Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rothschild Wealth LLC (CIK 1811345) reported $1.11B across 595 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCSH ($33.4M, 3.02%), IVE ($26.5M, 2.39%), SPY ($26.2M, 2.36%), IVV ($21.9M, 1.98%), IEMG ($20.7M, 1.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | $33.4M | 3.02% | 421,814 | Added |
| 2 | IVE | ISHARES TR | $26.5M | 2.39% | 125,410 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $26.2M | 2.36% | 41,110 | Added |
| 4 | IVV | ISHARES TR | $21.9M | 1.98% | 33,510 | Added |
| 5 | IEMG | ISHARES INC | $20.7M | 1.87% | 296,472 | Added |
| 6 | DYNF | BLACKROCK ETF TRUST | $19.5M | 1.76% | 335,528 | Added |
| 7 | IVW | ISHARES TR | $18.0M | 1.63% | 159,011 | Added |
| 8 | SCHB | SCHWAB STRATEGIC TR | $17.5M | 1.58% | 698,473 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $15.7M | 1.42% | 48,945 | Added |
| 10 | AGG | ISHARES TR | $15.6M | 1.41% | 157,233 | Added |
| 11 | BSCS | INVESCO EXCH TRD SLF IDX FD | $14.7M | 1.33% | 718,871 | Trimmed |
| 12 | EFV | ISHARES TR | $14.1M | 1.27% | 189,695 | Added |
| 13 | OEF | ISHARES TR | $13.7M | 1.24% | 43,167 | Added |
| 14 | SFLR | INNOVATOR ETFS TRUST | $13.2M | 1.19% | 372,737 | Added |
| 15 | AAPL | APPLE INC | $13.0M | 1.18% | 51,298 | Added |
| 16 | DGRO | ISHARES TR | $12.3M | 1.11% | 175,498 | Added |
| 17 | SLYV | SPDR SERIES TRUST | $12.2M | 1.10% | 128,808 | Added |
| 18 | MBB | ISHARES TR | $12.2M | 1.10% | 128,119 | Added |
| 19 | IYY | ISHARES TR | $12.0M | 1.08% | 75,755 | Trimmed |
| 20 | LQD | ISHARES TR | $11.9M | 1.08% | 109,138 | Added |
| 21 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.8M | 1.07% | 277,049 | Trimmed |
| 22 | VIGI | VANGUARD WHITEHALL FDS | $10.9M | 0.98% | 122,747 | Added |
| 23 | DFIV | DIMENSIONAL ETF TRUST | $10.7M | 0.97% | 203,030 | Added |
| 24 | FLXR | TCW ETF TRUST | $10.6M | 0.96% | 269,643 | Added |
| 25 | JAAA | JANUS DETROIT STR TR | $10.5M | 0.95% | 209,138 | Added |
Source: SEC Form 13F filings · as of 2026-03-31