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
$61.1B
$1.5 Million 0.03% of portfolio
18,620
Q2 2025 Added 99.04%
$0
$1.21 Million 0.03% of portfolio
54,738
Q2 2025 Reduced 69.33%
$1.84B
$1.56 Million 0.03% of portfolio
31,620
Q2 2025 Added 52.3%
$94.5B
$1.45 Million 0.03% of portfolio
2,885
Q2 2025 Added 17.66%
$7.39B
$1.44 Million 0.03% of portfolio
14,632
Q2 2025 Reduced 10.56%
$1.57B
$1.39 Million 0.03% of portfolio
193,315
Q2 2025 Added 71.27%
$32.1B
$1.37 Million 0.03% of portfolio
9,463
Q2 2025 Reduced 21.0%
$8.12B
$1.26 Million 0.03% of portfolio
3,843
Q2 2025 Added 92.82%
$80B
$1.44 Million 0.03% of portfolio
5,825
Q2 2025 Reduced 56.66%
$51.4B
$1.47 Million 0.03% of portfolio
10,972
Q2 2025 Reduced 3.17%
$6.71B
$1.43 Million 0.03% of portfolio
34,125
Q2 2025 Added 116.09%
$3.83B
$1.28 Million 0.03% of portfolio
17,514
Q2 2025 Added 29.3%
$1.37B
$1.15 Million 0.03% of portfolio
11,760
Q2 2025 Reduced 8.84%
$961M
$1.18 Million 0.03% of portfolio
29,052
Q2 2025 Reduced 28.88%
$12.2B
$1.34 Million 0.03% of portfolio
13,054
Q2 2025 New
$0
$1.36 Million 0.03% of portfolio
21,886
Q2 2025 Added 18.17%
$0
$1.34 Million 0.03% of portfolio
20,508
Q2 2025 Reduced 53.59%
$26.4B
$1.54 Million 0.03% of portfolio
3,284
Q2 2025 Added 90.82%
$95.8B
$1.46 Million 0.03% of portfolio
12,403
Q2 2025 Added 18.26%
$11.1B
$1.12 Million 0.03% of portfolio
5,878
Q2 2025 Reduced 3.24%
$7.05B
$1.43 Million 0.03% of portfolio
16,653
Q2 2025 Added 35.06%
$70.7B
$1.18 Million 0.03% of portfolio
3,024
Q2 2025 Reduced 1.91%
$119B
$1.5 Million 0.03% of portfolio
6,283
Q2 2025 Reduced 4.93%
$63.6B
$1.25 Million 0.03% of portfolio
1,655
Q2 2025 Added 2.29%
$1.14B
$1.35 Million 0.03% of portfolio
9,616
Q2 2025 Reduced 17.4%
$134M
$1.13 Million 0.03% of portfolio
68,055
Q2 2025 Added 90.26%
$32.2B
$1.54 Million 0.03% of portfolio
19,384
Q2 2025 Added 240.55%
$0
$1.45 Million 0.03% of portfolio
3,405
Q2 2025 Added 32.34%
$99.2B
$1.5 Million 0.03% of portfolio
5,455
Q2 2025 Added 22.56%
$28B
$1.41 Million 0.03% of portfolio
12,065
Q2 2025 Added 3.33%
$16.9B
$1.5 Million 0.03% of portfolio
4,777
Q2 2025 Added 15.97%
$76.4B
$1.2 Million 0.03% of portfolio
10,860
Q2 2025 Reduced 10.42%
$63.6B
$1.23 Million 0.03% of portfolio
11,840
Q2 2025 Added 8.06%
$22.7B
$1.29 Million 0.03% of portfolio
5,848
Q2 2025 Added 0.58%
$15B
$1.27 Million 0.03% of portfolio
17,646
Q2 2025 Reduced 4.1%
$18.7B
$1.19 Million 0.03% of portfolio
6,319
Q2 2025 Added 18.0%
$26.4B
$1.37 Million 0.03% of portfolio
5,867
Q2 2025 Added 4.92%
$29.2B
$1.29 Million 0.03% of portfolio
24,990
Q2 2025 Reduced 12.39%
$95.5B
$1.55 Million 0.03% of portfolio
16,560
Q2 2025 Added 43.26%
$70.4B
$1.34 Million 0.03% of portfolio
21,371
Q2 2025 Added 35.59%
$89.4B
$1.2 Million 0.03% of portfolio
2,395
Q2 2025 Added 33.5%
$61.6B
$1.49 Million 0.03% of portfolio
12,565
Q2 2025 Added 55.85%
$96.6B
$1.33 Million 0.03% of portfolio
1,911
Q2 2025 Reduced 5.72%
$9.88B
$1.33 Million 0.03% of portfolio
4,846
Q2 2025 Added 104.82%
$25.6B
$1.2 Million 0.03% of portfolio
163
Q2 2025 Reduced 0.61%
$13.8B
$1.41 Million 0.03% of portfolio
8,638
Q2 2025 Reduced 38.87%
$27.9B
$1.44 Million 0.03% of portfolio
4,994
Q2 2025 New
$42.6B
$1.46 Million 0.03% of portfolio
15,705
Q2 2025 Reduced 0.32%
$5.2B
$1.25 Million 0.03% of portfolio
11,813
Q2 2025 Reduced 2.12%

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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