Rothschild Wealth LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.04B
13F filings
1
Latest filing
Feb 17, 2026

Top 10 holdings

VCSH $32.02M
3.08% of AUM
SPY $27.27M
2.62% of AUM
IVE $24.76M
2.38% of AUM
SCHB $20.40M
1.96% of AUM
IVV $19.93M
1.92% of AUM
IEMG $18.95M
1.82% of AUM
DYNF $18.68M
1.80% of AUM
IVW $17.96M
1.73% of AUM
BSCS $17.07M
1.64% of AUM
VTI $16.29M
1.57% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Rothschild Wealth LLC. Reported assets under management total $1.04B.

View live Rothschild Wealth LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Rothschild Wealth LLC have under management?
Per Rothschild Wealth LLC's most recent SEC Form 13F filing dated Feb 17, 2026, total assets under management are $1.04B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Rothschild Wealth LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Rothschild Wealth LLC. Filings are due 45 days after quarter-end.
Where does Rothschild Wealth LLC's holdings data come from?
Every position shown on this page sources back to Rothschild Wealth LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.