13F Insight
DOSSIER · 13F-HR · Q1 2026

ROTHSCHILD INVESTMENT LLC

$1.9B in tracked AUM across 3,605 positions as of Q1 2026.

RI
CIK 0000085338 · last filed Mar 31, 2026
Total AUM
$1.9B
as of Q1 2026
Holdings
3,605
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

ROTHSCHILD INVESTMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION COM
$72M415K3.8%02
AAPL
APPLE INC COM
$67M264K3.5%03
GOOGL
ALPHABET INC CAP STK CL A
$50M173K2.6%04
JPM
JPMORGAN CHASE & CO COM
$42M143K2.2%05
PRF
INVESCO RAFI US 1000 ETF
$31M643K1.6%06
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$30M63K1.6%07
AMZN
AMAZON COM INC COM
$30M145K1.6%08
MSFT
MICROSOFT CORP COM
$29M79K1.5%09
GOOG
ALPHABET INC CAP STK CL C
$26M91K1.4%10
XOM
EXXON MOBIL CORP COM
$24M141K1.3%

Filing history

2026Q1Mar 31
$1.9B▲ 5.3%
3,605 positionsView →2025Q4Dec 31
$1.8B▲ 2.6%
3,428 positionsView →2025Q3Sep 30
$1.8B▲ 11.1%
3,135 positionsView →2025Q2Jun 30
$1.6B▲ 6.8%
3,016 positionsLocked2025Q1Mar 31
$1.5B▼ 2.1%
3,026 positionsLocked2024Q4Dec 31
$1.5B▼ 0.0%
2,955 positionsLocked2024Q3Sep 30
$1.5B▲ 6.3%
2,895 positionsLocked2024Q2Jun 30
$1.4B▲ 3.9%
2,817 positionsLocked2024Q1Mar 31
$1.4B▲ 15.9%
2,269 positionsLocked2023Q4Dec 31
$1.2B—
1,355 positionsLocked