§ 13F · FUND PROFILE
Rothschild Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 963Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1871.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | 402K | $32.0T | 1.7% | NEW |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | 402K | $32.0T | 1.7% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 40K | $27.3T | 1.5% | NEW |
| 4 | IVE | ISHARES TR | 117K | $24.8T | 1.3% | NEW |
| 5 | IVE | ISHARES TR | 117K | $24.8T | 1.3% | NEW |
| 6 | SCHB | SCHWAB STRATEGIC TR | 778K | $20.4T | 1.1% | NEW |
| 7 | SCHB | SCHWAB STRATEGIC TR | 761K | $19.9T | 1.1% | NEW |
| 8 | IVV | ISHARES TR | 29K | $19.9T | 1.1% | NEW |
| 9 | IVV | ISHARES TR | 29K | $19.9T | 1.1% | NEW |
| 10 | IEMG | ISHARES INC | 282K | $19.0T | 1.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROTHSCHILD SIGNAL
AC read
Rothschild Wealth LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed