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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.2B
$223,000 0.01% of portfolio
5,552
Q2 2025 Added 2.55%
$23.2B
$289,000 0.01% of portfolio
55,829
Q2 2025 Added 23.78%
$16.1B
$281,000 0.01% of portfolio
4,377
Q2 2025 Reduced 75.53%
$38.4B
$344,000 0.01% of portfolio
628
Q2 2025 Reduced 43.53%
$21.7B
$226,000 0.01% of portfolio
34,414
Q2 2025 Added 1.51%
$12.5B
$200,000 0.0% of portfolio
726
Q2 2025 New
$11.5B
$203,000 0.0% of portfolio
5,225
Q2 2025 New
$12.3B
$208,000 0.0% of portfolio
2,932
Q2 2025 Reduced 25.26%
$59.7B
$202,000 0.0% of portfolio
386
Q2 2025 Reduced 20.58%
$14.6B
$204,000 0.0% of portfolio
1,417
Q2 2025 New
$33.1B
$218,000 0.0% of portfolio
2,672
Q2 2025 Reduced 24.71%
$42.2B
$211,000 0.0% of portfolio
2,392
Q2 2025 Added 1.66%
$44.4B
$129,000 0.0% of portfolio
11,976
Q2 2025 Added 2.79%
$16.6B
$203,000 0.0% of portfolio
3,638
Q2 2025 Reduced 28.54%
$17.5B
$218,000 0.0% of portfolio
2,127
Q2 2025 Reduced 29.83%
$17.1B
$221,000 0.0% of portfolio
636
Q2 2025 Added 1.6%
$27.5B
$29,000 0.0% of portfolio
10,927
Q2 2025 New
$17B
$202,000 0.0% of portfolio
497
Q2 2025 New
$13.1B
$148,000 0.0% of portfolio
15,759
Q2 2025 Reduced 27.25%
$28.6B
$159,000 0.0% of portfolio
11,693
Q2 2025 Reduced 0.14%
$23.9B
$0 0.0% of portfolio
-
Q2 2025 Reduced 8.88%
$47.6B
$202,000 0.0% of portfolio
2,590
Q2 2025 New
$18.4B
$176,000 0.0% of portfolio
10,508
Q2 2025 Reduced 51.78%
$31.5B
$57,000 0.0% of portfolio
10,995
Q2 2025 Added 2.89%
$13.7B
$201,000 0.0% of portfolio
2,588
Q2 2025 Reduced 34.08%
$14.6B
$201,000 0.0% of portfolio
1,378
Q2 2025 Reduced 32.38%

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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