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

Rothschild Wealth LLC

$1.1B in tracked AUM across 596 positions as of Q1 2026.

RW
CIK 0001811345 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
596
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Rothschild Wealth 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
VCSH
VANGUARD SCOTTSDALE FDS
$33M422K3.0%02
IVE
ISHARES TR
$26M125K2.4%03
SPY
STATE STR SPDR S&P 500 ETF T
$26M41K2.4%04
IVV
ISHARES TR
$22M34K2.0%05
IEMG
ISHARES INC
$21M296K1.9%06
DYNF
BLACKROCK ETF TRUST
$20M336K1.8%07
IVW
ISHARES TR
$18M159K1.6%08
SCHB
SCHWAB STRATEGIC TR
$18M698K1.6%09
VTI
VANGUARD INDEX FDS
$16M49K1.4%10
AGG
ISHARES TR
$16M157K1.4%

Filing history

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 positionsLocked2022Q4Dec 31
$171M▲ 6.8%
123 positionsLocked
Showing 12 of 13