Ritholtz Wealth Management Portfolio Holdings

Ritholtz Wealth Management

  • $5.05 Billion
  • Q3 2025

Ritholtz Wealth Management has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.05 Billion distributed in 1042 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 $451M, Ishares Core S&P 500 ETF with a value of $365M, Invesco Qqq Trust, Series 1 with a value of $234M, Ishares Barclays 0 5 Year Tips with a value of $222M, and Fidelity Merrimack Str Tr Tota with a value of $175M.

Examining the 13F form we can see an increase of $594M in the current position value, from $4.45B to 5.05B.

Below you can find more details about Ritholtz Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $5.05 Billion
ETFs: $2.78 Billion
Technology: $628 Million
Financial Services: $419 Million
Consumer Cyclical: $259 Million
Industrials: $227 Million
Healthcare: $204 Million
Communication Services: $196 Million
Consumer Defensive: $143 Million
Other: $194 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$339M
$837,000 0.02% of portfolio
58,981
Q3 2025 Reduced 28.02%
$193M
$1.1 Million 0.02% of portfolio
41,391
Q3 2025 Added 189.45%
$35.8B
$955,000 0.02% of portfolio
3,490
Q3 2025 Added 34.75%
$114B
$907,000 0.02% of portfolio
13,751
Q3 2025 Reduced 9.38%
$14.3B
$1.2 Million 0.02% of portfolio
19,962
Q3 2025 Added 54.08%
$8.26B
$1.01 Million 0.02% of portfolio
5,370
Q3 2025 Added 56.97%
$3.61B
$824,000 0.02% of portfolio
65,824
Q3 2025 Added 207.12%
$219M
$894,000 0.02% of portfolio
363,761
Q3 2025 Added 155.93%
$79.1B
$1.16 Million 0.02% of portfolio
6,464
Q3 2025 Added 0.05%
$757M
$1.08 Million 0.02% of portfolio
10,040
Q3 2025 Added 29.36%
$4.19B
$951,000 0.02% of portfolio
22,121
Q3 2025 Reduced 32.48%
$59.8B
$1.06 Million 0.02% of portfolio
5,671
Q3 2025 Reduced 2.54%
$22.2B
$760,000 0.02% of portfolio
28,801
Q3 2025 New
$0
$907,000 0.02% of portfolio
19,379
Q3 2025 Added 1.1%
$0
$870,000 0.02% of portfolio
18,062
Q3 2025 Added 0.24%
$2.21B
$968,000 0.02% of portfolio
11,637
Q3 2025 New
$1.87B
$1.06 Million 0.02% of portfolio
3,286
Q3 2025 Added 83.88%
$44.4B
$866,000 0.02% of portfolio
59,159
Q3 2025 Added 149.13%
$39.2B
$840,000 0.02% of portfolio
5,015
Q3 2025 Added 0.46%
$6.47B
$1.18 Million 0.02% of portfolio
17,835
Q3 2025 Reduced 0.13%
$55.9B
$1.18 Million 0.02% of portfolio
21,596
Q3 2025 Reduced 0.3%
$96.9B
$1.07 Million 0.02% of portfolio
2,540
Q3 2025 Added 8.64%
$46.2B
$1.15 Million 0.02% of portfolio
15,290
Q3 2025 Added 14.32%
$59.5B
$1.09 Million 0.02% of portfolio
23,846
Q3 2025 Added 169.14%
$14.8B
$1.14 Million 0.02% of portfolio
5,579
Q3 2025 Reduced 26.26%
$16.1B
$1.26 Million 0.02% of portfolio
16,436
Q3 2025 Added 142.35%
$0
$902,000 0.02% of portfolio
3,072
Q2 2025 Reduced 1.95%
$0
$1.03 Million 0.02% of portfolio
5,880
Q3 2025 Reduced 0.03%
$0
$1.09 Million 0.02% of portfolio
11,944
Q3 2025 Reduced 4.09%
$0
$903,000 0.02% of portfolio
4,330
Q3 2025 Reduced 0.02%
$0
$1.24 Million 0.02% of portfolio
8,700
Q3 2025 Reduced 0.7%
$0
$767,000 0.02% of portfolio
13,036
Q3 2025 Reduced 15.9%
$0
$872,000 0.02% of portfolio
10,913
Q3 2025 Added 3.11%
$4.07B
$1.03 Million 0.02% of portfolio
16,208
Q3 2025 Added 11.28%
$50.1B
$765,000 0.02% of portfolio
6,377
Q3 2025 New
$127M
$708,000 0.01% of portfolio
17,198
Q3 2025 Added 49.44%
$11B
$730,000 0.01% of portfolio
2,120
Q3 2025 Reduced 22.66%
$1.34B
$272,000 0.01% of portfolio
16,242
Q3 2025 Reduced 10.92%
$9.87B
$632,000 0.01% of portfolio
2,651
Q3 2025 Added 98.43%
$16.2B
$300,000 0.01% of portfolio
4,109
Q2 2025 New
$57.5B
$568,000 0.01% of portfolio
2,086
Q3 2025 Added 10.43%
$46.9B
$576,000 0.01% of portfolio
4,746
Q3 2025 Reduced 11.29%
$1.94B
$662,000 0.01% of portfolio
3,469
Q3 2025 Added 191.76%
$13.5B
$259,000 0.01% of portfolio
3,206
Q3 2025 New
$6.76B
$259,000 0.01% of portfolio
7,897
Q3 2025 New
$38.1B
$273,000 0.01% of portfolio
3,668
Q3 2025 Added 53.34%
$1.16B
$311,000 0.01% of portfolio
17,098
Q3 2025 New
$14.2B
$277,000 0.01% of portfolio
1,567
Q3 2025 Added 10.59%
$16.9B
$326,000 0.01% of portfolio
4,843
Q3 2025 Reduced 25.77%

Summary

  • Portfolio
  • No. of Stocks 1,042
  • Current Value $5.05 Billion
  • Prior Value $4.45 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 141 stocks
  • Additional Purchases 489 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 367 stocks
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