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Rothschild Wealth LLC

Q2 2026 13F filing

Updated 30 days ago

656 disclosed positions worth $1.3B

Portfolio value
$1.3B
Total holdings
656
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$59.2M
Shares
79.1K
% Port
4.73%
V

VANGUARD SCOTTSDALE FDS

Value
$33M
Shares
418.2K
% Port
2.64%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

Value
$27.9M
Shares
37.4K
% Port
2.23%
E

ISHARES TR

Value
$22.7M
Shares
99.8K
% Port
1.81%
E

ISHARES TR

Value
$22.4M
Shares
163.2K
% Port
1.79%
E

BLACKROCK ETF TRUST

Value
$20.1M
Shares
295.0K
% Port
1.60%
?
7.N/A

INNOVATOR ETFS TRUST

Value
$16.7M
Shares
432.6K
% Port
1.33%
E

ISHARES INC

Value
$16.6M
Shares
199.8K
% Port
1.32%
V

VANGUARD INDEX FDS

Value
$16.5M
Shares
44.5K
% Port
1.32%
A
10.AAPL

APPLE INC

Value
$16.2M
Shares
56.0K
% Port
1.29%
E
11.ETHA

ISHARES TR

Value
$15.9M
Shares
160.3K
% Port
1.27%
S

SCHWAB STRATEGIC TR

Value
$15.1M
Shares
521.4K
% Port
1.21%
?
13.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$14.6M
Shares
716.2K
% Port
1.16%
E
14.ETHA

ISHARES TR

Value
$13.5M
Shares
142.6K
% Port
1.08%
N
15.NOC

JANUS DETROIT STR TR

Value
$13.4M
Shares
265.6K
% Port
1.07%
E
16.ETHA

ISHARES TR

Value
$13.1M
Shares
71.8K
% Port
1.05%
E
17.ETHA

ISHARES TR

Value
$13M
Shares
172.1K
% Port
1.04%
S

SPDR SERIES TRUST

Value
$13M
Shares
119.2K
% Port
1.04%
B
19.BLK

ISHARES TR

Value
$12.6M
Shares
115.2K
% Port
1.00%
?
20.N/A

TCW ETF TRUST

Value
$11.9M
Shares
302.7K
% Port
0.95%
V
21.VGES

VANGUARD WHITEHALL FDS

Value
$11.7M
Shares
125.1K
% Port
0.93%
N
22.NFLX

DIMENSIONAL ETF TRUST

Value
$11.6M
Shares
288.5K
% Port
0.93%
N
23.NVDA

NVIDIA CORPORATION

Value
$11.4M
Shares
56.8K
% Port
0.91%
E
24.ETHA

ISHARES TR

Value
$11.2M
Shares
118.6K
% Port
0.90%
V
25.VGES

VANGUARD INDEX FDS

Value
$11.2M
Shares
16.3K
% Port
0.89%
E
26.ETHA

ISHARES TR

Value
$10.8M
Shares
234.2K
% Port
0.86%
E
27.ETHA

BLACKROCK ETF TRUST

Value
$10.7M
Shares
203.4K
% Port
0.86%
?
28.N/A

DIMENSIONAL ETF TRUST

Value
$10.7M
Shares
198.4K
% Port
0.86%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$10.6M
Shares
215.7K
% Port
0.85%
J

JPMORGAN CHASE & CO

Value
$10.6M
Shares
32.4K
% Port
0.85%
E
31.ETHA

ISHARES TR

Value
$10.5M
Shares
119.6K
% Port
0.84%
V
32.VGES

VANGUARD TAX-MANAGED FDS

Value
$10.1M
Shares
141.7K
% Port
0.81%
?
33.N/A

ETF SER SOLUTIONS

Value
$10.1M
Shares
249.2K
% Port
0.80%
E
34.ETHA

ISHARES TR

Value
$9.8M
Shares
78.8K
% Port
0.78%
D
35.DKNG

ETF SER SOLUTIONS

Value
$9.5M
Shares
158.5K
% Port
0.76%
M
36.MSFT

MICROSOFT CORP

Value
$9.3M
Shares
25.0K
% Port
0.74%
B
37.BTCW

WISDOMTREE TR

Value
$9.2M
Shares
96.6K
% Port
0.74%
V
38.VGES

VANGUARD WORLD FD

Value
$9.2M
Shares
77.0K
% Port
0.74%
?
39.N/A

DIMENSIONAL ETF TRUST

Value
$9.2M
Shares
262.8K
% Port
0.74%
G

ALPHABET INC

Value
$8.8M
Shares
24.8K
% Port
0.71%
E
41.ETHA

ISHARES TR

Value
$8.5M
Shares
24.9K
% Port
0.68%
A
42.AMZN

AMAZON COM INC

Value
$8.2M
Shares
34.4K
% Port
0.66%
F
43.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$8.2M
Shares
87.1K
% Port
0.65%
Q
44.QQQ

INVESCO QQQ TR

Value
$7.9M
Shares
10.7K
% Port
0.63%
?
45.N/A

INNOVATOR ETFS TRUST

Value
$7.8M
Shares
170.6K
% Port
0.62%
J

J P MORGAN EXCHANGE TRADED F

Value
$7.7M
Shares
153.2K
% Port
0.62%
V
47.VGES

VANGUARD INDEX FDS

Value
$7.5M
Shares
34.5K
% Port
0.60%
E
48.ETHA

ISHARES TR

Value
$7.5M
Shares
98.2K
% Port
0.60%
E
49.ETHA

ISHARES TR

Value
$7.4M
Shares
96.6K
% Port
0.59%
G

GOLDMAN SACHS ETF TR

Value
$7.2M
Shares
158.1K
% Port
0.58%