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
$302M
$747,000 0.02% of portfolio
32,383
Q2 2025 New
$241M
$723,000 0.02% of portfolio
75,866
Q2 2025 Added 21.65%
$94.7B
$1.06 Million 0.02% of portfolio
22,896
Q2 2025 Reduced 37.96%
$111B
$885,000 0.02% of portfolio
15,174
Q2 2025 Reduced 74.25%
$13.6B
$712,000 0.02% of portfolio
3,325
Q2 2025 Reduced 13.32%
$13.4B
$869,000 0.02% of portfolio
22,532
Q2 2025 Added 252.39%
$14.7B
$805,000 0.02% of portfolio
13,915
Q2 2025 Added 71.37%
$58.5B
$935,000 0.02% of portfolio
5,819
Q2 2025 Reduced 35.64%
$27B
$930,000 0.02% of portfolio
2,481
Q2 2025 Added 0.2%
$39.3B
$668,000 0.02% of portfolio
2,590
Q2 2025 Reduced 74.38%
$68.1B
$980,000 0.02% of portfolio
12,785
Q2 2025 Added 65.82%
$1.55B
$847,000 0.02% of portfolio
104,740
Q2 2025 Reduced 12.59%
$4.66B
$1.01 Million 0.02% of portfolio
9,333
Q2 2025 Reduced 12.02%
$37.2B
$1.05 Million 0.02% of portfolio
3,358
Q2 2025 Added 19.37%
$21.6B
$1.03 Million 0.02% of portfolio
8,902
Q2 2025 Reduced 23.27%
$18.6B
$670,000 0.02% of portfolio
87,663
Q2 2025 Added 2.36%
$20.4B
$899,000 0.02% of portfolio
2,226
Q2 2025 Reduced 5.07%
$232M
$774,000 0.02% of portfolio
82,212
Q2 2025 Reduced 11.18%
$71B
$734,000 0.02% of portfolio
2,058
Q2 2025 Reduced 5.94%
$45.8B
$784,000 0.02% of portfolio
13,375
Q2 2025 Reduced 23.18%
$255M
$734,000 0.02% of portfolio
83,411
Q2 2025 Added 112.85%
$14.9B
$1.06 Million 0.02% of portfolio
2,355
Q2 2025 Added 2.44%
$51.1B
$983,000 0.02% of portfolio
1,843
Q2 2025 Added 4.66%
$73B
$905,000 0.02% of portfolio
48,890
Q2 2025 Added 25.28%
$23.7B
$856,000 0.02% of portfolio
12,690
Q2 2025 Reduced 1.25%
$51.3B
$708,000 0.02% of portfolio
5,350
Q2 2025 Added 0.41%
$10.6B
$695,000 0.02% of portfolio
3,028
Q2 2025 Added 0.1%
$9.08B
$934,000 0.02% of portfolio
2,930
Q2 2025 Reduced 1.97%
$74.9B
$670,000 0.02% of portfolio
843
Q2 2025 Added 17.74%
$60.7B
$1.09 Million 0.02% of portfolio
12,792
Q2 2025 Added 14.29%
$60.9B
$687,000 0.02% of portfolio
21,216
Q2 2025 Added 64.81%
$34.5B
$848,000 0.02% of portfolio
35,857
Q2 2025 Added 38.43%
$1.16B
$1.09 Million 0.02% of portfolio
15,975
Q2 2025 Reduced 24.88%
$716M
$1.05 Million 0.02% of portfolio
35,806
Q2 2025 Added 20.35%
$271M
$819,000 0.02% of portfolio
170,682
Q2 2025 New
$52B
$1.06 Million 0.02% of portfolio
21,661
Q2 2025 Reduced 1.31%
$11.7B
$817,000 0.02% of portfolio
2,741
Q2 2025 Reduced 50.41%
$28.2B
$680,000 0.02% of portfolio
13,636
Q2 2025 Added 15.87%
$66.9B
$784,000 0.02% of portfolio
7,417
Q2 2025 Added 9.17%
$6.73B
$1.1 Million 0.02% of portfolio
17,858
Q2 2025 Reduced 0.94%
$81.1B
$1.07 Million 0.02% of portfolio
6,934
Q2 2025 Added 26.21%
$18.7B
$851,000 0.02% of portfolio
7,548
Q2 2025 New
$98.3B
$1.02 Million 0.02% of portfolio
2,338
Q2 2025 Added 56.6%
$79.5B
$968,000 0.02% of portfolio
7,737
Q2 2025 Added 11.69%
$59B
$710,000 0.02% of portfolio
16,398
Q2 2025 Reduced 13.67%
$7.16B
$677,000 0.02% of portfolio
641
Q2 2025 Added 14.67%
$43.1B
$686,000 0.02% of portfolio
66,217
Q2 2025 Added 43.91%
$15.6B
$227,000 0.01% of portfolio
4,702
Q2 2025 Reduced 40.87%
$4.03B
$292,000 0.01% of portfolio
2,933
Q2 2025 Reduced 6.14%

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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