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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 23 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 OC OWENS CORNING NEW Industrials 2,158.0 $343K 0.03% NEW $158.96 -6.9%
442 TMO THERMO FISHER SCIENTIFIC INC Healthcare 681.0 $341K 0.03% +249.0 +57.6% $501.36 +25.5%
443 EZPW EZCORP INC Financial Services 9,839.0 $340K 0.03% -71K -87.8% $34.57 -6.8%
444 EOG EOG RES INC Energy 2,617.0 $340K 0.03% NEW $129.73 +18.0%
445 MDB MONGODB INC Technology 1,010.0 $339K 0.03% NEW $335.90 +28.3%
446 RGLD ROYAL GOLD INC Basic Materials 1,699.0 $339K 0.03% +187.0 +12.4% $199.57 +29.8%
447 INTU INTUIT Technology 1,295.0 $338K 0.03% +991.0 +326.0% $261.00 +40.6%
448 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 6,682.0 $334K 0.03% +2K +38.7% $49.98 +4.7%
449 ATO ATMOS ENERGY CORP Utilities 1,935.0 $333K 0.03% NEW $172.24 -3.1%
450 INCY INCYTE CORP Healthcare 2,927.0 $332K 0.03% +100.0 +3.5% $113.36 +12.7%
451 WEC WEC ENERGY GROUP INC Utilities 2,795.0 $326K 0.03% NEW $116.77 -9.2%
452 JANW AIM ETF PRODUCTS TRUST 8,386.0 $324K 0.03% $38.67 +1.7%
453 OXY OCCIDENTAL PETE CORP Energy 6,642.0 $323K 0.03% NEW $48.57 +26.2%
454 SPOT SPOTIFY TECHNOLOGY S A Communication Services 700.0 $321K 0.03% NEW $459.13 +16.2%
455 TXT TEXTRON INC Industrials 3,495.0 $321K 0.03% -516.0 -12.9% $91.73 -9.6%
456 UNP UNION PAC CORP Industrials 1,173.0 $319K 0.03% NEW $272.04 +13.2%
457 WAB WABTEC Industrials 1,181.0 $318K 0.03% +23.0 +2.0% $269.60 +10.4%
458 BOCT INNOVATOR ETFS TRUST 6,000.0 $318K 0.03% $53.02 +2.4%
459 NEE NEXTERA ENERGY INC Utilities 3,604.0 $316K 0.03% NEW $87.77 -4.7%
460 SCHP SCHWAB STRATEGIC TR 11,854.0 $314K 0.03% +1K +9.6% $26.50 -2.0%
Page 23 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%