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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 11 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSCU INVESCO EXCH TRD SLF IDX FD 46,788.0 $792K 0.08% NEW $16.92 -1.9%
202 FDX FEDEX CORP Industrials 2,736.0 $790K 0.08% NEW $288.92 +34.6%
203 XLI SELECT SECTOR SPDR TR 5,066.0 $786K 0.08% -53.0 -1.0% $155.12 +9.9%
204 MITK MITEK SYS INC COM NEW Technology 74,166.0 $782K 0.07% NEW $10.55 +45.6%
205 BWMN BOWMAN CONSULTING GROUP LTD COM Industrials 23,690.0 $782K 0.07% NEW $33.02 -5.9%
206 MS MORGAN STANLEY Financial Services 4,396.0 $780K 0.07% +650.0 +17.4% $177.54 +12.9%
207 ADBE ADOBE INC Technology 2,202.0 $771K 0.07% +1K +160.0% $349.99 -30.3%
208 TJX TJX COS INC NEW Consumer Cyclical 5,003.0 $768K 0.07% +3K +121.8% $153.60 +3.7%
209 IWM ISHARES TR 3,071.0 $756K 0.07% +123.0 +4.2% $246.12 +14.8%
210 FCX FREEPORT-MCMORAN INC Basic Materials 14,837.0 $754K 0.07% NEW $50.79 +22.7%
211 HYLB DBX ETF TR 20,374.0 $750K 0.07% -677.0 -3.2% $36.83 -0.9%
212 ESGU ISHARES TR 5,009.0 $746K 0.07% +126.0 +2.6% $148.98 +8.7%
213 STRR STAR EQUITY HOLDINGS INC COM NEW Healthcare 66,300.0 $746K 0.07% NEW $11.25 -6.7%
214 QCOM QUALCOMM INC Technology 4,347.0 $744K 0.07% +3K +153.2% $171.08 +18.4%
215 GENC GENCOR INDS INC COM Industrials 57,122.0 $740K 0.07% NEW $12.96 +9.5%
216 ABNB AIRBNB INC Consumer Cyclical 5,420.0 $736K 0.07% +3K +152.3% $135.72 -1.1%
217 TEAM ATLASSIAN CORPORATION Technology 4,504.0 $730K 0.07% NEW $162.14 -46.8%
218 EMB ISHARES TR 7,572.0 $729K 0.07% -570.0 -7.0% $96.27 -1.3%
219 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 108,200.0 $728K 0.07% NEW $6.72 -5.0%
220 DBEF DBX ETF TR 15,109.0 $727K 0.07% +4K +31.0% $48.11 +9.7%
Page 11 of 27  ·  538 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%