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 51–100 of 420
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | 158K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 126K | $1M+ | SH |
| AMZN | AMAZON COM INC | 21K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 105K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 44K | $1M+ | SH |
| MINT | PIMCO ETF TR | 46K | $1M+ | SH |
| ABBV | ABBVIE INC | 20K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 58K | $1M+ | SH |
| ITA | ISHARES TR | 20K | $1M+ | SH |
| TIP | ISHARES TR | 34K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 48K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 40K | $1M+ | SH |
| SHY | ISHARES TR | 39K | $1M+ | SH |
| GOOG | ALPHABET INC | 10K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 158K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 15K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 31K | $1M+ | SH |
| MCD | MCDONALDS CORP | 9K | $1M+ | SH |
| IJR | ISHARES TR | 23K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 48K | $1M+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 74K | $1M+ | SH |
| TLH | ISHARES TR | 24K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 51K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 30K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 32K | $1M+ | SH |
| ABT | ABBOTT LABS | 19K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 47K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 65K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 3K | $1M+ | SH |
| QFLR | INNOVATOR ETFS TRUST | 59K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 37K | $1M+ | SH |
| DLN | WISDOMTREE TR | 22K | $1M+ | SH |
| JULT | AIM ETF PRODUCTS TRUST | 43K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 38K | $1M+ | SH |
| AOR | ISHARES TR | 27K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| WMT | WALMART INC | 15K | $1M+ | SH |
| IJH | ISHARES TR | 25K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| AOK | ISHARES TR | 40K | $1M+ | SH |
| APRT | AIM ETF PRODUCTS TRUST | 37K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |