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 201–250 of 420
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 7K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 717 | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 4K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 4K | $500K+ | SH |
| JBHT | HUNT J B TRANS SVCS INC | 3K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| BJUL | INNOVATOR ETFS TRUST | 10K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 4K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 2K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| C | CITIGROUP INC | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 2K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 11K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| IQDF | FLEXSHARES TR | 16K | $100K–$500K | SH |
| MCHI | ISHARES TR | 8K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| ILF | ISHARES TR | 15K | $100K–$500K | SH |
| LVS | LAS VEGAS SANDS CORP | 7K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 11K | $100K–$500K | SH |
| IOCT | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| INDA | ISHARES TR | 9K | $100K–$500K | SH |
| FTI | TECHNIPFMC PLC | 10K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| BBY | BEST BUY INC | 7K | $100K–$500K | SH |
| CATX | PERSPECTIVE THERAPEUTICS INC | 165K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 690 | $100K–$500K | SH |
| IWY | ISHARES TR | 2K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 3K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 544 | $100K–$500K | SH |
| IBHH | ISHARES TR | 19K | $100K–$500K | SH |
| IBDR | ISHARES TR | 18K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 19K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 3K | $100K–$500K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 67K | $100K–$500K | SH |
| ETOR | ETORO GROUP LTD | 12K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |