13F Filings History of Rothschild Wealth LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$459,018,410
Signature - Title
Gery Sadzewicz - CCO
Location
Oak Brook, IL
Summary
This page shows a list of all the recent 13F filings made by Rothschild Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rothschild Wealth LLC reported 237 stock holdings with total value $459,018,410 as of Q3 2025. Top holdings included QUAL, EFV, IVV, VTI, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 237 $459,018,410 +$39,656,854 -$9,708,798 +$29,948,056 QUAL, EFV, IVV, VTI, IVW 13F-HR 14 Nov 2025, 10:07
Q2 2025 210 $407,573,395 +$57,090,182 -$31,727,196 +$25,362,986 QUAL, EFV, IVV, VTI, IVW 13F-HR 13 Aug 2025, 19:14
Q1 2025 197 $356,500,359 +$45,806,143 -$25,943,377 +$19,862,766 IVV, QUAL, IVW, VTI, DYNF 13F-HR 15 May 2025, 12:53
Q4 2024 184 $341,938,728 +$70,999,495 -$34,068,396 +$36,931,099 IVV, IVW, VTI, IUSB, DYNF 13F-HR 13 Feb 2025, 18:05
Q3 2024 187 $139,572,082 +$36,833,268 -$57,451,656 -$20,618,388 DYNF, MUB, OBDC, FSK, USMV 13F-HR 14 Nov 2024, 09:43
Q2 2024 182 $307,853,555 +$42,003,167 -$22,075,527 +$19,927,640 IVV, IVW, VTI, IUSB, QUAL 13F-HR 13 Aug 2024, 10:01
Q1 2024 169 $283,952,429 $0 $0 $0 IVV, VTI, IUSB, SPY, QUAL 13F-HR 15 May 2024, 14:11
Q2 2023 209 $315,789,240 +$25,137,811 -$17,109,772 +$8,028,039 IVV, IUSB, QUAL, SHY, EFG 13F-HR 14 Aug 2023, 15:23
Q1 2023 190 $299,015,611 +$148,872,573 -$10,501,367 +$138,371,206 IVV, IUSB, QUAL, SHY, SPY 13F-HR 15 May 2023, 20:53
Q4 2022 117 $156,909,761 +$31,421,826 -$13,934,641 +$17,487,185 IVV, ESGU, IUSB, EFV, MBB 13F-HR 15 Feb 2023, 11:34
Q3 2022 96 $123,398,000 $0 ESGU, IUSB, GOVT, SHY, EFV 13F-HR 16 Nov 2022, 16:12