Rothschild Wealth LLC - Portfolio Stock Holdings
Rothschild Wealth LLC disclosed 705 stock positions in a recent SEC 13F filing. $1,251,005,646 of stock holdings were filed, with the largest holdings including IVV, VCSH, and SPY. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 2026.We estimate the fund has a total AUM of $1,697,509,307 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
705Est. Stock Holding Value:
$1,251,005,646Top Stock Holdings By Sector
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Portfolio Stock Holdings - Rothschild Wealth LLC
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% of Portfolio
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