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
$3.68B
$1.28 Million 0.03% of portfolio
17,514
Q2 2025 Added 29.3%
$1.58B
$1.15 Million 0.03% of portfolio
11,760
Q2 2025 Reduced 8.84%
$882M
$1.18 Million 0.03% of portfolio
29,052
Q2 2025 Reduced 28.88%
$11.9B
$1.34 Million 0.03% of portfolio
13,054
Q2 2025 New
$2.1B
$1.19 Million 0.03% of portfolio
18,199
Q2 2025 Added 198.1%
$26.9B
$1.54 Million 0.03% of portfolio
3,284
Q2 2025 Added 90.82%
$98.8B
$1.46 Million 0.03% of portfolio
12,403
Q2 2025 Added 18.26%
$10.5B
$1.12 Million 0.03% of portfolio
5,878
Q2 2025 Reduced 3.24%
$6.7B
$1.43 Million 0.03% of portfolio
16,653
Q2 2025 Added 35.06%
$83.9B
$1.18 Million 0.03% of portfolio
3,024
Q2 2025 Reduced 1.91%
$127B
$1.5 Million 0.03% of portfolio
6,283
Q2 2025 Reduced 4.93%
$69.5B
$1.25 Million 0.03% of portfolio
1,655
Q2 2025 Added 2.29%
$991M
$1.35 Million 0.03% of portfolio
9,616
Q2 2025 Reduced 17.4%
$135M
$1.13 Million 0.03% of portfolio
68,055
Q2 2025 Added 90.26%
$32.7B
$1.54 Million 0.03% of portfolio
19,384
Q2 2025 Added 240.55%
$96.5B
$1.5 Million 0.03% of portfolio
5,455
Q2 2025 Added 22.56%
$16.4B
$1.5 Million 0.03% of portfolio
4,777
Q2 2025 Added 15.97%
$84.5B
$1.2 Million 0.03% of portfolio
10,860
Q2 2025 Reduced 10.42%
$64.4B
$1.23 Million 0.03% of portfolio
11,840
Q2 2025 Added 8.06%
$24.7B
$1.29 Million 0.03% of portfolio
5,848
Q2 2025 Added 0.58%
$16.1B
$1.27 Million 0.03% of portfolio
17,646
Q2 2025 Reduced 4.1%
$19.5B
$1.19 Million 0.03% of portfolio
6,319
Q2 2025 Added 18.0%
$24.7B
$1.37 Million 0.03% of portfolio
5,867
Q2 2025 Added 4.92%
$28.8B
$1.29 Million 0.03% of portfolio
24,990
Q2 2025 Reduced 12.39%
$110B
$1.55 Million 0.03% of portfolio
16,560
Q2 2025 Added 43.26%
$76B
$1.34 Million 0.03% of portfolio
21,371
Q2 2025 Added 35.59%
$92.2B
$1.2 Million 0.03% of portfolio
2,395
Q2 2025 Added 33.5%
$74.3B
$1.49 Million 0.03% of portfolio
12,565
Q2 2025 Added 55.85%
$97.4B
$1.33 Million 0.03% of portfolio
1,911
Q2 2025 Reduced 5.72%
$9.82B
$1.33 Million 0.03% of portfolio
4,846
Q2 2025 Added 104.82%
$25B
$1.2 Million 0.03% of portfolio
163
Q2 2025 Reduced 0.61%
$12.7B
$1.41 Million 0.03% of portfolio
8,638
Q2 2025 Reduced 38.87%
$28.2B
$1.44 Million 0.03% of portfolio
4,994
Q2 2025 New
$41.9B
$1.46 Million 0.03% of portfolio
15,705
Q2 2025 Reduced 0.32%
$4.96B
$1.25 Million 0.03% of portfolio
11,813
Q2 2025 Reduced 2.12%
$47.5B
$1.23 Million 0.03% of portfolio
36,350
Q2 2025 Added 27.17%
$2.57B
$1.34 Million 0.03% of portfolio
24,101
Q2 2025 Reduced 0.92%
$165B
$1.19 Million 0.03% of portfolio
11,329
Q2 2025 Reduced 15.08%
$36B
$1.19 Million 0.03% of portfolio
5,705
Q2 2025 Added 119.59%
$40.6B
$1.37 Million 0.03% of portfolio
3,350
Q2 2025 Reduced 4.67%
$106B
$829,000 0.02% of portfolio
6,236
Q2 2025 Added 41.66%
$61.8B
$864,000 0.02% of portfolio
29,419
Q2 2025 Added 0.62%
$235M
$675,000 0.02% of portfolio
196,985
Q2 2025 New
$21.4B
$817,000 0.02% of portfolio
8,509
Q2 2025 Reduced 2.43%
$9.69B
$1.06 Million 0.02% of portfolio
51,066
Q2 2025 Reduced 4.61%
$20.4B
$930,000 0.02% of portfolio
1,823
Q2 2025 Added 13.87%
$37.9B
$922,000 0.02% of portfolio
8,586
Q2 2025 Reduced 4.53%
$4.68B
$809,000 0.02% of portfolio
12,270
Q2 2025 Added 18.64%
$9.19B
$850,000 0.02% of portfolio
22,347
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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email