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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 3 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 29,358.0 $1.8M 0.17% NEW $62.14 +18.9%
42 RLGT RADIANT LOGISTICS INC Industrials 285,682.0 $1.8M 0.17% NEW $6.33 +32.8%
43 MUX MCEWEN INC. COM NEW Basic Materials 89,470.0 $1.7M 0.16% NEW $18.51 +14.7%
44 NPK INTERNATIONAL INC COM SHS 138,500.0 $1.7M 0.16% NEW $11.92
45 EZPW EZCORP INC CL A NON VTG Financial Services 80,400.0 $1.6M 0.15% NEW $19.42 +66.4%
46 NWPX NORTHWEST PIPE CO Industrials 24,700.0 $1.5M 0.15% NEW $62.49 +75.0%
47 HL HECLA MNG CO COM Basic Materials 77,309.0 $1.5M 0.14% NEW $19.19 -14.2%
48 PLAB PHOTRONICS INC Technology 46,300.0 $1.5M 0.14% NEW $32.00 +47.8%
49 VIG VANGUARD SPECIALIZED FUNDS 6,458.0 $1.4M 0.14% NEW $219.78 +4.2%
50 LEGH LEGACY HOUSING CORP COM Consumer Cyclical 71,682.0 $1.4M 0.13% NEW $19.52 +16.3%
51 ISHARES TR 30,181.0 $1.4M 0.13% NEW $45.45
52 IDV ISHARES TR 34,691.0 $1.4M 0.13% NEW $39.45 +13.6%
53 JMEE J P MORGAN EXCHANGE TRADED F 20,726.0 $1.3M 0.13% NEW $64.38 +11.2%
54 IEI ISHARES TR 11,175.0 $1.3M 0.13% NEW $119.35 -2.2%
55 NTIC NORTHERN TECHNOLOGIES INTERNATIONAL CORP Basic Materials 169,831.0 $1.3M 0.13% NEW $7.83 +2.2%
56 IJUL INNOVATOR ETFS TRUST 39,293.0 $1.3M 0.13% NEW $33.51 +4.2%
57 FUMB FIRST TR EXCH TRADED FD III 64,392.0 $1.3M 0.12% NEW $20.06 -0.0%
58 BMY BRISTOL-MYERS SQUIBB CO Healthcare 23,447.0 $1.3M 0.12% NEW $53.94 +8.8%
59 GROW U S GLOBAL INVS INCORPORA CLASS A Financial Services 522,967.0 $1.3M 0.12% NEW $2.41 +10.8%
60 AIOT POWERFLEET INC COM. Technology 223,550.0 $1.2M 0.11% NEW $5.32 -39.1%
Page 3 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%