Rothschild Wealth LLC — 13F holdings
Rothschild Wealth LLC reported 656 holdings worth $1.25B in its 13F filing for Q2 2026, filed August 11, 2026.
Largest positions
- IVV ISHARES TR — $59.2M (4.7%)
- VCSH VANGUARD SCOTTSDALE FDS — $33.0M (2.6%)
- SPY SPDR S&P 500 ETF TR — $27.9M (2.2%)
- IVE ISHARES TR — $22.7M (1.8%)
- IVW ISHARES TR — $22.4M (1.8%)
- DYNF BLACKROCK ETF TRUST — $20.1M (1.6%)
- SFLR INNOVATOR ETFS TRUST — $16.7M (1.3%)
- IEMG ISHARES INC — $16.6M (1.3%)
- VTI VANGUARD INDEX FDS — $16.5M (1.3%)
- AAPL APPLE INC — $16.2M (1.3%)