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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 24 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SLV ISHARES SILVER TRUST Financial Services 4,010.0 $258K 0.03% NEW $64.42 +6.7%
462 APH AMPHENOL CORP NEW Technology 1,901.0 $257K 0.03% +197.0 +11.6% $135.14 -8.9%
463 AXTA AXALTA COATING SYS LTD Basic Materials 7,927.0 $256K 0.03% NEW $32.31 -11.0%
464 PH PARKER-HANNIFIN CORP Industrials 288.0 $253K 0.02% +7.0 +2.5% $879.01 -3.0%
465 BWA BORGWARNER INC Consumer Cyclical 5,610.0 $253K 0.02% NEW $45.06 +39.7%
466 MTG MGIC INVT CORP WIS Financial Services 8,611.0 $252K 0.02% NEW $29.22 -10.8%
467 VTEB VANGUARD MUN BD FDS 4,998.0 $251K 0.02% -6K -53.2% $50.29 -1.0%
468 TMO THERMO FISHER SCIENTIFIC INC Healthcare 432.0 $250K 0.02% NEW $579.45 -22.7%
469 PAAS PAN AMERN SILVER CORP COM Basic Materials 4,829.0 $250K 0.02% NEW $51.81 +2.0%
470 PB PROSPERITY BANCSHARES INC Financial Services 3,592.0 $248K 0.02% NEW $69.11 -1.7%
471 WAB WABTEC Industrials 1,158.0 $247K 0.02% NEW $213.45 +19.6%
472 SPGI S&P GLOBAL INC Financial Services 472.0 $247K 0.02% -20.0 -4.1% $522.60 -21.5%
473 USHY ISHARES TR 6,580.0 $246K 0.02% +439.0 +7.2% $37.39 -1.2%
474 ARQ INC COM 75,000.0 $245K 0.02% NEW $3.27
475 BUFF INNOVATOR ETFS TRUST 4,913.0 $245K 0.02% NEW $49.86 +4.8%
476 VTSI VIRTRA INC COM PAR Industrials 58,264.0 $245K 0.02% NEW $4.20 -15.7%
477 MUB ISHARES TR 2,284.0 $245K 0.02% NEW $107.11 -1.1%
478 ICLN ISHARES TR 14,842.0 $244K 0.02% -5K -24.4% $16.43 +31.0%
479 AMH AMERICAN HOMES 4 RENT Real Estate 7,591.0 $244K 0.02% NEW $32.10 +0.3%
480 NTNX NUTANIX INC Technology 4,701.0 $243K 0.02% NEW $51.69 -6.6%
Page 24 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%