Ritholtz Wealth Management has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $5.23 Billion distributed in 1119 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 $473M, Ishares Core S&P 500 ETF with a value of $361M, Invesco Qqq Trust, Series 1 with a value of $234M, Ishares Barclays 0 5 Year Tips with a value of $232M, and Fidelity Merrimack Str Tr Tota with a value of $178M.
Examining the 13F form we can see an increase of $182M in the current position value, from $5.05B to 5.23B.
Below you can find more details about Ritholtz Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$5.23 Billion
ETFs: $2.85 Billion
Technology: $667 Million
Financial Services: $446 Million
Consumer Cyclical: $273 Million
Healthcare: $243 Million
Industrials: $226 Million
Communication Services: $196 Million
Consumer Defensive: $133 Million
Other: $196 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
