Rothschild Wealth
Rothschild Wealth reported 656 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (4.7%), VCSH (2.6%) and SPY (2.2%). Compared with Q1 2026, the fund opened new positions in BLCR, IDEF and CORO, added to IVV, IVW and SFLR, trimmed VCSH, SPY and IVE and sold out of IAGG, CATX and VEEV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $59.2M | 4.7% | 79K | +46K (+136%) | 8 of 8 | |
| 2 |  VCSH Vanguard Scottsdale Fds | $33M | 2.6% | 418K | −3,639 (−1%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $27.9M | 2.2% | 37K | −3,702 (−9%) | 8 of 8 | |
| 4 |  IVE Ishares TR | $22.7M | 1.8% | 100K | −26K (−20%) | 8 of 8 | |
| 5 |  IVW Ishares TR | $22.4M | 1.8% | 163K | +4,175 (+3%) | 8 of 8 | |
| 6 |  DYNF Blackrock ETF Trust | $20.1M | 1.6% | 295K | −41K (−12%) | 8 of 8 | |
| 7 |  SFLR Innovator Etfs Trust | $16.7M | 1.3% | 433K | +60K (+16%) | 8 of 8 | |
| 8 |  IEMG Ishares Inc | $16.6M | 1.3% | 200K | −97K (−33%) | 8 of 8 | |
| 9 |  VTI Vanguard Total Stock Market ETF | $16.5M | 1.3% | 45K | −4,413 (−9%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $16.2M | 1.3% | 56K | +4,695 (+9%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IAGG Ishares TR | $1.5M | 30K |
HONEYWELL INTL INC | $712K | 3,151 |
 CATX Perspective Therapeutics Inc | $687K | 165K |
 VEEV Veeva Sys Inc Class Class A | $526K | 2,997 |
 CMCSA Comcast Corp New | $520K | 18K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rothschild Wealth 13F FAQ
What does Rothschild Wealth own?
Rothschild Wealth reported 656 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (4.7%), VCSH (2.6%) and SPY (2.2%). The table above lists every position in the filing (the top 10 without an account).
What did Rothschild Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 112 new positions, 258 added to, 228 trimmed and 52 sold out. New positions include BLCR, IDEF and CORO. It sold all of IAGG, CATX and VEEV.
When will Rothschild Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Rothschild Wealth's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.