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
$26.5B
$3.79 Million 0.09% of portfolio
29,887
Q2 2025 Added 131.2%
$70.1B
$3.54 Million 0.08% of portfolio
22,725
Q2 2025 Added 7.9%
$295B
$3.64 Million 0.08% of portfolio
4,541
Q2 2025 Reduced 27.7%
$48.7B
$3.47 Million 0.08% of portfolio
23,878
Q2 2025 Added 7.2%
$0
$3.7 Million 0.08% of portfolio
44,305
Q2 2025 Added 3.71%
$10.4B
$3.61 Million 0.08% of portfolio
15,526
Q2 2025 Added 0.34%
$2.85B
$3.71 Million 0.08% of portfolio
169,260
Q2 2025 Added 255.76%
$14.1B
$3.42 Million 0.08% of portfolio
42,327
Q2 2025 Added 0.38%
$172B
$3.52 Million 0.08% of portfolio
3,425
Q2 2025 Added 19.42%
$15.9B
$3.46 Million 0.08% of portfolio
20,999
Q2 2025 Reduced 2.52%
$0
$3.72 Million 0.08% of portfolio
28,934
Q2 2025 Added 25.75%
$0
$3.53 Million 0.08% of portfolio
70,192
Q2 2025 Added 11.56%
$68B
$3.53 Million 0.08% of portfolio
77,989
Q2 2025 Added 35.72%
$51B
$3.39 Million 0.08% of portfolio
45,528
Q2 2025 Added 42.76%
$25.1B
$3.59 Million 0.08% of portfolio
229,864
Q2 2025 Added 7.26%
$227B
$3.78 Million 0.08% of portfolio
11,856
Q2 2025 Added 24.59%
$0
$3.48 Million 0.08% of portfolio
47,846
Q2 2025 Reduced 5.74%
$48.5B
$3.65 Million 0.08% of portfolio
3,510
Q2 2025 Added 486.96%
$4.7B
$3.01 Million 0.07% of portfolio
24,578
Q2 2025 Added 64.67%
$95.8B
$3.26 Million 0.07% of portfolio
71,834
Q2 2025 Added 37.67%
$133B
$3.3 Million 0.07% of portfolio
3,683
Q2 2025 Added 1.91%
$93.6B
$3.07 Million 0.07% of portfolio
6,029
Q2 2025 Added 57.66%
$169B
$3.06 Million 0.07% of portfolio
5,633
Q2 2025 Added 18.89%
$52.6B
$3.26 Million 0.07% of portfolio
45,430
Q2 2025 Reduced 12.31%
$8.35B
$3.24 Million 0.07% of portfolio
116,253
Q2 2025 Added 28.86%
$120B
$3.02 Million 0.07% of portfolio
33,658
Q2 2025 Added 6.32%
$12.1B
$2.98 Million 0.07% of portfolio
67,581
Q2 2025 Added 237.16%
$141B
$2.92 Million 0.07% of portfolio
81,910
Q2 2025 Reduced 5.14%
$84.1B
$3.18 Million 0.07% of portfolio
47,177
Q2 2025 Added 15.21%
$207B
$3.24 Million 0.07% of portfolio
26,131
Q2 2025 Added 9.04%
$8.3B
$2.98 Million 0.07% of portfolio
21,970
Q2 2025 Added 15.6%
$24.3B
$3.18 Million 0.07% of portfolio
20,144
Q2 2025 Added 93.6%
$61.1B
$3.15 Million 0.07% of portfolio
9,835
Q2 2025 Added 8.22%
$0
$2.93 Million 0.07% of portfolio
31,890
Q2 2025 New
$32.6B
$2.96 Million 0.07% of portfolio
44,418
Q2 2025 Added 6.88%
$53B
$3.16 Million 0.07% of portfolio
84,313
Q2 2025 Added 7.08%
$158B
$3.21 Million 0.07% of portfolio
387,164
Q2 2025 Added 0.97%
$65.4B
$2.94 Million 0.07% of portfolio
27,867
Q2 2025 Added 2.73%
$178B
$3.22 Million 0.07% of portfolio
27,936
Q2 2025 Added 20.65%
$282B
$3.31 Million 0.07% of portfolio
23,346
Q2 2025 Added 5.7%
$8.5B
$3.23 Million 0.07% of portfolio
29,313
Q2 2025 Added 41.44%
$83.2B
$3.33 Million 0.07% of portfolio
15,665
Q2 2025 Added 44.46%
$21.5B
$2.95 Million 0.07% of portfolio
25,257
Q2 2025 Reduced 16.73%
$18.4B
$3.11 Million 0.07% of portfolio
17,648
Q2 2025 Added 1.65%
$5.28B
$3.29 Million 0.07% of portfolio
71,734
Q2 2025 Reduced 19.05%
$59.7B
$3.24 Million 0.07% of portfolio
37,846
Q2 2025 Reduced 0.85%
$47.2B
$3.06 Million 0.07% of portfolio
314,721
Q2 2025 Added 4.66%
$314B
$3.18 Million 0.07% of portfolio
13,347
Q2 2025 Added 2.01%
$9.95B
$3.02 Million 0.07% of portfolio
150,352
Q2 2025 Added 54.96%

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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