CIK 1811345
Rothschild Wealth LLC
Institutional 13F holdings & portfolio
Holdings
420
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 420
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 402K | $1M+ | SH |
| IVE | ISHARES TR | 117K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 761K | $1M+ | SH |
| IVV | ISHARES TR | 29K | $1M+ | SH |
| IEMG | ISHARES INC | 282K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 307K | $1M+ | SH |
| IVW | ISHARES TR | 145K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 829K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 24K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 49K | $1M+ | SH |
| SFLR | INNOVATOR ETFS TRUST | 371K | $1M+ | SH |
| AGG | ISHARES TR | 137K | $1M+ | SH |
| OEF | ISHARES TR | 39K | $1M+ | SH |
| IYY | ISHARES TR | 78K | $1M+ | SH |
| EFV | ISHARES TR | 177K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 287K | $1M+ | SH |
| MBB | ISHARES TR | 118K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 197K | $1M+ | SH |
| LQD | ISHARES TR | 89K | $1M+ | SH |
| IEF | ISHARES TR | 101K | $1M+ | SH |
| AAPL | APPLE INC | 35K | $1M+ | SH |
| FLXR | TCW ETF TRUST | 239K | $1M+ | SH |
| IGRO | ISHARES TR | 113K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 188K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 102K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 92K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 136K | $1M+ | SH |
| QUAL | ISHARES TR | 42K | $1M+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 182K | $1M+ | SH |
| MTUM | ISHARES TR | 29K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 588K | $1M+ | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 62K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 186K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 13K | $1M+ | SH |
| IEFA | ISHARES TR | 80K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 212K | $1M+ | SH |
| IUSB | ISHARES TR | 144K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 151K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 13K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 236K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 8K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 38K | $1M+ | SH |
| FSK | FS KKR CAP CORP | 410K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 32K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 9K | $1M+ | SH |
| GOOGL | ALPHABET INC | 18K | $1M+ | SH |
| OCTT | AIM ETF PRODUCTS TRUST | 129K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 72K | $1M+ | SH |