Rothschild Wealth LLC - Portfolio Stock Holdings
Rothschild Wealth LLC disclosed 623 stock positions in a recent SEC 13F filing. $1,094,551,444 of stock holdings were filed, with the largest holdings including VCSH, SPY, and IVE. This filing represented positions held on March 31, 2026, and was filed on May 6, 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:
March 31, 2026No. of Stocks:
623Est. Stock Holding Value:
$1,094,551,444Top Stock Holdings By Sector
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Portfolio Stock Holdings - Rothschild Wealth LLC
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% of Portfolio
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