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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 6 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TJX TJX COS INC NEW Consumer Cyclical 5,003.0 $768K 0.07% +3K +121.8% $153.60 +4.1%
102 IWM ISHARES TR 3,071.0 $756K 0.07% +123.0 +4.2% $246.12 +13.2%
103 ESGU ISHARES TR 5,009.0 $746K 0.07% +126.0 +2.6% $148.98 +8.2%
104 QCOM QUALCOMM INC Technology 4,347.0 $744K 0.07% +3K +153.2% $171.08 +18.2%
105 ABNB AIRBNB INC Consumer Cyclical 5,420.0 $736K 0.07% +3K +152.3% $135.72 -0.8%
106 DBEF DBX ETF TR 15,109.0 $727K 0.07% +4K +31.0% $48.11 +8.8%
107 GD GENERAL DYNAMICS CORP Industrials 2,047.0 $689K 0.07% +1K +180.0% $336.66 +1.2%
108 IBM INTERNATIONAL BUSINESS MACHS Technology 2,300.0 $681K 0.07% +417.0 +22.1% $296.20 -24.9%
109 ALL ALLSTATE CORP Financial Services 3,251.0 $677K 0.07% +761.0 +30.6% $208.13 +6.7%
110 BKNG BOOKING HOLDINGS INC Consumer Cyclical 126.0 $675K 0.07% +51.0 +68.0% $5355.50 -97.1%
111 VZ VERIZON COMMUNICATIONS INC Communication Services 16,446.0 $670K 0.06% +6K +56.8% $40.73 +17.0%
112 UNH UNITEDHEALTH GROUP INC Healthcare 1,996.0 $659K 0.06% +970.0 +94.5% $330.13 +16.3%
113 GLD SPDR GOLD TR Financial Services 1,627.0 $645K 0.06% +624.0 +62.2% $396.31 +5.0%
114 PCG PG&E CORP Utilities 39,983.0 $643K 0.06% +29K +249.7% $16.07 +1.0%
115 VONV VANGUARD SCOTTSDALE FDS 6,922.0 $639K 0.06% +2K +41.1% $92.30 +10.9%
116 ITOT ISHARES TR 4,274.0 $635K 0.06% +927.0 +27.7% $148.68 +8.5%
117 EW EDWARDS LIFESCIENCES CORP Healthcare 7,258.0 $619K 0.06% +1K +24.1% $85.25 -3.5%
118 IBHF ISHARES TR 26,699.0 $616K 0.06% +643.0 +2.5% $23.08 -1.4%
119 PG PROCTER AND GAMBLE CO Consumer Defensive 4,204.0 $602K 0.06% +682.0 +19.4% $143.31 -0.3%
120 IQVIA HLDGS INC 2,613.0 $589K 0.06% +1K +133.1% $225.41
Page 6 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%