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
$118B
$1.63 Million 0.03% of portfolio
6,626
Q3 2025 Added 5.46%
$6.66B
$1.66 Million 0.03% of portfolio
10,309
Q3 2025 Added 190.89%
$83.6B
$1.41 Million 0.03% of portfolio
10,849
Q3 2025 Reduced 0.1%
$1.53B
$1.63 Million 0.03% of portfolio
11,582
Q3 2025 Reduced 1.51%
$24.1B
$1.64 Million 0.03% of portfolio
11,680
Q3 2025 Added 92.23%
$7.02B
$1.57 Million 0.03% of portfolio
31,128
Q3 2025 Reduced 3.57%
$4.98B
$1.52 Million 0.03% of portfolio
11,969
Q3 2025 Reduced 19.32%
$734M
$1.39 Million 0.03% of portfolio
20,505
Q3 2025 Reduced 0.2%
$86.4B
$1.3 Million 0.03% of portfolio
3,698
Q3 2025 Added 13.64%
$364M
$1.43 Million 0.03% of portfolio
39,854
Q3 2025 Added 18.69%
$15.9B
$1.47 Million 0.03% of portfolio
4,479
Q3 2025 Added 6.01%
$27.4B
$1.51 Million 0.03% of portfolio
6,148
Q3 2025 Added 4.79%
$32.4B
$1.58 Million 0.03% of portfolio
5,732
Q3 2025 Added 71.1%
$100B
$1.6 Million 0.03% of portfolio
5,940
Q3 2025 Added 8.89%
$41.3B
$1.41 Million 0.03% of portfolio
15,588
Q3 2025 Reduced 0.74%
$444M
$1.76 Million 0.03% of portfolio
60,053
Q3 2025 Added 32.56%
$39.2B
$1.5 Million 0.03% of portfolio
15,537
Q3 2025 Reduced 2.18%
$49.5B
$1.67 Million 0.03% of portfolio
9,831
Q3 2025 Added 70.47%
$70.2B
$1.39 Million 0.03% of portfolio
44,470
Q3 2025 Reduced 0.26%
$16.8B
$1.53 Million 0.03% of portfolio
30,039
Q3 2025 Reduced 2.49%
$953M
$1.37 Million 0.03% of portfolio
72,111
Q3 2025 Added 9.02%
$39.1B
$1.49 Million 0.03% of portfolio
22,650
Q3 2025 Reduced 20.15%
$2.57B
$1.34 Million 0.03% of portfolio
24,078
Q3 2025 Reduced 0.1%
$5.09B
$1.31 Million 0.03% of portfolio
12,582
Q3 2025 Added 6.51%
$1.62B
$1.6 Million 0.03% of portfolio
34,071
Q3 2025 Added 7.75%
$109B
$1.54 Million 0.03% of portfolio
51,004
Q3 2025 Added 1.68%
$7.04B
$1.71 Million 0.03% of portfolio
275,180
Q3 2025 Reduced 1.79%
$1.55B
$1.27 Million 0.03% of portfolio
69,827
Q3 2025 Reduced 21.86%
$84.9B
$1.7 Million 0.03% of portfolio
10,105
Q3 2025 Added 2.25%
$0
$1.43 Million 0.03% of portfolio
21,878
Q3 2025 Reduced 0.04%
$0
$1.52 Million 0.03% of portfolio
21,102
Q3 2025 Added 2.9%
$0
$1.55 Million 0.03% of portfolio
3,301
Q3 2025 Reduced 3.05%
$8.02B
$1.44 Million 0.03% of portfolio
14,238
Q3 2025 Reduced 26.07%
$81.8B
$1.37 Million 0.03% of portfolio
12,448
Q3 2025 Added 95.78%
$30.4B
$1.27 Million 0.03% of portfolio
48,745
Q3 2025 Added 194.73%
$55.4B
$1.57 Million 0.03% of portfolio
5,146
Q3 2025 Added 231.15%
$5.57B
$1.27 Million 0.03% of portfolio
14,308
Q3 2025 Reduced 14.08%
$14.8B
$1.36 Million 0.03% of portfolio
27,777
Q3 2025 Added 99.62%
$4.16B
$1.43 Million 0.03% of portfolio
14,501
Q3 2025 Reduced 21.62%
$103B
$1.4 Million 0.03% of portfolio
601
Q3 2025 Added 2.39%
$6.36B
$1.53 Million 0.03% of portfolio
11,498
Q3 2025 Reduced 9.58%
$45.2B
$1.51 Million 0.03% of portfolio
2,657
Q3 2025 Added 206.46%
$7.74B
$1.57 Million 0.03% of portfolio
1,894
Q3 2025 Added 70.63%
$86.7B
$1.66 Million 0.03% of portfolio
2,722
Q3 2025 Added 13.65%
$9.96B
$1.3 Million 0.03% of portfolio
32,204
Q3 2025 Added 44.11%
$9.52B
$1.74 Million 0.03% of portfolio
12,265
Q3 2025 Reduced 23.3%
$18.5B
$1.51 Million 0.03% of portfolio
6,908
Q3 2025 Added 9.32%
$107B
$1.63 Million 0.03% of portfolio
2,156
Q3 2025 Added 12.82%
$163B
$1.63 Million 0.03% of portfolio
12,331
Q3 2025 Added 8.84%

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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