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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.4B
$747,000 0.02% of portfolio
12,956
Q2 2025 Added 155.24%
$32.9B
$976,000 0.02% of portfolio
15,583
Q2 2025 Added 203.29%
$8.43B
$1.04 Million 0.02% of portfolio
9,946
Q2 2025 Reduced 7.09%
$37.4B
$1.02 Million 0.02% of portfolio
13,113
Q2 2025 Added 24.52%
$105B
$1.03 Million 0.02% of portfolio
6,461
Q2 2025 Added 0.25%
$6.79B
$1.09 Million 0.02% of portfolio
11,122
Q2 2025 Added 24.37%
$872M
$730,000 0.02% of portfolio
18,601
Q2 2025 Reduced 25.26%
$527M
$1.04 Million 0.02% of portfolio
45,301
Q2 2025 Added 17.11%
$101B
$915,000 0.02% of portfolio
2,836
Q2 2025 Added 48.48%
$26.5B
$675,000 0.02% of portfolio
338
Q2 2025 Added 0.3%
$39.5B
$923,000 0.02% of portfolio
3,799
Q2 2025 Added 153.77%
$38.3B
$961,000 0.02% of portfolio
6,354
Q2 2025 Added 15.19%
$0
$819,000 0.02% of portfolio
19,169
Q2 2025 Reduced 0.15%
$19B
$763,000 0.02% of portfolio
6,076
Q2 2025 New
$61.7B
$759,000 0.02% of portfolio
3,476
Q2 2025 Reduced 11.3%
$643M
$1.09 Million 0.02% of portfolio
3,746
Q2 2025 Added 15.26%
$0
$861,000 0.02% of portfolio
18,018
Q2 2025 Reduced 0.07%
$6.39B
$696,000 0.02% of portfolio
6,680
Q2 2025 Added 7.85%
$8.46B
$744,000 0.02% of portfolio
31,883
Q2 2025 Reduced 9.99%
$326M
$747,000 0.02% of portfolio
32,383
Q2 2025 New
$256M
$723,000 0.02% of portfolio
75,866
Q2 2025 Added 21.65%
$100B
$1.06 Million 0.02% of portfolio
22,896
Q2 2025 Reduced 37.96%
$102B
$885,000 0.02% of portfolio
15,174
Q2 2025 Reduced 74.25%
$12.9B
$712,000 0.02% of portfolio
3,325
Q2 2025 Reduced 13.32%
$13.3B
$869,000 0.02% of portfolio
22,532
Q2 2025 Added 252.39%
$18.4B
$805,000 0.02% of portfolio
13,915
Q2 2025 Added 71.37%
$59.1B
$935,000 0.02% of portfolio
5,819
Q2 2025 Reduced 35.64%
$29.1B
$930,000 0.02% of portfolio
2,481
Q2 2025 Added 0.2%
$40.2B
$668,000 0.02% of portfolio
2,590
Q2 2025 Reduced 74.38%
$0
$700,000 0.02% of portfolio
9,353
Q2 2025 Added 34.21%
$132B
$980,000 0.02% of portfolio
12,785
Q2 2025 Added 65.82%
$1.45B
$847,000 0.02% of portfolio
104,740
Q2 2025 Reduced 12.59%
$0
$694,000 0.02% of portfolio
21,655
Q2 2025 Reduced 38.61%
$4.66B
$1.01 Million 0.02% of portfolio
9,333
Q2 2025 Reduced 12.02%
$42.1B
$1.05 Million 0.02% of portfolio
3,358
Q2 2025 Added 19.37%
$21.7B
$1.03 Million 0.02% of portfolio
8,902
Q2 2025 Reduced 23.27%
$16.4B
$670,000 0.02% of portfolio
87,663
Q2 2025 Added 2.36%
$895M
$918,000 0.02% of portfolio
66,144
Q2 2025 Added 154.85%
$0
$1.06 Million 0.02% of portfolio
5,846
Q2 2025 Added 70.39%
$19.9B
$899,000 0.02% of portfolio
2,226
Q2 2025 Reduced 5.07%
$246M
$774,000 0.02% of portfolio
82,212
Q2 2025 Reduced 11.18%
$75.9B
$734,000 0.02% of portfolio
2,058
Q2 2025 Reduced 5.94%
$47.3B
$784,000 0.02% of portfolio
13,375
Q2 2025 Reduced 23.18%
$266M
$734,000 0.02% of portfolio
83,411
Q2 2025 Added 112.85%
$16.2B
$1.06 Million 0.02% of portfolio
2,355
Q2 2025 Added 2.44%
$0
$906,000 0.02% of portfolio
19,699
Q2 2025 Reduced 3.58%
$0
$689,000 0.02% of portfolio
9,074
Q2 2025 Added 7.07%
$54.9B
$983,000 0.02% of portfolio
1,843
Q2 2025 Added 4.66%
$70.5B
$905,000 0.02% of portfolio
48,890
Q2 2025 Added 25.28%

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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