Rothschild Investment
$1.9B Assets Reported
3,671 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 415,340 | $72M | 3.8% |
| AAPL | APPLE INC COM | 264,002 | $67M | 3.5% |
| GOOGL | ALPHABET INC CAP STK CL A | 172,756 | $50M | 2.6% |
| JPM | JPMORGAN CHASE & CO COM | 142,747 | $42M | 2.2% |
| PRF | INVESCO RAFI US 1000 ETF | 643,009 | $31M | 1.6% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | 63,036 | $30M | 1.6% |
| AMZN | AMAZON COM INC COM | 144,961 | $30M | 1.6% |
| MSFT | MICROSOFT CORP COM | 78,974 | $29M | 1.5% |
| GOOG | ALPHABET INC CAP STK CL C | 91,014 | $26M | 1.4% |
| XOM | EXXON MOBIL CORP COM | 141,473 | $24M | 1.3% |
Track Rothschild Investment's 13F portfolio: $1.9B in reported holdings, 3,671 positions. Top holdings, AUM, and quarterly changes on SentiSense.