What does Rothschild Wealth LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD SCOTTSDALE FDS

$33M422K3.0%

ISHARES TR

$26M125K2.4%

STATE STR SPDR S&P 500 ETF T

$26M41K2.4%

ISHARES TR

$22M34K2.0%

ISHARES INC

$21M296K1.9%

BLACKROCK ETF TRUST

$20M336K1.8%

ISHARES TR

$18M159K1.6%

SCHWAB STRATEGIC TR

$18M698K1.6%

VANGUARD INDEX FDS

$16M49K1.4%

ISHARES TR

$16M157K1.4%

Filing history loading…