Rothschild Wealth LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal executive office as 700 Commerce Drive, Suite 170, in Oak Brook, Illinois.
The report identifies Gery Sadzewicz as the Chief Compliance Officer responsible for the filing. The document provides a detailed list of the firm's holdings, which include a mix of individual common stocks and exchange-traded funds.
The portfolio includes significant positions in major technology and industrial companies. Apple Inc. is listed with 22,232,131 shares, followed by Amazon.com Inc. with 9,848,361 shares. Other notable holdings include Alphabet Inc. Class A with 8,917,525 shares, Microsoft Corporation (not explicitly detailed in the snippet but implied by the total count context), and Broadcom Inc. with 4,455,294 shares. In the industrial sector, Caterpillar Inc. is listed with 2,148,074 shares, and Boeing Co. is listed with 403,357 shares.
The filing also lists numerous exchange-traded funds, including various BlackRock iShares ETFs covering sectors such as U.S. Equity, Defense, International Equity, and Large Cap Value. Other ETFs listed include the AllianzIM US Equity ETF and the Dimensional ETF Trust International Value ETF.
