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

  1. IVV ISHARES TR — $59.2M (4.7%)
  2. VCSH VANGUARD SCOTTSDALE FDS — $33.0M (2.6%)
  3. SPY SPDR S&P 500 ETF TR — $27.9M (2.2%)
  4. IVE ISHARES TR — $22.7M (1.8%)
  5. IVW ISHARES TR — $22.4M (1.8%)
  6. DYNF BLACKROCK ETF TRUST — $20.1M (1.6%)
  7. SFLR INNOVATOR ETFS TRUST — $16.7M (1.3%)
  8. IEMG ISHARES INC — $16.6M (1.3%)
  9. VTI VANGUARD INDEX FDS — $16.5M (1.3%)
  10. AAPL APPLE INC — $16.2M (1.3%)