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Rothschild Investment LLC
Rothschild Investment LLC is an independent investment adviser and brokerage firm headquartered in Chicago, Illinois. Regulated by the SEC and FINRA, the firm was founded in 1985 and employs approximately 40-41 people. Rothschild Investment LLC offers investment management and advisory services to individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages client accounts on both a discretionary and non-discretionary basis, with a focus on long-term wealth growth and portfolio diversification.
Investment Strategy
Rothschild Investment LLC provides discretionary and non-discretionary investment advisory and portfolio management services, primarily to individuals and high net worth clients. The firm manages diversified portfolios with a significant allocation to public equities, including large technology and financial holdings such as Apple, Nvidia, JPMorgan, Microsoft, and Google. Their strategy emphasizes portfolio diversification, a long-term investment horizon, and a disciplined approach to risk management. The firm actively rebalances portfolios and adjusts sector allocations based on market conditions and client objectives, aiming to deliver consistent, risk-adjusted returns.
Latest 13F Filing Activity
Rothschild Investment LLC filed their most recent 13F report on Jun 30, 2025 disclosing 2,940 equity positions and 1 options positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation Com, Microsoft Corp. Com, Ishares 1-5 Year Investment Grade Corporate Bond Etf among other positions. Rothschild Investment LLC reduced exposure to Apple Inc. Com, Novo-nordisk A S Adr, Kenvue Inc. Com among others.
Top Holdings
Equity Positions (2,940)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 4.29% | $68.5M | 433,565 | $49.52 | $157.99 | +$19.8M |
A AAPL | APPLE INC COM | 3.55% | $56.7M | 276,346 | $193.31 | $205.17 | -$7.6M |
J JPM | JPMORGAN CHASE & CO. COM | 2.67% | $42.6M | 147,034 | $170.10 | $289.91 | +$6.0M |
M MSFT | MICROSOFT CORP COM | 2.20% | $35.1M | 70,504 | $382.38 | $497.41 | +$8.8M |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1.95% | $31.1M | 63,955 | $360.45 | $485.77 | -$2.7M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
W W | WAYFAIR INC CL A | New | Put | $10.2K | 2 | $51.14 | $51.14 | +2 | +$10.2K |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President - Investments | Chicago, IL , United States | |
 | Portfolio Manager | Chicago, IL , United States | |
 | Vice President, Portfolio Strategy | Chicago, IL , United States | |
 | Investment Associate | Chicago, IL , United States | |
 | Investment Associate | Chicago, IL , United States |
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