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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VUG VANGUARD INDEX FDS 595.0 $290K 0.03% +24.0 +4.2% $487.86 -82.2%
162 SCHP SCHWAB STRATEGIC TR 10,814.0 $286K 0.03% +119.0 +1.1% $26.49 +0.3%
163 BIL SPDR SERIES TRUST 3,116.0 $285K 0.03% +16.0 +0.5% $91.38 +0.2%
164 SCHH SCHWAB STRATEGIC TR 13,492.0 $282K 0.03% +819.0 +6.5% $20.89 +12.5%
165 SNOW SNOWFLAKE INC Technology 1,257.0 $276K 0.03% +258.0 +25.8% $219.36 -25.3%
166 ROK ROCKWELL AUTOMATION INC Industrials 702.0 $273K 0.03% +20.0 +2.9% $389.13 +12.0%
167 APH AMPHENOL CORP NEW Technology 1,901.0 $257K 0.03% +197.0 +11.6% $135.14 -10.2%
168 PH PARKER-HANNIFIN CORP Industrials 288.0 $253K 0.02% +7.0 +2.5% $879.01 -2.5%
169 USHY ISHARES TR 6,580.0 $246K 0.02% +439.0 +7.2% $37.39 -1.3%
170 VEEV VEEVA SYS INC Healthcare 1,045.0 $233K 0.02% +293.0 +39.0% $223.23 -27.7%
171 INTENSITY THERAPEUTICS INC 495,910.0 $203K 0.02% +15K +3.1% $0.41
Page 9 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%