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
$56B
$1.85 Million 0.04% of portfolio
4,897
Q2 2025 Added 5.86%
$6.9B
$1.83 Million 0.04% of portfolio
12,716
Q2 2025 Added 249.05%
$78.6B
$1.94 Million 0.04% of portfolio
26,048
Q2 2025 Added 39.91%
$7.76B
$1.59 Million 0.04% of portfolio
9,188
Q2 2025 New
$64.4B
$1.76 Million 0.04% of portfolio
6,888
Q2 2025 Added 4.13%
$106B
$1.8 Million 0.04% of portfolio
5,921
Q2 2025 Reduced 0.52%
$0
$1.78 Million 0.04% of portfolio
28,015
Q2 2025 Added 511.01%
$7.64B
$1.93 Million 0.04% of portfolio
280,193
Q2 2025 Added 201.24%
$1.74B
$1.79 Million 0.04% of portfolio
23,579
Q2 2025 Added 52.83%
$102B
$1.81 Million 0.04% of portfolio
9,883
Q2 2025 Added 24.27%
$4.92B
$1.78 Million 0.04% of portfolio
34,549
Q2 2025 Added 120.99%
$14.5B
$1.65 Million 0.04% of portfolio
14,432
Q2 2025 Reduced 8.73%
$85.6B
$1.7 Million 0.04% of portfolio
5,140
Q2 2025 Added 12.72%
$177B
$1.94 Million 0.04% of portfolio
9,954
Q2 2025 Added 6.21%
$20.4B
$1.72 Million 0.04% of portfolio
151,259
Q2 2025 Added 80.36%
$112B
$1.92 Million 0.04% of portfolio
127,335
Q2 2025 Reduced 7.67%
$319M
$1.94 Million 0.04% of portfolio
31,195
Q2 2025 Added 7.38%
$108B
$1.64 Million 0.04% of portfolio
17,856
Q2 2025 Added 2.31%
$5.12B
$1.78 Million 0.04% of portfolio
32,762
Q2 2025 Added 91.14%
$6.02B
$1.74 Million 0.04% of portfolio
77,119
Q2 2025 Reduced 7.56%
$19.9B
$1.58 Million 0.04% of portfolio
4,225
Q2 2025 Added 98.17%
$10.5B
$1.59 Million 0.04% of portfolio
17,425
Q2 2025 Added 445.38%
$3.06B
$1.79 Million 0.04% of portfolio
59,230
Q2 2025 Added 38.7%
$124B
$1.67 Million 0.04% of portfolio
24,302
Q2 2025 Added 578.64%
$19.3B
$1.92 Million 0.04% of portfolio
3,934
Q2 2025 Reduced 1.94%
$66.5B
$1.7 Million 0.04% of portfolio
17,166
Q2 2025 Added 94.82%
$20.6B
$1.73 Million 0.04% of portfolio
30,807
Q2 2025 Added 0.05%
$8.16B
$1.77 Million 0.04% of portfolio
32,281
Q2 2025 Reduced 0.99%
$4.49B
$1.96 Million 0.04% of portfolio
68,634
Q2 2025 Added 551.67%
$34.5B
$1.57 Million 0.04% of portfolio
50,057
Q2 2025 Reduced 14.15%
$19.5B
$1.71 Million 0.04% of portfolio
5,808
Q2 2025 Added 82.3%
$78.6B
$1.75 Million 0.04% of portfolio
13,096
Q2 2025 Added 4.48%
$44.3B
$1.63 Million 0.04% of portfolio
15,883
Q2 2025 Reduced 17.84%
$150B
$1.64 Million 0.04% of portfolio
8,327
Q2 2025 Added 28.72%
$21.8B
$1.76 Million 0.04% of portfolio
55,270
Q2 2025 Reduced 3.0%
$12.6B
$1.62 Million 0.04% of portfolio
233,060
Q2 2025 Added 43.4%
$6.29B
$1.9 Million 0.04% of portfolio
4,546
Q2 2025 Added 49.0%
$56.3B
$1.64 Million 0.04% of portfolio
5,019
Q2 2025 Reduced 12.36%
$10.2B
$1.94 Million 0.04% of portfolio
9,781
Q2 2025 Reduced 1.8%
$162B
$1.81 Million 0.04% of portfolio
9,872
Q2 2025 Added 0.35%
$9.39B
$1.88 Million 0.04% of portfolio
64,304
Q2 2025 Added 6.65%
$14.4B
$1.23 Million 0.03% of portfolio
7,238
Q2 2025 Added 97.06%
$17.3B
$1.54 Million 0.03% of portfolio
20,333
Q2 2025 Added 0.42%
$68.2B
$1.38 Million 0.03% of portfolio
44,584
Q2 2025 Added 3.41%
$27.5B
$1.42 Million 0.03% of portfolio
58,204
Q2 2025 Reduced 25.14%
$11.5B
$1.37 Million 0.03% of portfolio
7,566
Q2 2025 Reduced 2.65%
$0
$1.18 Million 0.03% of portfolio
8,761
Q2 2025 New
$0
$1.54 Million 0.03% of portfolio
5,497
Q2 2025 Added 1.55%
$118B
$1.53 Million 0.03% of portfolio
587
Q2 2025 Added 37.47%

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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email