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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 28 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 COOPER COS INC 3,421.0 $245K 0.02% NEW $71.71
542 INDS PACER FDS TR 6,075.0 $244K 0.02% $40.21 +3.0%
543 SLV ISHARES SILVER TR Financial Services 4,551.0 $243K 0.02% +541.0 +13.5% $53.47 +17.3%
544 FDS FACTSET RESH SYS INC Financial Services 1,057.0 $243K 0.02% +260.0 +32.6% $230.08 +30.4%
545 IRIDIUM COMMUNICATIONS INC 4,409.0 $242K 0.02% NEW $54.85
546 IP INTERNATIONAL PAPER CO Consumer Cyclical 6,337.0 $241K 0.02% NEW $38.10 +8.9%
547 VLO VALERO ENERGY CORP Energy 924.0 $241K 0.02% NEW $260.44 +33.9%
548 AZO AUTOZONE INC Consumer Cyclical 75.0 $240K 0.02% NEW $3195.95 -7.4%
549 BWMN BOWMAN CONSULTING GROUP LTD Industrials 8,194.0 $239K 0.02% -15K -65.4% $29.20 +45.9%
550 GFS GLOBALFOUNDRIES INC Technology 2,901.0 $239K 0.02% NEW $82.41 -41.7%
551 SO SOUTHERN CO Utilities 2,497.0 $239K 0.02% -220.0 -8.1% $95.69 -7.1%
552 SCEP STERLING CAP FDS 9,496.0 $237K 0.02% NEW $25.00 +0.0%
553 PACS PACS GROUP INC Financial Services 5,546.0 $236K 0.02% $42.64 +3.8%
554 WAL WESTERN ALLIANCE BANCORP Financial Services 2,870.0 $236K 0.02% NEW $82.20 -3.1%
555 DT DYNATRACE INC Technology 5,355.0 $235K 0.02% NEW $43.91 +12.3%
556 HPQ HP INC Technology 10,707.0 $235K 0.02% -2K -17.4% $21.94 +35.4%
557 GDXJ VANECK ETF TRUST 2,385.0 $234K 0.02% NEW $98.25 +35.0%
558 LECO LINCOLN ELEC HLDGS INC Industrials 879.0 $233K 0.02% NEW $265.51 +6.1%
559 AXON AXON ENTERPRISE INC Industrials 416.0 $233K 0.02% NEW $560.61 +12.0%
560 GPC GENUINE PARTS CO Consumer Cyclical 1,974.0 $233K 0.02% NEW $117.98 +13.5%
Page 28 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%