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

Rothschild Wealth LLC

$1.3B in tracked AUM across 656 positions as of Q2 2026.

RW
CIK 0001811345 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
656
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Rothschild Wealth 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
IVV
ISHARES TR
$59M79K4.7%02
VCSH
VANGUARD SCOTTSDALE FDS
$33M418K2.6%03
SPY
STATE STR SPDR S&P 500 ETF T
$28M37K2.2%04
IVE
ISHARES TR
$23M100K1.8%05
IVW
ISHARES TR
$22M163K1.8%06
DYNF
BLACKROCK ETF TRUST
$20M295K1.6%07
SFLR
INNOVATOR ETFS TRUST
$17M433K1.3%08
IEMG
ISHARES INC
$17M200K1.3%09
VTI
VANGUARD INDEX FDS
$16M45K1.3%10
AAPL
APPLE INC
$16M56K1.3%

Filing history

2026Q2Jun 30
$1.3B▲ 13.2%
656 positionsView →2026Q1Mar 31
$1.1B▲ 6.3%
596 positionsView →2025Q4Dec 31
$1.0B▲ 126.7%
543 positionsView →2025Q3Sep 30
$459M▲ 12.6%
237 positionsView →2025Q2Jun 30
$408M▲ 14.3%
210 positionsLocked2025Q1Mar 31
$357M▲ 4.3%
198 positionsLocked2024Q4Dec 31
$342M▲ 2.1%
185 positionsLocked2024Q3Sep 30
$335M▲ 8.8%
188 positionsLocked2024Q2Jun 30
$308M▲ 8.4%
182 positionsLocked2024Q1Mar 31
$284M▼ 10.2%
171 positionsLocked2023Q2Jun 30
$316M▲ 5.8%
199 positionsLocked2023Q1Mar 31
$299M▲ 75.1%
190 positionsLocked
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