Rothschild Wealth LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$1.1B
Holdings
595
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 6.2k shares)
3.0%
02
$IVE
ISHARES TR
Q4 2025: Exited (was 67.7k shares)
2.4%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 18.2k shares)
2.4%
04
$IVV
ISHARES TR
Q4 2025: Exited (was 24.8k shares)
2.0%
05
$IEMG
ISHARES INC
Q4 2025: Exited (was 211.2k shares)
1.9%
06
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 250.1k shares)
1.8%
07
$IVW
ISHARES TR
Q4 2025: Exited (was 133.5k shares)
1.6%
08
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
1.6%
09
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 49.5k shares)
1.4%
10
$AGG
ISHARES TR
Q4 2025: Exited (was 119.3k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:48 UTC.