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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 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ETORO GROUP LTD 11,948.0 $420K 0.04% NEW $35.13
162 PSX PHILLIPS 66 Energy 3,247.0 $419K 0.04% NEW $129.05 +38.5%
163 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,051.0 $418K 0.04% NEW $397.65 -26.2%
164 TWIN TWIN DISC INC COM Industrials 25,000.0 $417K 0.04% NEW $16.68 -5.5%
165 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 11,150.0 $413K 0.04% NEW $37.00 -10.6%
166 MKTX MARKETAXESS HLDGS INC Financial Services 2,276.0 $413K 0.04% NEW $181.25 -23.3%
167 NTRA NATERA INC Healthcare 1,799.0 $412K 0.04% NEW $229.09 -11.7%
168 PAYS PAYSIGN INC COM Technology 80,000.0 $412K 0.04% NEW $5.15 +15.9%
169 ULBI ULTRALIFE BATTERIES INC Industrials 70,000.0 $400K 0.04% NEW $5.72 +5.7%
170 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 6,700.0 $398K 0.04% NEW $59.43 -15.5%
171 USB US BANCORP DEL Financial Services 7,444.0 $397K 0.04% NEW $53.36 +1.9%
172 ILMN ILLUMINA INC Healthcare 3,003.0 $394K 0.04% NEW $131.16 +7.2%
173 LAKE LAKELAND INDUSTRIES INC Consumer Cyclical 44,000.0 $389K 0.04% NEW $8.84 +17.8%
174 ASCENT INDUSTRIES CO COM 24,000.0 $389K 0.04% NEW $16.19
175 KDP KEURIG DR PEPPER INC Consumer Defensive 13,812.0 $387K 0.04% NEW $28.01 +2.5%
176 IAPR INNOVATOR ETFS TRUST 12,514.0 $386K 0.04% NEW $30.84 +6.5%
177 VTS VITESSE ENERGY INC COMMON STOCK Energy 20,000.0 $385K 0.04% NEW $19.26 -4.4%
178 EXEL EXELIXIS INC Healthcare 8,725.0 $382K 0.04% NEW $43.83 +13.6%
179 XLE SELECT SECTOR SPDR TR 8,531.0 $381K 0.04% NEW $44.71 +34.5%
180 BTMD BIOTE CORP CLASS A COM Healthcare 146,250.0 $380K 0.04% NEW $2.60 -18.7%
Page 9 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%