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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 29 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 21,933.0 $232K 0.02% NEW $10.57 +13.2%
562 FEDEX FGHT HLDG CO INC 1,526.0 $230K 0.02% NEW $151.00
563 BLACKROCK ETF TRUST II 4,616.0 $230K 0.02% NEW $49.80
564 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,937.0 $229K 0.02% NEW $17.73 -3.9%
565 CL COLGATE PALMOLIVE CO Consumer Defensive 2,495.0 $229K 0.02% NEW $91.68 -0.7%
566 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 4,764.0 $228K 0.02% NEW $47.81 -8.5%
567 BIIB BIOGEN INC Healthcare 1,052.0 $227K 0.02% NEW $216.06 +0.3%
568 HRB BLOCK H & R INC Consumer Cyclical 5,945.0 $226K 0.02% NEW $38.08 +41.0%
569 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 5,932.0 $226K 0.02% -20K -77.2% $38.15 +1.6%
570 GLPI GAMING & LEISURE P Real Estate 5,067.0 $226K 0.02% -90.0 -1.8% $44.53 -2.2%
571 IWN ISHARES TR 1,020.0 $226K 0.02% NEW $221.12 +1.7%
572 VONG VANGUARD SCOTTSDALE FDS 1,764.0 $225K 0.02% -2K -56.1% $127.81 -1.4%
573 CAH CARDINAL HEALTH INC Healthcare 948.0 $225K 0.02% NEW $237.56 -3.4%
574 ACWX ISHARES TR 2,940.0 $224K 0.02% NEW $76.11 +2.4%
575 OSK OSHKOSH CORP Industrials 1,454.0 $223K 0.02% NEW $153.48 +2.4%
576 MUSA MURPHY USA INC Consumer Cyclical 414.0 $223K 0.02% -120.0 -22.5% $538.87 +5.7%
577 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,801.0 $222K 0.02% NEW $79.22 +6.4%
578 NVS NOVARTIS AG Healthcare 1,412.0 $221K 0.02% NEW $156.69 +1.4%
579 AMH AMERICAN HOMES 4 RENT Real Estate 6,588.0 $221K 0.02% -1K -13.2% $33.52 +2.5%
580 ARCC ARES CAPITAL CORP Financial Services 11,908.0 $221K 0.02% $18.53 +7.5%
Page 29 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%