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
$28.1B
$6.46 Million 0.15% of portfolio
61,294
Q2 2025 Added 29.69%
$210B
$6.89 Million 0.15% of portfolio
1,191
Q2 2025 Added 14.08%
$259B
$6.71 Million 0.15% of portfolio
9,483
Q2 2025 Added 16.3%
$166B
$6.62 Million 0.15% of portfolio
17,123
Q2 2025 Added 3.39%
$254B
$6.24 Million 0.14% of portfolio
42,758
Q2 2025 Added 15.14%
$139B
$6.14 Million 0.14% of portfolio
26,707
Q2 2025 Reduced 26.37%
$308B
$6.41 Million 0.14% of portfolio
90,590
Q2 2025 Added 11.72%
$322B
$6.31 Million 0.14% of portfolio
78,720
Q2 2025 Added 11.98%
$89.6B
$5.6 Million 0.13% of portfolio
25,322
Q2 2025 Added 9.3%
$258B
$5.85 Million 0.13% of portfolio
83,686
Q2 2025 Added 10.88%
$67.6B
$5.58 Million 0.13% of portfolio
190,681
Q2 2025 Added 10.3%
$60B
$5.95 Million 0.13% of portfolio
186,249
Q2 2025 Reduced 1.04%
$141B
$5.62 Million 0.13% of portfolio
24,136
Q2 2025 Reduced 2.72%
$335B
$5.95 Million 0.13% of portfolio
23,101
Q2 2025 Added 3.15%
$127B
$5.76 Million 0.13% of portfolio
66,116
Q2 2025 Reduced 9.9%
$65.6B
$5.92 Million 0.13% of portfolio
65,175
Q2 2025 Added 5.75%
$88.2B
$5.14 Million 0.12% of portfolio
22,443
Q2 2025 Added 9.71%
$327M
$5.15 Million 0.12% of portfolio
221,966
Q2 2025 Added 377.84%
$259B
$5.4 Million 0.12% of portfolio
76,641
Q2 2025 Reduced 1.4%
$5.7B
$5.36 Million 0.12% of portfolio
67,503
Q2 2025 Reduced 1.32%
$133B
$5.28 Million 0.12% of portfolio
6,886
Q2 2025 Added 1.44%
$290B
$5.5 Million 0.12% of portfolio
79,320
Q2 2025 Added 2.94%
$36.1B
$5.51 Million 0.12% of portfolio
211,638
Q2 2025 Added 9.19%
$441B
$5.22 Million 0.12% of portfolio
46,066
Q2 2025 Added 3.28%
$52.1B
$5.32 Million 0.12% of portfolio
66,943
Q2 2025 Added 2.6%
$73.5B
$5.09 Million 0.11% of portfolio
27,322
Q2 2025 Added 20.96%
$152B
$4.72 Million 0.11% of portfolio
21,257
Q2 2025 Added 86.46%
$158B
$4.86 Million 0.11% of portfolio
9,209
Q2 2025 Added 10.06%
$277B
$5.03 Million 0.11% of portfolio
12,959
Q2 2025 Added 35.17%
$41.6B
$4.71 Million 0.11% of portfolio
28,052
Q2 2025 Reduced 1.15%
$116B
$4.97 Million 0.11% of portfolio
47,302
Q2 2025 Reduced 6.06%
$120B
$4.88 Million 0.11% of portfolio
144,231
Q2 2025 Reduced 20.44%
$52.2B
$4.98 Million 0.11% of portfolio
66,853
Q2 2025 Added 4.43%
$356B
$4.46 Million 0.1% of portfolio
32,747
Q2 2025 Added 55.95%
$204B
$4.52 Million 0.1% of portfolio
34,353
Q2 2025 Added 2.78%
$342B
$4.37 Million 0.1% of portfolio
14,010
Q2 2025 Reduced 23.88%
$76B
$4.38 Million 0.1% of portfolio
1,179
Q2 2025 Added 0.26%
$253B
$4.52 Million 0.1% of portfolio
15,322
Q2 2025 Added 8.55%
$270B
$4.67 Million 0.1% of portfolio
33,170
Q2 2025 Added 11.49%
$27.1B
$4.48 Million 0.1% of portfolio
20,529
Q2 2025 Added 30.03%
$184B
$4.35 Million 0.1% of portfolio
46,572
Q2 2025 Added 14.17%
$226B
$4.34 Million 0.1% of portfolio
14,869
Q2 2025 Added 9.94%
$301B
$4.56 Million 0.1% of portfolio
31,876
Q2 2025 Added 12.13%
$143B
$3.9 Million 0.09% of portfolio
36,284
Q2 2025 Added 3.49%
$89.1B
$4.17 Million 0.09% of portfolio
190,867
Q2 2025 Added 33.57%
$6.36B
$3.79 Million 0.09% of portfolio
42,028
Q2 2025 Added 1,458.32%
$124B
$3.8 Million 0.09% of portfolio
9,924
Q2 2025 Added 10.36%
$77.2B
$3.93 Million 0.09% of portfolio
211,433
Q2 2025 Reduced 1.38%
$161B
$3.92 Million 0.09% of portfolio
14,047
Q2 2025 Added 7.31%

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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