Rothschild Investment LLC Portfolio Holdings

Rothschild Investment LLC

  • $1.6 Trillion
  • Q2 2025

Rothschild Investment LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.6 Trillion distributed in 3016 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $68.5B, Apple Inc. with a value of $56.7B, Jpmorgan Chase & CO with a value of $42.6B, Microsoft Corp with a value of $35.1B, and Berkshire Hathaway Inc Class B with a value of $31.1B.

Examining the 13F form we can see an increase of $101B in the current position value, from $1.49T to 1.6T.

Rothschild Investment LLC is based out at Chicago, IL

Below you can find more details about Rothschild Investment LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.6 Trillion
ETFs: $324 Billion
Technology: $287 Billion
Financial Services: $240 Billion
Industrials: $142 Billion
Healthcare: $123 Billion
Communication Services: $106 Billion
Consumer Cyclical: $81.6 Billion
Energy: $76.8 Billion
Other: $153 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.7B
$679 Million 0.04% of portfolio
6,015
Q2 2025 Added 409.75%
$10.2B
$679 Million 0.04% of portfolio
43,040
Q2 2025 Reduced 13.34%
$4.53B
$575 Million 0.04% of portfolio
9,748
Q1 2024 Added 3,002.87%
Vaneck Bitcoin ETF
-
$609 Million 0.04% of portfolio
-
Q2 2025 Added 42.86%
$20.5B
$595 Million 0.04% of portfolio
2,669
Q2 2025 Reduced 0.74%
$8.9B
$713 Million 0.04% of portfolio
11,380
Q2 2025 Reduced 0.39%
$41.4B
$707 Million 0.04% of portfolio
7,170
Q2 2025 Added 4.84%
$0
$588 Million 0.04% of portfolio
7,898
Q2 2025 Added 4.0%
$144B
$612 Million 0.04% of portfolio
3,343
Q2 2025 Reduced 2.9%
$0
$662 Million 0.04% of portfolio
14,622
Q2 2025 Added 32.77%
$71.7B
$569 Million 0.04% of portfolio
9,053
Q2 2025 Added 1.59%
$97.5B
$687 Million 0.04% of portfolio
983
Q2 2025 Reduced 5.93%
$23.8B
$707 Million 0.04% of portfolio
7,322
Q2 2025 Reduced 24.41%
$543M
$627 Million 0.04% of portfolio
51,317
Q2 2025 Reduced 0.93%
$0
$686 Million 0.04% of portfolio
8,401
Q2 2025 Added 0.01%
Blackrock Inc Com
-
$636 Million 0.04% of portfolio
-
Q2 2025 Added 4.66%
$147B
$491 Million 0.03% of portfolio
4,571
Q2 2025 Reduced 0.48%
$0
$459 Million 0.03% of portfolio
51,917
Q2 2025 Reduced 8.78%
$60B
$443 Million 0.03% of portfolio
10,313
Q2 2025 Reduced 3.31%
$814M
$500 Million 0.03% of portfolio
28,170
Q2 2025 Added 0.36%
$87.3B
$424 Million 0.03% of portfolio
2,190
Q2 2025 Added 160.1%
$4.7B
$414 Million 0.03% of portfolio
24,706
Q2 2025 Added 0.47%
$115B
$547 Million 0.03% of portfolio
1,887
Q2 2025 Reduced 4.26%
$93.3B
$544 Million 0.03% of portfolio
1,583
Q2 2025 Reduced 19.56%
$73B
$486 Million 0.03% of portfolio
10,748
Q2 2025 Reduced 3.69%
$12.1B
$421 Million 0.03% of portfolio
13,889
Q2 2025 Reduced 4.07%
$122B
$538 Million 0.03% of portfolio
1,744
Q2 2025 Added 0.75%
$62.5B
$546 Million 0.03% of portfolio
1,706
Q2 2025 Reduced 2.01%
$145B
$440 Million 0.03% of portfolio
1,650
Q2 2025 Reduced 0.36%
$0
$438 Million 0.03% of portfolio
12,425
Q2 2025 Added 34.69%
$20.3B
$489 Million 0.03% of portfolio
8,725
Q2 2025 Reduced 23.63%
$53B
$524 Million 0.03% of portfolio
982
Q2 2025 Reduced 0.1%
$7.27B
$412 Million 0.03% of portfolio
2,465
Q1 2025 New
$0
$418 Million 0.03% of portfolio
7,991
Q2 2025 Reduced 5.86%
$10.4B
$457 Million 0.03% of portfolio
39,785
Q2 2025 Added 0.21%
$21.8B
$557 Million 0.03% of portfolio
5,624
Q2 2025 Added 0.92%
$0
$468 Million 0.03% of portfolio
17,625
Q1 2025 Reduced 2.22%
$53.4B
$430 Million 0.03% of portfolio
5,768
Q2 2025 Added 8.71%
Grayscale Ethereum Trust ETF
-
$527 Million 0.03% of portfolio
-
Q1 2025 Reduced 0.2%
$0
$503 Million 0.03% of portfolio
50,000
Q2 2024 New
$51.6B
$460 Million 0.03% of portfolio
6,286
Q2 2025 Reduced 0.79%
$41.2B
$492 Million 0.03% of portfolio
6,502
Q2 2025 Added 1.42%
$0
$525 Million 0.03% of portfolio
7,207
Q2 2025 Reduced 7.69%
$3.71B
$487 Million 0.03% of portfolio
10,870
Q2 2025 Reduced 16.58%
$0
$466 Million 0.03% of portfolio
2,052
Q3 2024 Added 1,009.19%
$10.1B
$515 Million 0.03% of portfolio
9,374
Q2 2025 Reduced 2.61%
$0
$478 Million 0.03% of portfolio
24,250
Q1 2025 Added 32.88%
$0
$456 Million 0.03% of portfolio
47,600
Q3 2024 Added 5.54%
$4.15B
$526 Million 0.03% of portfolio
15,010
Q1 2025 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 3,016
  • Current Value $1.6 Trillion
  • Prior Value $1.49 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 217 stocks
  • Additional Purchases 1,380 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 858 stocks
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