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
$0
$6.08 Million 0.12% of portfolio
79,186
Q3 2025 Reduced 0.23%
$74.3B
$6.04 Million 0.12% of portfolio
30,069
Q3 2025 Added 10.05%
$3.35B
$6.08 Million 0.12% of portfolio
218,695
Q3 2025 Added 29.21%
$114B
$5.86 Million 0.12% of portfolio
51,149
Q3 2025 Added 8.13%
$0
$5.92 Million 0.12% of portfolio
66,788
Q3 2025 Reduced 1.15%
$124B
$5.95 Million 0.12% of portfolio
145,117
Q3 2025 Added 0.61%
$300B
$6.2 Million 0.12% of portfolio
17,953
Q3 2025 Added 28.14%
$67.6B
$5.81 Million 0.12% of portfolio
120,251
Q3 2025 Added 54.19%
$0
$6.15 Million 0.12% of portfolio
113,571
Q3 2025 Reduced 1.87%
$303B
$5.42 Million 0.11% of portfolio
34,923
Q3 2025 Added 9.56%
$57.4B
$5.55 Million 0.11% of portfolio
8,685
Q3 2025 Added 852.3%
$33.1B
$5.4 Million 0.11% of portfolio
217,364
Q3 2025 Reduced 5.44%
$140B
$5.74 Million 0.11% of portfolio
22,830
Q3 2025 Added 7.4%
$64.9B
$5.75 Million 0.11% of portfolio
184,658
Q3 2025 Reduced 0.85%
$270B
$5.69 Million 0.11% of portfolio
35,783
Q3 2025 Added 7.88%
$270B
$5.54 Million 0.11% of portfolio
77,424
Q3 2025 Added 1.02%
$405B
$4.97 Million 0.1% of portfolio
5,134
Q3 2025 Added 13.06%
$73.2B
$5.14 Million 0.1% of portfolio
1,198
Q3 2025 Added 1.61%
$65.7B
$5.02 Million 0.1% of portfolio
62,766
Q3 2025 Reduced 3.7%
$4.14B
$4.8 Million 0.1% of portfolio
30,808
Q3 2025 Added 25.35%
$94.5B
$5.01 Million 0.1% of portfolio
14,694
Q3 2025 Added 12.01%
$132B
$5.06 Million 0.1% of portfolio
24,032
Q3 2025 Reduced 0.43%
$97.6B
$5.27 Million 0.1% of portfolio
201,892
Q3 2025 Added 5.78%
$266B
$4.89 Million 0.1% of portfolio
17,324
Q3 2025 Added 13.07%
$0
$5.12 Million 0.1% of portfolio
35,168
Q3 2025 Reduced 3.07%
$224B
$4.91 Million 0.1% of portfolio
16,149
Q3 2025 Added 8.61%
$6.2B
$4.96 Million 0.1% of portfolio
46,037
Q3 2025 Added 9.54%
$8.39B
$5.24 Million 0.1% of portfolio
41,270
Q3 2025 Added 40.79%
$205B
$5.16 Million 0.1% of portfolio
34,995
Q3 2025 Added 1.87%
$0
$4.83 Million 0.1% of portfolio
187,750
Q3 2025 Reduced 7.1%
$123B
$4.94 Million 0.1% of portfolio
7,080
Q3 2025 Added 2.82%
$181B
$4.87 Million 0.1% of portfolio
49,718
Q3 2025 Added 6.76%
$0
$5.05 Million 0.1% of portfolio
16,408
Q3 2025 Reduced 8.97%
$0
$4.8 Million 0.1% of portfolio
18,884
Q3 2025 Reduced 2.27%
$0
$5.08 Million 0.1% of portfolio
27,223
Q3 2025 Reduced 1.87%
$85.9B
$4.85 Million 0.1% of portfolio
21,966
Q3 2025 Reduced 2.13%
$255B
$4.32 Million 0.09% of portfolio
13,000
Q3 2025 Added 9.65%
$86B
$4.75 Million 0.09% of portfolio
229,947
Q3 2025 Added 8.76%
$53.8B
$4.4 Million 0.09% of portfolio
28,060
Q3 2025 Added 0.03%
$40.2B
$4.59 Million 0.09% of portfolio
21,497
Q3 2025 Added 60.13%
$136B
$4.45 Million 0.09% of portfolio
10,436
Q3 2025 Added 5.16%
$27.2B
$4.67 Million 0.09% of portfolio
21,504
Q3 2025 Added 4.75%
$26.1B
$4.43 Million 0.09% of portfolio
23,451
Q3 2025 Added 16.42%
$81.3B
$4.4 Million 0.09% of portfolio
969,551
Q3 2025 Added 4.02%
$123B
$4.38 Million 0.09% of portfolio
8,764
Q3 2025 Reduced 0.78%
$87.8B
$4.38 Million 0.09% of portfolio
9,202
Q3 2025 Added 218.96%
$26.6B
$4.37 Million 0.09% of portfolio
32,474
Q3 2025 Added 8.66%
$9.51B
$4.78 Million 0.09% of portfolio
17,228
Q3 2025 Added 255.51%
$159B
$4.52 Million 0.09% of portfolio
9,281
Q3 2025 Added 0.78%

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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