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
$179B
$2.2 Million 0.05% of portfolio
24,071
Q2 2025 Added 16.5%
$57.2B
$2.22 Million 0.05% of portfolio
76,930
Q2 2025 Added 24.02%
$145B
$2.41 Million 0.05% of portfolio
6,738
Q2 2025 Reduced 0.09%
$959M
$2.31 Million 0.05% of portfolio
20,679
Q2 2025 Added 852.07%
$0
$2.13 Million 0.05% of portfolio
14,107
Q2 2024 Reduced 4.79%
$12.1B
$2.27 Million 0.05% of portfolio
20,865
Q2 2025 Reduced 0.44%
$73.8B
$2.39 Million 0.05% of portfolio
9,711
Q2 2025 Added 26.94%
$50.1B
$2.25 Million 0.05% of portfolio
16,044
Q2 2025 Added 23.19%
$142B
$2.36 Million 0.05% of portfolio
8,829
Q2 2025 Added 8.65%
$0
$2.28 Million 0.05% of portfolio
78,141
Q2 2025 Added 91.06%
$2.43B
$2.05 Million 0.05% of portfolio
97,483
Q2 2025 Added 158.93%
$4.21B
$2.06 Million 0.05% of portfolio
18,501
Q2 2025 Added 1.44%
$23.5B
$2.13 Million 0.05% of portfolio
9,060
Q2 2025 Added 1.16%
$0
$2.23 Million 0.05% of portfolio
8,818
Q2 2025 Added 70.63%
$0
$2.13 Million 0.05% of portfolio
18,674
Q2 2025 Reduced 1.8%
$12.8B
$2.28 Million 0.05% of portfolio
8,295
Q2 2025 Added 18.99%
$20B
$2.01 Million 0.05% of portfolio
8,997
Q2 2025 Reduced 2.23%
$10.1B
$2.08 Million 0.05% of portfolio
4,855
Q2 2025 Added 29.23%
$27.8B
$2.02 Million 0.05% of portfolio
48,164
Q2 2025 Added 105.26%
$104B
$2.19 Million 0.05% of portfolio
73,028
Q2 2025 Added 1.6%
$5.93B
$2.14 Million 0.05% of portfolio
20,792
Q2 2025 Added 27.41%
$203B
$2.1 Million 0.05% of portfolio
26,496
Q2 2025 Reduced 35.07%
$0
$2.1 Million 0.05% of portfolio
40,136
Q2 2025 Reduced 55.25%
$38.4B
$2.36 Million 0.05% of portfolio
12,752
Q2 2025 Added 4.42%
$22B
$2.34 Million 0.05% of portfolio
12,993
Q2 2025 Reduced 3.4%
$123B
$2.21 Million 0.05% of portfolio
14,791
Q2 2025 Added 23.45%
$139B
$2.34 Million 0.05% of portfolio
19,017
Q2 2025 Reduced 9.85%
$139B
$2.25 Million 0.05% of portfolio
10,746
Q2 2025 Added 6.8%
$30.9B
$2.26 Million 0.05% of portfolio
13,425
Q2 2025 Added 35.94%
$36.7B
$2.3 Million 0.05% of portfolio
18,785
Q2 2025 Reduced 20.67%
$1.4B
$1.8 Million 0.04% of portfolio
89,362
Q2 2025 Added 17.01%
$814M
$1.78 Million 0.04% of portfolio
168,896
Q2 2025 Added 158.07%
$17.1B
$1.87 Million 0.04% of portfolio
33,419
Q2 2025 Added 30.71%
$4.97B
$1.6 Million 0.04% of portfolio
25,143
Q2 2025 Added 99.12%
$13.3B
$1.8 Million 0.04% of portfolio
36,171
Q2 2025 Added 19.98%
$10B
$2 Million 0.04% of portfolio
133,069
Q2 2025 Added 2.68%
$0
$1.56 Million 0.04% of portfolio
20,818
Q2 2025 Reduced 1.23%
$99.5B
$1.63 Million 0.04% of portfolio
3,662
Q2 2025 Added 5.87%
$778M
$1.67 Million 0.04% of portfolio
221,382
Q2 2025 New
$76.9B
$1.8 Million 0.04% of portfolio
36,679
Q2 2025 Added 33.74%
$113B
$1.69 Million 0.04% of portfolio
50,159
Q2 2025 Added 8.98%
$102B
$1.84 Million 0.04% of portfolio
20,036
Q2 2025 Added 18.06%
$87.3B
$1.68 Million 0.04% of portfolio
11,032
Q2 2025 Reduced 1.39%
$442M
$1.79 Million 0.04% of portfolio
133,178
Q2 2025 Added 4.11%
$8B
$1.71 Million 0.04% of portfolio
19,258
Q2 2025 Reduced 12.85%
$7.1B
$1.75 Million 0.04% of portfolio
16,533
Q2 2025 Added 8.09%
$0
$1.79 Million 0.04% of portfolio
64,665
Q2 2025 Added 703.09%
$4.38B
$1.76 Million 0.04% of portfolio
75,293
Q2 2025 Added 69.03%
$121B
$1.65 Million 0.04% of portfolio
34,127
Q2 2025 Reduced 10.14%

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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