Rothschild Wealth
$1.3B 13F equity value
708 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rothschild Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 79,106 | $59M | 4.7% |
| VCSH | VANGUARD SCOTTSDALE FDS | 418,175 | $33M | 2.6% |
| SPY | STATE STR SPDR S&P 500 ETF T | 37,408 | $28M | 2.2% |
| IVE | ISHARES TR | 99,774 | $23M | 1.8% |
| IVW | ISHARES TR | 163,186 | $22M | 1.8% |
| DYNF | BLACKROCK ETF TRUST | 295,017 | $20M | 1.6% |
| SFLR | INNOVATOR ETFS TRUST | 432,556 | $17M | 1.3% |
| IEMG | ISHARES INC | 199,822 | $17M | 1.3% |
| VTI | VANGUARD INDEX FDS | 44,532 | $16M | 1.3% |
| AAPL | APPLE INC | 55,993 | $16M | 1.3% |
Track Rothschild Wealth's 13F portfolio: $1.3B in reported holdings, 708 positions. Top holdings and quarterly changes on SentiSense.
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