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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 4 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLUE OWL CAPITAL CORPORATION 559,279.0 $6.1M 0.48% -28K -4.8% $10.87
62 ABBV ABBVIE INC Healthcare 23,241.0 $5.8M 0.47% -1K -4.7% $251.63 +5.3%
63 IEFA ISHARES TR 58,920.0 $5.7M 0.45% -21K -26.0% $96.58 +4.4%
64 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 186,625.0 $5.6M 0.45% -13K -6.6% $30.17 +16.0%
65 PAPR INNOVATOR ETFS TRUST 125,832.0 $5.3M 0.42% $42.20 +1.6%
66 JMBS JANUS DETROIT STR TR 115,390.0 $5.2M 0.41% +11K +10.2% $44.99 -1.4%
67 XLK SELECT SECTOR SPDR TR 27,056.0 $5.2M 0.41% +8K +44.9% $190.52 -3.8%
68 SPHQ INVESCO EXCHANGE TRADED FD T 56,857.0 $5.1M 0.41% -2K -2.7% $90.10 -4.6%
69 IJR ISHARES TR 32,600.0 $4.8M 0.39% +3K +9.6% $148.31 -0.7%
70 VXUS VANGUARD STAR FDS 54,417.0 $4.7M 0.37% +6K +12.6% $85.49 +2.6%
71 BINC BLACKROCK ETF TRUST II 88,487.0 $4.6M 0.37% +51K +139.2% $52.34 -0.6%
72 SHY ISHARES TR 55,387.0 $4.5M 0.36% +17K +43.5% $82.11 -0.1%
73 BND VANGUARD BD INDEX FDS 59,888.0 $4.4M 0.35% -12K -16.9% $73.41 -1.6%
74 NANR SPDR INDEX SHS FDS 57,720.0 $4.4M 0.35% -9K -13.5% $75.50 +20.9%
75 ARES ARES MANAGEMENT CORPORATION Financial Services 38,973.0 $4.3M 0.35% +1K +3.7% $111.31 +26.9%
76 SPIB SPDR SERIES TRUST 127,768.0 $4.3M 0.34% -30K -18.9% $33.46 -1.1%
77 TIP ISHARES TR 39,009.0 $4.3M 0.34% +5K +14.4% $109.43 -2.1%
78 AVGO BROADCOM INC Technology 11,234.0 $4.2M 0.34% +6K +97.1% $377.74 -2.5%
79 FVD FIRST TR EXCHANGE-TRADED FD 85,025.0 $4.1M 0.33% +74K +693.9% $48.18 +5.2%
80 GDX VANECK ETF TRUST 52,253.0 $3.9M 0.32% +5K +10.3% $75.45 +36.3%
Page 4 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%