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
$142B
$2.69 Million 0.06% of portfolio
6,794
Q2 2025 Added 21.36%
$50.2B
$2.82 Million 0.06% of portfolio
86,262
Q2 2025 Reduced 13.32%
$2.93B
$2.52 Million 0.06% of portfolio
61,412
Q2 2025 Added 10.43%
$6.82B
$2.68 Million 0.06% of portfolio
14,835
Q2 2025 Reduced 25.61%
$75.3B
$2.86 Million 0.06% of portfolio
87,743
Q2 2025 Reduced 6.21%
$25.4B
$2.57 Million 0.06% of portfolio
303,538
Q2 2025 Reduced 5.94%
$17.8B
$2.46 Million 0.06% of portfolio
71,143
Q2 2025 Added 4.69%
$0
$2.48 Million 0.06% of portfolio
82,420
Q2 2025 Added 510.56%
$23.2B
$2.48 Million 0.06% of portfolio
6,082
Q2 2025 Reduced 4.94%
$265B
$2.73 Million 0.06% of portfolio
15,844
Q2 2025 Reduced 13.61%
$5.76B
$2.59 Million 0.06% of portfolio
20,340
Q2 2025 Reduced 4.5%
$9.56B
$2.68 Million 0.06% of portfolio
191,705
Q2 2025 Added 12.88%
$155B
$2.84 Million 0.06% of portfolio
23,032
Q2 2025 Added 20.48%
$8.78B
$2.67 Million 0.06% of portfolio
28,151
Q2 2025 Added 14.43%
$83.7B
$2.8 Million 0.06% of portfolio
30,710
Q2 2025 Added 5.28%
$0
$2.49 Million 0.06% of portfolio
41,623
Q2 2025 Reduced 1.54%
$0
$2.68 Million 0.06% of portfolio
34,626
Q2 2025 Added 0.21%
$153B
$2.87 Million 0.06% of portfolio
5,649
Q2 2025 Added 22.64%
$527M
$2.69 Million 0.06% of portfolio
92,556
Q2 2025 Added 16.16%
$1.87B
$2.73 Million 0.06% of portfolio
31,529
Q2 2025 Added 56.55%
$17.9B
$2.56 Million 0.06% of portfolio
26,459
Q2 2025 Reduced 0.9%
$52.5B
$2.48 Million 0.06% of portfolio
12,111
Q2 2025 Added 13.0%
$2.19B
$2.64 Million 0.06% of portfolio
40,873
Q2 2025 Added 2.55%
$49.2B
$2.47 Million 0.06% of portfolio
8,426
Q2 2025 Added 3.77%
$4.65B
$2.49 Million 0.06% of portfolio
56,209
Q2 2025 Added 78.67%
$150B
$2.73 Million 0.06% of portfolio
9,121
Q2 2025 Added 5.29%
$19.9B
$2.53 Million 0.06% of portfolio
24,176
Q2 2025 Added 6.06%
$186B
$2.62 Million 0.06% of portfolio
190,619
Q2 2025 Reduced 3.35%
$112B
$2.56 Million 0.06% of portfolio
8,838
Q2 2025 Added 13.44%
$79.3B
$2.66 Million 0.06% of portfolio
16,006
Q2 2025 Reduced 21.64%
$79.8B
$2.32 Million 0.05% of portfolio
185,765
Q2 2025 Reduced 2.95%
$16.7B
$2.07 Million 0.05% of portfolio
12,779
Q2 2025 Reduced 22.16%
$0
$2.4 Million 0.05% of portfolio
13,156
Q2 2025 Added 0.52%
$27.4B
$2.23 Million 0.05% of portfolio
108,843
Q2 2025 Added 14.84%
$78.6B
$2.35 Million 0.05% of portfolio
5,583
Q2 2025 Added 3.72%
$25.7B
$2.4 Million 0.05% of portfolio
4,470
Q2 2025 Added 0.9%
$27.4B
$2.14 Million 0.05% of portfolio
33,867
Q2 2025 Reduced 7.61%
$138B
$2.16 Million 0.05% of portfolio
89,008
Q2 2025 Added 71.83%
$202B
$2.07 Million 0.05% of portfolio
15,673
Q2 2025 Reduced 8.53%
$7.82B
$2.18 Million 0.05% of portfolio
76,102
Q2 2025 Added 267.15%
$187B
$2.06 Million 0.05% of portfolio
5,084
Q2 2025 Reduced 0.86%
$69.2B
$2.39 Million 0.05% of portfolio
19,954
Q2 2025 Added 55.45%
$155B
$2.25 Million 0.05% of portfolio
36,741
Q2 2025 Added 2.14%
$16.5B
$2.44 Million 0.05% of portfolio
19,620
Q2 2025 Added 34.09%
$141B
$2.43 Million 0.05% of portfolio
35,039
Q2 2025 Added 10.24%
$10.8B
$2.16 Million 0.05% of portfolio
37,996
Q2 2025 Reduced 15.81%
$5.26B
$2.02 Million 0.05% of portfolio
334,599
Q2 2025 Reduced 5.31%
$43.6B
$2.31 Million 0.05% of portfolio
28,364
Q2 2025 Added 45.05%
$14B
$2.2 Million 0.05% of portfolio
15,990
Q2 2025 Reduced 9.21%

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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