account_balance
Investment manager · 13F filer · SEC CIK 1811345
Rothschild Wealth LLC
Reported value$1.38Bas of Sep 30, 2026
Positions747 145 new, 54 sold out
Top 10 weight20.3%IVV alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.8%Added +9%
SPYState STR SPDR S&P 500 ETF T
2.5%Added +23%
VCSHVanguard Scottsdale FDS
2.4%
IVWiShares Tr
1.8%Added +9%
IVEiShares Tr
1.7%Added +6%
AAPLApple Inc
1.6%Added +19%
DYNFBlackRock ETF Trust
1.6%Added +9%
VTIVanguard Index FDS
1.3%Added +7%
JAAAJanus Detroit STR Tr
1.3%Added +32%
SFLRInnovator Etfs Trust
1.3%Added +3%
IEMGiShares Inc
1.3%Added +6%
MBBiShares Tr
1.1%Added +20%
IVViShares Tr
4.8%Added +9%
VCSHVanguard Scottsdale FDS
2.4%
IVWiShares Tr
1.8%Added +9%
IVEiShares Tr
1.7%Added +6%
DYNF1.6%
VTI1.3%
JAAA1.3%
SFLR1.3%
IEMG1.3%
MBB1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 4.8% Added +9%
SPY State STR SPDR S&P 500 ETF T 2.5% Added +23%VCSH Vanguard Scottsdale FDS 2.4% Held
IVW iShares Tr 1.8% Added +9%
IVE iShares Tr 1.7% Added +6%
AAPL Apple Inc 1.6% Added +19%DYNF BlackRock ETF Trust 1.6% Added +9%
VTI Vanguard Index FDS 1.3% Added +7%
JAAA Janus Detroit STR Tr 1.3% Added +32%
SFLR Innovator Etfs Trust 1.3% Added +3%
IEMG iShares Inc 1.3% Added +6%
MBB iShares Tr 1.1% Added +20%
What changed