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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 16 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GE GE AEROSPACE Industrials 1,625.0 $501K 0.05% +239.0 +17.2% $308.04 -2.0%
302 SRTS SENSUS HEALTHCARE INC COM Healthcare 125,586.0 $500K 0.05% NEW $3.98 -16.6%
303 AEBI SCHMIDT HLDG AG COM 39,065.0 $494K 0.05% NEW $12.65
304 FVD FIRST TR EXCHANGE-TRADED FD 10,710.0 $494K 0.05% NEW $46.08 +3.5%
305 VONG VANGUARD SCOTTSDALE FDS 4,023.0 $490K 0.05% +2K +69.8% $121.75 +5.4%
306 DIS DISNEY WALT CO Communication Services 4,270.0 $486K 0.05% +914.0 +27.2% $113.77 -9.0%
307 IQDF FLEXSHARES TR 15,909.0 $484K 0.05% NEW $30.40 +13.8%
308 MCHI ISHARES TR 8,002.0 $481K 0.05% -3K -30.2% $60.07 -6.8%
309 PCYO PURE CYCLE CORP COM NEW Utilities 43,532.0 $478K 0.05% NEW $10.99 -8.1%
310 BK BANK NEW YORK MELLON CORP Financial Services 4,105.0 $477K 0.05% +2K +60.7% $116.08 +19.7%
311 INBK FIRST INTERNET BANCORP Financial Services 22,831.0 $476K 0.05% NEW $20.87 +15.8%
312 ADUS ADDUS HOMECARE CORPCOM Healthcare 4,392.0 $472K 0.04% NEW $107.39 -13.2%
313 LVS LAS VEGAS SANDS CORP Consumer Cyclical 7,242.0 $471K 0.04% NEW $65.09 -24.0%
314 ASUR ASURE SOFTWARE INC CORP. Technology 50,000.0 $471K 0.04% NEW $9.42 -6.7%
315 ILF ISHARES TR 15,425.0 $470K 0.04% +3K +24.1% $30.45 +15.7%
316 IOCT INNOVATOR ETFS TRUST 13,354.0 $466K 0.04% NEW $34.86 +5.0%
317 INDA ISHARES TR 8,546.0 $462K 0.04% -2K -18.9% $54.05 -11.1%
318 TECHNIPFMC PLC 10,331.0 $460K 0.04% NEW $44.56
319 IYW ISHARES TR 2,300.0 $459K 0.04% -22K -90.4% $199.68 +20.2%
320 BBY BEST BUY INC Consumer Cyclical 6,824.0 $457K 0.04% NEW $66.93 -8.6%
Page 16 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%