Rothschild Wealth LLC
All 13F Filings
- Location
- Oak Brook, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,040,717
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 543 | 1,040,717 | 13F-HR/A - RESTATEMENT | Rothschild Wealth LLC |
| Q4 2025 | 2/10/2026 | 420 | 830,930 | 13F-HR | Rothschild Wealth LLC |
| Q3 2025 | 11/14/2025 | 237 | 459,018 | 13F-HR | Rothschild Wealth LLC |
| Q2 2025 | 8/14/2025 | 210 | 407,573 | 13F-HR | Sentinus, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 741.7 K | 71.3% | 461.3 K | 0 | 461.3 K |
| ETFs | 287.9 K | 27.7% | 122.3 K | 0 | 122.3 K |
| Debt | 2.388 K | 0.2% | 0 | 247 | -247 |
| Other | 8.758 K | 0.8% | 0 | 1.691 K | -1.691 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
1,040,717
Holdings
543
QoQ value change ($000)
581,699
(126.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.