Rothschild Wealth LLC: 13F holdings
CIK 18113452026Q2
| Positions | 656 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 656 (+60 vs prior quarter) |
|---|
| Reported value | $1.3bn (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 79,106 | $59.2m | 4.7% |
| VCSH VANGUARD SCOTTSDALE FDS | 418,175 | $33.0m | 2.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 37,408 | $27.9m | 2.2% |
| IVE ISHARES TR | 99,774 | $22.7m | 1.8% |
| IWF ISHARES TR | 163,186 | $22.4m | 1.8% |
| DYNF BLACKROCK ETF TRUST | 295,017 | $20.1m | 1.6% |
| SFLR INNOVATOR ETFS TRUST | 432,556 | $16.7m | 1.3% |
| IEMG ISHARES INC | 199,822 | $16.6m | 1.3% |
| VTI VANGUARD INDEX FDS | 44,532 | $16.5m | 1.3% |
| AAPL APPLE INC | 55,993 | $16.2m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1811345")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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