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
$346B
$11.1 Million 0.22% of portfolio
72,206
Q3 2025 Reduced 9.56%
$0
$11.1 Million 0.22% of portfolio
23,041
Q3 2025 Added 3.85%
$413B
$10.8 Million 0.21% of portfolio
210,199
Q3 2025 Added 5.87%
$10.1B
$10.4 Million 0.21% of portfolio
30,226
Q3 2025 Reduced 3.0%
$121B
$10.4 Million 0.21% of portfolio
13,405
Q3 2025 Reduced 0.5%
$67.3B
$10.8 Million 0.21% of portfolio
38,536
Q3 2025 Added 2.51%
$414B
$10.1 Million 0.2% of portfolio
43,725
Q3 2025 Added 5.08%
$191B
$10.1 Million 0.2% of portfolio
1,866
Q3 2025 Added 56.68%
$284B
$9.96 Million 0.2% of portfolio
140,354
Q3 2025 Added 5.67%
$172B
$10 Million 0.2% of portfolio
228,066
Q3 2025 Added 11.03%
$128B
$9.69 Million 0.19% of portfolio
503,437
Q3 2025 Added 0.01%
$490B
$9.81 Million 0.19% of portfolio
86,994
Q3 2025 Added 5.67%
$42.6B
$9.74 Million 0.19% of portfolio
73,012
Q3 2025 Added 3.67%
$0
$9.1 Million 0.18% of portfolio
44,698
Q3 2025 Added 2.12%
$418B
$8.65 Million 0.17% of portfolio
48,415
Q3 2025 Added 5.1%
$0
$8.33 Million 0.17% of portfolio
100,428
Q3 2025 Added 2.11%
$228B
$7.85 Million 0.16% of portfolio
58,608
Q3 2025 Reduced 11.04%
$181B
$7.99 Million 0.16% of portfolio
282,767
Q3 2025 Added 7.9%
$453B
$8.3 Million 0.16% of portfolio
11
Q1 2025 Added 450.0%
$123B
$8.16 Million 0.16% of portfolio
153,742
Q3 2025 Reduced 6.25%
$265B
$8.12 Million 0.16% of portfolio
10,192
Q3 2025 Added 7.48%
$24.5B
$8.32 Million 0.16% of portfolio
73,486
Q3 2025 Added 63.27%
$0
$8.28 Million 0.16% of portfolio
13,523
Q3 2025 Added 37.99%
$163B
$7.35 Million 0.15% of portfolio
10,226
Q3 2025 Reduced 12.53%
$104B
$7.49 Million 0.15% of portfolio
25,524
Q3 2025 Added 3.15%
$23.2B
$7.38 Million 0.15% of portfolio
150,568
Q3 2025 Added 212.62%
$258B
$7.64 Million 0.15% of portfolio
45,646
Q3 2025 Added 6.75%
$279B
$7.47 Million 0.15% of portfolio
27,937
Q3 2025 Reduced 0.25%
$36B
$7.36 Million 0.15% of portfolio
255,751
Q3 2025 Added 20.84%
$136B
$7.77 Million 0.15% of portfolio
32,860
Q3 2025 Added 23.04%
$34B
$7.46 Million 0.15% of portfolio
643,452
Q3 2025 Added 17.34%
$76.1B
$7.22 Million 0.14% of portfolio
296,128
Q3 2025 Added 1.39%
$44B
$7.03 Million 0.14% of portfolio
4,696
Q3 2025 Added 5.72%
$328B
$7.28 Million 0.14% of portfolio
24,184
Q3 2025 Added 4.69%
$0
$7.16 Million 0.14% of portfolio
165,452
Q3 2025 Added 62.17%
$128B
$7.05 Million 0.14% of portfolio
74,049
Q3 2025 Added 12.0%
$6.08B
$7.01 Million 0.14% of portfolio
69,291
Q3 2025 Added 2.65%
$79.2B
$6.98 Million 0.14% of portfolio
146,252
Q3 2025 Reduced 0.43%
$317B
$6.98 Million 0.14% of portfolio
83,317
Q3 2025 Added 5.84%
$277B
$6.56 Million 0.13% of portfolio
85,472
Q3 2025 Added 2.13%
$291B
$6.66 Million 0.13% of portfolio
13,960
Q3 2025 Added 7.72%
$319B
$6.68 Million 0.13% of portfolio
97,653
Q3 2025 Added 23.11%
$75.2B
$6.65 Million 0.13% of portfolio
187,926
Q3 2025 Reduced 1.44%
$46.1B
$6.39 Million 0.13% of portfolio
70,261
Q3 2025 Added 5.1%
$342B
$6.44 Million 0.13% of portfolio
35,290
Q3 2025 Added 7.77%
$0
$6.41 Million 0.13% of portfolio
149,291
Q3 2025 Added 0.88%
$19B
$6.15 Million 0.12% of portfolio
29,944
Q3 2025 Reduced 0.69%
$306B
$6.05 Million 0.12% of portfolio
91,269
Q3 2025 Added 0.75%
$60.5B
$6.14 Million 0.12% of portfolio
67,672
Q3 2025 Added 1.09%

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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