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
$170B
$3.61 Million 0.07% of portfolio
24,942
Q3 2025 Added 8.29%
$269B
$3.58 Million 0.07% of portfolio
14,968
Q3 2025 Added 12.15%
$15.4B
$3.33 Million 0.07% of portfolio
42,847
Q3 2025 Added 1.23%
$0
$3.43 Million 0.07% of portfolio
67,659
Q3 2025 Reduced 3.61%
$5.36B
$2.88 Million 0.06% of portfolio
54,524
Q3 2025 Reduced 23.99%
$72.3B
$3.02 Million 0.06% of portfolio
27,051
Q3 2025 Reduced 2.93%
$57.9B
$3.06 Million 0.06% of portfolio
14,273
Q3 2025 Added 0.02%
$98.1B
$2.93 Million 0.06% of portfolio
17,147
Q3 2025 Added 15.93%
$112B
$3.02 Million 0.06% of portfolio
87,625
Q3 2025 Added 19.99%
$16.1B
$3.03 Million 0.06% of portfolio
24,984
Q3 2025 Reduced 1.08%
$115B
$3.16 Million 0.06% of portfolio
6,443
Q3 2025 Added 6.87%
$73.4B
$3.17 Million 0.06% of portfolio
89,389
Q3 2025 Added 1.88%
$8.35B
$3.03 Million 0.06% of portfolio
4,926
Q3 2025 Added 8.36%
$193B
$3.02 Million 0.06% of portfolio
26,334
Q3 2025 Added 0.78%
$54.4B
$3.1 Million 0.06% of portfolio
10,016
Q3 2025 Added 1.84%
$46.8B
$3.14 Million 0.06% of portfolio
3,296
Q3 2025 Reduced 6.1%
$29.4B
$2.79 Million 0.06% of portfolio
113,794
Q3 2025 Added 4.55%
$51.2B
$3.01 Million 0.06% of portfolio
97,645
Q3 2025 Added 26.93%
$0
$2.99 Million 0.06% of portfolio
27,032
Q3 2025 Reduced 28.45%
$46.1B
$3.07 Million 0.06% of portfolio
87,684
Q3 2025 Added 1.65%
$4.96B
$2.98 Million 0.06% of portfolio
94,438
Q3 2025 Added 25.43%
$99.7B
$3.09 Million 0.06% of portfolio
16,013
Q3 2025 Added 0.04%
$76.2B
$2.89 Million 0.06% of portfolio
46,284
Q3 2025 Reduced 1.89%
$168B
$2.81 Million 0.06% of portfolio
37,209
Q3 2025 Added 6.19%
$141B
$3 Million 0.06% of portfolio
117,836
Q3 2025 Added 32.39%
$1.33B
$2.88 Million 0.06% of portfolio
29,137
Q3 2025 Reduced 28.71%
$53.3B
$3.06 Million 0.06% of portfolio
12,963
Q3 2025 Added 36.99%
$150B
$2.92 Million 0.06% of portfolio
49,184
Q3 2025 Added 33.87%
$41.2B
$3.22 Million 0.06% of portfolio
10,823
Q3 2025 New
$12.3B
$3.1 Million 0.06% of portfolio
158,045
Q3 2025 Added 18.77%
$55.6B
$2.85 Million 0.06% of portfolio
19,484
Q3 2025 Reduced 14.26%
$4.38B
$2.78 Million 0.05% of portfolio
17,975
Q3 2025 Reduced 11.63%
$76.5B
$2.66 Million 0.05% of portfolio
15,777
Q3 2025 Added 25.56%
$59.1B
$2.62 Million 0.05% of portfolio
33,404
Q3 2025 Reduced 11.74%
$79.6B
$2.34 Million 0.05% of portfolio
18,908
Q3 2025 Added 10.15%
$114B
$2.46 Million 0.05% of portfolio
11,391
Q3 2025 Added 6.0%
$14.6B
$2.28 Million 0.05% of portfolio
253,294
Q3 2025 Added 8.68%
$38.4B
$2.32 Million 0.05% of portfolio
12,555
Q3 2025 Reduced 1.54%
$123B
$2.45 Million 0.05% of portfolio
8,663
Q3 2025 Reduced 1.98%
$1.34B
$2.33 Million 0.05% of portfolio
19,867
Q3 2025 Reduced 3.93%
$20.2B
$2.53 Million 0.05% of portfolio
9,484
Q3 2025 Added 5.41%
$144B
$2.44 Million 0.05% of portfolio
5,340
Q3 2025 Reduced 5.47%
$34.7B
$2.54 Million 0.05% of portfolio
17,949
Q3 2025 Reduced 4.45%
$23.5B
$2.68 Million 0.05% of portfolio
76,353
Q3 2025 Added 38.15%
$8.69B
$2.33 Million 0.05% of portfolio
77,249
Q3 2025 Added 1.51%
$140B
$2.71 Million 0.05% of portfolio
7,230
Q3 2025 Added 7.3%
$64.7B
$2.54 Million 0.05% of portfolio
22,658
Q3 2025 Added 13.55%
$19.8B
$2.59 Million 0.05% of portfolio
41,115
Q3 2025 Added 23.03%
$1.09B
$2.54 Million 0.05% of portfolio
186,163
Q3 2025 Added 10.22%

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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