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Sentinus

Latest statistics and disclosures from Rothschild Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VCSH, SPY, IVE, SCHB, IVV, and represent 11.95% of Rothschild Wealth's stock portfolio.
Added to shares of these 10 stocks: VCSH (+$32M), SCHB (+$20M), BSCS (+$17M), SPY (+$15M), IYY (+$13M), CGDV (+$13M), DGRO (+$12M), SLYV (+$12M), VIGI (+$11M), IVE (+$10M).
Started 308 new stock positions in FFIC, BJUN, TER, BMRN, CFG, BDX, CEF, VRTX, VTSI, MLI.
Reduced shares in these 10 stocks: QUAL (-$10M), EFG (-$5.7M), EFV (-$5.7M), IYW, IUSB, OCTT, BUSE, IBDQ, XT, OBDC.
Sold out of its positions in BA, BUSE, STIP, IBDQ, IBHE, RBLX, LIN.
Rothschild Wealth was a net buyer of stock by $576M.
Rothschild Wealth has $1.0B in assets under management (AUM), dropping by 126.73%.
Central Index Key (CIK): 0001811345

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Portfolio Holdings for Rothschild Wealth

Rothschild Wealth holds 538 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Rothschild Wealth has 538 total positions. Only the first 250 positions are shown.

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Download the Rothschild Wealth December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.1	$32M	+6415%	402k	79.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$27M	+119%	40k	681.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$25M	+72%	117k	212.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.0	$20M	NEW	778k	26.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$20M	+17%	29k	684.95	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$19M	+33%	282k	67.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$19M	+22%	307k	60.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.7	$18M	+9%	146k	123.26	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.6	$17M	NEW	829k	20.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$16M		49k	335.27	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.3	$14M	+34%	371k	36.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$14M	+14%	137k	99.88	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$13M	+77%	39k	342.97	View chart
Ishares Tr Dow Jones Us Etf (IYY)	1.2	$13M	NEW	78k	165.81	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$13M	-31%	177k	71.41	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$13M	NEW	287k	43.64	View chart
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)	1.1	$12M	NEW	170k	69.42	View chart
State Street Spdr S&p 600 Small Cap Value Etf State Street Spd (SLYV)	1.1	$12M	NEW	127k	90.97	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$11M	+11%	118k	95.22	View chart
Vanguard International Dividend Appreciation Etf Intl Dvd Etf (VIGI)	1.0	$11M	+3512%	118k	91.45	View chart
Dimensional International Value Etf Internatnal Val (DFIV)	1.0	$10M	NEW	201k	49.90	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$10M	+136%	197k	50.58	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.9	$9.8M	+19%	89k	110.19	View chart
Apple (AAPL)	0.9	$9.7M	+21%	36k	271.86	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$9.7M	+21%	101k	96.16	View chart
Dimensional Emerging Core Equity Market Etf Emgr Cre Eqt Mng (DFAE)	0.9	$9.5M	NEW	292k	32.57	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.9	$9.5M	NEW	239k	39.60	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$9.4M	NEW	113k	82.77	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.9	$9.4M	+3747%	188k	49.84	View chart
Dimensional International Small Cap Etf Intl Small Cap E (DFIS)	0.9	$9.3M	NEW	282k	32.94	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.9	$9.1M	NEW	102k	89.43	View chart
Distillate Us Fundamental Stability & Value Etf Distillate Us (DSTL)	0.8	$8.8M	NEW	149k	58.90	View chart
Distillate Small/mid Cash Flow Etf Distillate Smlmd (DSMC)	0.8	$8.6M	NEW	243k	35.47	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$8.5M	NEW	92k	92.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$8.5M	+6%	136k	62.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$8.3M	-54%	42k	198.62	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.8	$7.9M	NEW	182k	43.25	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$7.3M	+70%	29k	250.31	View chart
Owl Rock Capital Corporation (OBDC)	0.7	$7.3M	-5%	588k	12.43	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.7	$7.3M	NEW	62k	118.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$7.2M	+4%	186k	38.56	View chart
Mastercard Incorporated Cl A (MA)	0.7	$7.2M	+799%	13k	570.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$7.1M	+8%	80k	89.46	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$7.1M	+126%	212k	33.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$7.0M	+321%	105k	66.00	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$6.7M	-22%	144k	46.54	View chart
Sprott Asset Management Lp Physical Gold Tr Physical Gold Tr (PHYS)	0.6	$6.6M	NEW	200k	33.02	View chart
Microsoft Corporation (MSFT)	0.6	$6.6M	+40%	14k	483.64	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.6	$6.5M	NEW	151k	42.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$6.4M	+426%	236k	26.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$6.2M		8.2k	753.74	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.6	$6.1M	NEW	38k	161.63	View chart
Fs Kkr Capital Corp (FSK)	0.6	$6.1M		410k	14.81	View chart
NVIDIA Corporation (NVDA)	0.6	$6.0M	+32%	32k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$5.9M	+120%	19k	313.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$5.9M	+19%	9.5k	614.29	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.5	$5.6M	-18%	129k	43.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$5.6M	NEW	29k	190.99	View chart
Abbvie (ABBV)	0.5	$5.6M	+16%	24k	228.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$5.5M	+12%	8.8k	627.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$5.3M	+3%	72k	74.07	View chart
Spdr Series Trust State Street Spd (SPIB)	0.5	$5.3M	+563%	158k	33.81	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$4.9M	NEW	126k	39.12	View chart
Amazon (AMZN)	0.5	$4.8M	+70%	21k	230.82	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.5	$4.8M	+13%	105k	45.69	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$4.7M	+400%	44k	106.70	View chart
JPMorgan Chase & Co. (JPM)	0.4	$4.6M	+29%	14k	322.24	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$4.6M	+276%	46k	100.34	View chart
State Street Spdr S&p North American Natural Resources Etf S&p North Amer (NANR)	0.4	$4.5M	NEW	67k	67.83	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$4.4M	+458%	59k	75.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.3M	+46%	14k	313.80	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$4.3M	+1176%	20k	214.69	View chart
Sprott Asset Management Lp Physical Gold An Physical Gold An (CEF)	0.4	$4.2M	NEW	93k	45.80	View chart
Vaneck Gold Miners Etf Gold Miners Etf (GDX)	0.4	$4.1M	NEW	47k	85.77	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$3.7M	+13%	34k	109.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$3.6M	+280%	48k	75.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$3.6M	+29%	30k	120.18	View chart
Vanguard Intl Equity Index F F Ftse Emr Mkt Etf (VWO)	0.3	$3.5M	+33%	65k	53.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$3.3M	+1130%	40k	83.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.2M	-5%	39k	82.82	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$3.1M	NEW	158k	19.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$2.9M	NEW	15k	191.56	View chart
McDonald's Corporation (MCD)	0.3	$2.8M	+12%	9.1k	305.63	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$2.8M	NEW	31k	90.00	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$2.7M	+96%	19k	143.97	View chart
Abbott Laboratories (ABT)	0.2	$2.4M	-6%	20k	125.29	View chart
Capital Group International SHS (CGIC)	0.2	$2.4M	NEW	74k	32.50	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$2.4M	+13%	24k	101.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$2.4M	NEW	52k	46.43	View chart
Bel Fuse Inc Cl B CL B (BELFB)	0.2	$2.4M	NEW	14k	169.63	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$2.4M	+4%	30k	77.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.3M	NEW	32k	73.56	View chart
Johnson & Johnson (JNJ)	0.2	$2.3M	+84%	11k	206.95	View chart
Meta Platforms Cl A (META)	0.2	$2.3M	+47%	3.4k	660.09	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$2.2M	+6%	47k	46.86	View chart
Avino Silver & Gold Mines T Com (ASM)	0.2	$2.2M	NEW	350k	6.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.1M	NEW	65k	32.62	View chart
Perma-fix Environmental Services S Com New (PESI)	0.2	$2.1M	NEW	166k	12.59	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$2.1M		3.5k	603.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.0M	+116%	4.0k	502.61	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$2.0M	+44%	59k	34.28	View chart
J P Morgan Exchange Traded F F Ultra Shrt Etf (JPST)	0.2	$2.0M	NEW	39k	50.57	View chart
Broadcom (AVGO)	0.2	$2.0M	+15%	5.7k	346.09	View chart
Newmont Mining Corporation (NEM)	0.2	$2.0M	NEW	20k	99.85	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$2.0M	+28%	37k	52.77	View chart
Silvercrest Asset Mgmt Group Cl A P Cl A (SAMG)	0.2	$2.0M	NEW	128k	15.19	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$1.9M	NEW	22k	88.08	View chart
Endeavour Silver Corp (EXK)	0.2	$1.9M	NEW	206k	9.40	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.2	$1.9M	+48%	43k	44.88	View chart
State Street Spdr S&p Global Natural Resources Etf Glb Nat Resrce (GNR)	0.2	$1.8M	NEW	29k	62.14	View chart
Radiant Logistics (RLGT)	0.2	$1.8M	NEW	286k	6.33	View chart
Tesla Motors (TSLA)	0.2	$1.8M	+31%	3.9k	449.75	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$1.7M	-13%	27k	65.01	View chart
Wal-Mart Stores (WMT)	0.2	$1.7M	+95%	15k	111.41	View chart
Mcewen Com New (MUX)	0.2	$1.7M	NEW	90k	18.51	View chart
Npk International Com Shs (NPKI)	0.2	$1.7M	NEW	139k	11.92	View chart
Cisco Systems (CSCO)	0.2	$1.6M	+182%	21k	77.03	View chart
Caterpillar (CAT)	0.2	$1.6M	+9%	2.8k	572.85	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.2	$1.6M	-15%	40k	40.13	View chart
Ezcorp Inc Cl A Non Vtg Cl A Non Vtg (EZPW)	0.2	$1.6M	NEW	80k	19.42	View chart
Northwest Pipe Company (NWPX)	0.1	$1.5M	NEW	25k	62.49	View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT)	0.1	$1.5M	+69%	37k	41.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.5M	+331%	3.2k	473.29	View chart
Visa Com Cl A (V)	0.1	$1.5M	+26%	4.3k	350.67	View chart
Hecla Mining Company (HL)	0.1	$1.5M	NEW	77k	19.19	View chart
Photronics (PLAB)	0.1	$1.5M	NEW	46k	32.00	View chart
Merck & Co (MRK)	0.1	$1.5M	+128%	14k	105.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.4M	+30%	18k	81.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.4M	NEW	6.5k	219.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.4M	+338%	9.8k	143.52	View chart
Legacy Housing Corp (LEGH)	0.1	$1.4M	NEW	72k	19.52	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M	+49%	12k	120.34	View chart
Citigroup Com New (C)	0.1	$1.4M	+487%	12k	116.69	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.4M	+10%	27k	50.01	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.4M	NEW	30k	45.45	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.4M		13k	103.56	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.4M	NEW	35k	39.45	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.1	$1.4M	-7%	31k	44.52	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.4M		29k	47.08	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.1	$1.4M	+87%	33k	41.23	View chart
Ishares Tr Future Exponenti (XT)	0.1	$1.3M	-23%	19k	69.74	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$1.3M	NEW	21k	64.38	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.3M	NEW	11k	119.35	View chart
Northern Technologies International Corp C Com (NTIC)	0.1	$1.3M	NEW	170k	7.83	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$1.3M	NEW	39k	33.51	View chart
Pepsi (PEP)	0.1	$1.3M	+148%	9.0k	143.51	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$1.3M	NEW	64k	20.06	View chart
Eli Lilly & Co. (LLY)	0.1	$1.3M	+43%	1.2k	1074.86	View chart
Bristol Myers Squibb (BMY)	0.1	$1.3M	NEW	23k	53.94	View chart
U S Global Invs Incorpora Class A Cl A (GROW)	0.1	$1.3M	NEW	523k	2.41	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.2M	+50%	21k	58.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M	+228%	13k	96.03	View chart
3M Company (MMM)	0.1	$1.2M	+17%	7.5k	160.10	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$1.2M	+34%	13k	89.56	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$1.2M		24k	49.14	View chart
Powerfleet (AIOT)	0.1	$1.2M	NEW	224k	5.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$1.1M	NEW	27k	41.78	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	-3%	1.3k	862.19	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.1M	+105%	23k	49.65	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.1M	+97%	9.2k	119.41	View chart
Prudential Financial (PRU)	0.1	$1.1M	+105%	9.7k	112.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.1M	NEW	13k	84.64	View chart
Stryker Corporation (SYK)	0.1	$1.1M	+108%	3.0k	351.47	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$1.1M	+6%	22k	47.73	View chart
Oracle Corporation (ORCL)	0.1	$1.0M	+200%	5.4k	194.91	View chart
Research Solutions (RSSS)	0.1	$1.0M	NEW	357k	2.94	View chart
Constellation Energy (CEG)	0.1	$1.0M		3.0k	353.33	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.0M	NEW	22k	46.67	View chart
Bk Technologies Corporation Com New (BKTI)	0.1	$1.0M	NEW	14k	74.59	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$1.0M	NEW	20k	50.70	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$1000k	-5%	8.5k	117.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$996k	NEW	23k	43.92	View chart
Miller Inds Inc Tenn Com New (MLR)	0.1	$994k	NEW	27k	37.37	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$971k	+99%	34k	28.46	View chart
LSI Industries (LYTS)	0.1	$968k	NEW	53k	18.32	View chart
Viemed Healthcare (VMD)	0.1	$967k	NEW	130k	7.43	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$950k	NEW	9.4k	101.58	View chart
Lincoln Educational Services Corporation (LINC)	0.1	$937k	NEW	39k	24.15	View chart
Chevron Corporation (CVX)	0.1	$930k	+110%	6.1k	152.41	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$929k	NEW	9.8k	94.38	View chart
Dlh Hldgs (DLHC)	0.1	$928k	NEW	164k	5.65	View chart
Information Services (III)	0.1	$922k	NEW	159k	5.78	View chart
Capital One Financial (COF)	0.1	$912k	+135%	3.8k	242.36	View chart
Ameriprise Financial (AMP)	0.1	$906k	NEW	1.8k	490.26	View chart
Chubb (CB)	0.1	$905k	+258%	2.9k	312.12	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$900k	NEW	6.8k	132.37	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$879k	NEW	22k	40.23	View chart
Orion Marine (ORN)	0.1	$871k	NEW	88k	9.94	View chart
InfuSystem Holdings (INFU)	0.1	$868k	NEW	97k	8.97	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$868k	NEW	12k	71.72	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$857k	+116%	15k	56.81	View chart
Snap-on Incorporated (SNA)	0.1	$850k		2.5k	344.61	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$848k		14k	59.93	View chart
Micron Technology (MU)	0.1	$843k	+100%	3.0k	285.41	View chart
Pfizer (PFE)	0.1	$804k	+147%	32k	24.90	View chart
Palantir Technologies Cl A (PLTR)	0.1	$803k	+75%	4.5k	177.75	View chart
American Express Company (AXP)	0.1	$801k	+10%	2.2k	369.95	View chart
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)	0.1	$799k	NEW	15k	54.71	View chart
Home Depot (HD)	0.1	$799k	+54%	2.3k	344.14	View chart
Centene Corporation (CNC)	0.1	$794k	NEW	19k	41.15	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$792k	NEW	47k	16.92	View chart
FedEx Corporation (FDX)	0.1	$791k	NEW	2.7k	288.92	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$786k		5.1k	155.12	View chart
Mitek Sys Com New (MITK)	0.1	$783k	NEW	74k	10.55	View chart
Bowman Consulting Group (BWMN)	0.1	$782k	NEW	24k	33.02	View chart
Morgan Stanley Com New (MS)	0.1	$781k	+17%	4.4k	177.54	View chart
Adobe Systems Incorporated (ADBE)	0.1	$771k	+159%	2.2k	349.99	View chart
TJX Companies (TJX)	0.1	$769k	+121%	5.0k	153.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$756k	+4%	3.1k	246.12	View chart
Freeport-mcmoran CL B (FCX)	0.1	$754k	NEW	15k	50.79	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$750k	-3%	20k	36.83	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$746k	+2%	5.0k	148.98	View chart
Star Equity Holdings Com New (STRR)	0.1	$746k	NEW	66k	11.25	View chart
Qualcomm (QCOM)	0.1	$744k	+153%	4.3k	171.08	View chart
Gencor Industries (GENC)	0.1	$740k	NEW	57k	12.96	View chart
Airbnb Com Cl A (ABNB)	0.1	$736k	+152%	5.4k	135.72	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$730k	NEW	4.5k	162.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$729k	-7%	7.6k	96.27	View chart
Flexible Solutions International (FSI)	0.1	$728k	NEW	108k	6.72	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$727k	+30%	15k	48.11	View chart
CECO Environmental (CECO)	0.1	$718k	NEW	12k	59.85	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$701k	-2%	17k	40.86	View chart
Amgen (AMGN)	0.1	$700k	NEW	2.1k	327.34	View chart
Enterprise Products Partners (EPD)	0.1	$697k	NEW	22k	32.06	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$692k	NEW	15k	46.74	View chart
General Dynamics Corporation (GD)	0.1	$689k	+180%	2.0k	336.66	View chart
Comfort Systems USA (FIX)	0.1	$689k	NEW	738.00	933.29	View chart
Southwest Airlines (LUV)	0.1	$687k	NEW	17k	41.33	View chart
International Business Machines (IBM)	0.1	$681k	+22%	2.3k	296.20	View chart
Ooma (OOMA)	0.1	$680k	NEW	58k	11.73	View chart
Allstate Corporation (ALL)	0.1	$677k	+30%	3.3k	208.13	View chart
Booking Holdings (BKNG)	0.1	$675k	+68%	126.00	5355.50	View chart
Universal Technical Inst C Com (UTI)	0.1	$672k	NEW	26k	26.13	View chart
Verizon Communications (VZ)	0.1	$670k	+56%	16k	40.73	View chart
Ibex Shs New (IBEX)	0.1	$662k	NEW	17k	38.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$660k	NEW	17k	39.59	View chart
UnitedHealth (UNH)	0.1	$659k	+94%	2.0k	330.13	View chart
Edison International (EIX)	0.1	$649k	NEW	11k	60.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$645k	+62%	1.6k	396.31	View chart
PG&E Corporation (PCG)	0.1	$643k	+249%	40k	16.07	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$639k	+41%	6.9k	92.30	View chart
Perion Network Shs New (PERI)	0.1	$637k	NEW	67k	9.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$636k	+27%	4.3k	148.68	View chart
Carriage Services (CSV)	0.1	$634k	NEW	15k	42.30	View chart
Lockheed Martin Corporation (LMT)	0.1	$629k	NEW	1.3k	483.73	View chart
Wheaton Precious Metals Corp P Com (WPM)	0.1	$627k	NEW	5.3k	117.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$626k	-24%	19k	32.75	View chart
Coda Octopus Group Com New (CODA)	0.1	$625k	NEW	67k	9.30	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$619k	NEW	12k	52.88	View chart
Edwards Lifesciences (EW)	0.1	$619k	+24%	7.3k	85.25	View chart

Past Filings by Rothschild Wealth

SEC 13F filings are viewable for Rothschild Wealth going back to 2022

Rothschild Wealth 2025 Q4 restated filed Feb. 17, 2026
Rothschild Wealth 2025 Q4 filed Feb. 10, 2026
Rothschild Wealth 2025 Q3 filed Nov. 14, 2025
Sentinus 2025 Q2 filed Aug. 14, 2025
Sentinus 2025 Q1 filed May 15, 2025
Sentinus 2024 Q4 filed Feb. 14, 2025
Sentinus 2024 Q3 filed Nov. 14, 2024
Sentinus 2024 Q2 filed Aug. 13, 2024
Sentinus 2024 Q1 filed May 15, 2024
Sentinus 2023 Q2 filed Aug. 14, 2023
Sentinus 2023 Q1 filed May 16, 2023
Sentinus 2022 Q4 filed Feb. 15, 2023
Sentinus 2022 Q3 filed Nov. 16, 2022

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