13F Insight
DOSSIER · 13F-HR · Q2 2026

ROTHSCHILD INVESTMENT LLC

$2.7B in tracked AUM across 3,636 positions as of Q2 2026.

RI
CIK 0000085338 · last filed Jun 30, 2026
Total AUM
$2.7B
as of Q2 2026
Holdings
3,636
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

ROTHSCHILD INVESTMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$98M337K3.7%02
NVDA
NVIDIA CORPORATION COM
$97M484K3.6%03
GOOGL
ALPHABET INC CAP STK CL A
$68M190K2.5%04
JPM
JPMORGAN CHASE & CO COM
$52M160K2.0%05
AMZN
AMAZON COM INC COM
$41M173K1.5%06
GOOG
ALPHABET INC CAP STK CL C
$41M115K1.5%07
MSFT
MICROSOFT CORP COM
$38M102K1.4%08
PRF
INVESCO RAFI US 1000 ETF
$35M656K1.3%09
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$34M68K1.3%10
PANW
PALO ALTO NETWORKS INC COM
$33M96K1.2%

Filing history

2026Q2Jun 30
$2.7B▲ 39.8%
3,636 positionsView →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