Rothschild Wealth LLC
CIK 1811345
13F filing for Q2 2026・No. 2,216
- Holdings
- US$1.25B
- Quarter change
- +US$145.82M
- Entries
- 656
- Net bought (estimate)
- +US$38.33M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 112
- Sold out 52
- Cut 234
- Added 260
- Corporate actions 0
- Unchanged 50
Largest holdings
656 stocks worth US$1.25B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 79,106 | US$59.24M | 4.73% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Cut | 418,175 | US$33.05M | 2.64% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 37,408 | US$27.94M | 2.23% |
| ISHARES TRS&P 500 VAL ETF | Cut | 99,774 | US$22.65M | 1.81% |
| ISHARES TRS&P 500 GRWT ETF | Added | 163,186 | US$22.44M | 1.79% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 295,017 | US$20.06M | 1.60% |
| INNOVATOR ETFS TRUSTQUITY MANAGD FLR | Added | 432,556 | US$16.69M | 1.33% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 199,822 | US$16.55M | 1.32% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 44,532 | US$16.48M | 1.32% |
| AAPLAppleCOM | Added | 55,993 | US$16.2M | 1.29% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.