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
$21.2B
$2.18 Million 0.04% of portfolio
4,009
Q3 2025 Added 1.91%
$160B
$1.94 Million 0.04% of portfolio
9,790
Q3 2025 Added 17.57%
$96.4B
$1.87 Million 0.04% of portfolio
15,139
Q3 2025 Added 22.06%
$11.5B
$2.02 Million 0.04% of portfolio
33,463
Q3 2025 Reduced 11.93%
$75.4B
$1.81 Million 0.04% of portfolio
13,769
Q3 2025 Added 5.14%
$14B
$2.15 Million 0.04% of portfolio
6,656
Q3 2025 Added 14.6%
$36.4B
$1.85 Million 0.04% of portfolio
44,066
Q3 2025 Added 22.89%
$24.8B
$1.77 Million 0.04% of portfolio
72,153
Q3 2025 New
$25.4B
$1.81 Million 0.04% of portfolio
66,374
Q3 2025 Added 14.04%
$74.9B
$1.85 Million 0.04% of portfolio
7,103
Q3 2025 Added 21.94%
$244M
$1.84 Million 0.04% of portfolio
319,509
Q3 2025 Added 87.2%
$7.05B
$1.99 Million 0.04% of portfolio
16,319
Q3 2025 Reduced 25.72%
$0
$1.82 Million 0.04% of portfolio
26,903
Q3 2025 Reduced 3.97%
$14.2B
$1.84 Million 0.04% of portfolio
38,753
Q3 2025 Added 71.99%
$89.7B
$2.09 Million 0.04% of portfolio
10,356
Q3 2025 Reduced 2.61%
$15B
$1.79 Million 0.04% of portfolio
8,401
Q3 2025 Added 16.07%
$62.7B
$1.86 Million 0.04% of portfolio
22,611
Q3 2025 Added 21.43%
$6.87B
$1.94 Million 0.04% of portfolio
13,675
Q3 2025 Reduced 6.54%
$250M
$1.95 Million 0.04% of portfolio
118,782
Q3 2025 Added 31.37%
$69.1B
$2.06 Million 0.04% of portfolio
24,402
Q3 2025 Added 114.47%
$65.7B
$2.16 Million 0.04% of portfolio
7,205
Q3 2025 Added 4.6%
$6.2B
$2.03 Million 0.04% of portfolio
77,796
Q3 2025 Added 0.88%
$71.6B
$1.79 Million 0.04% of portfolio
26,692
Q3 2025 Added 2.47%
$132B
$1.99 Million 0.04% of portfolio
8,078
Q3 2025 Reduced 8.51%
$61.4B
$2.02 Million 0.04% of portfolio
4,865
Q3 2025 Reduced 0.65%
$15.9B
$1.81 Million 0.04% of portfolio
6,442
Q3 2025 Added 34.85%
$66.3B
$2.25 Million 0.04% of portfolio
9,811
Q3 2025 Added 1.03%
$9.27B
$1.95 Million 0.04% of portfolio
16,969
Q3 2025 Added 52.57%
$0
$1.85 Million 0.04% of portfolio
63,535
Q3 2025 Reduced 1.75%
$0
$2.01 Million 0.04% of portfolio
7,126
Q3 2025 Reduced 19.19%
$4.89B
$1.87 Million 0.04% of portfolio
18,569
Q3 2025 Reduced 10.69%
$442M
$1.8 Million 0.04% of portfolio
133,717
Q3 2025 Added 0.4%
$98.6B
$2.16 Million 0.04% of portfolio
22,764
Q3 2025 Added 13.62%
$130B
$1.87 Million 0.04% of portfolio
5,251
Q3 2025 Reduced 11.32%
$8.79B
$2.08 Million 0.04% of portfolio
19,128
Q3 2025 Reduced 8.91%
$267M
$2.05 Million 0.04% of portfolio
30,107
Q3 2025 Reduced 3.49%
$120B
$2.11 Million 0.04% of portfolio
126,194
Q3 2025 Reduced 0.9%
$21.9B
$2.13 Million 0.04% of portfolio
167,419
Q3 2025 Added 10.68%
$177B
$1.95 Million 0.04% of portfolio
10,030
Q3 2025 Added 0.76%
$14.8B
$1.87 Million 0.04% of portfolio
13,540
Q3 2025 Reduced 6.18%
$272B
$2.27 Million 0.04% of portfolio
11,861
Q3 2025 Reduced 25.14%
$4.87B
$1.98 Million 0.04% of portfolio
329,289
Q3 2025 Reduced 1.59%
$27.1B
$1.99 Million 0.04% of portfolio
3,642
Q3 2025 Added 10.9%
$70.1B
$1.99 Million 0.04% of portfolio
11,686
Q3 2025 Added 6.51%
$8.49B
$2.03 Million 0.04% of portfolio
5,236
Q3 2025 Added 36.25%
$0
$2.22 Million 0.04% of portfolio
2,967
Q3 2025 Added 44.59%
$13.5B
$2.19 Million 0.04% of portfolio
38,998
Q3 2025 Added 7.82%
$18.6B
$1.39 Million 0.03% of portfolio
10,621
Q3 2025 Added 40.71%
$9.48B
$1.29 Million 0.03% of portfolio
15,742
Q3 2025 Reduced 9.66%

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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