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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$143 Million 2.83% of portfolio
560,086
Q3 2025 Added 4.67%
$465B
$121 Million 2.39% of portfolio
647,487
Q3 2025 Added 7.39%
$3.78T
$92.6 Million 1.83% of portfolio
178,794
Q3 2025 Added 5.99%
$2.39T
$53.5 Million 1.06% of portfolio
243,542
Q3 2025 Added 7.33%
$1.65T
$37.1 Million 0.73% of portfolio
152,439
Q3 2025 Added 10.02%
$1.74T
$30.9 Million 0.61% of portfolio
126,673
Q3 2025 Added 7.29%
$139B
$30.5 Million 0.6% of portfolio
92,344
Q3 2025 Added 7.68%
$881B
$29.5 Million 0.58% of portfolio
93,552
Q3 2025 Added 7.3%
$1.37T
$28 Million 0.55% of portfolio
38,112
Q3 2025 Added 8.38%
$13.7B
$24.7 Million 0.49% of portfolio
581,361
Q3 2025 Added 0.54%
$1.29T
$23.9 Million 0.47% of portfolio
53,666
Q3 2025 Added 6.81%
$279B
$23.6 Million 0.47% of portfolio
228,597
Q3 2025 Added 3.93%
$533B
$23 Million 0.46% of portfolio
67,302
Q3 2025 Added 3.09%
$662B
$22.5 Million 0.45% of portfolio
44,850
Q3 2025 Added 0.24%
$593B
$21.6 Million 0.43% of portfolio
76,866
Q3 2025 Added 2.93%
$404B
$19.8 Million 0.39% of portfolio
21,411
Q3 2025 Reduced 0.56%
$971B
$17.6 Million 0.35% of portfolio
23,016
Q3 2025 Added 3.96%
$522B
$15.6 Million 0.31% of portfolio
84,380
Q3 2025 Added 15.85%
$156B
$14.1 Million 0.28% of portfolio
127,453
Q3 2025 Added 10.67%
$283B
$13 Million 0.26% of portfolio
101,506
Q3 2025 Added 0.84%
$104B
$12.3 Million 0.24% of portfolio
185,444
Q3 2025 Added 3.38%
$190B
$12.3 Million 0.24% of portfolio
120,888
Q3 2025 Added 33.62%
$29.5B
$12.2 Million 0.24% of portfolio
18,820
Q3 2025 Reduced 7.52%
$512B
$12 Million 0.24% of portfolio
21,060
Q3 2025 Added 6.48%
$367B
$11.6 Million 0.23% of portfolio
28,624
Q3 2025 Added 15.64%
$237B
$11.5 Million 0.23% of portfolio
71,008
Q3 2025 Reduced 12.33%
$49.1B
$11.2 Million 0.22% of portfolio
9,338
Q3 2025 Added 6.67%
$346B
$11.1 Million 0.22% of portfolio
72,206
Q3 2025 Reduced 9.56%
$413B
$10.8 Million 0.21% of portfolio
210,199
Q3 2025 Added 5.87%
$10.1B
$10.4 Million 0.21% of portfolio
30,226
Q3 2025 Reduced 3.0%
$121B
$10.4 Million 0.21% of portfolio
13,405
Q3 2025 Reduced 0.5%
$67.3B
$10.8 Million 0.21% of portfolio
38,536
Q3 2025 Added 2.51%
$414B
$10.1 Million 0.2% of portfolio
43,725
Q3 2025 Added 5.08%
$191B
$10.1 Million 0.2% of portfolio
1,866
Q3 2025 Added 56.68%
$284B
$9.96 Million 0.2% of portfolio
140,354
Q3 2025 Added 5.67%
$172B
$10 Million 0.2% of portfolio
228,066
Q3 2025 Added 11.03%
$128B
$9.69 Million 0.19% of portfolio
503,437
Q3 2025 Added 0.01%
$490B
$9.81 Million 0.19% of portfolio
86,994
Q3 2025 Added 5.67%
$42.6B
$9.74 Million 0.19% of portfolio
73,012
Q3 2025 Added 3.67%
$418B
$8.65 Million 0.17% of portfolio
48,415
Q3 2025 Added 5.1%
$27B
$8.44 Million 0.17% of portfolio
63,883
Q3 2025 Added 4.22%
$228B
$7.85 Million 0.16% of portfolio
58,608
Q3 2025 Reduced 11.04%
$181B
$7.99 Million 0.16% of portfolio
282,767
Q3 2025 Added 7.9%
$453B
$8.3 Million 0.16% of portfolio
11
Q1 2025 Added 450.0%
$123B
$8.16 Million 0.16% of portfolio
153,742
Q3 2025 Reduced 6.25%
$265B
$8.12 Million 0.16% of portfolio
10,192
Q3 2025 Added 7.48%
$24.5B
$8.32 Million 0.16% of portfolio
73,486
Q3 2025 Added 63.27%
$163B
$7.35 Million 0.15% of portfolio
10,226
Q3 2025 Reduced 12.53%
$104B
$7.49 Million 0.15% of portfolio
25,524
Q3 2025 Added 3.15%

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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