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Sentinus

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

Top 5 stock holdings are IVV, VCSH, SPY, IVE, IVW, and represent 13.20% of Rothschild Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV (+$34M), EFG (+$9.4M), VGT (+$8.2M), BLCR (+$7.0M), IDEF (+$6.7M), CORO (+$6.5M), VOO, IUSB, JAAA, ZECP.
Started 112 new stock positions in CLX, WST, OKTA, CCL, KEYS, IALT, ASUR, ISEP, MKSI, MDB.
Reduced shares in these 10 stocks: OEF (-$14M), IEMG (-$8.0M), QUAL (-$7.8M), EFV (-$7.0M), IVE (-$5.8M), SCHB (-$5.1M), ITA, ABBV, CGDV, MINT.
Sold out of its positions in ADT, ALGN, ALNY, ADSK, BDX, BBY, BITB, BFAM, BR, BMBL.
Rothschild Wealth was a net buyer of stock by $49M.
Rothschild Wealth has $1.3B in assets under management (AUM), dropping by 13.18%.
Central Index Key (CIK): 0001811345

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Portfolio Holdings for Rothschild Wealth

Rothschild Wealth holds 656 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Rothschild Wealth has 656 total positions. Only the first 250 positions are shown.

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Download the Rothschild Wealth June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.7	$59M	+136%	79k	748.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$33M		418k	79.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$28M	-9%	37k	746.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$23M	-20%	100k	227.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$22M	+2%	163k	137.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$20M	-12%	295k	68.01	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.3	$17M	+16%	433k	38.58	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$17M	-32%	200k	82.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$17M	-9%	45k	370.04	View chart
Apple (AAPL)	1.3	$16M	+9%	56k	289.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$16M		160k	98.98	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.2	$15M	-25%	521k	28.96	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.2	$15M		716k	20.36	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$14M	+11%	143k	94.52	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$13M	+27%	266k	50.49	View chart
Ishares Tr Dow Jones Us Etf (IYY)	1.0	$13M	-5%	72k	182.28	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$13M		172k	75.79	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	1.0	$13M	-7%	119k	109.11	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.0	$13M	+5%	115k	109.07	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.9	$12M	+12%	303k	39.21	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$12M		125k	93.38	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$12M	-2%	289k	40.21	View chart
NVIDIA Corporation (NVDA)	0.9	$11M	+16%	57k	200.09	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$11M	+10%	119k	94.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$11M	+70%	16k	686.81	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$11M	+51%	234k	46.15	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.9	$11M	-14%	203k	52.72	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.9	$11M	-2%	198k	54.02	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.8	$11M	-22%	216k	49.28	View chart
JPMorgan Chase & Co. (JPM)	0.8	$11M	+5%	32k	327.33	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.8	$11M	-3%	120k	87.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$10M	+6%	142k	71.25	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.8	$10M		249k	40.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$9.8M	+2203%	79k	124.42	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.8	$9.5M	+2%	159k	59.90	View chart
Microsoft Corporation (MSFT)	0.7	$9.3M	+15%	25k	373.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$9.2M	-9%	97k	95.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$9.2M	+844%	77k	119.52	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.7	$9.2M	-8%	263k	35.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$8.8M	+8%	25k	357.38	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$8.5M	-22%	25k	342.83	View chart
Amazon (AMZN)	0.7	$8.2M	+12%	34k	238.34	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$8.2M	-8%	87k	93.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$7.9M		11k	736.36	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.6	$7.8M	-3%	171k	45.64	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$7.7M	-2%	153k	50.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$7.5M	-5%	35k	217.93	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$7.5M	-48%	98k	76.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$7.4M	-10%	97k	77.11	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.6	$7.2M	-7%	158k	45.70	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$7.2M	+63%	315k	22.78	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.6	$7.1M	-12%	143k	49.78	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.6	$7.0M	NEW	140k	50.37	View chart
Mastercard Incorporated Cl A (MA)	0.6	$7.0M	+2%	14k	513.61	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.5	$6.7M	NEW	212k	31.78	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.5	$6.6M	-6%	51k	129.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$6.5M		222k	29.43	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.5	$6.5M	NEW	177k	36.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$6.3M	+8%	18k	353.31	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.5	$6.1M	-32%	142k	43.11	View chart
Owl Rock Capital Corporation (OBDC)	0.5	$6.1M	-2%	559k	10.87	View chart
Abbvie (ABBV)	0.5	$5.8M	-40%	23k	251.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$5.7M	-19%	59k	96.58	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.4	$5.6M	-4%	187k	30.17	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$5.3M	-2%	126k	42.20	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$5.2M		115k	44.99	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$5.2M	+53%	27k	190.52	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$5.1M	-2%	57k	90.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.8M	-3%	33k	148.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$4.7M	+18%	54k	85.49	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.4	$4.6M	+128%	89k	52.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$4.5M		55k	82.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$4.4M	-10%	60k	73.41	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.3	$4.4M	-11%	58k	75.50	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.3	$4.3M		39k	111.31	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.3	$4.3M	-34%	128k	33.46	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$4.3M	+4%	39k	109.43	View chart
Broadcom (AVGO)	0.3	$4.2M	+14%	11k	377.74	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$4.1M	+5%	85k	48.18	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$3.9M	-2%	52k	75.45	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$3.9M	+5%	26k	152.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$3.8M		64k	59.69	View chart
Fs Kkr Capital Corp (FSK)	0.3	$3.8M	-9%	358k	10.50	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.3	$3.7M	-11%	31k	118.99	View chart
Micron Technology (MU)	0.3	$3.7M	-21%	3.2k	1154.29	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$3.7M		91k	40.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.6M	+20%	7.1k	500.37	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$3.5M		23k	156.97	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTT)	0.3	$3.5M	-33%	75k	46.60	View chart
Meta Platforms Cl A (META)	0.3	$3.4M	+10%	6.1k	563.26	View chart
Johnson & Johnson (JNJ)	0.3	$3.4M	+9%	13k	253.96	View chart
Zacks Trust Earngs Constant (ZECP)	0.3	$3.4M	+528%	89k	37.74	View chart
Eli Lilly & Co. (LLY)	0.3	$3.3M	+31%	2.7k	1199.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$3.2M	-3%	15k	212.77	View chart
Tesla Motors (TSLA)	0.3	$3.2M	+19%	7.6k	420.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$3.0M	-3%	152k	19.61	View chart
McDonald's Corporation (MCD)	0.2	$2.9M	-3%	11k	270.33	View chart
Cisco Systems (CSCO)	0.2	$2.8M	+4%	23k	117.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.7M	-6%	7.4k	368.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$2.7M	-20%	32k	82.65	View chart
Aim Etf Products Trust Allianzim Us Eq (JULT)	0.2	$2.6M	+19%	54k	47.77	View chart
Visa Com Cl A (V)	0.2	$2.6M	+16%	7.6k	343.10	View chart
Morgan Stanley Com New (MS)	0.2	$2.6M	+64%	12k	209.05	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$2.5M	-11%	25k	100.35	View chart
Caterpillar (CAT)	0.2	$2.5M	-11%	2.4k	1065.09	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.5M	+53%	26k	95.44	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$2.4M		3.5k	703.34	View chart
Hartford Financial Services (HIG)	0.2	$2.4M		18k	132.52	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$2.4M	-21%	24k	98.20	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$2.2M	+175%	38k	58.98	View chart
Aim Etf Products Trust Allianzim Us Eq (APRT)	0.2	$2.2M	+22%	48k	45.87	View chart
Sandisk Corp (SNDK)	0.2	$2.2M	+36%	968.00	2273.73	View chart
Citigroup Com New (C)	0.2	$2.2M	+9%	16k	139.96	View chart
Merck & Co (MRK)	0.2	$2.2M	+7%	17k	128.50	View chart
Capital Group International SHS (CGIC)	0.2	$2.2M	-18%	60k	36.39	View chart
Western Digital (WDC)	0.2	$2.1M	-5%	3.3k	638.72	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$2.1M	-2%	27k	77.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.1M	-9%	62k	33.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.1M	-78%	9.6k	219.44	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$2.1M	+47%	38k	54.63	View chart
Comfort Systems USA (FIX)	0.2	$2.0M	+2%	1.0k	1981.95	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.0M	+217%	19k	107.62	View chart
Intel Corporation (INTC)	0.2	$2.0M	+15%	14k	139.63	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$2.0M	-2%	55k	36.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$2.0M	-18%	41k	48.81	View chart
Aim Etf Products Trust Allianzim Us Eqt (JANT)	0.2	$2.0M	+27%	45k	44.01	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.2	$2.0M	+18%	48k	41.48	View chart
Costco Wholesale Corporation (COST)	0.2	$2.0M	+5%	2.1k	935.42	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$1.9M	-26%	34k	57.67	View chart
Abbott Laboratories (ABT)	0.2	$1.9M	-24%	21k	90.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.9M	-28%	23k	83.75	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.9M	-61%	19k	100.81	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.1	$1.8M	-2%	27k	67.31	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$1.8M	+568%	20k	91.64	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$1.8M	-6%	26k	69.50	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$1.8M	+42%	40k	45.34	View chart
Advanced Micro Devices (AMD)	0.1	$1.8M	+22%	3.1k	580.91	View chart
Ge Vernova (GEV)	0.1	$1.8M	+8%	1.5k	1174.74	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$1.8M		18k	96.32	View chart
Chevron Corporation (CVX)	0.1	$1.7M	+19%	10k	165.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.7M	+97%	5.6k	300.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.6M	-89%	4.5k	365.84	View chart
Zacks Trust Quality Intl Etf (QUIZ)	0.1	$1.6M	+526%	56k	29.22	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.6M	-16%	12k	136.72	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$1.6M	NEW	57k	28.05	View chart
Bristol Myers Squibb (BMY)	0.1	$1.6M	-8%	27k	57.62	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$1.6M	-2%	20k	78.03	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$1.6M	+37%	9.8k	158.66	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$1.5M	-2%	19k	82.63	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$1.5M	+13%	16k	97.60	View chart
Newmont Mining Corporation (NEM)	0.1	$1.5M	-12%	17k	93.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.5M	+290%	12k	124.17	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.5M		36k	41.43	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.1	$1.5M		31k	48.86	View chart
Wal-Mart Stores (WMT)	0.1	$1.5M	-13%	13k	113.26	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.5M	+11%	3.4k	433.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.5M	NEW	18k	80.57	View chart
Ge Aerospace Com New (GE)	0.1	$1.4M	+4%	3.9k	373.73	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.4M		22k	63.85	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.4M	-6%	29k	49.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.4M	-6%	6.0k	236.62	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.1	$1.4M		39k	35.97	View chart
Freeport Mcmoran CL B (FCX)	0.1	$1.4M	+15%	22k	62.89	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.4M	+2%	13k	103.96	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.4M		27k	51.00	View chart
Airbnb Com Cl A (ABNB)	0.1	$1.4M	+17%	9.5k	143.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.4M	+2%	13k	103.88	View chart
Centene Corporation (CNC)	0.1	$1.3M	-12%	20k	64.19	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$1.3M	NEW	25k	50.29	View chart
Amgen (AMGN)	0.1	$1.3M	+5%	3.5k	362.15	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$1.3M	+9%	39k	32.78	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.3M	+133%	29k	43.14	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.1	$1.3M		63k	20.05	View chart
Palo Alto Networks (PANW)	0.1	$1.2M	+47%	3.6k	341.02	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$1.2M	NEW	28k	44.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$1.2M		27k	44.35	View chart
UnitedHealth (UNH)	0.1	$1.2M	+8%	2.9k	415.76	View chart
TJX Companies (TJX)	0.1	$1.2M	+11%	7.8k	151.50	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	+32%	8.0k	146.56	View chart
Home Depot (HD)	0.1	$1.2M	+32%	3.3k	352.70	View chart
Stryker Corporation (SYK)	0.1	$1.2M	+7%	3.7k	314.84	View chart
Teradyne (TER)	0.1	$1.2M	-3%	2.4k	483.84	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.2M	-28%	15k	75.51	View chart
3M Company (MMM)	0.1	$1.1M	+2%	7.1k	161.91	View chart
Edison International (EIX)	0.1	$1.1M		15k	74.45	View chart
Prudential Financial (PRU)	0.1	$1.1M	+7%	11k	107.93	View chart
Philip Morris International (PM)	0.1	$1.1M	+19%	6.2k	180.90	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.1M	+15%	2.3k	477.62	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$1.1M	-7%	22k	49.89	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.1M	-16%	23k	46.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.1M		19k	58.20	View chart
Uber Technologies (UBER)	0.1	$1.1M		15k	72.16	View chart
International Business Machines (IBM)	0.1	$1.1M	+59%	3.8k	281.19	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$1.1M		9.2k	117.28	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$1.1M	+4%	3.7k	289.43	View chart
Snowflake Com Shs (SNOW)	0.1	$1.1M	+19%	4.1k	254.50	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.0M		15k	68.41	View chart
Snap-on Incorporated (SNA)	0.1	$1.0M		2.6k	402.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.0M	-44%	6.6k	158.03	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.1	$1.0M		3.8k	276.07	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.0M	NEW	11k	90.60	View chart
Procter & Gamble Company (PG)	0.1	$1.0M	+27%	7.1k	146.65	View chart
Pepsi (PEP)	0.1	$1.0M	-5%	7.6k	135.39	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$1.0M		9.8k	103.65	View chart
Verizon Communications (VZ)	0.1	$1.0M	+6%	24k	42.34	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$998k		24k	42.31	View chart
Charles Schwab Corporation (SCHW)	0.1	$995k	+108%	11k	92.27	View chart
FedEx Corporation (FDX)	0.1	$967k	-2%	3.1k	313.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$966k	+15%	5.9k	164.27	View chart
Pfizer (PFE)	0.1	$966k	+13%	40k	24.08	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$963k		6.8k	141.89	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$961k		12k	79.41	View chart
Hecla Mining Company (HL)	0.1	$958k		62k	15.43	View chart
Chubb (CB)	0.1	$954k	+2%	2.8k	340.74	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$948k		9.4k	101.31	View chart
Applied Materials (AMAT)	0.1	$948k	-3%	1.3k	723.00	View chart
Southwest Airlines (LUV)	0.1	$947k		18k	51.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$942k	+223%	3.9k	242.43	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$941k	+147%	18k	53.11	View chart
American Express Company (AXP)	0.1	$940k	+8%	2.8k	338.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$934k	+387%	7.5k	124.45	View chart
Marvell Technology (MRVL)	0.1	$932k	+23%	3.1k	297.93	View chart
Technipfmc (FTI)	0.1	$927k		14k	66.30	View chart
Phillips 66 (PSX)	0.1	$920k	+11%	5.4k	169.04	View chart
Altria (MO)	0.1	$909k	+2%	13k	71.95	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$908k		8.5k	107.13	View chart
PG&E Corporation (PCG)	0.1	$900k	-19%	54k	16.82	View chart
Constellation Energy (CEG)	0.1	$892k	+6%	3.6k	248.34	View chart
Enterprise Products Partners (EPD)	0.1	$881k		24k	36.76	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$873k		4.7k	185.23	View chart
Goldman Sachs (GS)	0.1	$869k	+10%	859.00	1011.54	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$864k	-13%	17k	50.37	View chart
Fortinet (FTNT)	0.1	$837k	-2%	5.4k	153.62	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$829k	+6%	50k	16.64	View chart
Citizens Financial (CFG)	0.1	$827k		12k	70.07	View chart
Capital One Financial (COF)	0.1	$808k	+93%	4.0k	200.62	View chart
W.W. Grainger (GWW)	0.1	$807k		593.00	1360.40	View chart
Arista Networks Com Shs (ANET)	0.1	$805k	-13%	4.7k	169.88	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$773k	+4%	21k	36.52	View chart
Aon Shs Cl A (AON)	0.1	$769k	+81%	2.3k	331.64	View chart
Coca-Cola Company (KO)	0.1	$762k	+14%	9.4k	81.27	View chart
Cummins (CMI)	0.1	$750k		1.1k	712.96	View chart
Texas Instruments Incorporated (TXN)	0.1	$743k	+16%	2.5k	298.02	View chart
Amphenol Corp Cl A (APH)	0.1	$742k	+47%	4.2k	176.32	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$740k		17k	43.76	View chart
Bank of America Corporation (BAC)	0.1	$740k	+16%	13k	56.98	View chart
Ameriprise Financial (AMP)	0.1	$733k	-25%	1.6k	458.67	View chart
Lockheed Martin Corporation (LMT)	0.1	$723k	-14%	1.4k	509.50	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$721k	+2%	7.6k	94.93	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.1	$721k		15k	48.68	View chart

Past Filings by Rothschild Wealth

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

Rothschild Wealth 2026 Q2 filed Aug. 11, 2026
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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