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
$0
$5.39 Million 0.12% of portfolio
67,563
Q2 2025 Added 16.79%
$133B
$5.28 Million 0.12% of portfolio
6,886
Q2 2025 Added 1.44%
$293B
$5.5 Million 0.12% of portfolio
79,320
Q2 2025 Added 2.94%
$0
$5.14 Million 0.12% of portfolio
18,025
Q2 2025 Added 14.06%
$33.7B
$5.51 Million 0.12% of portfolio
211,638
Q2 2025 Added 9.19%
$324B
$5.22 Million 0.12% of portfolio
46,066
Q2 2025 Added 3.28%
$51B
$5.32 Million 0.12% of portfolio
66,943
Q2 2025 Added 2.6%
$77.3B
$5.09 Million 0.11% of portfolio
27,322
Q2 2025 Added 20.96%
$0
$4.9 Million 0.11% of portfolio
27,743
Q2 2025 Added 64.86%
$0
$4.82 Million 0.11% of portfolio
202,095
Q2 2025 Added 189.24%
$152B
$4.72 Million 0.11% of portfolio
21,257
Q2 2025 Added 86.46%
$182B
$4.86 Million 0.11% of portfolio
9,209
Q2 2025 Added 10.06%
$218B
$5.03 Million 0.11% of portfolio
12,959
Q2 2025 Added 35.17%
$38.3B
$4.71 Million 0.11% of portfolio
28,052
Q2 2025 Reduced 1.15%
$96.8B
$4.97 Million 0.11% of portfolio
47,302
Q2 2025 Reduced 6.06%
$126B
$4.88 Million 0.11% of portfolio
144,231
Q2 2025 Reduced 20.44%
$53.3B
$4.98 Million 0.11% of portfolio
66,853
Q2 2025 Added 4.43%
$367B
$4.46 Million 0.1% of portfolio
32,747
Q2 2025 Added 55.95%
$188B
$4.52 Million 0.1% of portfolio
34,353
Q2 2025 Added 2.78%
$245B
$4.37 Million 0.1% of portfolio
14,010
Q2 2025 Reduced 23.88%
$75.9B
$4.38 Million 0.1% of portfolio
1,179
Q2 2025 Added 0.26%
$0
$4.4 Million 0.1% of portfolio
102,024
Q2 2025 Added 196.72%
$210B
$4.52 Million 0.1% of portfolio
15,322
Q2 2025 Added 8.55%
$250B
$4.67 Million 0.1% of portfolio
33,170
Q2 2025 Added 11.49%
$31B
$4.48 Million 0.1% of portfolio
20,529
Q2 2025 Added 30.03%
$0
$4.58 Million 0.1% of portfolio
19,323
Q2 2025 Added 116.38%
$182B
$4.35 Million 0.1% of portfolio
46,572
Q2 2025 Added 14.17%
$222B
$4.34 Million 0.1% of portfolio
14,869
Q2 2025 Added 9.94%
$302B
$4.56 Million 0.1% of portfolio
31,876
Q2 2025 Added 12.13%
$147B
$3.9 Million 0.09% of portfolio
36,284
Q2 2025 Added 3.49%
$92.1B
$4.17 Million 0.09% of portfolio
190,867
Q2 2025 Added 33.57%
$0
$3.81 Million 0.09% of portfolio
28,581
Q2 2025 Reduced 2.47%
$6.4B
$3.79 Million 0.09% of portfolio
42,028
Q2 2025 Added 1,458.32%
$112B
$3.8 Million 0.09% of portfolio
9,924
Q2 2025 Added 10.36%
$80.9B
$3.93 Million 0.09% of portfolio
211,433
Q2 2025 Reduced 1.38%
$152B
$3.92 Million 0.09% of portfolio
14,047
Q2 2025 Added 7.31%
$232B
$3.97 Million 0.09% of portfolio
14,574
Q2 2025 Added 3.11%
$136B
$4.09 Million 0.09% of portfolio
11,691
Q2 2025 Reduced 33.44%
$113B
$4.09 Million 0.09% of portfolio
8,833
Q2 2025 Added 19.54%
$0
$4.17 Million 0.09% of portfolio
37,778
Q2 2025 Reduced 23.07%
$0
$3.79 Million 0.09% of portfolio
19,391
Q2 2025 Added 464.02%
$92.8B
$4.05 Million 0.09% of portfolio
11,786
Q2 2025 Added 37.54%
$32.2B
$4.12 Million 0.09% of portfolio
49,892
Q2 2025 Reduced 4.22%
$86.2B
$3.83 Million 0.09% of portfolio
13,119
Q2 2025 Added 15.87%
$0
$4.14 Million 0.09% of portfolio
61,641
Q2 2025 Added 0.59%
$201B
$3.95 Million 0.09% of portfolio
5,017
Q2 2025 Added 11.46%
$26.8B
$3.95 Million 0.09% of portfolio
45,009
Q2 2025 Added 187.91%
$173B
$4.17 Million 0.09% of portfolio
60,830
Q2 2025 Reduced 3.93%
$76.4B
$3.96 Million 0.09% of portfolio
932,080
Q2 2025 Reduced 21.43%

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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email