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
$1.01B
$1.59 Million 0.03% of portfolio
8,105
Q3 2025 Added 18.77%
$48.1B
$1.74 Million 0.03% of portfolio
6,009
Q3 2025 Reduced 28.69%
$3.12B
$1.51 Million 0.03% of portfolio
26,635
Q3 2025 Added 258.33%
$130B
$1.35 Million 0.03% of portfolio
28,539
Q3 2025 Reduced 16.37%
$21.3B
$1.74 Million 0.03% of portfolio
9,016
Q3 2025 Reduced 0.49%
$0
$1.3 Million 0.03% of portfolio
55,759
Q3 2025 Added 1.87%
$97.3B
$1.45 Million 0.03% of portfolio
17,151
Q3 2025 Reduced 3.95%
$2.76B
$1.56 Million 0.03% of portfolio
10,495
Q3 2025 Reduced 14.64%
$82.8B
$1.5 Million 0.03% of portfolio
5,216
Q3 2025 Added 1.48%
$55.9B
$1.63 Million 0.03% of portfolio
1,709
Q3 2025 Added 3.26%
$0
$1.65 Million 0.03% of portfolio
5,052
Q3 2025 New
$0
$1.72 Million 0.03% of portfolio
5,851
Q3 2025 Added 6.44%
$0
$1.6 Million 0.03% of portfolio
21,728
Q3 2025 Reduced 2.48%
$0
$1.36 Million 0.03% of portfolio
3,380
Q3 2025 Added 282.35%
$26.8B
$1.63 Million 0.03% of portfolio
5,832
Q3 2025 Added 16.78%
$111B
$1.43 Million 0.03% of portfolio
3,653
Q3 2025 Reduced 0.25%
$37.1B
$1.3 Million 0.03% of portfolio
6,492
Q3 2025 Added 13.79%
$89.8B
$1.49 Million 0.03% of portfolio
8,385
Q3 2025 Added 20.93%
$262M
$1.74 Million 0.03% of portfolio
147,356
Q3 2025 Added 230.5%
$74.3B
$1.37 Million 0.03% of portfolio
21,592
Q3 2025 Added 1.03%
$12.2B
$1.45 Million 0.03% of portfolio
7,429
Q3 2025 Reduced 14.0%
$0
$1.62 Million 0.03% of portfolio
20,394
Q3 2025 Reduced 2.04%
$33.6B
$868,000 0.02% of portfolio
7,178
Q3 2025 Reduced 40.51%
$47B
$908,000 0.02% of portfolio
1,850
Q3 2025 Added 0.38%
$1.76B
$1.04 Million 0.02% of portfolio
103,421
Q3 2025 Reduced 1.26%
$125B
$810,000 0.02% of portfolio
13,604
Q3 2025 Reduced 44.02%
$149K
$866,000 0.02% of portfolio
59,772
Q3 2025 Added 88.51%
$2.18B
$933,000 0.02% of portfolio
84,515
Q3 2025 New
$4.32B
$1.05 Million 0.02% of portfolio
20,154
Q3 2025 Added 15.3%
$48.8B
$1.17 Million 0.02% of portfolio
24,037
Q3 2025 Reduced 14.03%
$80.2B
$1.02 Million 0.02% of portfolio
15,805
Q3 2025 Reduced 0.04%
$655M
$1.18 Million 0.02% of portfolio
3,657
Q3 2025 Reduced 2.38%
$10.5B
$1.02 Million 0.02% of portfolio
23,109
Q3 2025 New
$99.5B
$898,000 0.02% of portfolio
19,919
Q3 2025 Reduced 13.0%
$34.9B
$970,000 0.02% of portfolio
4,074
Q3 2025 Added 7.24%
$78.9B
$1.1 Million 0.02% of portfolio
13,718
Q3 2025 Reduced 0.38%
$38.8B
$1.08 Million 0.02% of portfolio
33,722
Q3 2025 Reduced 32.63%
$64.7B
$1.06 Million 0.02% of portfolio
11,218
Q3 2025 Reduced 5.25%
$20.1B
$1.1 Million 0.02% of portfolio
1,938
Q3 2025 Added 6.31%
$1.03B
$1.06 Million 0.02% of portfolio
34,620
Q3 2025 Added 328.41%
$24.8B
$1.2 Million 0.02% of portfolio
5,821
Q3 2025 Reduced 0.46%
$20.4B
$813,000 0.02% of portfolio
9,285
Q3 2025 Added 9.12%
$3.6B
$1.06 Million 0.02% of portfolio
37,945
Q3 2025 Reduced 35.94%
$304M
$964,000 0.02% of portfolio
41,914
Q3 2025 Added 29.43%
$37.6B
$1.03 Million 0.02% of portfolio
15,293
Q3 2025 Added 16.62%
$348M
$1.23 Million 0.02% of portfolio
174,796
Q3 2025 Added 4.26%
$111B
$1.06 Million 0.02% of portfolio
3,232
Q3 2025 Added 13.96%
$159M
$1.03 Million 0.02% of portfolio
50,663
Q3 2025 Added 45.53%
$27.7B
$812,000 0.02% of portfolio
9,631
Q3 2025 New

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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