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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 5 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SDY SPDR SERIES TRUST 25,502.0 $3.9M 0.31% NEW $152.18 +4.1%
82 VWO VANGUARD INTL EQUITY INDEX F 63,759.0 $3.8M 0.30% -804.0 -1.2% $59.69 +1.3%
83 FSK FS KKR CAP CORP Financial Services 357,568.0 $3.8M 0.30% -53K -12.8% $10.50 +13.4%
84 SPYG SPDR SERIES TRUST 31,215.0 $3.7M 0.30% -13K -29.4% $118.99 +1.0%
85 MU MICRON TECHNOLOGY INC Technology 3,200.0 $3.7M 0.29% +248.0 +8.4% $1154.29 -16.2%
86 CEF SPROTT ASSET MANAGEMENT LP Financial Services 90,772.0 $3.7M 0.29% -2K -2.0% $40.23 +17.4%
87 BERKSHIRE HATHAWAY INC DEL 7,129.0 $3.6M 0.28% +3K +76.4% $500.37
88 ACWI ISHARES TR 22,485.0 $3.5M 0.28% NEW $156.97 +2.4%
89 OCTT AIM ETF PRODUCTS TRUST 74,720.0 $3.5M 0.28% -55K -42.2% $46.60 +2.5%
90 META META PLATFORMS INC Communication Services 6,122.0 $3.4M 0.28% +3K +78.2% $563.26 -2.4%
91 JNJ JOHNSON & JOHNSON Healthcare 13,431.0 $3.4M 0.27% +2K +19.5% $253.96 +6.4%
92 ZECP ZACKS TRUST 88,824.0 $3.4M 0.27% NEW $37.74 +1.0%
93 LLY ELI LILLY & CO Healthcare 2,720.0 $3.3M 0.26% +2K +131.1% $1199.22 +4.6%
94 RSP INVESCO EXCHANGE TRADED FD T 14,972.0 $3.2M 0.25% -198.0 -1.3% $212.77 +4.2%
95 TSLA TESLA INC Consumer Cyclical 7,563.0 $3.2M 0.25% +4K +91.6% $420.61 -13.7%
96 BSCR INVESCO EXCH TRD SLF IDX FD 152,081.0 $3.0M 0.24% -6K -3.8% $19.61 +0.3%
97 MCD MCDONALDS CORP Consumer Cyclical 10,605.0 $2.9M 0.23% +1K +16.0% $270.33 +0.2%
98 CSCO CISCO SYS INC Technology 23,449.0 $2.8M 0.22% +2K +10.0% $117.46 -5.5%
99 GLD SPDR GOLD TR Financial Services 7,428.0 $2.7M 0.22% +6K +356.6% $368.38 +14.9%
100 VCIT VANGUARD SCOTTSDALE FDS 32,249.0 $2.7M 0.21% -8K -19.2% $82.65 -1.9%
Page 5 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%