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Gery Sadzewicz

Rothschild Wealth Llc

Assets Managed
$1.107B
Holdings
596
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
6.33%(2Q avg: 66.53%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Rothschild Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 596 positions.

Assets under management

The assets under management (AUM) of Rothschild Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.107B in assets, with a quarterly growth rate of 6.33% and a 2-quarter average growth rate of 66.53%. The portfolio is managed by Gery Sadzewicz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 5.05%
3.03%
$33.437M
421,814 shares@ $79.27 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 7.42%
2.4%
$26.48M
125,410 shares@ $211.16 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.81%
2.37%
$26.156M
41,110 shares@ $636.25 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 15.15%
1.98%
$21.889M
33,510 shares@ $653.22 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 5.16%
1.87%
$20.679M
296,472 shares@ $69.75 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 9.21%
1.77%
$19.521M
335,528 shares@ $58.19 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 9.15%
1.63%
$17.986M
159,011 shares@ $113.11 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -10.18%
1.59%
$17.532M
698,473 shares@ $25.1 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.74%
1.42%
$15.702M
48,945 shares@ $320.82 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 15.02%
1.42%
$15.609M
157,233 shares@ $99.28 avg price

1-10 of 596