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
$46.7B
$1.23 Million 0.03% of portfolio
36,350
Q2 2025 Added 27.17%
$2.57B
$1.34 Million 0.03% of portfolio
24,101
Q2 2025 Reduced 0.92%
$147B
$1.19 Million 0.03% of portfolio
11,329
Q2 2025 Reduced 15.08%
$0
$1.54 Million 0.03% of portfolio
22,281
Q2 2025 Added 60.16%
$35.1B
$1.19 Million 0.03% of portfolio
5,705
Q2 2025 Added 119.59%
$0
$1.36 Million 0.03% of portfolio
2,052
Q2 2025 Added 1.48%
$42.3B
$1.37 Million 0.03% of portfolio
3,350
Q2 2025 Reduced 4.67%
$127B
$829,000 0.02% of portfolio
6,236
Q2 2025 Added 41.66%
$0
$731,000 0.02% of portfolio
5,388
Q2 2025 Added 9.62%
$59.7B
$864,000 0.02% of portfolio
29,419
Q2 2025 Added 0.62%
$222M
$675,000 0.02% of portfolio
196,985
Q2 2025 New
$22.4B
$817,000 0.02% of portfolio
8,509
Q2 2025 Reduced 2.43%
$10.3B
$1.06 Million 0.02% of portfolio
51,066
Q2 2025 Reduced 4.61%
$19.4B
$930,000 0.02% of portfolio
1,823
Q2 2025 Added 13.87%
$39.1B
$922,000 0.02% of portfolio
8,586
Q2 2025 Reduced 4.53%
$3.9B
$809,000 0.02% of portfolio
12,270
Q2 2025 Added 18.64%
$45.1B
$1.02 Million 0.02% of portfolio
7,876
Q2 2025 Reduced 4.1%
$399M
$1.03 Million 0.02% of portfolio
167,655
Q2 2025 Added 84.55%
$42.6B
$1.07 Million 0.02% of portfolio
27,959
Q2 2025 Reduced 19.48%
$12.1B
$857,000 0.02% of portfolio
6,022
Q2 2025 Reduced 9.97%
$95.7B
$710,000 0.02% of portfolio
1,386
Q2 2025 Reduced 4.81%
$54.9B
$701,000 0.02% of portfolio
847
Q2 2025 Added 20.66%
$674M
$887,000 0.02% of portfolio
103,347
Q2 2025 Reduced 20.63%
$4.97B
$927,000 0.02% of portfolio
17,479
Q2 2025 New
$850M
$1.09 Million 0.02% of portfolio
6,824
Q2 2025 Added 168.87%
$16.5B
$685,000 0.02% of portfolio
7,453
Q2 2025 Reduced 32.1%
$874M
$732,000 0.02% of portfolio
18,905
Q2 2025 Added 119.7%
$3.68B
$722,000 0.02% of portfolio
1,787
Q2 2025 New
$160M
$760,000 0.02% of portfolio
12,949
Q2 2025 Reduced 27.86%
$521M
$1.1 Million 0.02% of portfolio
39,176
Q2 2025 Added 95.12%
$2.48B
$832,000 0.02% of portfolio
9,024
Q2 2025 Reduced 50.64%
$137B
$1.11 Million 0.02% of portfolio
23,080
Q2 2025 Reduced 33.15%
$22B
$892,000 0.02% of portfolio
10,782
Q2 2025 Added 77.07%
$73.5B
$671,000 0.02% of portfolio
6,358
Q2 2025 Added 22.03%
$86B
$1.03 Million 0.02% of portfolio
14,866
Q2 2025 Added 35.03%
$67.2B
$873,000 0.02% of portfolio
15,811
Q2 2025 Added 261.89%
$55B
$743,000 0.02% of portfolio
5,767
Q2 2025 Added 171.52%
$38.1B
$869,000 0.02% of portfolio
4,992
Q2 2025 Added 1.01%
$279M
$1.01 Million 0.02% of portfolio
90,418
Q2 2025 Added 139.43%
$7.52B
$766,000 0.02% of portfolio
1,110
Q2 2025 Added 2.4%
$219M
$780,000 0.02% of portfolio
56,632
Q2 2025 Added 3.87%
$97B
$1 Million 0.02% of portfolio
3,254
Q2 2025 Added 17.35%
$833M
$1.06 Million 0.02% of portfolio
20,547
Q2 2025 Reduced 2.77%
$66.1B
$975,000 0.02% of portfolio
13,771
Q2 2025 Reduced 1.69%
$652M
$787,000 0.02% of portfolio
7,761
Q2 2025 New
$12.7B
$815,000 0.02% of portfolio
10,013
Q2 2025 Added 0.47%
$86B
$889,000 0.02% of portfolio
3,254
Q2 2025 Added 0.74%
$3.38B
$681,000 0.02% of portfolio
137,665
Q2 2025 Added 340.27%
$0
$800,000 0.02% of portfolio
15,284
Q2 2025 Added 73.68%

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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