Notify me when Rothschild Wealth LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 538 | $1,040,691,137 | +$612,148,424 | -$36,070,455 | +$576,077,969 | VCSH, SPY, IVE, SCHB, IVV | Restatement | 17 Feb 2026, 06:31 |
| Q3 2025 | 237 | $459,018,410 | +$39,656,852 | -$9,708,799 | +$29,948,053 | QUAL, EFV, IVV, VTI, IVW | 13F-HR | 14 Nov 2025, 10:07 |
| Q2 2025 | 210 | $407,573,395 | +$57,090,184 | -$31,727,198 | +$25,362,986 | QUAL, EFV, IVV, VTI, IVW | 13F-HR | 13 Aug 2025, 19:14 |
| Q1 2025 | 197 | $356,500,359 | +$45,806,148 | -$25,943,373 | +$19,862,775 | IVV, QUAL, IVW, VTI, DYNF | 13F-HR | 15 May 2025, 12:53 |
| Q4 2024 | 184 | $341,938,728 | +$70,999,512 | -$34,068,398 | +$36,931,114 | IVV, IVW, VTI, IUSB, DYNF | 13F-HR | 13 Feb 2025, 18:05 |
| Q3 2024 | 187 | $139,572,082 | +$36,833,268 | -$57,451,651 | -$20,618,383 | DYNF, MUB, OBDC, FSK, USMV | 13F-HR | 14 Nov 2024, 09:43 |
| Q2 2024 | 182 | $307,853,555 | +$42,003,171 | -$22,095,977 | +$19,907,194 | IVV, IVW, VTI, IUSB, QUAL | 13F-HR | 13 Aug 2024, 10:01 |
| Q1 2024 | 171 | $284,074,673 | $0 | $0 | $0 | IVV, VTI, IUSB, SPY, QUAL | 13F-HR | 15 May 2024, 14:11 |
| Q2 2023 | 199 | $315,789,240 | +$25,137,814 | -$17,109,768 | +$8,028,046 | IVV, IUSB, QUAL, SHY, EFG | 13F-HR | 14 Aug 2023, 14:23 |
| Q1 2023 | 190 | $299,015,611 | +$140,248,800 | -$26,243,693 | +$114,005,107 | IVV, IUSB, QUAL, SHY, SPY | 13F-HR | 15 May 2023, 20:53 |
| Q4 2022 | 123 | $156,909,761 | +$23,625,303 | -$16,347,549 | +$7,277,754 | IVV, ESGU, IUSB, EFV, MBB | 13F-HR | 15 Feb 2023, 12:34 |
| Q3 2022 | 112 | $124,415,000 | $0 | $0 | $0 | ESGU, IUSB, GOVT, SHY, EFV | 13F-HR | 16 Nov 2022, 17:12 |