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CIK: 0001698218
Total reported value
$6.7B
$6.7B
852 檔
14.2%
The Q4 2024 SEC filing reveals that Ritholtz Wealth Management held a total portfolio value of $6.7B, covering 852 public equity positions.
In Q4 2024, Ritholtz Wealth Management displayed an active expansion posture, initiating 0 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 852 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.11% | +0.57% | +1.70% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.32% | +0.67% | +2.10% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.17% | -0.65% | +2.62% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.65% | -0.48% | +3.91% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.78% | +0.05% | +4.60% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.23% | +1.47% | +3.96% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.61% | -0.25% | +3.46% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.51% | -0.13% | +5.18% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.44% | -0.41% | +5.40% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.43% | -0.27% | +4.05% | |
| 11 | VFMO | Vanguard US Momentum Factor | ETF-Other | 2.13% | +0.33% | +2.19% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.06% | +6.48% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.91% | +0.01% | +3.87% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.16% | +3.68% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.08% | +6.92% | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 1.11% | -0.13% | +5.08% | |
| 17 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.00% | +0.01% | +4.53% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.96% | -0.08% | +6.58% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.80% | -0.06% | +2.19% | |
| 20 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.78% | +0.05% | +5.43% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | +0.03% | +6.48% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.06% | +6.93% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.70% | -0.08% | +1.60% | |
| 24 | ORI | Old Republic Intl CORP | Stock-Financials | 0.63% | -0.05% | -1.07% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.06% | +5.57% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.03% | +1.36% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.02% | +4.27% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.01% | +5.47% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.12% | +5.57% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.01% | +1.33% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.07% | +0.65% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.05% | +4.86% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.05% | -0.04% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | -0.04% | -1.89% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | — | +9.94% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.40% | +0.09% | +3.35% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.01% | +3.19% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.03% | -2.01% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.35% | -0.03% | +1.61% | |
| 40 | FICO | Fair Isaac CORP | Stock-Tech | 0.31% | +0.01% | -4.10% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.31% | +0.01% | +1.98% | |
| 42 | EME | Emcor Group Inc | Stock-Industrials | 0.29% | — | +1.71% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.04% | +3.81% | |
| 44 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.26% | -0.03% | -3.99% | |
| 45 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.25% | — | +2.39% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.02% | +4.44% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.07% | -9.55% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.04% | -8.51% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.24% | — | +4.73% | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.24% | -0.09% | +80.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +4.60% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.10% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | +6.48% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +6.92% | Add |
| 5 | TSLA | Tesla Inc | +0.2% | +9.94% | Add |
| 6 | AVGO | Broadcom Inc | +0.1% | +1.36% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.62% | Add |
| 8 | APP | Applovin Corp-class A | +0.1% | +28.87% | Add |
| 9 | GILD | Gilead Sciences Inc | +0.1% | +80.64% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.96% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.93% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.70% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +5.57% | Add |
| 14 | CLS | Celestica Inc | +0.1% | -8.48% | Trim |
| 15 | MDT | Medtronic plc | +0.1% | +282.57% | Add |
| 16 | SEI | Solaris Energy Infrastructur | +0.1% | +408.17% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +5.47% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +5.57% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +1.33% | Add |
| 20 | PM | Philip Morris International | +0.1% | +50.93% | Add |
| 21 | IDCC | Interdigital Inc | +0.1% | +13.18% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.35% | Add |
| 23 | T | At&t Inc | +0.1% | +99.13% | Add |
| 24 | ERIC | Ericsson (lm) Tel-sp Adr | +0.1% | +98.97% | Add |
| 25 | AMT | American Tower CORP | 0% | +182.29% | Add |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +3.91% | Add |
| 27 | VFMO | Vanguard US Momentum Factor | 0% | +2.19% | Add |
| 28 | DFSV | Dimensional US Small Cap Val | 0% | +3.87% | Add |
| 29 | MDLZ | Mondelez International Inc-a | 0% | -23.11% | Trim |
| 30 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 31 | VTWO | Vanguard Russell 2000 ETF | -0.1% | EXIT | Sold out |
| 32 | HMC | Honda Motor Co Ltd-spons Adr | -0.1% | -48.55% | Trim |
| 33 | JNJ | Johnson & Johnson | -0.1% | -8.51% | Trim |
| 34 | TNK | Teekay Tankers Ltd. | -0.1% | EXIT | Sold out |
| 35 | ADBE | Adobe Inc | -0.1% | -4.74% | Trim |
| 36 | RMD | Resmed Inc | -0.1% | -79.69% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | -9.55% | Trim |
| 38 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 39 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -26.57% | Trim |
| 40 | BLDR | Builders Firstsource Inc | -0.1% | -6.24% | Trim |
| 41 | NVS | Novartis Ag-sponsored Adr | -0.1% | -3.99% | Trim |
| 42 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -17.96% | Trim |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.89% | Trim |
| 44 | DISV | Dimensional International Sm | -0.1% | +5.08% | Add |
| 45 | ASML | ASML Holding N.V. | -0.1% | -20.11% | Trim |
| 46 | VONV | Vanguard Russell 1000 Value | -0.1% | EXIT | Sold out |
| 47 | LLY | Eli Lilly & Co | -0.1% | -0.04% | Trim |
| 48 | VONG | Vanguard Russell 1000 Growth | -0.1% | -83.68% | Trim |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +1.98% | Add |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +5.18% | Add |
According to official SEC Form 13F filings, Ritholtz Wealth Management reported a total U.S. public equity portfolio value of $6.7B across 852 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, QQQ, IVV) accounted for 14.2% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
VONV
前期市值: $2.9M
During Q4 2024, Ritholtz Wealth Management's top holdings by market value included VTI (7.1%)、QQQ (6.3%)、IVV (6.2%). The largest single position, VTI, represented 7.1% of total portfolio value.
In Q4 2024, Ritholtz Wealth Management made 50 total portfolio adjustments, initiating 0 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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