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Sentinus

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

Top 5 stock holdings are QUAL, EFV, IVV, VTI, IVW, and represent 18.35% of Rothschild Wealth's stock portfolio.
Added to shares of these 10 stocks: VGT (+$5.2M), JAAA, SFLR, ABBV, IVE, IVW, BND, DYNF, OEF, NVDA.
Started 37 new stock positions in RTX, VEEV, GD, INTU, TJX, ANET, MU, IWF, LIN, ITA.
Reduced shares in these 10 stocks: TBLL, TIP, SPY, , EWY, AUGT, MTZ, VTI, VOX, BIL.
Sold out of its positions in ELV, CMCSA, GS, TBLL, EWY, IWN, MTZ, PHYS, SBUX, VFH.
Rothschild Wealth was a net buyer of stock by $30M.
Rothschild Wealth has $459M in assets under management (AUM), dropping by 12.62%.
Central Index Key (CIK): 0001811345

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Portfolio Holdings for Rothschild Wealth

Rothschild Wealth holds 237 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$18M	+2%	92k	194.50	View chart
Ishares Tr Eafe Value Etf (EFV)	3.8	$17M	+3%	257k	67.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$17M		25k	669.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$16M		50k	328.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.5	$16M	+4%	134k	120.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.2	$15M	+4%	250k	59.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.0	$14M	+5%	68k	206.51	View chart
Ishares Core Msci Emkt (IEMG)	3.0	$14M	+3%	211k	65.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$12M	-4%	18k	666.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$12M	+5%	119k	100.25	View chart
Ishares Tr Mbs Etf (MBB)	2.2	$10M	+5%	106k	95.15	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	2.2	$9.9M	+14%	275k	36.03	View chart
Ishares Tr Core Total Usd (IUSB)	1.9	$8.7M	+2%	185k	46.71	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.8	$8.3M	+4%	75k	111.47	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.7	$8.0M	+6%	83k	96.46	View chart
Owl Rock Capital Corporation (OBDC)	1.7	$7.9M		619k	12.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$7.6M	+5%	128k	59.92	View chart
Apple (AAPL)	1.6	$7.5M	+5%	29k	254.63	View chart
Ishares Tr S&p 100 Etf (OEF)	1.6	$7.3M	+9%	22k	332.84	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.5	$6.8M	+4%	178k	37.86	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	1.5	$6.7M	+7%	158k	42.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$6.4M	+3%	74k	87.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.4	$6.3M		55k	113.88	View chart
Fs Kkr Capital Corp (FSK)	1.4	$6.2M		418k	14.93	View chart
Vanguard World Inf Tech Etf (VGT)	1.3	$6.1M	+591%	8.1k	746.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$5.2M	+14%	70k	74.37	View chart
Microsoft Corporation (MSFT)	1.1	$5.0M	+11%	9.7k	517.97	View chart
Abbvie (ABBV)	1.1	$4.8M	+30%	21k	231.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$4.8M	+2%	8.0k	600.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$4.8M	+3%	7.8k	612.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$4.7M	-2%	24k	195.86	View chart
NVIDIA Corporation (NVDA)	1.0	$4.5M	+15%	24k	186.58	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$4.4M	+4%	17k	256.45	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.9	$4.2M	+1082%	83k	50.78	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.9	$4.2M	+6%	92k	45.67	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.5M		11k	315.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.4M	+3%	41k	82.96	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$3.3M	-14%	30k	111.22	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$3.2M	+12%	94k	34.16	View chart
Abbott Laboratories (ABT)	0.6	$2.8M	+24%	21k	133.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.7M		23k	118.83	View chart
Amazon (AMZN)	0.6	$2.7M	+12%	12k	219.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$2.7M	-2%	9.5k	281.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.6M	+10%	48k	54.18	View chart
McDonald's Corporation (MCD)	0.5	$2.5M		8.2k	303.89	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.5	$2.3M	+19%	29k	78.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.3M	+6%	9.4k	243.55	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$2.1M	+5%	21k	102.99	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$2.1M		3.5k	596.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.1M	+7%	8.5k	243.10	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.4	$2.0M	+3%	44k	46.32	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.4	$2.0M	+11%	31k	64.38	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.4	$1.9M	-4%	47k	40.16	View chart
Ishares Tr Future Exponenti (XT)	0.4	$1.8M	-4%	25k	71.94	View chart
Meta Platforms Cl A (META)	0.4	$1.7M	+19%	2.3k	734.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.6M	-4%	25k	65.26	View chart
Broadcom (AVGO)	0.4	$1.6M	+10%	4.9k	329.89	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$1.5M		29k	53.24	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.3	$1.4M		33k	42.96	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.4M	+13%	29k	46.96	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.3	$1.4M	-13%	41k	33.15	View chart
Tesla Motors (TSLA)	0.3	$1.3M	+13%	3.0k	444.69	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.3M	-5%	13k	99.11	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.3	$1.3M	+38%	29k	43.87	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$1.3M	+3%	25k	51.23	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M		1.3k	925.73	View chart
Caterpillar (CAT)	0.3	$1.2M	+2%	2.6k	477.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$1.2M	-5%	12k	100.69	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$1.2M	-11%	25k	49.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.2M		45k	26.34	View chart
Visa Com Cl A (V)	0.3	$1.2M		3.4k	341.38	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M	+2%	6.1k	185.43	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.1M		4.7k	239.61	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$1.1M		9.0k	118.37	View chart
3M Company (MMM)	0.2	$996k	-2%	6.4k	155.18	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$985k		21k	47.58	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$979k	+5%	14k	72.77	View chart
Constellation Energy (CEG)	0.2	$964k		2.9k	329.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$939k	+4%	1.9k	502.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$932k		13k	73.46	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$924k		8.8k	104.51	View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT)	0.2	$890k	+66%	22k	40.71	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$874k		9.9k	88.14	View chart
Exxon Mobil Corporation (XOM)	0.2	$867k	+6%	7.7k	112.76	View chart
Snap-on Incorporated (SNA)	0.2	$847k		2.4k	346.54	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$841k	+14%	25k	33.37	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$837k	+6%	14k	60.03	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$824k	+3%	14k	58.85	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$805k	+4%	24k	33.89	View chart
Mastercard Incorporated Cl A (MA)	0.2	$792k	+8%	1.4k	568.82	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$790k		5.1k	154.23	View chart
Wal-Mart Stores (WMT)	0.2	$788k	+27%	7.6k	103.06	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$781k		21k	37.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$775k	+2%	8.1k	95.18	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$767k		11k	73.29	View chart
Ishares Tr Msci China Etf (MCHI)	0.2	$755k	-5%	12k	65.85	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$729k	-7%	4.8k	151.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$713k	-12%	2.9k	241.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$712k	+15%	11k	65.00	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$711k		4.9k	145.60	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.2	$705k	-2%	18k	40.18	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.2	$698k	+105%	18k	39.78	View chart
First Busey Corp Com New (BUSE)	0.1	$685k		30k	23.15	View chart
American Express Company (AXP)	0.1	$653k		2.0k	332.20	View chart
Eli Lilly & Co. (LLY)	0.1	$628k	+7%	823.00	762.58	View chart
Home Depot (HD)	0.1	$610k		1.5k	405.21	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$609k		26k	23.39	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$607k	+22%	2.7k	222.17	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$601k	-2%	24k	25.19	View chart
Morgan Stanley Com New (MS)	0.1	$596k	+2%	3.7k	158.96	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$593k		52k	11.39	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$591k	+119%	7.5k	78.91	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$574k	-30%	3.1k	187.73	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$573k		1.4k	402.47	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.1	$565k	-3%	18k	32.31	View chart
Perspective Therapeutics Com New (CATX)	0.1	$565k	NEW	165k	3.43	View chart
Aim Etf Products Trust Allianzim Us Lgr (AUGT)	0.1	$555k	-33%	16k	34.88	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$548k	-5%	11k	52.06	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$545k		79k	6.91	View chart
Procter & Gamble Company (PG)	0.1	$541k	+19%	3.5k	153.64	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$536k	-27%	12k	46.42	View chart
Allstate Corporation (ALL)	0.1	$535k		2.5k	214.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$534k		11k	50.07	View chart
Stryker Corporation (SYK)	0.1	$533k		1.4k	369.67	View chart
International Business Machines (IBM)	0.1	$531k	-10%	1.9k	282.20	View chart
Cisco Systems (CSCO)	0.1	$517k	+14%	7.6k	68.42	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$516k	+27%	9.0k	57.52	View chart
Merck & Co (MRK)	0.1	$511k	+62%	6.1k	83.93	View chart
Pepsi (PEP)	0.1	$509k	+85%	3.6k	140.42	View chart
Oracle Corporation (ORCL)	0.1	$503k	+16%	1.8k	281.17	View chart
Netflix (NFLX)	0.1	$494k	+11%	412.00	1199.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$493k		6.2k	79.93	View chart
Prudential Financial (PRU)	0.1	$491k	-3%	4.7k	103.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$488k	+9%	3.3k	145.66	View chart
Automatic Data Processing (ADP)	0.1	$487k		1.7k	293.50	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$473k	+2%	17k	27.74	View chart
Palantir Technologies Cl A (PLTR)	0.1	$468k	+44%	2.6k	182.42	View chart
Verizon Communications (VZ)	0.1	$461k	+2%	11k	43.95	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$458k		1.7k	273.65	View chart
Edwards Lifesciences (EW)	0.1	$455k	+13%	5.9k	77.77	View chart
Chevron Corporation (CVX)	0.1	$449k	+16%	2.9k	155.28	View chart
Philip Morris International (PM)	0.1	$449k	+7%	2.8k	162.18	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$448k		19k	23.86	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$441k	-8%	3.2k	135.65	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$440k	-13%	19k	23.47	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$438k	-8%	4.9k	89.37	View chart
Emerson Electric (EMR)	0.1	$432k		3.3k	131.17	View chart
Exelon Corporation (EXC)	0.1	$426k		9.5k	45.01	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$423k		5.4k	78.37	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$422k	+15%	6.3k	66.87	View chart
Ge Aerospace Com New (GE)	0.1	$417k	+51%	1.4k	300.89	View chart
Deckers Outdoor Corporation (DECK)	0.1	$410k		4.0k	101.37	View chart
salesforce (CRM)	0.1	$410k	+10%	1.7k	237.05	View chart
At&t (T)	0.1	$407k	+3%	14k	28.24	View chart
Booking Holdings (BKNG)	0.1	$405k	+11%	75.00	5399.27	View chart
Wells Fargo & Company (WFC)	0.1	$405k	-3%	4.8k	83.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$402k		7.0k	57.10	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.1	$399k	-4%	8.6k	46.44	View chart
Welltower Inc Com reit (WELL)	0.1	$399k	NEW	2.2k	178.14	View chart
Cigna Corp (CI)	0.1	$396k	-6%	1.4k	288.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$390k	NEW	1.9k	203.61	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.1	$386k		17k	23.22	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$386k	+2%	7.0k	55.33	View chart
Walt Disney Company (DIS)	0.1	$384k	-10%	3.4k	114.50	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$365k	-11%	4.7k	78.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$359k		3.8k	93.37	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$359k		12k	28.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$357k		1.0k	355.47	View chart
UnitedHealth (UNH)	0.1	$354k	+29%	1.0k	345.39	View chart
Bank of America Corporation (BAC)	0.1	$353k	+13%	6.8k	51.59	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$350k	-3%	15k	23.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$349k	NEW	745.00	468.70	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$346k	+8%	6.9k	49.84	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$343k	-15%	1.2k	279.36	View chart
Capital One Financial (COF)	0.1	$340k	+37%	1.6k	212.61	View chart
Charles Schwab Corporation (SCHW)	0.1	$339k	+18%	3.6k	95.46	View chart
Pfizer (PFE)	0.1	$332k	+10%	13k	25.48	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$329k		3.5k	95.13	View chart
TJX Companies (TJX)	0.1	$326k	NEW	2.3k	144.53	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$326k	NEW	1.6k	209.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$316k		2.2k	140.98	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$304k		2.9k	103.36	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$304k	-4%	20k	15.48	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.1	$303k		8.4k	36.14	View chart
Coca-Cola Company (KO)	0.1	$299k	-6%	4.5k	66.32	View chart
Adobe Systems Incorporated (ADBE)	0.1	$299k	NEW	847.00	352.75	View chart
Duke Energy Corp Com New (DUK)	0.1	$298k		2.4k	123.75	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$293k		3.3k	89.57	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$288k		11k	26.95	View chart
Qualcomm (QCOM)	0.1	$286k	+5%	1.7k	166.40	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$286k		2.4k	120.50	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$284k	-46%	3.1k	91.75	View chart
Blackrock (BLK)	0.1	$280k	-3%	240.00	1165.87	View chart
Bank of New York Mellon Corporation (BK)	0.1	$278k		2.6k	108.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$274k		571.00	479.61	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$273k	NEW	13k	21.57	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$273k		3.2k	84.11	View chart
PNC Financial Services (PNC)	0.1	$272k	NEW	1.4k	200.86	View chart
Ge Vernova (GEV)	0.1	$270k	NEW	439.00	615.11	View chart
United Parcel Service CL B (UPS)	0.1	$267k		3.2k	83.53	View chart
Linde SHS (LIN)	0.1	$267k	NEW	561.00	475.03	View chart
Airbnb Com Cl A (ABNB)	0.1	$261k	NEW	2.1k	121.42	View chart
Intuit (INTU)	0.1	$260k	NEW	381.00	682.91	View chart
Advanced Micro Devices (AMD)	0.1	$260k	NEW	1.6k	161.79	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$250k	+16%	1.0k	246.60	View chart
General Dynamics Corporation (GD)	0.1	$249k	NEW	731.00	341.00	View chart
Intel Corporation (INTC)	0.1	$248k	NEW	7.4k	33.55	View chart
Applied Materials (AMAT)	0.1	$248k	-2%	1.2k	204.74	View chart
Micron Technology (MU)	0.1	$246k	NEW	1.5k	167.35	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$245k	NEW	4.9k	50.00	View chart
S&p Global (SPGI)	0.1	$239k	+12%	492.00	486.66	View chart
Rockwell Automation (ROK)	0.1	$238k	+2%	682.00	349.55	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$232k	-41%	6.1k	37.78	View chart
Kinder Morgan (KMI)	0.0	$229k	NEW	8.1k	28.31	View chart
Draftkings Com Cl A (DKNG)	0.0	$229k	NEW	6.1k	37.40	View chart
Chubb (CB)	0.0	$228k	NEW	808.00	282.25	View chart
Pacer Fds Tr Industrial Relet (INDS)	0.0	$226k		6.1k	37.21	View chart
Snowflake Com Shs (SNOW)	0.0	$225k	NEW	999.00	225.55	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$224k	NEW	752.00	297.91	View chart
Raytheon Technologies Corp (RTX)	0.0	$219k	NEW	1.3k	167.30	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.0	$217k		6.3k	34.23	View chart
Parker-Hannifin Corporation (PH)	0.0	$213k	NEW	281.00	758.15	View chart
Iqvia Holdings (IQV)	0.0	$213k	NEW	1.1k	189.94	View chart
Amphenol Corp Cl A (APH)	0.0	$211k	NEW	1.7k	123.75	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$206k	NEW	2.3k	87.88	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$206k		17k	12.29	View chart
Roblox Corp Cl A (RBLX)	0.0	$206k	NEW	1.5k	138.52	View chart
Arista Networks Com Shs (ANET)	0.0	$204k	NEW	1.4k	145.75	View chart
Citigroup Com New (C)	0.0	$203k	NEW	2.0k	101.50	View chart
Danaher Corporation (DHR)	0.0	$202k	NEW	1.0k	198.32	View chart
Lam Research Corp Com New (LRCX)	0.0	$202k	NEW	1.5k	133.93	View chart
Boeing Company (BA)	0.0	$201k	NEW	932.00	215.92	View chart
Altria (MO)	0.0	$201k	NEW	3.0k	66.06	View chart
Palo Alto Networks (PANW)	0.0	$201k	NEW	986.00	203.62	View chart
PG&E Corporation (PCG)	0.0	$172k	NEW	11k	15.08	View chart
Intensity Therapeutics (INTS)	0.0	$117k	+141%	481k	0.24	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$59k		13k	4.54	View chart

Past Filings by Rothschild Wealth

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

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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