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Sentinus

Latest statistics and disclosures from Rothschild Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VCSH, IVE, SPY, IVV, IEMG, and represent 11.63% of Rothschild Wealth's stock portfolio.
Added to shares of these 10 stocks: JPST (+$6.0M), JPM, GOVT, AAPL, SDY, FVD, ABBV, ACWI, MSFT, NVDA.
Started 133 new stock positions in BITB, DAR, EVR, TTC, VIK, ASML, WGRX, CMCSA, ATCH, INTS.
Reduced shares in these 10 stocks: BELFB, BSCS, ASM, SCHB, EZPW, NPKI, RLGT, NWPX, PESI, SAMG.
Sold out of its positions in ARQ, AENT, AEP, AMH, AMT, ASRT, ASUR, AVNW, ASM, AYTU.
Rothschild Wealth was a net buyer of stock by $82M.
Rothschild Wealth has $1.1B in assets under management (AUM), dropping by 6.32%.
Central Index Key (CIK): 0001811345

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Portfolio Holdings for Rothschild Wealth

Rothschild Wealth holds 596 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Rothschild Wealth has 596 total positions. Only the first 250 positions are shown.

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Download the Rothschild Wealth March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.0	$33M	+5%	422k	79.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$27M	+7%	125k	211.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.4	$26M	+2%	41k	636.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$22M	+15%	34k	653.21	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$21M	+5%	297k	69.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$20M	+9%	336k	58.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$18M	+9%	159k	113.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$18M	-10%	699k	25.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$16M		49k	320.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$16M	+15%	157k	99.27	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.3	$15M	-13%	719k	20.42	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$14M	+7%	190k	74.35	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$14M	+11%	43k	318.07	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.2	$13M		373k	35.41	View chart
Apple (AAPL)	1.2	$13M	+43%	51k	253.79	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$12M	+3%	176k	70.18	View chart
Spdr Series Trust State Street Spd (SLYV)	1.1	$12M		129k	94.58	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$12M	+8%	128k	94.95	View chart
Ishares Tr Dow Jones Us Etf (IYY)	1.1	$12M	-3%	76k	158.45	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.1	$12M	+22%	109k	108.99	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.1	$12M	-3%	277k	42.54	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$11M	+3%	123k	88.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.0	$11M		203k	52.78	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.0	$11M	+12%	270k	39.27	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$11M	+6%	209k	50.37	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$10M	+9%	125k	83.77	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$10M	+6%	108k	95.44	View chart
Dimensional Emerging Core Equity Market Etf Emgr Cre Eqt Mng (DFAE)	0.9	$10M		295k	33.86	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.9	$9.7M	+2%	288k	33.67	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$9.3M	+4%	106k	87.84	View chart
Distillate Small/mid Cash Flow Etf Distillate Smlmd (DSMC)	0.8	$9.2M		247k	37.42	View chart
JPMorgan Chase & Co. (JPM)	0.8	$9.0M	+114%	31k	294.17	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.8	$8.9M	+3%	155k	57.88	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$8.8M	+3%	95k	92.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$8.7M	+8%	45k	191.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$8.5M	-2%	133k	64.08	View chart
NVIDIA Corporation (NVDA)	0.8	$8.5M	+52%	49k	174.40	View chart
Abbvie (ABBV)	0.8	$8.4M	+59%	39k	217.49	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.7	$8.1M	-13%	163k	49.79	View chart
Microsoft Corporation (MSFT)	0.7	$8.0M	+59%	22k	370.17	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$8.0M	+303%	158k	50.61	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$7.9M	+12%	238k	32.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$7.7M	+9%	32k	239.99	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$7.5M	+12%	208k	36.22	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.7	$7.5M	-2%	176k	42.72	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.7	$7.4M	+13%	171k	43.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$7.3M	+2%	108k	67.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$7.2M	+25%	37k	196.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$7.1M	+7%	154k	46.19	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.6	$7.0M		196k	35.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$6.6M	-8%	73k	90.53	View chart
Mastercard Incorporated Cl A (MA)	0.6	$6.6M	+5%	13k	499.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$6.6M	+21%	23k	287.56	View chart
Spdr Series Trust State Street Spd (SPIB)	0.6	$6.6M	+24%	196k	33.54	View chart
Amazon (AMZN)	0.6	$6.4M	+46%	31k	208.27	View chart
Owl Rock Capital Corporation (OBDC)	0.6	$6.3M	-2%	571k	11.06	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.6	$6.3M	-11%	54k	115.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$6.1M	+11%	11k	577.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$5.7M	+8%	9.6k	597.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$5.7M		8.2k	697.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$5.7M	-6%	221k	25.64	View chart
State Street Spdr S&p North American Natural Resources Etf S&p North Amer (NANR)	0.5	$5.5M	-2%	65k	84.00	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.5	$5.1M	+8%	113k	45.18	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$5.1M		129k	39.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$4.9M	-7%	67k	73.64	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$4.9M	+12%	53k	91.77	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$4.8M	+4%	48k	100.57	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTT)	0.4	$4.8M	-12%	113k	42.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.7M	+20%	17k	286.85	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$4.7M	+8%	22k	218.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$4.5M	+41%	55k	82.57	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$4.4M	+1289%	193k	22.91	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$4.4M		58k	75.19	View chart
Sprott Asset Management Lp Physical Gold An Tr Unit (CEF)	0.4	$4.3M		91k	47.72	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.4	$4.2M	+2%	39k	109.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.2M	+13%	34k	124.31	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$4.1M	+9%	37k	110.36	View chart
Fs Kkr Capital Corp (FSK)	0.4	$4.0M	-3%	397k	10.18	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$3.8M	+650%	80k	47.03	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$3.5M	NEW	24k	145.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$3.5M	-5%	46k	77.11	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$3.5M	-20%	35k	97.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$3.4M		64k	54.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.4M	+389%	8.0k	430.29	View chart
McDonald's Corporation (MCD)	0.3	$3.4M	+19%	11k	310.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$3.4M		41k	82.75	View chart
Meta Platforms Cl A (META)	0.3	$3.2M	+60%	5.5k	572.18	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$3.1M	NEW	23k	138.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$3.1M		157k	19.62	View chart
Broadcom (AVGO)	0.3	$3.0M	+72%	9.8k	309.51	View chart
Johnson & Johnson (JNJ)	0.3	$3.0M	+9%	12k	244.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.0M	+2%	16k	191.93	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$2.9M		31k	94.24	View chart
Abbott Laboratories (ABT)	0.3	$2.9M	+44%	28k	102.67	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$2.9M	+20%	28k	100.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.8M	+46%	5.9k	479.18	View chart
Hartford Financial Services (HIG)	0.2	$2.5M	NEW	18k	135.23	View chart
Capital Group International SHS (CGIC)	0.2	$2.4M		73k	33.11	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.4M	+22%	14k	169.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.4M		31k	75.10	View chart
Tesla Motors (TSLA)	0.2	$2.3M	+59%	6.3k	371.76	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$2.3M	-5%	18k	132.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$2.3M	-2%	50k	45.97	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$2.2M	-3%	45k	48.32	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$2.2M	-7%	28k	77.38	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$2.1M		3.4k	616.76	View chart
State Street Spdr S&p Global Natural Resources Etf Glb Nat Resrce (GNR)	0.2	$2.1M	-4%	28k	74.67	View chart
Newmont Mining Corporation (NEM)	0.2	$2.0M	-4%	19k	108.25	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$2.0M	+4%	39k	51.93	View chart
Aim Etf Products Trust Allianzim Us Eq (JULT)	0.2	$2.0M	+5%	46k	43.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.0M	+5%	69k	29.13	View chart
Costco Wholesale Corporation (COST)	0.2	$2.0M	+51%	2.0k	996.46	View chart
Visa Com Cl A (V)	0.2	$2.0M	+50%	6.5k	302.22	View chart
Eli Lilly & Co. (LLY)	0.2	$1.9M	+75%	2.1k	919.83	View chart
Merck & Co (MRK)	0.2	$1.9M	+13%	16k	120.29	View chart
Caterpillar (CAT)	0.2	$1.9M	-5%	2.7k	708.42	View chart
Wal-Mart Stores (WMT)	0.2	$1.9M		15k	124.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.9M	+22%	21k	88.16	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$1.9M	-4%	56k	33.30	View chart
Bristol Myers Squibb (BMY)	0.2	$1.8M	+27%	30k	60.65	View chart
Chevron Corporation (CVX)	0.2	$1.8M	+43%	8.8k	206.90	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$1.8M	+4%	28k	64.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.7M	+20%	12k	148.09	View chart
Cisco Systems (CSCO)	0.2	$1.7M	+5%	22k	77.59	View chart
Aim Etf Products Trust Allianzim Us Eq (APRT)	0.2	$1.7M	+6%	40k	42.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.7M	+566%	33k	49.89	View chart
Citigroup Com New (C)	0.1	$1.6M	+22%	14k	113.41	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.6M	-17%	18k	89.33	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$1.6M		40k	39.89	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.5M	+4%	36k	42.56	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.5M	+11%	31k	50.04	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.5M	+36%	17k	86.64	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.4M		31k	46.23	View chart
Aim Etf Products Trust Allianzim Us Eqt (JANT)	0.1	$1.4M	+7%	35k	40.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.4M		6.5k	215.06	View chart
Micron Technology (MU)	0.1	$1.4M	+37%	4.1k	337.84	View chart
Comfort Systems USA (FIX)	0.1	$1.4M	+34%	995.00	1378.99	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.4M	NEW	27k	50.98	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$1.4M		20k	66.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.4M		3.2k	426.44	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$1.3M		39k	33.75	View chart
Ishares Tr Future Exponenti (XT)	0.1	$1.3M		19k	68.15	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.3M	-3%	28k	46.95	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.1	$1.3M		31k	42.34	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.3M	NEW	28k	45.89	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.3M	+71%	26k	49.40	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$1.3M	-2%	63k	20.05	View chart
Pepsi (PEP)	0.1	$1.2M	-11%	8.0k	155.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M		13k	97.13	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.2M	-3%	13k	96.70	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$1.2M	+4%	14k	88.49	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M	+69%	7.5k	164.56	View chart
Ge Vernova (GEV)	0.1	$1.2M	+102%	1.4k	872.91	View chart
PG&E Corporation (PCG)	0.1	$1.2M	+66%	67k	17.57	View chart
Amgen (AMGN)	0.1	$1.2M	+54%	3.3k	351.89	View chart
Hecla Mining Company (HL)	0.1	$1.2M	-19%	62k	18.63	View chart
Stryker Corporation (SYK)	0.1	$1.1M	+14%	3.4k	328.59	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$1.1M	-4%	23k	48.86	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$1.1M	+8%	24k	47.37	View chart
Edison International (EIX)	0.1	$1.1M	+42%	15k	73.18	View chart
FedEx Corporation (FDX)	0.1	$1.1M	+15%	3.2k	356.13	View chart
Verizon Communications (VZ)	0.1	$1.1M	+35%	22k	50.20	View chart
TJX Companies (TJX)	0.1	$1.1M	+39%	7.0k	159.71	View chart
Freeport Mcmoran CL B (FCX)	0.1	$1.1M	+27%	19k	58.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$1.1M		27k	40.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.1M	-10%	19k	58.54	View chart
Uber Technologies (UBER)	0.1	$1.1M	NEW	15k	71.93	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M	+128%	3.7k	283.78	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.0M		22k	46.74	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.0M	NEW	7.2k	146.62	View chart
Airbnb Com Cl A (ABNB)	0.1	$1.0M	+50%	8.1k	126.28	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$1.0M	+2%	35k	29.04	View chart
3M Company (MMM)	0.1	$1.0M	-8%	6.9k	145.23	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$998k		9.2k	108.98	View chart
Lockheed Martin Corporation (LMT)	0.1	$997k	+26%	1.7k	604.49	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$997k		20k	50.49	View chart
Pfizer (PFE)	0.1	$995k	+9%	35k	28.08	View chart
Technipfmc (FTI)	0.1	$981k	+37%	14k	69.13	View chart
Servicenow (NOW)	0.1	$957k	+352%	9.2k	104.55	View chart
Ameriprise Financial (AMP)	0.1	$953k	+16%	2.1k	444.34	View chart
Prudential Financial (PRU)	0.1	$952k		9.7k	97.69	View chart
Western Digital (WDC)	0.1	$950k	+35%	3.5k	270.49	View chart
Snap-on Incorporated (SNA)	0.1	$947k	+5%	2.6k	363.24	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$946k		9.4k	101.14	View chart
Constellation Energy (CEG)	0.1	$941k	+13%	3.4k	279.27	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$935k		8.4k	110.86	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$922k	NEW	23k	39.32	View chart
Enterprise Products Partners (EPD)	0.1	$911k	+10%	24k	37.84	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.1	$910k	NEW	3.8k	241.37	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$897k	+61%	1.2k	772.65	View chart
Oracle Corporation (ORCL)	0.1	$891k	+12%	6.1k	147.12	View chart
Chubb (CB)	0.1	$887k	-6%	2.7k	325.95	View chart
Phillips 66 (PSX)	0.1	$887k	+49%	4.9k	182.19	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$885k		9.8k	89.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$869k	+4%	15k	56.79	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$868k		12k	71.75	View chart
General Dynamics Corporation (GD)	0.1	$866k	+23%	2.5k	343.23	View chart
Philip Morris International (PM)	0.1	$860k	+84%	5.2k	165.35	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$851k		6.8k	125.13	View chart
S&p Global (SPGI)	0.1	$829k	+313%	2.0k	425.34	View chart
Home Depot (HD)	0.1	$825k	+8%	2.5k	328.95	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$821k	-2%	14k	59.55	View chart
Altria (MO)	0.1	$811k	+39%	12k	65.99	View chart
Netflix (NFLX)	0.1	$805k	+108%	8.4k	96.15	View chart
Palantir Technologies Cl A (PLTR)	0.1	$801k	+21%	5.5k	146.28	View chart
Procter & Gamble Company (PG)	0.1	$798k	+31%	5.5k	144.45	View chart
Booking Holdings (BKNG)	0.1	$783k	+47%	186.00	4210.32	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$782k		47k	16.72	View chart
American Express Company (AXP)	0.1	$775k	+18%	2.6k	302.47	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$764k	-6%	4.7k	161.73	View chart
Marsh & McLennan Companies (MRSH)	0.1	$762k	+192%	4.4k	173.45	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$752k	+28%	3.6k	211.90	View chart
Centene Corporation (CNC)	0.1	$741k	+17%	23k	32.74	View chart
Teradyne (TER)	0.1	$735k	+73%	2.5k	296.46	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$734k		20k	36.16	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$729k	+2%	7.8k	93.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$726k	+19%	5.1k	142.43	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$722k	+17%	32k	22.95	View chart
UnitedHealth (UNH)	0.1	$717k	+32%	2.7k	270.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$717k	-16%	19k	38.42	View chart
Citizens Financial (CFG)	0.1	$716k	+20%	12k	59.97	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$713k		17k	42.23	View chart
Honeywell International (HON)	0.1	$712k	NEW	3.2k	226.02	View chart
Deckers Outdoor Corporation (DECK)	0.1	$707k	+26%	7.1k	100.09	View chart
Danaher Corporation (DHR)	0.1	$705k	+69%	3.7k	189.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$704k	-7%	2.8k	247.98	View chart
At&t (T)	0.1	$702k	+52%	24k	28.99	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$697k	NEW	10k	67.00	View chart
salesforce (CRM)	0.1	$693k	+91%	3.7k	186.66	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$693k	+41%	7.4k	93.29	View chart
Fiserv (FISV)	0.1	$691k	NEW	12k	55.80	View chart
Allstate Corporation (ALL)	0.1	$690k	+2%	3.3k	207.34	View chart
Perspective Therapeutics Com New (CATX)	0.1	$687k		165k	4.17	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$685k		15k	46.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$684k	+58%	2.0k	337.95	View chart
Southwest Airlines (LUV)	0.1	$681k	+9%	18k	37.57	View chart
Arista Networks Com Shs (ANET)	0.1	$670k	+25%	5.5k	122.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$666k		17k	39.94	View chart
Goldman Sachs (GS)	0.1	$658k	+26%	777.00	846.66	View chart
Lam Research Corp Com New (LRCX)	0.1	$656k	+17%	3.1k	213.66	View chart
Emcor (EME)	0.1	$645k	+143%	873.00	738.31	View chart
W.W. Grainger (GWW)	0.1	$641k	NEW	588.00	1090.81	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$636k	NEW	2.5k	250.58	View chart
Photronics (PLAB)	0.1	$632k	-66%	16k	40.41	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$626k	+158%	5.9k	106.15	View chart
Coca-Cola Company (KO)	0.1	$625k	+59%	8.2k	76.05	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$617k	NEW	15k	40.06	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$616k		12k	52.56	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$604k	-28%	16k	38.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$597k	+9%	11k	56.68	View chart

Past Filings by Rothschild Wealth

SEC 13F filings are viewable for Rothschild Wealth going back to 2022

Rothschild Wealth 2026 Q1 filed May 6, 2026
Rothschild Wealth 2025 Q4 restated filed Feb. 17, 2026
Rothschild Wealth 2025 Q4 filed Feb. 10, 2026
Rothschild Wealth 2025 Q3 filed Nov. 14, 2025
Sentinus 2025 Q2 filed Aug. 14, 2025
Sentinus 2025 Q1 filed May 15, 2025
Sentinus 2024 Q4 filed Feb. 14, 2025
Sentinus 2024 Q3 filed Nov. 14, 2024
Sentinus 2024 Q2 filed Aug. 13, 2024
Sentinus 2024 Q1 filed May 15, 2024
Sentinus 2023 Q2 filed Aug. 14, 2023
Sentinus 2023 Q1 filed May 16, 2023
Sentinus 2022 Q4 filed Feb. 15, 2023
Sentinus 2022 Q3 filed Nov. 16, 2022

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