Rothschild Wealth LLC 13F Holdings · Q2 2026
Rothschild Wealth LLC reported 656 securities worth $1.25B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (4.73%), VCSH (2.64%), SPY (2.23%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $59.2M | 4.73% | 79,106 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $33.0M | 2.64% | 418,175 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $27.9M | 2.23% | 37,408 | Trimmed |
| 4 | IVE | ISHARES TR | $22.7M | 1.81% | 99,774 | Trimmed |
| 5 | IVW | ISHARES TR | $22.4M | 1.79% | 163,186 | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $20.1M | 1.60% | 295,017 | Trimmed |
| 7 | SFLR | INNOVATOR ETFS TRUST | $16.7M | 1.33% | 432,556 | Added |
| 8 | IEMG | ISHARES INC | $16.6M | 1.32% | 199,822 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $16.5M | 1.32% | 44,532 | Trimmed |
| 10 | AAPL | APPLE INC | $16.2M | 1.29% | 55,993 | Added |
| 11 | AGG | ISHARES TR | $15.9M | 1.27% | 160,324 | Added |
| 12 | SCHB | SCHWAB STRATEGIC TR | $15.1M | 1.21% | 521,418 | Trimmed |
| 13 | BSCS | INVESCO EXCH TRD SLF IDX FD | $14.6M | 1.16% | 716,175 | Trimmed |
| 14 | MBB | ISHARES TR | $13.5M | 1.08% | 142,589 | Added |
| 15 | JAAA | JANUS DETROIT STR TR | $13.4M | 1.07% | 265,626 | Added |
| 16 | IYY | ISHARES TR | $13.1M | 1.05% | 71,806 | Trimmed |
| 17 | DGRO | ISHARES TR | $13.0M | 1.04% | 172,085 | Trimmed |
| 18 | SLYV | SPDR SERIES TRUST | $13.0M | 1.04% | 119,184 | Trimmed |
| 19 | LQD | ISHARES TR | $12.6M | 1.00% | 115,202 | Added |
| 20 | FLXR | TCW ETF TRUST | $11.9M | 0.95% | 302,671 | Added |
| 21 | DFAE | DIMENSIONAL ETF TRUST | $11.6M | 0.93% | 288,462 | Trimmed |
| 22 | VIGI | VANGUARD WHITEHALL FDS | $11.7M | 0.93% | 125,071 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $11.4M | 0.91% | 56,837 | Added |
| 24 | IEF | ISHARES TR | $11.2M | 0.90% | 118,636 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $11.2M | 0.89% | 16,278 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR