Arkolith/Funds/Rothschild Investment LLC

Rothschild Investment LLC

CIK 85338
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Rothschild Investment LLC holds a diversified book of 3636 stocks worth $2.7B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Johnson & Johnson. Their largest long position is Apple Inc at 4% of the equity book.

Opened
239
bought for the first time
Added to
2135
already held, bought more
Trimmed
758
sold some, still holds it
Sold out
122
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
20%
Top 20 holdings
30%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

78% mapped to company sectors

Information Technology
27%
ETF / fund or unclassified
22%
Financials
12%
Industrials
9%
Health Care
8%
Consumer Discretionary
6%
Utilities
4%
Energy
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Rothschild Investment LLC

Manager / fundShared namesTheir $ in those
NewEdge Advisors, LLC78 / 80$11.0B
MML INVESTORS SERVICES, LLC78 / 80$11.0B
Steward Partners Investment Advisory, LLC78 / 80$6.8B
D.A. DAVIDSON & CO.78 / 80$5.1B
Integrated Wealth Concepts LLC78 / 80$3.9B
Arax Advisory Partners78 / 80$3.8B
Arkadios Wealth Advisors78 / 80$1.8B
AdvisorNet Financial, Inc78 / 80$362.4M

Ranked by how many of Rothschild Investment LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3,636 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Com
Stock
$97.7M337.5K
3.7%
+28%
Added · +73K sh
2Nvidia Corporation Com
Stock
$96.9M484.1K
3.6%
+17%
Added · +69K sh
3Alphabet Inc Cap STK CL A
Stock
$67.9M190.1K
2.5%
+10%
Added · +17K sh
4JPMorgan Chase & Co Com
Stock
$52.2M159.5K
2.0%
+12%
Added · +17K sh
5Amazon Com Inc Com
Stock
$41.3M173.4K
1.5%
+20%
Added · +28K sh
6Alphabet Inc Cap STK CL C
Stock
$40.5M114.7K
1.5%
+26%
Added · +24K sh
7Microsoft Corp Com
Stock
$38.2M102.4K
1.4%
+30%
Added · +23K sh
8Invesco Rafi US 1000 ETF
ETF
$35.5M656.5K
1.3%
+2.1%
Added · +13K sh
9Berkshire Hathaway Inc Del CL B New
Stock
$34.1M68.2K
1.3%
+8.1%
Added · +5K sh
10Palo Alto Networks Inc Com
Stock
$32.7M95.9K
1.2%
+24%
Added · +19K sh
11Abbvie Inc Com
Stock
$30.8M122.4K
1.2%
+15%
Added · +16K sh
12Blackstone Inc Com
Stock
$28.3M240.5K
1.1%
+17%
Added · +35K sh
13Costco Wholesale Corporation Com
Stock
$27.0M28.9K
1.0%
+38%
Added · +8K sh
14Avantis U.S. Small Cap Value ETF
ETF
$26.5M212.5K
1.0%
+11%
Added · +21K sh
15Capital Group Dividend Growers ETF
ETF
$25.6M682.5K
1.0%
+3.3%
Added · +22K sh
16Johnson & Johnson Com
Stock
$24.6M96.8K
0.9%
−0.6%
Reduced · −601 sh
17Caterpillar Inc Com
Stock
$23.8M22.4K
0.9%
−2.1%
Reduced · −477 sh
18Cambria Shareholder Yield ETF
ETF
$23.0M290.4K
0.9%
+5.5%
Added · +15K sh
19Chevron Corporation Com
Stock
$22.3M134.7K
0.8%
+25%
Added · +27K sh
20Cambria Foreign Shareholder Yield ETF
ETF
$22.1M604.5K
0.8%
+3.5%
Added · +21K sh
21Advanced Micro Devices Inc Com
Stock
$21.6M37.2K
0.8%
−9.5%
Reduced · −4K sh
22Amgen Inc Com
Stock
$21.4M59.1K
0.8%
+1.4%
Added · +848 sh
23State Street SPDR S&P 500 ETF
ETF
$21.2M28.4K
0.8%
−1.4%
Reduced · −414 sh
24Marvell Technology Inc Com
Stock
$20.7M69.5K
0.8%
−11%
Reduced · −8K sh
25JPMorgan Equity Premium Income ETF
ETF
$20.6M364.4K
0.8%
+4.2%
Added · +15K sh
26Ge Aerospace Com New
Stock
$20.6M55.1K
0.8%
+12%
Added · +6K sh
27ExxonMobil Holdings Corp Com SHS
Stock
$20.4M149.0K
0.8%
New
New position
28Vanguard Dividend Appreciation ETF
ETF
$20.3M85.7K
0.8%
+0.7%
Added · +623 sh
29Broadcom Inc Com
Stock
$19.8M52.5K
0.7%
+23%
Added · +10K sh
30Meta Platforms Inc CL A
Stock
$18.9M33.5K
0.7%
+9.8%
Added · +3K sh
31Eli Lilly & Co Com
Stock
$18.9M15.7K
0.7%
+51%
Added · +5K sh
32Cisco Sys Inc Com
Stock
$17.8M151.4K
0.7%
−0.1%
Reduced · −179 sh
33General Dynamics Corp Com
Stock
$17.4M49.1K
0.6%
+23%
Added · +9K sh
34Capital Group Global Growth Equity ETF
ETF
$17.2M406.4K
0.6%
+10%
Added · +39K sh
35JPMorgan Betabuilders International Equity ETF
ETF
$17.2M220.1K
0.6%
+13%
Added · +26K sh
36Capital Group Dividend Value ETF
ETF
$16.7M338.8K
0.6%
+16%
Added · +46K sh
37Visa Inc Com CL A
Stock
$16.6M48.5K
0.6%
+52%
Added · +17K sh
38Thermo Fisher Scientific Inc Com
Stock
$15.1M30.0K
0.6%
+17%
Added · +4K sh
39Ishares 1-5 Year Investment Grade Corporate Bond ETF
ETF
$14.7M280.7K
0.5%
+21%
Added · +48K sh
40JPMorgan Nasdaq Equity Premium Income ETF
ETF
$13.7M222.8K
0.5%
+4.7%
Added · +10K sh
41Vanguard S&P 500 ETF
ETF
$13.2M19.2K
0.5%
+3.5%
Added · +646 sh
42Micron Technology Inc Com
Stock
$12.8M11.1K
0.5%
+77%
Added · +5K sh
43Global X U.S. Infrastructure Development ETF
ETF
$12.7M214.8K
0.5%
+0.8%
Added · +2K sh
44Home Depot Inc Com
Stock
$12.6M35.7K
0.5%
+35%
Added · +9K sh
45Stryker Corporation Com
Stock
$12.4M39.5K
0.5%
+36%
Added · +10K sh
46Merck & Co Inc Com
Stock
$12.4M96.6K
0.5%
−0.5%
Reduced · −523 sh
47Qualcomm Inc Com
Stock
$12.4M67.0K
0.5%
+1.1%
Added · +745 sh
48Netflix Inc. Com
Stock
$12.4M173.2K
0.5%
+2.0%
Added · +3K sh
49Seagate Technology HLDNGS PLC Ord SHS
Stock
$12.1M12.6K
0.5%
+28%
Added · +3K sh
50Oracle Corp Com
Stock
$11.6M78.9K
0.4%
+4.7%
Added · +4K sh
Showing 50 of 3,636 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 20263,636$2.7B13F-HR
Q1 2026Mar 31, 2026May 7, 20263,605$1.9B13F-HR
Q4 2025Dec 31, 2025Feb 10, 20263,428$1.8B13F-HR
Q3 2025Sep 30, 2025Nov 7, 20253,135$1.8B13F-HR
Q2 2025Jun 30, 2025Aug 11, 20253,016$1.6B13F-HR
Q1 2025Mar 31, 2025Apr 8, 20253,026$1.5B13F-HR
Q4 2024Dec 31, 2024Feb 4, 20252,955$1.5B13F-HR
Q3 2024Sep 30, 2024Oct 18, 20242,895$1.5B13F-HR
Q2 2024Jun 30, 2024Jul 31, 20242,817$1.4B13F-HR
Q1 2024Mar 31, 2024Jul 31, 20242,269$1.4B13F-HR
Q4 2023Dec 31, 2023Jul 31, 20241,355$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.