Ritholtz Wealth Management Portfolio Holdings

Ritholtz Wealth Management

  • $4.45 Billion
  • Q2 2025

Ritholtz Wealth Management has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.45 Billion distributed in 986 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $398M, Ishares Core S&P 500 ETF with a value of $332M, Invesco Qqq Trust, Series 1 with a value of $211M, Ishares Barclays 0 5 Year Tips with a value of $208M, and Fidelity Merrimack Str Tr Tota with a value of $165M.

Examining the 13F form we can see an increase of $1.16B in the current position value, from $3.29B to 4.45B.

Below you can find more details about Ritholtz Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $4.45 Billion
ETFs: $2.52 Billion
Technology: $523 Million
Financial Services: $356 Million
Consumer Cyclical: $204 Million
Industrials: $192 Million
Healthcare: $177 Million
Communication Services: $162 Million
Consumer Defensive: $147 Million
Other: $167 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.2B
$520,000 0.01% of portfolio
16,472
Q2 2025 Added 62.77%
$13.8B
$554,000 0.01% of portfolio
1,714
Q2 2025 Added 11.01%
$154M
$234,000 0.01% of portfolio
15,444
Q2 2025 New
$757M
$561,000 0.01% of portfolio
25,082
Q4 2024 Added 26.38%
$133B
$576,000 0.01% of portfolio
7,854
Q2 2025 Added 9.78%
$76.5B
$480,000 0.01% of portfolio
316
Q2 2025 Added 21.07%
$86.8B
$486,000 0.01% of portfolio
3,427
Q2 2025 Added 26.5%
$93.6M
$467,000 0.01% of portfolio
62,352
Q2 2025 Added 34.79%
$5.44B
$542,000 0.01% of portfolio
4,681
Q2 2025 Reduced 4.59%
$18.6B
$616,000 0.01% of portfolio
8,391
Q2 2025 Added 2.11%
$58.4B
$380,000 0.01% of portfolio
8,860
Q2 2025 Added 31.49%
$3.48B
$511,000 0.01% of portfolio
156,042
Q2 2025 Added 56.65%
$35.3B
$394,000 0.01% of portfolio
715
Q2 2025 Reduced 20.29%
$329M
$263,000 0.01% of portfolio
41,391
Q2 2025 Reduced 32.71%
$17.2B
$612,000 0.01% of portfolio
6,239
Q2 2025 Reduced 6.7%
$45.5B
$367,000 0.01% of portfolio
23,746
Q2 2025 Added 2.15%
$14.4B
$309,000 0.01% of portfolio
2,278
Q2 2025 Reduced 35.56%
$1.95B
$288,000 0.01% of portfolio
5,761
Q2 2025 Reduced 42.9%
$8.21B
$395,000 0.01% of portfolio
3,811
Q2 2025 Reduced 1.06%
$3.6B
$341,000 0.01% of portfolio
13,228
Q2 2025 Reduced 15.94%
$33.8B
$317,000 0.01% of portfolio
4,777
Q2 2025 Reduced 0.48%
$53.1B
$276,000 0.01% of portfolio
1,125
Q2 2025 New
$732M
$492,000 0.01% of portfolio
11,891
Q2 2025 New
$11.1B
$529,000 0.01% of portfolio
2,680
Q2 2025 Reduced 48.93%
$21.7B
$471,000 0.01% of portfolio
45,622
Q2 2025 Reduced 64.53%
$23.9B
$491,000 0.01% of portfolio
16,164
Q2 2025 New
$7.74B
$401,000 0.01% of portfolio
4,474
Q2 2025 Reduced 21.67%
$12.1B
$254,000 0.01% of portfolio
2,456
Q2 2025 Reduced 21.23%
$24.4B
$548,000 0.01% of portfolio
2,282
Q2 2025 Added 0.84%
$149K
$459,000 0.01% of portfolio
31,707
Q2 2025 New
$3.21B
$459,000 0.01% of portfolio
10,376
Q2 2025 Reduced 39.21%
$116M
$363,000 0.01% of portfolio
17,375
Q2 2025 Added 42.06%
$1.17B
$610,000 0.01% of portfolio
30,929
Q2 2025 Reduced 42.54%
$40.9B
$396,000 0.01% of portfolio
3,727
Q2 2025 Added 0.54%
$2.82B
$367,000 0.01% of portfolio
4,794
Q2 2025 Added 6.58%
$1.56B
$259,000 0.01% of portfolio
17,108
Q2 2025 Reduced 37.91%
$174M
$428,000 0.01% of portfolio
43,527
Q2 2025 Added 11.68%
$16.3B
$394,000 0.01% of portfolio
6,524
Q2 2025 Added 35.78%
$226M
$417,000 0.01% of portfolio
142,132
Q2 2025 New
$807M
$225,000 0.01% of portfolio
26,147
Q2 2025 Reduced 70.63%
$57.5B
$379,000 0.01% of portfolio
3,656
Q2 2025 Added 52.59%
$4.98B
$241,000 0.01% of portfolio
6,624
Q2 2025 Added 12.84%
$63.8B
$594,000 0.01% of portfolio
5,890
Q2 2025 Added 29.99%
$5.27B
$283,000 0.01% of portfolio
21,157
Q2 2025 Reduced 35.02%
$3.32B
$227,000 0.01% of portfolio
2,617
Q1 2025 Reduced 0.19%
$61.8B
$393,000 0.01% of portfolio
1,759
Q2 2025 Reduced 27.67%
$17.3B
$400,000 0.01% of portfolio
1,288
Q2 2025 Added 16.25%
$13.7B
$308,000 0.01% of portfolio
1,075
Q2 2025 Added 30.3%
$15.8B
$322,000 0.01% of portfolio
10,524
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 986
  • Current Value $4.45 Billion
  • Prior Value $3.29 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 129 stocks
  • Additional Purchases 508 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 326 stocks
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