Long-term investor
Rothschild Wealth LLC @rothschildwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001811345).
Record
- Tracked since 2025-06-30 (450 days), 236 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +1.3% · 1 year n/a · all +1.9%
- Max drawdown n/a · win rate 39% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 4.7% · long · since 2025-06-30
- 92206C409 · 2.6% · long · since 2025-06-30
- 78462F103 · 2.2% · long · since 2025-06-30
- 464287408 · 1.8% · long · since 2025-06-30
- 464287309 · 1.8% · long · since 2025-06-30
- 09290C103 · 1.6% · long · since 2025-06-30
- 45783Y673 · 1.3% · long · since 2025-06-30
- 46434G103 · 1.3% · long · since 2025-06-30
- 922908769 · 1.3% · long · since 2025-06-30
- AAPL · 1.3% · long · since 2025-06-30
- 464287226 · 1.3% · long · since 2025-06-30
- 808524102 · 1.2% · long · since 2025-12-31