39.47
344 ROST ROSS STORES INC Consumer Cyclical 2,211.0 $471K 0.04% +883.0 +66.5% $212.85 +11.5%
345 USD PROSHARES TR 4,500.0 $469K 0.04% -100.0 -2.2% $104.26 -23.0%
346 NTRA NATERA INC Healthcare 1,705.0 $463K 0.04% -94.0 -5.2% $271.45 +20.3%
347 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 479.0 $462K 0.04% NEW $965.00 -17.1%
348 ILF ISHARES TR 13,647.0 $461K 0.04% -2K -11.5% $33.75 +2.9%
349 IBDR ISHARES TR 18,957.0 $459K 0.04% +704.0 +3.9% $24.23 -0.0%
350 XLP SELECT SECTOR SPDR TR 5,518.0 $458K 0.04% +184.0 +3.5% $83.07 +4.9%
351 BURL BURLINGTON STORES INC Consumer Cyclical 1,443.0 $457K 0.04% NEW $316.80 +3.2%
352 GD GENERAL DYNAMICS CORP Industrials 1,290.0 $457K 0.04% -757.0 -37.0% $354.24 +7.9%
353 NVR NVR INC Consumer Cyclical 67.0 $456K 0.04% +21.0 +45.6% $6813.40 -6.3%
354 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,064.0 $456K 0.04% -1K -23.9% $112.32 +41.9%
355 KKR KKR & CO INC 4,942.0 $454K 0.04% NEW $91.78
356 GM GENERAL MTRS CO Consumer Cyclical 5,868.0 $452K 0.04% -434.0 -6.9% $77.08 +12.9%
357 CARR CARRIER GLOBAL CORPORATION Industrials 6,154.0 $451K 0.04% NEW $73.35 -18.4%
358 PLD PROLOGIS INC. Real Estate 3,324.0 $450K 0.04% +393.0 +13.4% $135.47 +5.1%
359 JCI JOHNSON CONTROLS INTERNATION Industrials 3,047.0 $445K 0.04% NEW $146.11 -2.7%
360 VOX VANGUARD WORLD FD 2,415.0 $444K 0.04% +178.0 +8.0% $183.95 +2.0%
Page 18 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%