SEC Form 13F

Rothschild Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$1,252,334,294
Positions656

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$59,241,60279,106
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$33,048,364418,175
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$27,935,11137,408
ISHARES TRIVES&P 500 VAL ETF$22,654,75799,774
ISHARES TRIVWS&P 500 GRWT ETF$22,442,934163,186
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$20,064,135295,017
INNOVATOR ETFS TRUSTSFLRQUITY MANAGD FLR$16,687,993432,556
ISHARES INCIEMGCORE MSCI EMKT$16,553,264199,822
VANGUARD INDEX FDSVTITOTAL STK MKT$16,478,52744,532
APPLE INCAAPLCOM$16,202,12055,993

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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