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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 2 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 29,192.0 $5.6M 0.54% NEW $190.99 +8.4%
22 PAPR INNOVATOR ETFS TRUST 126,332.0 $4.9M 0.47% NEW $39.12 +7.0%
23 NANR STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 66,745.0 $4.5M 0.43% NEW $67.83 +21.3%
24 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 92,600.0 $4.2M 0.41% NEW $45.80 +2.9%
25 GDX VANECK GOLD MINERS ETF 47,389.0 $4.1M 0.39% NEW $85.77 -1.9%
26 BSCR INVESCO EXCH TRD SLF IDX FD 158,004.0 $3.1M 0.30% NEW $19.74 -0.7%
27 RSP INVESCO EXCHANGE TRADED FD T 15,170.0 $2.9M 0.28% NEW $191.56 +4.8%
28 VYMI VANGUARD WHITEHALL FDS 30,889.0 $2.8M 0.27% NEW $90.00 +9.9%
29 CGIC CAPITAL GROUP INTERNATIONAL 74,090.0 $2.4M 0.23% NEW $32.50 +9.4%
30 PJUL INNOVATOR ETFS TRUST 51,456.0 $2.4M 0.23% NEW $46.43 +3.9%
31 BELFB BEL FUSE INC CL B Technology 14,051.0 $2.4M 0.23% NEW $169.63 +50.3%
32 VEU VANGUARD INTL EQUITY INDEX F 31,705.0 $2.3M 0.22% NEW $73.56 +10.1%
33 ASM AVINO SILVER & GOLD MINES LTD COM Basic Materials 350,000.0 $2.2M 0.21% NEW $6.21 +5.6%
34 SCHG SCHWAB STRATEGIC TR 65,246.0 $2.1M 0.20% NEW $32.62 +3.9%
35 PESI PERMA-FIX ENVIRONMENTAL SERVICES INC. Industrials 166,300.0 $2.1M 0.20% NEW $12.59 -29.7%
36 J P MORGAN EXCHANGE TRADED F 39,096.0 $2.0M 0.19% NEW $50.59
37 NEM NEWMONT CORP Basic Materials 19,745.0 $2.0M 0.19% NEW $99.85 +5.4%
38 SAMG SILVERCREST ASSET MGMT GROUP CL A Financial Services 128,398.0 $2.0M 0.19% NEW $15.19 -23.4%
39 DLN WISDOMTREE TR 22,107.0 $1.9M 0.19% NEW $88.08 +7.9%
40 EXK ENDEAVOUR SILVER CORP COM Basic Materials 206,432.0 $1.9M 0.19% NEW $9.40 -4.9%
Page 2 of 16  ·  308 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%