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
$113B
$9.87 Million 0.22% of portfolio
13,473
Q2 2025 Added 2.07%
$413B
$9.4 Million 0.21% of portfolio
198,553
Q2 2025 Added 8.49%
$470B
$8.87 Million 0.2% of portfolio
82,323
Q2 2025 Reduced 0.03%
$39.8B
$8.94 Million 0.2% of portfolio
70,428
Q2 2025 Added 4.14%
$0
$9.04 Million 0.2% of portfolio
75,945
Q2 2025 Added 68.42%
$169B
$8.89 Million 0.2% of portfolio
205,416
Q2 2025 Added 23.77%
$223B
$8.96 Million 0.2% of portfolio
65,878
Q2 2025 Added 36.3%
$400B
$9.08 Million 0.2% of portfolio
24,753
Q2 2025 Added 9.02%
$328B
$8.52 Million 0.19% of portfolio
28,008
Q2 2025 Reduced 0.32%
$0
$8.5 Million 0.19% of portfolio
43,772
Q2 2025 Added 195.16%
$0
$8.15 Million 0.18% of portfolio
98,348
Q2 2025 Reduced 14.74%
$88.7B
$7.98 Million 0.18% of portfolio
146,887
Q2 2025 Added 2.03%
$264B
$8.07 Million 0.18% of portfolio
132,819
Q2 2025 Reduced 3.61%
$442B
$8.02 Million 0.18% of portfolio
11
Q1 2025 Added 450.0%
$39.5B
$8.12 Million 0.18% of portfolio
4,442
Q2 2025 Reduced 9.77%
$409B
$7.72 Million 0.17% of portfolio
41,612
Q2 2025 Added 4.72%
$118B
$7.63 Million 0.17% of portfolio
24,745
Q2 2025 Added 7.08%
$118B
$7.74 Million 0.17% of portfolio
503,403
Q2 2025 Added 5.28%
$190B
$7.7 Million 0.17% of portfolio
90,470
Q2 2025 Added 27.69%
$186B
$7.58 Million 0.17% of portfolio
262,073
Q2 2025 Added 34.72%
$124B
$6.97 Million 0.16% of portfolio
101,017
Q2 2025 Reduced 3.16%
$72.8B
$7.34 Million 0.16% of portfolio
292,069
Q2 2025 Added 60.53%
$11B
$6.99 Million 0.16% of portfolio
31,161
Q2 2025 Added 2.53%
$20B
$6.72 Million 0.15% of portfolio
30,152
Q2 2025 Added 3.45%
$28.1B
$6.46 Million 0.15% of portfolio
61,294
Q2 2025 Added 29.69%
$210B
$6.89 Million 0.15% of portfolio
1,191
Q2 2025 Added 14.08%
$259B
$6.71 Million 0.15% of portfolio
9,483
Q2 2025 Added 16.3%
$166B
$6.62 Million 0.15% of portfolio
17,123
Q2 2025 Added 3.39%
$254B
$6.24 Million 0.14% of portfolio
42,758
Q2 2025 Added 15.14%
$139B
$6.14 Million 0.14% of portfolio
26,707
Q2 2025 Reduced 26.37%
$308B
$6.41 Million 0.14% of portfolio
90,590
Q2 2025 Added 11.72%
$322B
$6.31 Million 0.14% of portfolio
78,720
Q2 2025 Added 11.98%
$89.6B
$5.6 Million 0.13% of portfolio
25,322
Q2 2025 Added 9.3%
$0
$5.77 Million 0.13% of portfolio
79,372
Q2 2025 Added 1,344.18%
$0
$5.92 Million 0.13% of portfolio
147,988
Q2 2025 Added 1,254.09%
$0
$5.72 Million 0.13% of portfolio
115,731
Q2 2025 Reduced 6.09%
$258B
$5.85 Million 0.13% of portfolio
83,686
Q2 2025 Added 10.88%
$67.6B
$5.58 Million 0.13% of portfolio
190,681
Q2 2025 Added 10.3%
$60B
$5.95 Million 0.13% of portfolio
186,249
Q2 2025 Reduced 1.04%
$141B
$5.62 Million 0.13% of portfolio
24,136
Q2 2025 Reduced 2.72%
$335B
$5.95 Million 0.13% of portfolio
23,101
Q2 2025 Added 3.15%
$127B
$5.76 Million 0.13% of portfolio
66,116
Q2 2025 Reduced 9.9%
$65.6B
$5.92 Million 0.13% of portfolio
65,175
Q2 2025 Added 5.75%
$31.7B
$5.85 Million 0.13% of portfolio
548,364
Q2 2025 Added 50.51%
$0
$5.57 Million 0.12% of portfolio
9,800
Q2 2025 Added 28.47%
$88.2B
$5.14 Million 0.12% of portfolio
22,443
Q2 2025 Added 9.71%
$327M
$5.15 Million 0.12% of portfolio
221,966
Q2 2025 Added 377.84%
$259B
$5.4 Million 0.12% of portfolio
76,641
Q2 2025 Reduced 1.4%
$5.7B
$5.36 Million 0.12% of portfolio
67,503
Q2 2025 Reduced 1.32%

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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