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Portfolio (Quarterly) Guide ↗

Rothschild Wealth LLC

· CIK 0001811345
13F Portfolio $1.0B AUM 543 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 308 New 171 Added 46 Reduced 7 Exited
Page 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLY SELECT SECTOR SPDR TR 9,210.0 $1.1M 0.11% +5K +97.7% $119.41 -1.8%
82 PRU PRUDENTIAL FINL INC Financial Services 9,730.0 $1.1M 0.11% +5K +105.8% $112.88 -8.6%
83 SYK STRYKER CORPORATION Healthcare 3,003.0 $1.1M 0.10% +2K +108.2% $351.47 -9.2%
84 AOM ISHARES TR 22,010.0 $1.1M 0.10% +1K +6.4% $47.73 +3.0%
85 ORCL ORACLE CORP Technology 5,384.0 $1.0M 0.10% +4K +200.9% $194.91 -5.5%
86 CEG CONSTELLATION ENERGY CORP Utilities 2,965.0 $1.0M 0.10% +35.0 +1.2% $353.33 -20.7%
87 RFLR INNOVATOR ETFS TRUST 34,103.0 $971K 0.09% +17K +99.8% $28.46 +5.9%
88 CVX CHEVRON CORP NEW Energy 6,100.0 $930K 0.09% +3K +110.8% $152.41 +26.6%
89 COF CAPITAL ONE FINL CORP Financial Services 3,761.0 $912K 0.09% +2K +135.2% $242.36 -23.3%
90 CB CHUBB LIMITED Financial Services 2,900.0 $905K 0.09% +2K +258.9% $312.12 +5.1%
91 SPYV SPDR SERIES TRUST 15,079.0 $857K 0.08% +8K +116.2% $56.81 +6.3%
92 SNA SNAP ON INC Industrials 2,465.0 $849K 0.08% +20.0 +0.8% $344.61 +4.8%
93 VGIT VANGUARD SCOTTSDALE FDS 14,142.0 $848K 0.08% +203.0 +1.5% $59.93 -2.0%
94 MU MICRON TECHNOLOGY INC Technology 2,952.0 $843K 0.08% +1K +100.7% $285.41 +152.4%
95 PFE PFIZER INC Healthcare 32,285.0 $804K 0.08% +19K +147.8% $24.90 +3.5%
96 PLTR PALANTIR TECHNOLOGIES INC Technology 4,515.0 $803K 0.08% +2K +75.9% $177.75 -23.5%
97 AXP AMERICAN EXPRESS CO Financial Services 2,166.0 $801K 0.08% +200.0 +10.2% $369.95 -16.2%
98 HD HOME DEPOT INC Consumer Cyclical 2,321.0 $799K 0.08% +816.0 +54.2% $344.14 -10.7%
99 MS MORGAN STANLEY Financial Services 4,396.0 $780K 0.07% +650.0 +17.4% $177.54 +11.2%
100 ADBE ADOBE INC Technology 2,202.0 $771K 0.07% +1K +160.0% $349.99 -28.5%
Page 5 of 9  ·  171 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 33.8%
Technology 18.6%
Healthcare 10.8%
Industrials 9.7%
Consumer Cyclical 8.0%
Communication Services 5.9%
Basic Materials 4.9%
Consumer Defensive 3.4%
Energy 2.1%
Utilities 1.6%