Rothschild Wealth
$1.1B Assets Reported
669 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 421,814 | $33M | 3.0% |
| IVE | ISHARES TR | 125,410 | $26M | 2.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 41,110 | $26M | 2.4% |
| IVV | ISHARES TR | 33,510 | $22M | 2.0% |
| IEMG | ISHARES INC | 296,472 | $21M | 1.9% |
| DYNF | BLACKROCK ETF TRUST | 335,528 | $20M | 1.8% |
| IVW | ISHARES TR | 159,011 | $18M | 1.6% |
| SCHB | SCHWAB STRATEGIC TR | 698,473 | $18M | 1.6% |
| VTI | VANGUARD INDEX FDS | 48,945 | $16M | 1.4% |
| AGG | ISHARES TR | 157,233 | $16M | 1.4% |
Track Rothschild Wealth's 13F portfolio: $1.1B in reported holdings, 669 positions. Top holdings, AUM, and quarterly changes on SentiSense.