Rothschild Wealth LLC
Rothschild Wealth LLC reported 656 positions worth $1.25B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $59.2M | 4.73% | 79,106 | — | — | |
| ▸ 2 | VCSH | SH | $33.0M | 2.64% | 418,175 | — | — | |
| ▸ 3 | SPY | SH | $27.9M | 2.23% | 37,408 | — | — | |
| ▸ 4 | IVE | SH | $22.7M | 1.81% | 99,774 | — | — | |
| ▸ 5 | IVW | SH | $22.4M | 1.79% | 163,186 | — | — | |
| ▸ 6 | DYNF | SH | $20.1M | 1.60% | 295,017 | — | — | |
| ▸ 7 | SFLR | SH | $16.7M | 1.33% | 432,556 | — | — | |
| ▸ 8 | IEMG | SH | $16.6M | 1.32% | 199,822 | — | — | |
| ▸ 9 | VTI | SH | $16.5M | 1.32% | 44,532 | — | — | |
| ▸ 10 | AAPL | SH | $16.2M | 1.29% | 55,993 | — | — |
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Frequently Asked Questions
What stocks does Rothschild Wealth LLC hold as of Q2 2026?
Rothschild Wealth LLC reported 656 positions worth $1.25B in its Q2 2026 13F filing. Largest positions: IVV (4.7%), VCSH (2.6%), SPY (2.2%), IVE (1.8%) and IVW (1.8%).
What did Rothschild Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Rothschild Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.