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Manager record

Rothschild Wealth LLC

Oak Brook, IL · CIK 1811345 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.25BReported 13F valueQ2 2026 · as filed
656Holdings listed
+13.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $407.6M$407.6MQ2 2025210 holdingsQ3 2025: $459.0M$459.0MQ3 2025237 holdingsQ4 2025: $1.0B$1.0BQ4 2025543 holdingsQ1 2026: $1.1B$1.1BQ1 2026596 holdingsQ2 2026: $1.3B$1.3BQ2 2026656 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$1.25B · 656 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$1.11B · 596 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR/A · period Q4 2025

$1.04B · 543 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$830.93M · 420 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$459.02M · 237 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$407.57M · 210 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology