Holdings

Rothschild Wealth LLC

As of Jun 30, 2026, Rothschild Wealth LLC reported 391 positions worth US$322M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc55,993US$16.2M+4,695Jun 30, 2026
Alphabet Inc (google) Class C42,503US$15.2M+3,109Jun 30, 2026
Nvidia Corporation56,837US$11.4M+8,185Jun 30, 2026
Jp Morgan Chase & Co.32,442US$10.6M+1,744Jun 30, 2026
Microsoft Corp.24,987US$9.32M+3,335Jun 30, 2026
Amazon.com, Inc.34,433US$8.21M+3,759Jun 30, 2026
Mastercard Incorporated13,581US$6.98M+354Jun 30, 2026
Blue Owl Capital Corporation559KUS$6.08M−11,441Jun 30, 2026
Abbvie Inc.23,241US$5.85M−15,595Jun 30, 2026
Ares Management Corporation38,973US$4.34M+356Jun 30, 2026