What is Rothschild Wealth LLC's portfolio value?

As of Q4 2025, Rothschild Wealth LLC manages $830.0M across 420 reported positions in their SEC 13F filing.

What are Rothschild Wealth LLC's top holdings?

Rothschild Wealth LLC's largest 13F positions include VCSH, IVE, SCHB, representing approximately 9.0% of the reported portfolio.

How many stocks does Rothschild Wealth LLC hold?

Rothschild Wealth LLC holds 420 reported positions as of their Q4 2025 13F filing.

When did Rothschild Wealth LLC last file a 13F?

The most recent 13F filing from Rothschild Wealth LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Rothschild Wealth LLC

CIK: 0001811345SEC EDGAR →

Portfolio Value

$830.0M

Holdings

420

As of

Q4 2025

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VCSH VANGUARD SCOTTSDALE FDS	401,558	$32.0M	3.86%
2	IVE ISHARES TR	116,756	$24.0M	2.89%
3	SCHB SCHWAB STRATEGIC TR	760,548	$19.0M	2.29%
4	IVV ISHARES TR	29,004	$19.0M	2.29%
5	IEMG ISHARES INC	281,935	$18.0M	2.17%
6	DYNF BLACKROCK ETF TRUST	307,234	$18.0M	2.17%
7	BSCS INVESCO EXCH TRD SLF IDX FD	828,719	$17.0M	2.05%
8	IVW ISHARES TR	144,625	$17.0M	2.05%
9	VTI VANGUARD INDEX FDS	48,556	$16.0M	1.93%
10	SPY SPDR S&P 500 ETF TR	24,149	$16.0M	1.93%

Quarterly Changes

Top Buys

INTS↑ Increased

$116.8M

VCSH↑ Increased

$31.5M

SCHBNEW

$19.0M

BSCSNEW

$17.0M

IYY*NEW

$12.0M

Top Sells

QUAL↓ Decreased

$9.9M

EFG↓ Decreased

$6.3M

EFV↓ Decreased

$5.4M

IYW↓ Decreased

$4.7M

IUSB↓ Decreased

$2.7M

New Positions (192)

$19.0M · 761K shares

$17.0M · 829K shares

$12.0M · 78K shares

$12.0M · 287K shares

$9.0M · 113K shares

$9.0M · 239K shares

$9.0M · 102K shares

$8.0M · 92K shares

$7.0M · 182K shares

$7.0M · 62K shares

$6.0M · 151K shares

$6.0M · 38K shares

$5.0M · 28K shares

$4.0M · 126K shares

$3.0M · 158K shares

$2.0M · 15K shares

$2.0M · 31K shares

$2.0M · 65K shares

$2.0M · 32K shares

$2.0M · 74K shares

$2.0M · 51K shares

$1.0M · 64K shares

$1.0M · 6K shares

$1.0M · 22K shares

$1.0M · 22K shares

$1.0M · 38K shares

$1.0M · 35K shares

$1.0M · 27K shares

$1.0M · 11K shares

$1.0M · 39K shares

$1.0M · 20K shares

$1.0M · 21K shares

$1.0M · 30K shares

$0 · 9K shares

$0 · 3K shares

$0 · 15K shares

$0 · 2K shares

$0 · 7K shares

$0 · 6K shares

$0 · 11K shares

$0 · 4K shares

$0 · 3K shares

$0 · 1K shares

$0 · 4K shares

$0 · 3K shares

$0 · 1K shares

$0 · 2K shares

$0 · 5K shares

$0 · 29K shares

$0 · 2K shares

$0 · 13K shares

$0 · 3K shares

$0 · 23K shares

$0 · 797 shares

$0 · 2K shares

$0 · 2K shares

$0 · 3K shares

$0 · 3K shares

$0 · 17K shares

$0 · 47K shares

$0 · 2K shares

$0 · 1K shares

$0 · 36K shares

$0 · 3K shares

$0 · 12K shares

$0 · 924 shares

$0 · 691 shares

$0 · 12K shares

$0 · 710 shares

$0 · 6K shares

$0 · 907 shares

$0 · 11K shares

$0 · 6K shares

$0 · 1K shares

$0 · 12K shares

$0 · 7K shares

$0 · 13K shares

$0 · 8K shares

$0 · 304 shares

$0 · 5K shares

$0 · 10K shares

$0 · 6K shares

$0 · 6K shares

$0 · 1K shares

$0 · 359 shares

$0 · 507 shares

$0 · 9K shares

$0 · 4K shares

$0 · 3K shares

$0 · 6K shares

$0 · 46 shares

$0 · 14K shares

$0 · 945 shares

$0 · 8K shares

$0 · 1K shares

$0 · 2K shares

$0 · 12K shares

$0 · 8K shares

$0 · 12K shares

$0 · 1K shares

$0 · 12K shares

$0 · 14K shares

$0 · 7K shares

FTNT

$0 · 4K shares

ADI

$0 · 887 shares

$0 · 2K shares

$0 · 6K shares

$0 · 461 shares

$0 · 2K shares

$0 · 6K shares

$0 · 5K shares

$0 · 2K shares

$0 · 5K shares

$0 · 1K shares

$0 · 19K shares

$0 · 2K shares

$0 · 3K shares

$0 · 10K shares

$0 · 3K shares

$0 · 4K shares

$0 · 3K shares

$0 · 1K shares

$0 · 997 shares

$0 · 2K shares

$0 · 5K shares

$0 · 3K shares

$0 · 2K shares

$0 · 1K shares

$0 · 7K shares

$0 · 3K shares

$0 · 5K shares

$0 · 4K shares

$0 · 374 shares

$0 · 1K shares

$0 · 14K shares

$0 · 12K shares

$0 · 3K shares

$0 · 4K shares

$0 · 642 shares

IQDF

$0 · 16K shares

JEF

$0 · 5K shares

$0 · 2K shares

TXT

$0 · 4K shares

$0 · 1K shares

$0 · 544 shares

$0 · 534 shares

$0 · 9K shares

$0 · 7K shares

$0 · 3K shares

$0 · 6K shares

$0 · 5K shares

$0 · 11K shares

$0 · 18K shares

$0 · 670 shares

$0 · 9K shares

$0 · 1K shares

$0 · 738 shares

$0 · 1K shares

$0 · 2K shares

$0 · 8K shares

$0 · 432 shares

$0 · 13K shares

$0 · 10K shares

$0 · 18K shares

$0 · 3K shares

$0 · 2K shares

$0 · 6K shares

$0 · 22K shares

$0 · 3K shares

$0 · 3K shares

$0 · 1K shares

$0 · 10K shares

$0 · 14K shares

$0 · 12K shares

$0 · 681 shares

$0 · 17K shares

$0 · 9K shares

$0 · 849 shares

$0 · 2K shares

$0 · 5K shares

$0 · 717 shares

$0 · 13K shares

$0 · 1K shares

$0 · 6K shares

$0 · 5K shares

$0 · 7K shares

$0 · 11K shares

$0 · 1K shares

BJUN

$0 · 15K shares

BJUL

$0 · 10K shares

GSLC

$0 · 7K shares

$0 · 380 shares

Closed Positions (9)

$685K · 30K shares

$601K · 24K shares

$386K · 17K shares

$304K · 3K shares

$293K · 3K shares

$266K · 561 shares

$206K · 1K shares

$201K · 932 shares

$201K · 3K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	216	$549.0M	84.6%
Unknown	31	$47.0M	7.2%
Technology	40	$21.0M	3.2%
Communication Services	10	$10.0M	1.5%
Healthcare	35	$9.0M	1.4%
Consumer Cyclical	22	$7.0M	1.1%
Industrials	31	$2.0M	0.3%
Consumer Defensive	10	$2.0M	0.3%
Energy	5	$1.0M	0.2%
Utilities	7	$1.0M	0.2%
Real Estate	8	$0	0.0%
Basic Materials	5	$0	0.0%