Rothschild Wealth LLC - Portfolio overview

Rothschild Wealth LLC has 603 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VCSH - VANGUARD SCOTTSDALE FDS, 3.01%
2. IVE - ISHARES TR, 2.39%
3. SPY - STATE STR SPDR S&P 500 ETF T, 2.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.