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
$174B
$4.38 Million 0.09% of portfolio
29,488
Q3 2025 Added 5.56%
$0
$4.38 Million 0.09% of portfolio
61,305
Q3 2025 Reduced 0.55%
$151B
$4.11 Million 0.08% of portfolio
11,661
Q3 2025 Reduced 31.9%
$388B
$4.27 Million 0.08% of portfolio
26,382
Q3 2025 Added 13.0%
$183B
$3.94 Million 0.08% of portfolio
13,974
Q3 2025 Reduced 0.52%
$9.6B
$4.08 Million 0.08% of portfolio
15,623
Q3 2025 Added 0.62%
$181B
$4.18 Million 0.08% of portfolio
398,805
Q3 2025 Added 3.01%
$49.4B
$4.13 Million 0.08% of portfolio
26,210
Q3 2025 Added 63.36%
$334M
$4.26 Million 0.08% of portfolio
209,616
Q3 2025 Reduced 5.56%
$4.38B
$3.8 Million 0.08% of portfolio
73,097
Q3 2025 Added 30.05%
$13.5B
$4.03 Million 0.08% of portfolio
47,396
Q3 2025 New
$0
$3.88 Million 0.08% of portfolio
43,986
Q3 2025 Reduced 0.72%
$0
$3.85 Million 0.08% of portfolio
18,619
Q3 2025 Reduced 3.98%
$34.4B
$4.14 Million 0.08% of portfolio
49,931
Q3 2025 Added 0.08%
$161B
$3.95 Million 0.08% of portfolio
3,663
Q3 2025 Reduced 0.54%
$8.56B
$3.96 Million 0.08% of portfolio
139,630
Q3 2025 Added 20.11%
$1.81B
$3.86 Million 0.08% of portfolio
36,456
Q3 2025 Added 15.63%
$109B
$4.06 Million 0.08% of portfolio
73,182
Q3 2025 Reduced 27.55%
$23.4B
$4.26 Million 0.08% of portfolio
530
Q3 2025 Added 225.15%
$169B
$4.19 Million 0.08% of portfolio
4,552
Q3 2025 Added 32.91%
$173B
$4.11 Million 0.08% of portfolio
59,949
Q3 2025 Reduced 1.45%
$55.3B
$4 Million 0.08% of portfolio
368,522
Q3 2025 Added 17.09%
$0
$3.96 Million 0.08% of portfolio
28,733
Q3 2025 Reduced 0.69%
$0
$4.07 Million 0.08% of portfolio
28,861
Q3 2025 Added 0.98%
$84B
$3.76 Million 0.07% of portfolio
19,532
Q3 2025 Reduced 22.87%
$89.3B
$3.35 Million 0.07% of portfolio
30,710
Q2 2025 Added 5.28%
$147B
$3.74 Million 0.07% of portfolio
38,285
Q3 2025 Added 5.51%
$77.2B
$3.7 Million 0.07% of portfolio
17,388
Q3 2025 Added 11.0%
$32.5B
$3.68 Million 0.07% of portfolio
4,456
Q3 2025 Reduced 0.31%
$113B
$3.4 Million 0.07% of portfolio
35,987
Q3 2025 Added 6.92%
$47.4B
$3.58 Million 0.07% of portfolio
52,910
Q3 2025 Added 16.21%
$96.7B
$3.54 Million 0.07% of portfolio
70,100
Q3 2025 Reduced 2.41%
$13.4B
$3.6 Million 0.07% of portfolio
87,243
Q3 2025 Added 29.09%
$100B
$3.68 Million 0.07% of portfolio
60,417
Q3 2025 Added 64.72%
$651M
$3.36 Million 0.07% of portfolio
82,994
Q3 2025 Reduced 10.33%
$182B
$3.7 Million 0.07% of portfolio
5,416
Q3 2025 Added 7.95%
$268B
$3.53 Million 0.07% of portfolio
21,090
Q3 2025 Added 10.9%
$7.07B
$3.56 Million 0.07% of portfolio
17,987
Q3 2025 Added 95.77%
$14.8B
$3.55 Million 0.07% of portfolio
25,222
Q3 2025 Added 97.37%
$204B
$3.43 Million 0.07% of portfolio
24,447
Q3 2025 Added 55.98%
$187B
$3.57 Million 0.07% of portfolio
21,432
Q3 2025 Reduced 2.88%
$237B
$3.36 Million 0.07% of portfolio
14,164
Q3 2025 Reduced 2.81%
$86.1B
$3.38 Million 0.07% of portfolio
9,764
Q3 2025 Reduced 17.16%
$0
$3.48 Million 0.07% of portfolio
37,893
Q3 2025 Added 18.82%
$0
$3.78 Million 0.07% of portfolio
48,231
Q3 2025 Added 0.8%
$60.5B
$3.48 Million 0.07% of portfolio
83,157
Q3 2025 Reduced 1.37%
$20.8B
$3.35 Million 0.07% of portfolio
16,523
Q3 2025 Reduced 6.37%
$222B
$3.34 Million 0.07% of portfolio
6,893
Q3 2025 Added 35.58%
$11.3B
$3.37 Million 0.07% of portfolio
150,793
Q3 2025 Added 0.29%

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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