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 151–200 of 420
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLI | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| TJX | TJX COS INC NEW | 5K | $500K+ | SH |
| HYLB | DBX ETF TR | 20K | $500K+ | SH |
| ESGU | ISHARES TR | 5K | $500K+ | SH |
| ABNB | AIRBNB INC | 5K | $500K+ | SH |
| TEAM | ATLASSIAN CORPORATION | 5K | $500K+ | SH |
| EMB | ISHARES TR | 8K | $500K+ | SH |
| DBEF | DBX ETF TR | 15K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| GWX | SPDR INDEX SHS FDS | 17K | $500K+ | SH |
| BJUN | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| FIX | COMFORT SYS USA INC | 738 | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 126 | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| EIX | EDISON INTL | 11K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| PCG | PG&E CORP | 40K | $500K+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| NEM | NEWMONT CORP | 6K | $500K+ | SH |
| IGSB | ISHARES TR | 12K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 7K | $500K+ | SH |
| IBHF | ISHARES TR | 27K | $500K+ | SH |
| ZM | ZOOM COMMUNICATIONS INC | 7K | $500K+ | SH |
| EXPE | EXPEDIA GROUP INC | 2K | $500K+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 52K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| IQV | IQVIA HLDGS INC | 3K | $500K+ | SH |
| FLGB | FRANKLIN TEMPLETON ETF TR | 17K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| DECK | DECKERS OUTDOOR CORP | 6K | $500K+ | SH |
| CFG | CITIZENS FINL GROUP INC | 10K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 5K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC | 1K | $500K+ | SH |
| AUGT | AIM ETF PRODUCTS TRUST | 16K | $500K+ | SH |
| EFG | ISHARES TR | 5K | $500K+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 29K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| FDX | FEDEX CORP | 2K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 6K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 1K | $500K+ | SH |