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
$40.5B
$1.02 Million 0.02% of portfolio
7,876
Q2 2025 Reduced 4.1%
$378M
$1.03 Million 0.02% of portfolio
167,655
Q2 2025 Added 84.55%
$46.8B
$1.07 Million 0.02% of portfolio
27,959
Q2 2025 Reduced 19.48%
$11.7B
$857,000 0.02% of portfolio
6,022
Q2 2025 Reduced 9.97%
$70.2B
$710,000 0.02% of portfolio
1,386
Q2 2025 Reduced 4.81%
$48.6B
$701,000 0.02% of portfolio
847
Q2 2025 Added 20.66%
$695M
$887,000 0.02% of portfolio
103,347
Q2 2025 Reduced 20.63%
$4.94B
$927,000 0.02% of portfolio
17,479
Q2 2025 New
$1.15B
$1.09 Million 0.02% of portfolio
6,824
Q2 2025 Added 168.87%
$16.6B
$685,000 0.02% of portfolio
7,453
Q2 2025 Reduced 32.1%
$760M
$732,000 0.02% of portfolio
18,905
Q2 2025 Added 119.7%
$2.77B
$722,000 0.02% of portfolio
1,787
Q2 2025 New
$130M
$760,000 0.02% of portfolio
12,949
Q2 2025 Reduced 27.86%
$508M
$1.1 Million 0.02% of portfolio
39,176
Q2 2025 Added 95.12%
$2.23B
$832,000 0.02% of portfolio
9,024
Q2 2025 Reduced 50.64%
$142B
$1.11 Million 0.02% of portfolio
23,080
Q2 2025 Reduced 33.15%
$76.6B
$671,000 0.02% of portfolio
6,358
Q2 2025 Added 22.03%
$109B
$1.03 Million 0.02% of portfolio
14,866
Q2 2025 Added 35.03%
$76.7B
$873,000 0.02% of portfolio
15,811
Q2 2025 Added 261.89%
$55.1B
$743,000 0.02% of portfolio
5,767
Q2 2025 Added 171.52%
$34.3B
$869,000 0.02% of portfolio
4,992
Q2 2025 Added 1.01%
$307M
$1.01 Million 0.02% of portfolio
90,418
Q2 2025 Added 139.43%
$7.4B
$766,000 0.02% of portfolio
1,110
Q2 2025 Added 2.4%
$202M
$780,000 0.02% of portfolio
56,632
Q2 2025 Added 3.87%
$91.5B
$1 Million 0.02% of portfolio
3,254
Q2 2025 Added 17.35%
$835M
$1.06 Million 0.02% of portfolio
20,547
Q2 2025 Reduced 2.77%
$72.9B
$975,000 0.02% of portfolio
13,771
Q2 2025 Reduced 1.69%
$742M
$787,000 0.02% of portfolio
7,761
Q2 2025 New
$13.1B
$815,000 0.02% of portfolio
10,013
Q2 2025 Added 0.47%
$87.1B
$889,000 0.02% of portfolio
3,254
Q2 2025 Added 0.74%
$4.91B
$681,000 0.02% of portfolio
137,665
Q2 2025 Added 340.27%
$13.9B
$747,000 0.02% of portfolio
12,956
Q2 2025 Added 155.24%
$36.3B
$976,000 0.02% of portfolio
15,583
Q2 2025 Added 203.29%
$8.35B
$1.04 Million 0.02% of portfolio
9,946
Q2 2025 Reduced 7.09%
$35.6B
$1.02 Million 0.02% of portfolio
13,113
Q2 2025 Added 24.52%
$92.5B
$1.03 Million 0.02% of portfolio
6,461
Q2 2025 Added 0.25%
$7.67B
$1.09 Million 0.02% of portfolio
11,122
Q2 2025 Added 24.37%
$896M
$730,000 0.02% of portfolio
18,601
Q2 2025 Reduced 25.26%
$519M
$1.04 Million 0.02% of portfolio
45,301
Q2 2025 Added 17.11%
$117B
$915,000 0.02% of portfolio
2,836
Q2 2025 Added 48.48%
$25.8B
$675,000 0.02% of portfolio
338
Q2 2025 Added 0.3%
$35.9B
$923,000 0.02% of portfolio
3,799
Q2 2025 Added 153.77%
$36.2B
$961,000 0.02% of portfolio
6,354
Q2 2025 Added 15.19%
$21.1B
$763,000 0.02% of portfolio
6,076
Q2 2025 New
$58.4B
$759,000 0.02% of portfolio
3,476
Q2 2025 Reduced 11.3%
$757M
$1.09 Million 0.02% of portfolio
3,746
Q2 2025 Added 15.26%
$325M
$978,000 0.02% of portfolio
81,941
Q2 2025 Reduced 9.4%
$7.34B
$696,000 0.02% of portfolio
6,680
Q2 2025 Added 7.85%
$8.33B
$744,000 0.02% of portfolio
31,883
Q2 2025 Reduced 9.99%

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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