Rothschild Wealth LLC
All 13F Filings
- Location
- Oak Brook, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,252,334
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 656 | 1,252,334 | 13F-HR | Rothschild Wealth LLC |
| Q1 2026 | 5/6/2026 | 596 | 1,106,511 | 13F-HR | Rothschild Wealth LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 441.8 K | 35.3% | 64.3 K | 0 | 64.3 K |
| ETFs | 808.7 K | 64.6% | 82.52 K | 0 | 82.52 K |
| Debt | 1.882 K | 0.2% | 0 | 1.005 K | -1.005 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,252,334
Holdings
656
QoQ value change ($000)
145,823
(13.2%)
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.