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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 19 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PH PARKER-HANNIFIN CORP Industrials 453.0 $443K 0.04% +165.0 +57.3% $978.12 +3.4%
362 EXEL EXELIXIS INC Healthcare 8,139.0 $443K 0.04% -586.0 -6.7% $54.41 -0.0%
363 SPYM SPDR SERIES TRUST 5,004.0 $440K 0.04% +342.0 +7.3% $87.89 +2.3%
364 NVT NVENT ELEC PLC Industrials 2,576.0 $437K 0.04% NEW $169.61 -8.6%
365 BJUL INNOVATOR ETFS TRUST 8,036.0 $436K 0.04% -2K -20.8% $54.31 +1.8%
366 ADI ANALOG DEVICES INC Technology 1,094.0 $434K 0.04% +207.0 +23.3% $397.10 -6.6%
367 NTNX NUTANIX INC Technology 8,491.0 $433K 0.04% +4K +80.6% $50.96 +31.8%
368 BLK BLACKROCK INC Financial Services 448.0 $431K 0.03% +175.0 +64.1% $961.52 +21.6%
369 SCHZ SCHWAB STRATEGIC TR 18,593.0 $430K 0.03% -135.0 -0.7% $23.13 -1.4%
370 IBHF ISHARES TR 18,966.0 $430K 0.03% -8K -29.0% $22.65 -0.5%
371 TRV TRAVELERS COMPANIES INC Financial Services 1,292.0 $427K 0.03% NEW $330.12 +12.4%
372 DG DOLLAR GEN CORP Consumer Defensive 3,685.0 $424K 0.03% +448.0 +13.8% $115.12 +8.4%
373 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,887.0 $423K 0.03% +235.0 +14.2% $223.95 +26.2%
374 SBUX STARBUCKS CORP Consumer Cyclical 4,126.0 $422K 0.03% +651.0 +18.7% $102.19 +4.8%
375 CPRT COPART INC Industrials 14,924.0 $421K 0.03% NEW $28.19 +18.0%
376 KLAC KLA CORP Technology 1,393.0 $420K 0.03% NEW $301.71 -39.7%
377 CGUS CAPITAL GROUP CORE EQUITY ET 9,404.0 $418K 0.03% -12K -57.0% $44.48 +1.3%
378 IBDS ISHARES TR 17,236.0 $417K 0.03% +4K +27.2% $24.22 -0.1%
379 FISV FISERV INC Technology 8,490.0 $416K 0.03% NEW $49.05 +8.2%
380 PLTR PALANTIR TECHNOLOGIES INC Technology 3,521.0 $411K 0.03% -994.0 -22.0% $116.67 +51.5%
Page 19 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%