1y return+14.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $131 against $143 in the S&P 500.2
Rothschild Wealth LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $59.2M | 4.7% | +136.1% |
| VCSHVanguard Scottsdale Fds | $33.0M | 2.6% | |
| SPYState Str Spdr S&p 500 Etf T | $27.9M | 2.2% | −9.0% |
| IVEIshares Tr | $22.7M | 1.8% | −20.4% |
| IVWIshares Tr | $22.4M | 1.8% | +2.6% |
| DYNFBlackrock Etf Trust | $20.1M | 1.6% | −12.1% |
| SFLRInnovator Etfs Trust | $16.7M | 1.3% | +16.0% |
| IEMGIshares Inc | $16.6M | 1.3% | −32.6% |
| VTIVanguard Index Fds | $16.5M | 1.3% | −9.0% |
| AAPLApple Inc | $16.2M | 1.3% | +9.2% |
| AGGIshares Tr | $15.9M | 1.3% | +2.0% |
| SCHBSchwab Strategic Tr | $15.1M | 1.2% | −25.3% |
| BSCSInvesco Exch Trd Slf Idx Fd | $14.6M | 1.2% | |
| MBBIshares Tr | $13.5M | 1.1% | +11.3% |
| JAAAJanus Detroit Str Tr | $13.4M | 1.1% | +27.0% |
| IYYIshares Tr | $13.1M | 1.0% | −5.2% |
| DGROIshares Tr | $13.0M | 1.0% | −1.9% |
| SLYVSpdr Series Trust | $13.0M | 1.0% | −7.5% |
| LQDIshares Tr | $12.6M | 1.0% | +5.6% |
| FLXRTcw Etf Trust | $11.9M | 0.9% | +12.2% |
| VIGIVanguard Whitehall Fds | $11.7M | 0.9% | +1.9% |
| DFAEDimensional Etf Trust | $11.6M | 0.9% | −2.0% |
| NVDANvidia Corporation | $11.4M | 0.9% | +16.8% |
| IEFIshares Tr | $11.2M | 0.9% | +10.4% |
| VOOVanguard Index Fds | $11.2M | 0.9% | +70.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | March 31, 2024 | +136.8% | $8.8M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $11.4M |
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $10.7M |
| VGTVanguard World Fd | March 31, 2024 | +82.4% | $9.2M |
| AAPLApple Inc | March 31, 2024 | +68.7% | $16.2M |
| JPMJpmorgan Chase & Co | March 31, 2024 | +63.4% | $10.6M |
| IVWIshares Tr | March 31, 2024 | +62.9% | $22.4M |
| IEMGIshares Inc | March 31, 2024 | +60.5% | $16.6M |
| DYNFBlackrock Etf Trust | March 31, 2024 | +53.2% | $20.1M |
| VOOVanguard Index Fds | March 31, 2024 | +42.9% | $11.2M |
Sold off last quarter
- IAGGIshares Tr was $1.5M
- Honeywell Intl IncCUSIP 438516106 was $712K
- CATXPerspective Therapeutics Inc was $687K
- VEEVVeeva Sys Inc was $526K
- CMCSAComcast Corp New was $520K
- FETForum Energy Technologies In was $478K
- SFStifel Finl Corp was $448K
- HIIHuntington Ingalls Inds Inc was $434K
- Masimo CorpCUSIP 574795100 was $400K
- FSTAFidelity Covington Trust was $388K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +7.4% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +3.0% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +5.5% | +7.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rothschild Wealth LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1811345&type=13F-HR&dateb=&owner=include&count=40CIK 1811345
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1811345/000110465926093815/Filed August 11, 2026 · accession 0001104659-26-093815