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
$823M
$2.69 Million 0.05% of portfolio
330,354
Q3 2025 Added 49.22%
$23.2B
$2.61 Million 0.05% of portfolio
6,060
Q3 2025 Reduced 0.36%
$193B
$2.54 Million 0.05% of portfolio
5,676
Q3 2025 Added 0.76%
$0
$2.29 Million 0.05% of portfolio
14,107
Q2 2024 Reduced 4.79%
$8.84B
$2.7 Million 0.05% of portfolio
20,470
Q3 2025 Added 23.81%
$2.93B
$2.44 Million 0.05% of portfolio
59,401
Q3 2025 Reduced 3.27%
$47.8B
$2.7 Million 0.05% of portfolio
40,003
Q3 2025 Reduced 11.95%
$63.4B
$2.68 Million 0.05% of portfolio
5,864
Q3 2025 Added 5.03%
$61.4B
$2.37 Million 0.05% of portfolio
11,658
Q3 2025 Reduced 3.74%
$40.4B
$2.76 Million 0.05% of portfolio
21,766
Q3 2025 Reduced 8.84%
$85.6B
$2.5 Million 0.05% of portfolio
197,620
Q3 2025 Added 6.38%
$226M
$2.42 Million 0.05% of portfolio
470,767
Q3 2025 Added 138.99%
$14.2B
$2.33 Million 0.05% of portfolio
7,432
Q3 2025 Reduced 10.4%
$102B
$2.7 Million 0.05% of portfolio
18,866
Q3 2025 Added 13.93%
$52.4B
$2.61 Million 0.05% of portfolio
75,881
Q3 2025 Added 108.75%
$167B
$2.51 Million 0.05% of portfolio
26,298
Q3 2025 Added 9.25%
$17.8B
$2.59 Million 0.05% of portfolio
74,897
Q3 2025 Added 5.28%
$0
$2.58 Million 0.05% of portfolio
41,610
Q3 2025 Reduced 0.03%
$0
$2.38 Million 0.05% of portfolio
80,313
Q3 2025 Added 2.78%
$0
$2.35 Million 0.05% of portfolio
42,483
Q3 2025 Added 5.85%
$11.7B
$2.44 Million 0.05% of portfolio
22,619
Q3 2025 Added 8.41%
$136B
$2.49 Million 0.05% of portfolio
6,741
Q3 2025 Reduced 0.78%
$32.4B
$2.6 Million 0.05% of portfolio
314,913
Q3 2025 Added 3.75%
$5.12B
$2.55 Million 0.05% of portfolio
42,830
Q3 2025 Added 23.97%
$1.78B
$2.5 Million 0.05% of portfolio
25,331
Q3 2025 Added 7.43%
$21.7B
$2.67 Million 0.05% of portfolio
26,703
Q3 2025 Added 36.1%
$19.5B
$2.29 Million 0.05% of portfolio
4,373
Q3 2025 New
$31.1B
$2.67 Million 0.05% of portfolio
27,618
Q3 2025 Added 42.48%
$0
$2.75 Million 0.05% of portfolio
34,426
Q3 2025 Reduced 0.58%
$0
$2.44 Million 0.05% of portfolio
13,387
Q3 2025 Added 1.76%
$31.2B
$2.35 Million 0.05% of portfolio
33,551
Q3 2025 Reduced 0.93%
$0
$2.31 Million 0.05% of portfolio
18,053
Q3 2025 Reduced 3.33%
$91.4B
$1.86 Million 0.04% of portfolio
11,975
Q3 2025 Added 8.55%
$152B
$2.1 Million 0.04% of portfolio
8,504
Q3 2025 Reduced 6.76%
$4.77B
$1.85 Million 0.04% of portfolio
61,742
Q3 2025 Reduced 10.04%
$7.87B
$2.26 Million 0.04% of portfolio
26,658
Q3 2025 Reduced 5.3%
$197B
$2 Million 0.04% of portfolio
9,776
Q3 2025 Reduced 0.97%
$9.75B
$2.15 Million 0.04% of portfolio
9,832
Q3 2025 Added 0.52%
$138B
$2.14 Million 0.04% of portfolio
38,473
Q3 2025 Added 66.69%
$10.1B
$1.92 Million 0.04% of portfolio
4,493
Q3 2025 Reduced 7.46%
$8.39B
$2.04 Million 0.04% of portfolio
68,745
Q3 2025 Added 6.91%
$2.65B
$2.13 Million 0.04% of portfolio
198,582
Q3 2025 Added 2.72%
$18.4B
$1.9 Million 0.04% of portfolio
21,304
Q3 2025 Reduced 11.88%
$18.5B
$2.17 Million 0.04% of portfolio
26,069
Q3 2025 Reduced 1.47%
$120B
$2.2 Million 0.04% of portfolio
70,061
Q3 2025 Reduced 14.47%
$2.02B
$1.82 Million 0.04% of portfolio
89,656
Q3 2025 Reduced 8.03%
$11.4B
$1.79 Million 0.04% of portfolio
18,543
Q3 2025 Added 42.05%
$2.51B
$1.79 Million 0.04% of portfolio
27,820
Q3 2025 Added 52.87%
$65.2B
$2.18 Million 0.04% of portfolio
5,164
Q3 2025 Added 2.89%

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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