Institutions / Rothschild Wealth LLC
Rothschild Wealth LLC
CIK 1811345 · Institution · as of Dec 31, 2025
Portfolio value
$1.04B
Positions
538
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 538 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $32.02M | 3.1% |
| SPDR S&P 500 ETF Tr | $27.27M | 2.6% |
| iShares Tr | $24.76M | 2.4% |
| Schwab Strategic Tr | $20.40M | 2.0% |
| iShares Tr | $19.93M | 1.9% |
| iShares Inc | $18.95M | 1.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $18.68M | 1.8% |
| iShares Tr | $17.96M | 1.7% |
| Invesco Exch Trd Slf Idx Fd | $17.07M | 1.6% |
| Vanguard Index Fds | $16.29M | 1.6% |
| Innovator Etfs Trust | $13.66M | 1.3% |
| iShares Tr | $13.65M | 1.3% |
| iShares Tr | $13.27M | 1.3% |
| iShares Tr | $12.95M | 1.2% |
| iShares Tr | $12.61M | 1.2% |
| Capital Group Dividend Value | $12.53M | 1.2% |
| iShares Core Dividend Growth ETF | $11.78M | 1.1% |
| State Street SPDR S&P 600 Small Cap Value ETF | $11.55M | 1.1% |
| iShares Tr | $11.22M | 1.1% |
| Vanguard International Dividend Appreciation ETF | $10.80M | 1.0% |
| Dimensional International Value ETF | $10.01M | 1.0% |
| Janus Detroit Str Tr | $9.96M | 1.0% |
| iShares MSCI UAE ETF | $9.83M | 0.9% |
| Apple Inc. | $9.73M | 0.9% |
| iShares Tr | $9.70M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.