StockDriftsStockDriftsTop 50 Rothschild Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.73% | 79.1K | $59.2M | +136.07%(+45.60K) | $601.32(+29.54%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.64% | 418.2K | $33.0M | -0.86%(-3.64K) | $79.44(-1.01%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.23% | 37.4K | $27.9M | -9.01%(-3.70K) | $615.63(+25.95%) | 2026-06-30 | |
| IVE | ISHARES TR | 1.81% | 99.8K | $22.7M | -20.44%(-25.64K) | $200.21(+18.44%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.79% | 163.2K | $22.4M | +2.63%(+4.17K) | $102.96(+37.55%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 1.6% | 295.0K | $20.1M | -12.07%(-40.51K) | $47.73(+47.01%) | 2026-06-30 | |
| SFLR | INNOVATOR ETFS TRUST | 1.33% | 432.6K | $16.7M | +16.05%(+59.82K) | $33.75(+16.65%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.32% | 199.8K | $16.6M | -32.60%(-96.65K) | $58.22(+41.92%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.32% | 44.5K | $16.5M | -9.02%(-4.41K) | $269.80(+42.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.29% | 56.0K | $16.2M | +9.15%(+4.70K) | $208.62(+46.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.55% | +38.82% | — | — | +45.54% |
| Top 20 Holdings Unweighted | +11.49% | +38.57% | — | — | +43.95% |
Rothschild Wealth LLC reports $1.25B in US-listed equity holdings across 656 positions in its most recent 13F filing. Its largest disclosed positions are IVV (4.7%), VCSH (2.6%) and SPY (2.2%). The top 20 holdings account for 30.93% of reported assets. Its disclosed equity book has returned +38.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rothschild Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1811345). View Rothschild Wealth LLC’s 13F filings on SEC