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 101–150 of 420
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 17K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 10K | $1M+ | SH |
| IAGG | ISHARES TR | 27K | $1M+ | SH |
| IQLT | ISHARES TR | 30K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 13K | $1M+ | SH |
| IDV | ISHARES TR | 35K | $1M+ | SH |
| QPX | ADVISORSHARES TR | 31K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 29K | $1M+ | SH |
| JANT | AIM ETF PRODUCTS TRUST | 33K | $1M+ | SH |
| XT | ISHARES TR | 19K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 21K | $1M+ | SH |
| IEI | ISHARES TR | 11K | $1M+ | SH |
| IJUL | INNOVATOR ETFS TRUST | 39K | $1M+ | SH |
| FUMB | FIRST TR EXCH TRADED FD III | 64K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 21K | $1M+ | SH |
| MMM | 3M CO | 8K | $1M+ | SH |
| AOA | ISHARES TR | 13K | $1M+ | SH |
| VNLA | JANUS DETROIT STR TR | 24K | $1M+ | SH |
| PNOV | INNOVATOR ETFS TRUST | 27K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 22K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| AOM | ISHARES TR | 22K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 3K | $1M+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| SLQD | ISHARES TR | 20K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| POCT | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |
| IXUS | ISHARES TR | 12K | $500K+ | SH |
| RFLR | INNOVATOR ETFS TRUST | 34K | $500K+ | SH |
| VTES | VANGUARD WELLINGTON FD | 9K | $500K+ | SH |
| ILCB | ISHARES TR | 10K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 4K | $500K+ | SH |
| CB | CHUBB LIMITED | 3K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 7K | $500K+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 22K | $500K+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 15K | $500K+ | SH |
| SNA | SNAP ON INC | 2K | $500K+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 14K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 15K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 5K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| CNC | CENTENE CORP DEL | 19K | $500K+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 47K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |