Rothschild Wealth LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$830.0B
Holdings
420
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (420 positions)
| Stock | Value |
|---|---|
AVGOBROADCOM INC | $1.0B |
VGSHVANGUARD SCOTTSDALE FDS | $1.0B |
CEGCONSTELLATION ENERGY CORP | $1.0B |
LLYELI LILLY & CO | $1.0B |
PNOVINNOVATOR ETFS TRUST | $1.0B |
TSLATESLA INC | $1.0B |
QPXADVISORSHARES TR | $1.0B |
BINCBLACKROCK ETF TRUST II | $1.0B |
JNJJOHNSON & JOHNSON | $1.0B |
VMBSVANGUARD SCOTTSDALE FDS | $1.0B |
IEIISHARES TR | $1.0B |
AOKISHARES TR | $1.0B |
IJULINNOVATOR ETFS TRUST | $1.0B |
IAU*ISHARES GOLD TR | $1.0B |
IBITISHARES BITCOIN TRUST ETF | $1.0B |
CATCATERPILLAR INC | $1.0B |
MOATVANECK ETF TRUST | $1.0B |
IJHISHARES TR | $1.0B |
SLQDISHARES TR | $1.0B |
APRTAIM ETF PRODUCTS TRUST | $1.0B |
JMEEJ P MORGAN EXCHANGE TRADED F | $1.0B |
DLNWISDOMTREE TR | $1.0B |
COSTCOSTCO WHSL CORP NEW | $1.0B |
AOMISHARES TR | $1.0B |
XTISHARES TR | $1.0B |
XLYSELECT SECTOR SPDR TR | $1.0B |
VYMVANGUARD WHITEHALL FDS | $1.0B |
VVISA INC | $1.0B |
VNLAJANUS DETROIT STR TR | $1.0B |
MTGMGIC INVT CORP WIS | $0 |
4I1PHILIP MORRIS INTL INC | $0 |
EFAISHARES TR | $0 |
AXSAXIS CAP HLDGS LTD | $0 |
BMYBRISTOL-MYERS SQUIBB CO | $0 |
3M4MASIMO CORP | $0 |
FSCOFS CREDIT OPPORTUNITIES CORP | $0 |
GEVGE VERNOVA INC | $0 |
USBUS BANCORP DEL | $0 |
SCHWSCHWAB CHARLES CORP | $0 |
SCHPSCHWAB STRATEGIC TR | $0 |
TSNTYSON FOODS INC | $0 |
AMDADVANCED MICRO DEVICES INC | $0 |
UPSUNITED PARCEL SERVICE INC | $0 |
FVDFIRST TR EXCHANGE-TRADED FD | $0 |
PGPROCTER AND GAMBLE CO | $0 |
DYHTARGET CORP | $0 |
VONGVANGUARD SCOTTSDALE FDS | $0 |
XLISELECT SECTOR SPDR TR | $0 |
PLTRPALANTIR TECHNOLOGIES INC | $0 |
DALDELTA AIR LINES INC DEL | $0 |
MUMICRON TECHNOLOGY INC | $0 |
DHID R HORTON INC | $0 |
EMREMERSON ELEC CO | $0 |
XLCSELECT SECTOR SPDR TR | $0 |
VENVENTAS INC | $0 |
XLFISELECT SECTOR SPDR TR | $0 |
FRTFEDERAL RLTY INVT TR NEW | $0 |
MRSHMARSH & MCLENNAN COS INC | $0 |
NOWSERVICENOW INC | $0 |
HDHOME DEPOT INC | $0 |
GLPIGAMING & LEISURE PPTYS INC | $0 |
BACVERIZON COMMUNICATIONS INC | $0 |
BSCQINVESCO EXCH TRD SLF IDX FD | $0 |
BSVVANGUARD BD INDEX FDS | $0 |
ADPAUTOMATIC DATA PROCESSING IN | $0 |
LYGLLOYDS BANKING GROUP PLC | $0 |
EFGISHARES TR | $0 |
EXPEEXPEDIA GROUP INC | $0 |
RTXRTX CORPORATION | $0 |
FFORD MTR CO | $0 |
ILMNILLUMINA INC | $0 |
CATXPERSPECTIVE THERAPEUTICS INC | $0 |
POCTINNOVATOR ETFS TRUST | $0 |
FDSFACTSET RESH SYS INC | $0 |
ALSALLSTATE CORP | $0 |
UNHUNITEDHEALTH GROUP INC | $0 |
QCOMQUALCOMM INC | $0 |
AMTAMERICAN TOWER CORP NEW | $0 |
MKTXMARKETAXESS HLDGS INC | $0 |
NDAQNASDAQ INC | $0 |
JBHTHUNT J B TRANS SVCS INC | $0 |
BAXBAXTER INTL INC | $0 |
BSCUINVESCO EXCH TRD SLF IDX FD | $0 |
MUBISHARES TR | $0 |
PGRPROGRESSIVE CORP | $0 |
AUGTAIM ETF PRODUCTS TRUST | $0 |
ADTADT INC DEL | $0 |
WDCWESTERN DIGITAL CORP | $0 |
JAVAJ P MORGAN EXCHANGE TRADED F | $0 |
DISDISNEY WALT CO | $0 |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $0 |
UTHUNITED THERAPEUTICS CORP DEL | $0 |
BSJQINVESCO EXCH TRD SLF IDX FD | $0 |
VEEVVEEVA SYS INC | $0 |
HUBSHUBSPOT INC | $0 |
PMARINNOVATOR ETFS TRUST | $0 |
SNOWSNOWFLAKE INC | $0 |
CSCOCISCO SYS INC | $0 |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $0 |
JLLJONES LANG LASALLE INC | $0 |