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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 26 of 27  ·  538 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 AA ALCOA CORP Basic Materials 4,207.0 $224K 0.02% NEW $53.14 +20.7%
502 SF STIFEL FINL CORP Financial Services 1,780.0 $223K 0.02% NEW $125.23 -42.0%
503 INDS PACER FDS TR 6,075.0 $223K 0.02% $36.68 +8.9%
504 APRW AIM ETF PRODUCTS TRUST 6,325.0 $220K 0.02% $34.86 +5.7%
505 AEP AMERICAN ELEC PWR CO INC Utilities 1,911.0 $220K 0.02% NEW $115.31 +11.8%
506 PSA PUBLIC STORAGE OPER CO Real Estate 849.0 $220K 0.02% NEW $259.55 +14.6%
507 EME EMCOR GROUP INC Industrials 359.0 $220K 0.02% NEW $611.79 +39.6%
508 ISRG INTUITIVE SURGICAL INC Healthcare 381.0 $216K 0.02% NEW $566.36 -22.0%
509 MUSA MURPHY USA INC Consumer Cyclical 534.0 $215K 0.02% NEW $403.52 +41.2%
510 PACS PACS GROUP INC Financial Services 5,547.0 $213K 0.02% NEW $38.39 -4.3%
511 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 16,756.0 $212K 0.02% $12.66 -2.8%
512 ISEP INNOVATOR ETFS TRUST 6,507.0 $212K 0.02% NEW $32.59 +4.7%
513 SII SPROTT INC COM NEW Financial Services 2,150.0 $211K 0.02% NEW $97.92 +27.3%
514 CW CURTISS WRIGHT CORP Industrials 380.0 $209K 0.02% NEW $551.27 +27.9%
515 VRTX VERTEX PHARMACEUTICALS INC Healthcare 461.0 $209K 0.02% NEW $453.36 -4.2%
516 DAL DELTA AIR LINES INC DEL Industrials 3,003.0 $208K 0.02% NEW $69.40 -2.4%
517 IWX ISHARES TR 2,267.0 $208K 0.02% -78.0 -3.3% $91.86 +11.2%
518 MTCH MATCH GROUP INC NEW Communication Services 6,414.0 $207K 0.02% NEW $32.29 +9.5%
519 MORN MORNINGSTAR INC Financial Services 945.0 $205K 0.02% NEW $217.31 -20.9%
520 DTST DATA STORAGE CORP COM NEW Technology 40,000.0 $205K 0.02% NEW $5.12 -21.3%
Page 26 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%